[Video] How do I manage my custom contact fields?

 

 

In ActiveCampaign, there is no limit to the number of custom contact fields that you can have in your account. However, the more fields you have, the more cumbersome and unwieldy they can become. This article will walk you our top recommendations for keeping your custom contact fields organized.

Make your fields available to specific lists
By default, all custom contact fields are available to all lists. This means that all custom contact fields will be listed on your contact’s profile page and in any notifications you have set up under your form settings and automations. You can limit which fields appear on both the profile page and notifications by associating your fields with specific lists. Once you do, only fields that apply to the list(s) your contact is in will appear in their profile page and notifications. 

See this help article for more information on how to make your fields available to specific lists.

Reorder your custom contact fields
Custom contact fields will appear in the order that they were created in both contact profile pages and notification emails. You can reorder your fields so that the most important fields appear at the top of contact profile pages and notification emails.

Note that only custom contact fields you create can be reordered. Default fields, such as Email, Name, Phone, and Organization cannot be reordered.

To reorder your custom fields:

  1. Click either "Lists" or "Forms" in the left-side menu. 
  2. Click "Manage Fields."
  3. Click the "Contacts" tab.
  4. Click the "Reorder Fields" button.
  5. Drag and drop the fields to arrange them to your preference then click "Done" when finished.

Your new field order will be reflected on the “Manage Fields” page, contact profile pages, and in your form and automation notification emails. 

Note that all fields, even blank ones, will be included in the email notifications. There is currently no way to "hide" empty custom contact fields in notifications.

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