Your account comes with 90 standard contact demographic fields that are customizable. All fields are available by default, there is not a need to create new fields.
You can re-name the fields in your account to reflect standard demographic names your company uses. This customization is called a field alias. The field alias name is displayed throughout the Delivra system where that demographic field is seen (ex. contact records, segment clauses, merge tags, etc.).
See instructions below to customize your fields.
How-To
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1. Navigate to Settings and select "Data Setup". |
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2. Click on "Contact Fields". |
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3. Scroll listing or use the Search box to find the field to edit. 4. Once found, hover over the field to expose the "Edit" button. (right-side) |
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5. A pop-up on right-side of page will appear. Enter the new name for the field in the "Field Alias" box. 6. Click the "Save" button. You may need scroll down the right side to see it. |
Notes & Resources
See these additional help articles for more customization options for your contact demographic fields.
How-to use merge tags
How do I rename fields in my custom table?
Recommendations
We highly recommend that you do not rename the following data fields. Using these fields for data other than their intended purpose may prevent you from fully adopting features that use or reference the data in these fields.
- External System ID
- Unsubscribe Reason
- Name (First, Last, Suffix, Full Name)
- Birthday
- Address (Address, Address Line 2, City, State, Zip, Country, County)
- Company (Company Name, Industry, SIC Code, Company Size)
- Sale Rep (First Name, Last Name, Phone, Email, Photo)
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