How do I create new custom fields or rename current fields?

DESCRIPTION

This article takes you through creating new custom data fields or renaming existing custom fields for your ease of use.

You may re-name contact demographic fields by assigning aliases. This alias is displayed throughout the Delivra interface where that demographic is seen (ex. contact records, segment clauses, merge tags, etc).

HOW-TO

Rename a current custom field-

1. From the Home page, navigate to the "Contacts" dashboard.
2. Choose "Add Custom Fields" from the "More Options" section in the left-hand navigation.
3. Click "Edit" to the right of the field you wish to assign an alias.
4. Enter the new name.
5. Click 'Ok' to save.

Create a new Custom Field-

1. From the Home page, navigate to the "Contacts" dashboard.
2. Choose "Add Custom Fields" from the "More Options" section in the left-hand navigation.
3. Click the "+" button on the top right. Here you select the field type.
4. Click "Next".
5. Assign the alias and any other desired options.
6. Click "Finish" to save.