Custom Fields

With CampaignsPlus, you are not limited to store a little about your contact like the email, first name, last name, occupation and geographical information. The custom fields function would help you setup fields of your choice, that you later can add to the list to store contact information. 

Navigate to Custom Fields

Main Navigation -> Contact Lists -> Custom Fields

Clicking on Custom Fields from the main navigation will lead you to the page where you will be able to see the list of available custom fields. If you are landing for the first time on this page, you will see the table empty, as system doesn’t have any custom field entries to show. Therefore, let’s first learn adding custom fields.

Add new Custom Field 

Towards the top left area of the table, there is a button “Add new Custom Field” with a plus sign. Clicking on it will open up add custom field page with the following options. 

Mandatory Fields/Selections 

Following fields/options are mandatory in order to add a new custom field.

Name

Field name assigns an identity to the field you are creating. It would later help to easily make a selection while creating the list, or conveniently add relevant information while adding contact details.

Contact List

Select one or more contact lists or list groups to make this custom field a part of the selected ones. It isn’t the only chance and place to make custom field part of some list. If you want to make a custom field part of an already existing list, just go to View all Lists, edit that specific list, and make a selection of custom field from the right side area of the screen.

Optional Fields/Selections 

Field Order

Define the position of the custom field to appear on Add a Contact page. The position needs to be defined using the numbers like 1, 2 and 3 respectively. If you don’t make a selection, the field will automatically be pushed to the top of the sequence.

Type of Field

By default the Text Field is selected option for this, and if you don’t make a selection from the dropdown, you field will appear as a text field, that may not look appropriate for the fields like Gender etc. So always try to make the selection of field type according to the sort of custom field.

Required

By default “No” is selected, which means that even if you don’t provide information for this custom field while adding the contact information, you will still be able to add the contact to the list. If you select otherwise, you will have to fill this field anyway in order to add .

Save or Cancel Details/Preferences  

You have the following options to complete the process, cancel or save your preferences.

Save & Exit

Complete the process, get your preferences/ details saved and exit from the process.

Save & Add Another

Get the current details/preferences saved to complete this process, and automatically reopen the same process with empty field values/options to make a new entry.

Return

Get out of the process without saving preferences/ details and resort to the View Custom Fields page .

View Available Custom Fields 

When you have one or more custom fields created and added to the system, the table of view custom fields will populate the information relevant to the available custom fields. Let’s take a look at the information it puts on view.

Name

The field name that was provided as first mandatory field while adding the new custom field, every row of the column represents a separate custom field entry with its name. 

Order

The field was optional and was meant to offer the way to define the sequence of custom fields to appear on Add a Contact page.

Type

What type was selected for the specific custom field, is it a simple Text field, a Dropdown option, Checkboxes are some other.

Created On

The date when the custom field was created and added to the system

Actions 

You can perform the following actions to manage the custom fields available in your account.

 

Edit	Press the edit button to reach on the page, where you’ll be able to edit and update the information like type of custom field, position of the custom field to appear on add a subscriber page, subscriber list and name.
Delete	Take this option to delete specific custom field

 

Tools (Bulk Delete)

If you want to delete more than one list, make a selection by ticking the checkboxes a column before Name in the table. When you have the required list selected, go to the area top right of the table, click tools and take Delete option.

More Options 

At top of the table, you can see a search box that will help you quickly search records from the table. Top right area of the table shows the number of records you want to view on one page, records exceeding from the selected number, will appear on the next page.