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
A profile field group is a file folder that contains the individual profile fields. Use profile field groups to group similar type of information, such as ContactInfo or EmailEngagement.
⚠️ The field group and field should have unique names to ensure they are easy to identify.
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.
Click Create Field Group at the bottom of the page.
Enter a Field Group Name for the field group, specific to the data that it's being used for.
For example:
CustomerInfo - would store all the data points related to a customer.
Preferences - would store all the data points related to an Email Preference Center.
Click Save.
Add the desired fields with the applicable data types from the table below.
💡 Use camel case instead of spaces to avoid the risk of
spaces creating special characters within HTML.
For Example: FirstName, LastName, MobilePhone, HomePhone.Click the Save icon to add each field.
Adding new Profile Fields to an existing Profile Field Group Setup
Click the name of the Profile Field Group.
Add the desired fields with the applicable data types from the table below.
💡 Use camel case instead of spaces to avoid the risk of
spaces creating special characters within HTML.
For Example: FirstName, LastName, MobilePhone, HomePhone.Click the Save icon to add each field.
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.