Help Center

View Categories

Fields Management

Overview

The Fields tab manages audience data fields, categorized into:

  • Default Fields (e.g., Country, Phone Number, Email Address)
  • Custom Fields (user-defined fields for segmentation and personalization)

Managing Fields

Users can:

  • View Fields – Check Field ID, Name, Type, and Status (Enabled/Disabled).
  • Enable/Disable Fields – Toggle field activation status.
  • Edit Fields – Modify custom fields (default fields cannot be edited).
  • Delete Fields – Remove custom fields permanently.
  • Search for Fields – Locate fields using the search bar.
  • Create New Fields – Add custom attributes (e.g., Favorite Color, Preferences).

Add New Field

If a required field is not available in the existing prebuilt options, users can create a new custom field. The system includes 10 prebuilt fields by default.

How to Add a New Field:

Click the “Add New Field” button to open a popup form. In the popup, you’ll be prompted to provide the following information:

  • List Name: Select the list where this new field should be added.
  • Field Name: Enter the name for your custom field.
  • Field Type: Choose the input type for the field. Available types include:
    • Textbox – A single-line input for short text like names or email addresses.
    • Dropdown – A list where users can select one option from a predefined set.
    • ComboBox – A dropdown that also allows users to enter a custom value.
    • Textarea – A multi-line input for longer text such as comments or descriptions.
    • Checkbox – Allows users to select one or more options by ticking boxes.
    • Edit Text – A rich text editor for formatting content with styles and links.
    • Radio Button – Lets users choose only one option from a group.
    • Date Picker – A calendar tool for selecting a date.
    • Multi-Select – Enables selecting multiple options from a dropdown list.
    • HTML Textarea – A large input field that accepts and displays HTML content.
  • Attribute Data Type: Select the type of data the field will store — either Text or Number.

Once all required information is entered, click “Create” to add the new field. To exit without saving, click “Close”.

Note: The new field will be enabled only for the list selected during creation. To enable it for other lists, go to the Fields area, select the desired list, and activate the field manually.