![]() When mapping CSV columns with fields, you can create a new field by clicking the "Map into field" dropdown > "."Īny new custom contact field you create from the CSV file import page will be added to the General Details field group by default.Follow the steps to import your contacts from a CSV file.When you import contacts from a CSV file, you can create new custom contact fields right from the import page. You can use this to assign pieces of information to contacts when they submit a form. This custom field type is a text field and is not visible to contacts. This custom field type allows contacts to choose one or more answer options from a predefined list of options. However, the visual representation is different. This custom field type functions the same as the drop-down menu field type contacts can only choose one answer from a list of predefined answers. Contacts will need to shift-click to choose more than one answer option for this field. This field type displays a list of predefined options that contacts can choose from. If you have less than ten options, use a Radio button field instead. This field type is recommended if you have ten or more options for contacts to choose from. This uses a predefined set of options that contacts can select when submitting a form. If the custom field is updated via an automation or API the time would be automatically rounded up or down to the nearest interval. Note: the Date/Time custom field type will only store and display time in 15-minute increments. In addition, if importing a CSV file, date fields should also use a YYYY-MM-DD format. If you do not wish to use this date display format, you must use a text input field to collect date information instead. Upon form submission, the date will convert to the date format you have created in your account. The date field in a form uses the following format: YYYY-MM-DD. This is used to specify a date and includes month, day, and year and can be used to collect birth dates, anniversaries, events, and more. You can use this to collect longer typed responses from contacts when they submit a form, for example, multi-sentence answers to a question on a form, notes, etc. This field type lets contacts type multiple lines of text, allowing you to collect more data from them. You can use this to collect short, typed responses from contacts when they submit a form, for example, a name or phone number. This is a traditional text input field that collects a short piece of data that a contact would type. You can create a variety of different custom field types: Our custom contact fields feature is robust and flexible. These will remain under "General Details." Note that standard deal fields cannot be moved to a custom field group. Use the Bulk Actions dropdown on the Manage Fields page to delete selected fields, create a new field group from selected fields, or move the selected fields to a different field group.Drag and drop a custom field from one group to another.Select which group a custom field should belong to when creating a field from the Manage Fields page or a deal record.In addition, custom fields created from forms, CSV imports, and integrations will be added to the General Details field group by default. All standard deal fields are housed here. Your account comes with one default field group: General Details. Each custom field you create needs to belong to a field group. How to create a field groupįield groups are created on the Manage Fields page in your account. You must be an admin or have permission to create and access contact custom fields. Watch a videoįor an in-depth look at custom contact fields, watch this video. In addition, you can include contact-specific information in your outgoing emails. ![]() ![]() Using custom contact fields helps you and your team better understand each contact in your account. You can also use custom fields to collect additional information important to your business. ActiveCampaign provides default fields for storing information about your contacts. ![]()
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