Add / Edit Contact Custom Fields

Navigate to Contact Custom Fields

1. Login to Thewebconsole, from the dashboard click Settings.

2. From settings click Contact Database and choose Custom Fields.

3. Click “Add Custom Field”.

Note: Contact Custom Fields are fields unique to each contact within your contacts list within Database marketing. If you are using add-on tools such as Membership Manager v2 and you wish to add custom fields that cover all members you would instead use Membership Custom Fields.

Add or Edit the Contact Custom Fields

1. Name the custom field, for example, Date Of Birth or Favourite Colour.

2. Choose an Input Type, you have the below options available:

• Small Text: this is to be used for small strings of text
• Large Text: this is to be used for large strings of text exceeding lengths longer than a short sentence
• Select Box: this is to be used for a selection of one option, for example Yes or No
• Multi-Select Box: this is to be used for a selection of multiple options
• Address: this can be used for additional address information, note that the Address field is a standard field within the contact database
• Date: this is to be used to capture date information, for example date of birth
• File: this is to be used for file import, for example resume

• Change “Is Visible to Contact”
  Yes: the contact can see this field and edit it.
  No: the contact cannot see the field or edit it.
• Change “Is Required”
  No: the field does not have to be filled in.
  Yes: the field must be filled in.
• Click Save
• Drag the new field in the position you want it. Usually you put the most important information at the top of the form.
• Click Save Sort Order

4. Choose whether the field should be required for fulfillment during sign-up processes.

5. Once these steps are completed click Save.