Fields Overview

Baris Ergin
Written by Baris ErginLast update 2 years ago

In DirectIQ, by default, there are three fields, that can be in contact: email, first and last names. If your contacts have other characteristics, that you want to save in the system, then you can create custom fields. Custom fields in contacts are what allow marketers to target campaigns and run reports based on specific contact characteristics. These fields are typically defined during the creation of the subscription forms used to gather contacts, but can also be assigned while uploading contacts via text or Microsoft Excel files, cut and paste, or 3rd party services.

You can view the list of all fields on the Contacts -> My Fields page.

There are two tabs on the page.

  1. All Fields: the default system fields and all the custom fields across your contact lists.

  2. Custom Fields: only custom fields across your contact lists.

The table contains information about fields name and type, provides necessary data to reference the fields in email templates and displays them in subscription or contact information forms. There are also columns with buttons for managing fields.

  1. Field Name: Lists the field names used across all the lists in your My List library.

  2. Shortcode: Lists the content tags, that can be used to dynamically insert the associated field names in the list you're using in a given email template.

  3. Data Type: In DirectIQ for custom fields such data types are allowed: Text, Number, Date. System field Email Address has an Email data type.

  4. Usage: The number of contacts in which this field is filled.

  5. Public: Subscription and Contact Information forms created in DirectIQ display form fields based on your list fields. Some are added by default, like email and first name, but others can either be added or excluded by selecting the Show checkbox.

See also:
Creating Custom Field

Managing Custom Field

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