Profile fields are used to collect and store information (such as first and last name, address, country, phone number, etc.) that can be used to displayed personalized content or used to filter contacts.

You can add a new profile field to an existing profile field group or create a new profile field group and add to that group.

New Profile Field Group Setup

Set up a profile field group and profile fields by following the below steps.

  1. Navigate to Contacts > Email Contacts Profile Fields.

    💡 Profile fields are exclusive to the list they are created on, be sure to select the correct list from list navigation dropdown menu.

  2. Click Create Field Group at the bottom of the page.

  3. Enter a Field Group Name for the field group, specific to the data that it's being used for.

    For example:

    1. CustomerInfo - would store all the data points related to a customer.

    2. Preferences - would store all the data points related to an Email Preference Center.

  4. Click Save.

  5. Add the desired fields with the applicable data types from the table below.

    💡 We recommended using camel case instead of spaces to avoid the risk of
    spaces creating special characters within HTML.
    For Example: FirstName, LastName, MobilePhone, HomePhone.

  6. Click the Save icon to add each field.

Adding new Profile Fields to an existing Profile Field Group Setup

  1. Click the name of the Profile Field Group.

  2. Follow steps 5 and 6 from the above setup process.

Repeat the above steps to create new field groups, or to add new profile fields to a field group.


Data Types

Text

Limit of 255 characters

Used to store alphanumeric values.

Numeric values cannot be used to count or calculate.

Filter options include: equals, contains, and does not contain.

Numeric

Limit of 255 characters

Numeric values ONLY.

Can be used to count or calculate.

Filter options include: greater than, equal to, or less than.

⚠️ Scientific notations or non-numeric characters will not allow numeric filtering.

Radio Button

One set of data per Profile Field Group.

⚠️ Required to allow the filtering system to process the data independently.

Used to collect mutually exclusive data from a form (only one option can be selected).

Filter options include:

Is on, Is off

Check Box

n/a

Used to collect mutually inclusive data from a form (multiple options can be selected).

Filter options include:

Is checked or Is not checked

Comment Area

Limit of 255 characters

Used for larger amounts of text, such as a comments section.

For larger amounts of text or HTML, use a Contact Content Block.

Filter options include: equals, contains, and does not contain.

Date

Format mm/dd/yyyy

This data type gives you a character field in which you can enter a date in numeric.

Filter options include: equals a specific date, before a specific date, or after a specific date.

Contact Content Block

No character or character count limitations.

Used for large quantities of text or HTML that surpass the 255 character limit of other data types.

Filter options include: equals, contains, and does not contain.

After you've created a profile field(s), learn more about how to personalize a message or how to filter based on these groups.

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