Contacts > Fields
Fields

Fields allow you to store additional information about your contacts - first name, postal code, age, etc. You can also use fields to personalize your messages and segment your lists.

Managing And Creating Fields

Contacts are more than just email addresses. We allow you to store additional information about your contacts in data fields. Fields allow you to store additional information about your contacts - first name, postal code, age, etc. You can also use fields to personalize your messages and segment your lists.

 

The Fields page lets you see all of the fields that you have added to your account. From this page, you can begin creating new fields or managing existing fields.

What Is A Field Name?

The Name for a field is an internal designation - for instance the "firstname" field. The Name can contain both upper and lower case alphanumeric characters, and can also have underscores.

What Is The Field Label?

The Label for a field is an external label associated with the field on your webforms. For example, the Label for the "firstname" field might be "Enter your first name:".
 

What Is The Field Type?

The Type for a field designates how your contacts will add data to this field via webforms. You can collect data in a free form text box or you can limit contacts to selections from a pull-down, check box, or radio button menu.

What Is The Field Visibility?

There are two visibility options you can choose from for fields. Public fields are visible to you and can be made visible to your contacts. Private fields are visible only to you.

What Does The Show In Contact List Checkbox Do?

The Show In Contact List checkbox allows you to make the field visible on the all contacts table when you view the All Contacts page.

Creating Fields using A Default Field Type?

When creating new fields, you can choose from several predefined field types that are representative of the most common fields created by email marketers.

To create a default field:

  1. Go to Contacts->Fields.
  2. Click Create New Field.
  3. Click the Predefined radio button.
  4.  

  5. Use the Predefined Fields pull-down menu to choose a pre-defined field. The predefined fields you can choose are described below:
    • Salutation: The following options are provided by default:
      • Dr. (dr)
      • Mr. (mr)
      • Mrs. (mrs)
      • Miss (miss)
      • Ms. (ms)
      • Professor (professor)
    • First Name
    • Last Name
    • Age
    • Gender
    • Birthday
    • Address
    • Address (Continued)
    • City
    • State (Full Name)
    • State (two-letter abbreviation)
    • State or Province
    • Postal/ZIP Code
    • Country
    • Home Phone Number
    • Work Phone Number
    • Mobile / Cell Phone Number
    • Highest Level of Education: The following options are provided by default:
      • Some High School (somehighschool)
      • High School (highschool)
      • Some College (somecollege)
      • College (college)
      • Some Graduate School (somegraduate)
      • Graduate Degree (graduate)
    • Marital Status: The following options are provided by default:
      • Single (single)
      • Married (married)
      • Divorced (divorced)
      • Widowed (widowed)
    • Number of Children
  6. Click Save to finish creating the field, or click Save and Add Another to finish creating this field and add another.

Creating Custom Fields

To create a custom field:

  1. Go to Contacts->Fields.
  2. Click Create New Field.
  3. Click the Custom radio button.
     
  4. Give the field a name in the Name text box.
  5. Give the field a label in the Label text box.
  6. Choose a Type for the field using the Type pull-down.
  7. Set the Visibility for the field using the Visibility pull-down.
  8. Click the Contact List checkbox if you want the field to be visible when you are viewing the All Contacts table.
  9. Click Save to finish creating the field, or click Save and Add Another to finish creating this field and add another.
Note - The number of fields that you can create depends on the edition of the application that you have. For more information, see your contract or contact support.

Copying Fields

Copying a field allows you to make a duplicate of the field you selected to copy. 

To copy a field:

  1. Go to Contacts->Fields.
  2. Click the copy icon.
  3. Provide a new internal name. The internal name is only visible within your account.
  4. Make your desired changes to the Name, Label, Type and Visibility of the new field copy.
  5. Click Save when you are finished.
Note - After the field is copied, a notification message will appear that provides you with a link to view the copied field and associated values in .CSV file format.
 

Editing Fields

To edit a field:

  1. Go to Contacts->Fields.
  2. Click on the name of the field you want to edit.
  3. Make any desired changes to the Name, Label, Visibility, and Contact List.
  4. Click Save to keep the changes.
  5.  

Adding Options To Pull-Down, Check Box, Or Radio Button Fields

To add options for pull-down, check box, or radio button field types:

  1. Go to Contacts->Fields
  2. Locate the field you wish to add options to and click Show Options under the type column.
  3. The Options section will expand. Click New Options at the bottom of the expanded Options section.
  4. The Create New Field Option window will appear. In the Option text box, add the name or number that will be displayed for the option.
  5. (Advanced) If you want to add a custom value for the field option, click the Add custom value to option checkbox. Custom values are used when you want the value (i.e. what is passed back to the server) for the Option to be something other than what you added in the Option text box. For example, let's say you have "Arizona" added in the Option text box. Rather than have "Arizona" passed back to the server, you simply want "AZ" passed back to the server. In this case, you could add "AZ" as the custom value for the "Arizona" field option.
  6. Additionally, you can choose to make this option the default option that is selected by clicking the Make this the default option checkbox.
  7. Click Save.


Re-ordering Fields And Field Options

You can use the handle to drag fields and field options to another position, either on the
All Fields page, or in the Field Options section.
Note - Then position/order that fields and field values appear on the All Fields Page or Field Options section reflects how they will appear to your contacts, and how they will appear in other locations in the application.

Adding Additional Fields To Upload onto clubbroadCast

The Jonas system allows you to select various fields and upload them onto clubbroadCast to assist you in your member filtering/selection process for target marketing. clubbroadCast allows you to upload a total of 50 different fields in addition to email address up onto the database server. By default, you will already have 19 pre-selected fields and have the ability to add 31 more. The following steps will outline how to set up additional fields to upload onto the clubbroadCast server.

For more information on how to add fields to upload to clubbroadCast please look at the documentation for the Export Utility.



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