[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.

Group and reorder fields with Field Groups

Field groups are created on the Manage Fields page. You can use this feature to group similar custom contact fields together, making it easy to find relevant information. This feature can also be used to:

  • Change the order in which field groups appear by dragging and dropping the group on the Manage Fields page. This change will also be reflected on contact profile pages. 
  • Change the order in which fields within a field group by dragging and dropping the field on the Manage Fields page. This will change will also be reflected on contact profile pages. 
  • Delete a selection of custom contact fields, create a new field group from select fields, or move a selection of custom contact fields to a different group by using the Bulk Actions dropdown on the Manage Fields page. 

Standard system fields, such as First Name, Last Name, Email, and Phone will be listed in the General Details field group. These standard fields cannot be reordered or moved from this group.

Learn more about Field Groups.

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 all contact profile pages 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.

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