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Workspace Settings: Contact Fields

Susan Swier Updated by Susan Swier

Using Contact Fields

Contact Fields are used to collect Contact information, such as first and last names, preferred languages and location.

The information collected in Contact Fields can be used as dynamic variables to personalize messages. Contact Field changes or updates can be used to trigger relevant Workflows.

Getting Here

This setting is accessible by Owners and Managers only!

This setting can be accessed from the Settings navigation menu under the Workspace Settings sub-menu item, Contact Fields.

screenshot of main contact fields setting

In these settings, you can:

Tip: Use the 🔍 at the top to quickly find the Custom Field that you are looking for.

Viewing Contact Fields

By default, a set of standard Contact Fields will be created for the Workspace for Users to update Contacts' information. Standard Contact Fields cannot be edited or deleted from the Workspace as these fields may affect platform operations. The list of standard Contact Fields are as follows:

Field Name

Description

First Name

The Contact's first name. The value can be provided by Channel if applicable.

Last Name

The Contact's last name. The value can be provided by Channel if applicable.

Phone Number

The Contact's phone number. The value can be provided by Channel if applicable.

Email Address

The Contact's email address. The value can be provided by Channel if applicable.

Country

The Contact's country. The value can be derived from the Contact's phone number if applicable.

Language

The Contact's preferred language. The value is derived from the Contact's client system if applicable.

Profile Picture

The Contact's profile picture. This value can only be provided by the Channel if applicable and cannot be changed by the User.

Adding a New Custom Field

Custom Fields are User-created Contact Fields that help to further identify Contacts.

Step 1: Navigate to the Contact Fields Settings Page

From Settings Module, navigate to the menu item, Contact Fields.

Step 2: Press ADD CUSTOM FIELD

To add a Custom Field to your Workspace, press the blue ADD CUSTOM FIELD button at the top of this section. The Add Custom Field dialog will appear for you to fill in the required information.

gif showing how to add custom contact fields

Step 3: Name the Custom Field and describe it

Enter a name for the new Custom Field along with a short description. These fields will help you identify the Custom Field added and understand the intentions.

The Field ID of the Custom Field will be populated based on the Custom Field name. Once a Custom Field has been created, the Field ID cannot be edited. The Field ID is a unique identifier and can be used for integrations and APIs.

Tip: Make sure Custom Field names and standard Contact Field names are different to prevent dynamic variables in messages from retrieving the wrong data. Read more about dynamic variables here.

Step 4: Select a field type

There are various field types that you can set for your new Custom Field. Be sure to choose an appropriate field type to collect relevant and better information for your Contact.

You may select from the following field types:

Field Type

Description

Text

Suitable for information with string as a format

E.g., Name, Address, Preferred Name

List

Suitable for information that has a limited set of values (Max character limit for the value is 20)

E.g., Plan Type Gender, Favourite Brand, Country, Customer Type

Checkbox

Suitable for information that has a true or false value

E.g., Lead Status, Allergic, Availability

Email

Suitable for information that is in email format

E.g., Work email, Personal Email

Number

Suitable for information that requires number format

E.g., Plan Value, Number of Transactions

URL

Suitable for information that requires link format

E.g., Company Website, Privacy Policy, File Link

Date

Suitable for information that is in date format ("YYYY-MM-DD". e.g. 2023-10-25)

E.g., Birthdate, Last transaction date

Time

Suitable for information that is in time format

E.g. Preferred contact time

Tip: Choosing the right field type will enable information validation that will improve the collection of Contacts' information.
The platform no longer supports specifying a default value of a Custom Field due to server performance.

Editing a Custom Field

From the Custom Field record, you can press the Edit button under the Actions menu and this should open the Edit Custom Field dialog.

In this menu, you can make changes to the name, descriptions, values (if applicable) and default value.

gif showing how to edit custom fields

Make the necessary changes and press UPDATE.

After a Custom Field is added, you cannot change the Field ID and Field Type. If you need to do so, you can create another Custom Field with the preferred Field ID and Field Type.

Customizing the View of Contact Fields

You can customize the displayed order of Contact Fields by clicking on the Customize View button.

gif showing how to customize contact view

To reorder the Contact Fields in the Contact Details Drawer, simply drag and move them to the desired arrangement and click on the Save button. The new arrangement will be reflected in the Contact Details Drawer for all Workspace Users.

gif showing how to reorder contact fields

To change the display of the Contact Fields on the Contact Details Drawer, simply change the visibility setting to your desired display option.

There are 3 options for the visibility of Contact Fields:

  • Always show: When this option is selected, the Contact Field will be displayed in the Contact Details Drawer.
  • Always hide: When this option is selected, the Contact Field will be hidden in the Contact Details Drawer.
  • Hide when empty: When this option is selected, the Contact Field will be hidden only when its value is empty.
gif showing how to set contact field visibility

Once the changes are saved, the new visibility configuration will be reflected in the Contact Details Drawer for all Workspace Users.

To view all hidden Contact Fields, click on the Show all fields toggle in the drawer. You can hide them again by clicking on the Hide fields button.

Deleting a Custom Field

When a Custom Field is no longer needed, it can be deleted from the Workspace by choosing Delete from the Actions menu.

gif showing how to delete a custom contact field

Deleting a Custom Field will completely remove it from your Workspace and any data associated with the field will be removed.

Feeling stuck? Do not fear.

Need assistance? Contact us for support. Help is here!

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