Table of Contents
Workspace Settings: Contact Fields
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 can be accessed from the Settings navigation menu under the Workspace Settings sub-menu item, Contact Fields.
In these settings, you can:
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.
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.
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 |
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 |
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.
Make the necessary changes and press UPDATE.
Customizing the View of Contact Fields
You can customize the displayed order of Contact Fields by clicking on the Customize View button.
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.
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.
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.
Deleting a Custom Field will completely remove it from your Workspace and any data associated with the field will be removed.
