In order to start with ActiveCampaign, you need to gather information about your contacts. Actually, the only information you really need to get is their email address. However, if you want to be able to have a more focused, personalized, and informed Campaign, you would want to be able to learn more about your contacts.
One way of doing this is by collecting additional information like Names, Location, Birthday, etc. By default, ActiveCampaign provides you with 3 fields (Email Address, First Name, & Last Name). These fields are a good way to start. However, if you want to gather more data about your contacts, you would need additional fields.
Luckily, ActiveCampaign has a built-in feature that allows you to create as many Custom Fields as you want.
To create a custom field, go to the Lists Page. Then, click the “Field” button for the list you want to add the Field to.
This will take you to the Fields Page where all your fields are listed. Click on the “Add a New Custom Field” button to add anew field.
A Modal/Pop-up will appear. You can choose the Field Type you want to use. Below are the different types and a brief explanation of each type.
Choose the field type you want to use (we’ll use Text input for this example). Then, click the Next button.
You will then see another Modal/Pop-up that asks you to name the field. Type in the Field Name and then click the Save Button.
Note: If you chose another field type, you will have other options aside from naming the field. For example, if you use a drop-down type, you will also be asked to add selection options for your drop-down.
After you have created your field, you are ready to use the field on your forms, on segmentation, on personalization, etc. However, you can also configure the fields using the different Custom Field Options available to you.
Personalization Tags (as the name implies), allows you to place tags on your message to personalize your campaigns. You can learn more by going to our Personalization Tags guide.
Below you’ll see a list of all the Fields we have so far. On the 4th row, you’ll see the Personalization Tag for each field. The default fields have Tags that cannot be edited. However, you can edit the Personalization Tag for any Custom Field you have. By default, each field you create will be given a Personalization Tag with the following format (PERS_##). It’s a good idea to change this to something you can remember.
You can make a field required. This means that when your contacts are filling out a form, they would need to type in a value to be able to submit the form. You usually do this if there is information that you definitely need about your contact. By default, Email Addresses are required. You cannot change that. However, you can make Name or any other field required if it is vital that you get that information.
You can configure your Custom Fields in other ways. This section shows you the different options you have. Click on the Options Link on the Left of the Field row.
After clicking the link, you’ll see a Modal/Pop-up with all your options. Below are your options.
For more information about any feature of ActiveCampaign’s email marketing software, please contact our support team. We’ll be happy to assist you.