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

You can create many different profile field groups specific to a type of marketing campaign. For example, a Transactional Campaign contains profile information about an order number, shipping address, and contact information that is used to personalize a transactional message. Whereas a Welcome Series may contain the profile information mentioned above and is used to group contacts based on a contact's preferences or behaviors.

⚠️ Profile fields are exclusive to the list on which they're created. For example, if you're creating profile fields on the Master List, they are only available on this list.

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

1. Navigate from the home menu to Contacts.
2. Go to Profile Fields.
3. Click Create Field Group at the bottom of the page.
4. Enter a Field Group Name for the field group, specific to the campaign that it's being used for. For example, Customer Information.
5. Click Save.

6. Add all of your 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.

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.

7. 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.

After you've created segmentation fields, learn more about how to personalize a message or how to filter based on these groups.

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