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Managing contact fields

You can store all kinds of handy information on your contacts in your Audience. Emma makes it easy to add that data to various contact field types, add new fields, and edit and archive those fields as needed. Below are some how-to's for managing your contact fields.

Contact field types

Emma provides you with 11 available field types to choose from for storing information about your contacts in your Audience. Here's a quick breakdown of when each field type is most useful:

Field type Description

Checkbox

For selecting one or more options from a checkbox menu

Country

For choosing a country from a drop-down menu of recognized countries - limit 1 country field per account

Date picker

For choosing a date (MM/DD/YYYY)

Drop down menu

For selecting a single option from a drop down menu

Long answer

For values of less than 2,500 characters

Numeric answer

For numeric values

Postal code

For choosing a postal code. Can be used to create geographical segments (U.S. postal codes only) - limit 1 postal code field per account

Radio button

For selecting a single option from a group of displayed options

Select multiple

For selecting one or more options from a scrollable group of options

Short answer

For values of less than 255 characters

State

For choosing a state from a drop-down menu of U.S. state names - limit 1 state field per account

 

 

How to add new contact fields

You can follow these steps to create new contact fields in your Audience:

  1. From the main Audience page, click the Manage contact fields button.
  2. On this page, you'll see a list of all current fields and field types. To create a new field, click Create contact field.
  3. In the pop-up, name your field and choose your field type. You can preview your field here to make sure everything looks great! Hit Save to add your new field to bottom of the list of current fields.

How to edit and archive contact fields

All of your fields are easily accessible from the manage contacts page, where you can edit and archive them as needed.

  1. From the main Audience page, click the Manage contact fields button.
  2. Click the downward-pointing arrow to the right of any field and select Edit or Archive.
  3. Selecting Edit will open the same modal you used to create the field. You can update the field name and the options for any multi-option fields. The field type and shortcut name are locked, so you'll need to create a new field if you want to change the field type from, say a short answer to a date-picker field. Keep in mind that you can't have two fields with the same name, so you might need to update the name of an archived field if you want to use that same name on a new field.
  4. Archiving the field will relocate it to the bottom of the page, under Archived fields.
    Your archived contact fields
  5. You can restore any archived field if needed by selecting Restore field from the downward-pointing arrow to the right of that field.

Helpful tip

  • When editing your signup form or viewing an individual's contact information, you'll see a field labeled 'Preferred format.' This lets your contacts set their email preference to HTML or text, which is particularly useful if someone is having trouble receiving your HTML mailings and wants to receive the plaintext instead.

How to reorder contact fields

Drag and drop fields into a preferred order by using the icon on the far left. This also determines the order in which your fields will appear on your signup forms.

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Last modified
14:46, 27 Feb 2017

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