×

Get in Touch

Need a hand? We've got you covered.

Knowledge Base Home aero-right Contact Lists aero-right How do I add custom fields to my contacts list?

How do I add custom fields to my contacts list?

Contact Lists Updated on January 17, 2019

Information about contacts is stored in list fields and can be seen in the Contacts lists view. Storing all of your contact information in the right place is important. Adding a custom field in your list gives all of your contacts a category to store custom information.

To change fields :

Start by logging into your Benchmark account.

1.    On the menu located on the left side, click Contacts. 2.    Then click on the the list in which you want to add the custom fields.

3.    Now click Edit.

4.    Scroll down to Data Field Settings and click on the right arrow to see the extra fields available. 5.    Type the name of your custom field in the Field Name and Field Type box. 6.    Once you’ve filled out the fields, click Save located at the top right corner.

Change the order of your list’s fields or columns to organize your list data at any time. You can use your custom fields in your reports; signup forms; when you add contact details to an email; when you add a personal question to a survey; and when you import a file of contacts.

If you have additional questions, please feel free to contact our support team via Email, LiveChat or Phone.

INSTRUCTIONS FOR NOT RESPONSIVE SITE

You can modify the fields in your contact list. To change the fields

  1. Click on the List tab
  2. Click on the edit icon for the list in which you want to add the custom fields
  3. Click on the Advanced button to see the fields in your contact list. You can now update the name of the fields in your list.
  4. Click on Save to commit your changes.

You can then use these fields in your reports, signup forms, email etc.

If you have additional questions, please feel free to contact our support team via Email, LiveChat or Phone.

Did this answer your questions?
0 0

Can't find what you're looking for?

Submit a Ticket

view ticket history