Study Notes May 16, 2018

Study Notes May 16, 2018

What Are Custom Fields? – AC Guide

  • Custom fields are a means for storing and representing contact data
  • While users typically use tags to further segment their contact lists, users employ custom fields to get even more granular than tags
  • the data you collect via custom fields is diverse and personal
  • limited only by what you want to know and what data your users are willing to submit
  • custom fields can do everything tags can do, and sometimes more
    • Custom fields can be displayed internally to your business and externally to your contacts
    • changes in custom field data can serve as start triggers for automations
    • to configure conditional content blocks in emails
  • Using Custom Fields For Personalization
    • To make content blocks conditional is to determine which contacts see the entire content block
    • To personalize content according to custom field data is to autofill that data into a content block
    • ActiveCampaign auto-generates a personalization tag (also known as a merge field)
      • Can insert that personalization tag into your messages
  • Types of Custom Fields
    • Text input: This is your traditional text input field. It is the primary means for storing data, which matches well with the fundamental purpose of custom fields
    • Text area: The “Text area” option simply allows for more text to be submitted than the “Text input” option does
    • Date: This field allows you to capture a date (YYYY/DD/MM format). Additionally, the date field has a time stamping option
    • Drop-down menu: This is your standard drop-down menu
    • Multi-selection list: This option looks similar to a drop-down menu and displays several options
    • Radio buttons: This custom field type functions the same as the “Drop-down menu” type – difference being the visual representation
    • Checkbox(es): You can use this custom field type to tell you multiple things about a contact (compare that to tags, which convey only one detail)
  • When viewed alongside lists and tags, custom fields paint a complete picture of each contact and empower you to automate the appropriate communication
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