Overview of custom account fields in ActiveCampaign

Custom account fields are available on the following plans:

  • Plus
  • Professional
  • Enterprise

ActiveCampaign provides standard fields that you can use to capture and store information about the businesses you work with, including physical address, description, number of employees, annual revenue, and industry/vertical.

You can also collect additional pieces of information about these businesses and store them in custom account fields. For example, you may want to collect data for "Customer since," "Internal ID," or "Blog URL." All account fields, standard and custom, can be used to personalize communications sent to contacts and can be used in the segment builder.

How to create a field group

Field groups are created on the Manage Fields page in your account. You can use field groups to group similar custom account fields together, making it easy to find relevant information as well as give you a clear view of the Manage Fields page and Account Detail pages.

With Field Groups, you can:

  • Select which group a custom account field should belong to when creating a field from the Manage Fields page or Account Details page
  • Drag and drop a custom account field from one group to another
  • Use the "Bulk Actions" dropdown on the Manage Fields page to delete a selection of custom account fields

Standard account detail fields cannot be moved to a field group. These will remain under "General Details." This includes:

  • Account Name
  • URL
  • Created Date
  • Last Updated
  • Address 1
  • Address 2
  • City
  • State/Province
  • Postal Code
  • Country
  • Phone Number
  • Description
  • Number of Employees
  • Annual Revenue
  • Industry/Vertical

To create an account field group:

1. Click either "Forms" or "Lists" located in the left menu.

2. Click "Manage Fields."

3. Click the "Accounts" tab on the Manage Fields page.

4. Click "Add Group."

5. A modal window will open. Type the group name into the field provided and click "Create."

The field group you created will be listed at the bottom of the Manage Fields page in your account.

You can change the name of the field group at any time from the Manage Fields page. To do so, hover your mouse over the field group name and click the pencil icon.

To delete a group, hover your mouse over the group you wish to remove and click the trash icon. A prompt will appear and ask you to move any fields to a different group. Once you selected a group to move existing fields to, click "Delete."

How to create a custom account field

You can create an unlimited number of custom account fields. Custom account fields can be created on the Manage Fields page in your ActiveCampaign account.

All custom account fields you create will appear on the Manage Fields page, account record pages, and the segment builder.

In this section, we'll show you how to create a custom account field from an account record.

1. Click either Lists or Forms in the left menu.

2. Click "Manage Fields."

3. Click the "Accounts" tab on the Manage Fields page.

4. Click the "Add Field" button.

5. An "Add Field" modal will open.

  • Type the field name into the field provided
  • Click the "Group" dropdown and click the group you wish to add the field to
  • Click the "Field type" dropdown and click the field type you wish to create. Note that depending on the field type selected, you may need to provide field values

6. Click "Add" when finished.

Custom account field types

You can create a variety of different custom field types. They include:

  • Text input
    This is a traditional text input field that stores a short piece of data that you or someone on your team would type. For example, phone number or internal ID.
  • Text area
    This field type allows you or someone on your team to type multiple lines of text so you can store more data. For example, needs/opportunities, pain points/challenges, or background information about the organization.
  • Number
    This field type can be used to store a string of numbers written in decimal form. Note that the numbers in this field can contain two decimal places. You may want to use this to store how many days until their contract with you expires.
  • Money
    This field type can be used to store monetary values. In addition, you will be able to select a default currency when creating the money field and you can select a different currency when updating the value of that field for a deal. You may want to use this to capture revenue.
  • Date
    This is used to specify a date and includes month, day, and year. You can either type the date or select it from a calendar. This can be used to collect contract end date or the date the organization became a customer.
  • Drop-down menu
    This uses a predefined set of options that you or someone on your team can select when creating or updating an account. Only one value can be selected. You may want to use this to select how a business heard about your services.
  • List box
    This field type displays a list of predefined options that you can choose from. You will need to shift-click to choose more than one answer option for this field. You can use this field to capture technologies they most often use.
  • Radio button
    This custom field type functions the same as the drop-down menu field type—you can only choose one answer from a list of predefined answers. However, the visual representation is different.
  • Check box(es)
    This custom field type allows you to choose one or more answer options from a predefined list of options. For example, you can use this to capture other services that the organization is interested in.
  • Hidden field
    This custom field type is a text field and is not visible to contacts when used on a form. You can use this to assign pieces of information to accounts when contacts submit your form. The ability to use custom account fields on a form is coming soon.

Update a custom account field value

You can update the value of a custom account field value for a business right from the account record page.

1. Click "Contacts" in the left menu.

2. Click "Accounts."

3. Click the account record you wish to update a custom field value for.

4. Hover your mouse over the field value you wish to update, then click it.

5. A small modal window will appear. Update the field value and click "Save."

Edit a custom account field

You can edit any custom account field you create. To do so:

1. Click either Lists or Forms in the left menu.

2. Click "Manage Fields."

3. Click the "Accounts" tab on the Manage Fields page.

manage-accounts-custom-fields-tab

4. Hover your mouse over the field you wish to update then click the pencil icon that appears to display configuration options.

You will be able to edit the following:

  • Field name
    This is the name of the field you created. Once updated, the change will be reflected on the Manage Fields page, account record pages, any automations that refer to this field, and the segment builder.
  • Edit or add value options (if applicable)
    This applies to dropdown, radio button, check box, or multi-select field types only. Here you can edit the value options you've already created, add new value options, remove a value option, or change the order in which the value options appear.
  • Set a default value for your field
    Some of your accounts may not have a value for a field you create and will appear as blank if the corresponding personalization tag is inserted into email communications. With the default value, you can select which value should show in that custom field for your account instead of no value. Read more about default values.

    Note that you can set default values for both custom account fields and the following standard fields: Description, Address 1, Address 2, City, State/Province, Postal Code, Country, Number of Employees, Annual Revenue, Industry/Vertical.

Personalization tags

We generate personalization tags for every custom account field you create. In addition, personalization tags are generated for all standard fields. You can use personalization tags to dynamically insert a field's value into your communications.

To use a personalization tag in a campaign or automation email, click the "Personalize" button that appears when you click on a text block:

personalize-button

Next, click "Accounts" then click the field you wish to insert into your email.

Learn more about using personalization tags in your campaigns, subject lines, and preheader text.

Using custom account fields in the segment builder

Both standard and custom account fields are available in the segment builder.

custom-fields-segmentation

You can use the segment builder to:

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