You can store a member’s basic information, like name and email address, or you can choose to add more fields (and store more information), like city, state, zip, country or company name. You can also create custom fields of your own. Here are some how-to’s for managing your member’s audience fields:
- Add standard member fields
- Add custom member fields
- Reorder member fields
- Delete member fields
- Edit member fields
How to add standard member fields:
- From the main audience screen, click the Manage fields button up top.
- In the member record, below the current fields, you’ll see a dropdown menu titled Add more fields. Select a field from the dropdown menu, and click Add to turn it on.
- If the preset menu doesn’t include the field you need, look below the menu for the option to Create a new field. If that option is unavailable, contact us for a bit of assistance.
Your WebbMail account includes all of the standard fields that you may need to store information about your audience. However, you may be interested in storing a piece of information about your audience that isn’t quite so standard. You can accomplish this by creating a custom field.
- From the main audience screen, click the Manage fields button up top.
- In the member record, below the current fields, you’ll see text that says ‘Don’t see what you need?’ Click the Create a new field button to the right.
- Choose your field type. You can choose from many different field types, including date fields, dropdown menus, checkboxes and comment boxes.
- Give your field a display name (what your audience members will see) and a shortcut name (what you will see inside the account). Click Continue and follow the instructions to complete the creation of your field.
- Click to Preview the field, and if everything looks correct, click Save.
Helpful Tips
- In the menu of available fields, you’ll see one labeled choose your email format. Turn it on, and you can now set someone’s email preference to html or text, which is particularly useful if someone is having trouble receiving your HTML campaigns and needs to receive the plaintext instead. Add this option to your signup form, and now your recipients can decide for themselves.
- You can create as many custom fields as you want, up to 100. Keep in mind that you only need to create fields for the data you’ll use in your account, such as fields to use for personalization.
- Make sure that you give your custom fields shortcut names. This is the name that you will see inside of your account for this field. This is especially handy if you want to use this field for personalization in your mailing.
Drag and drop fields into a preferred order by using the ≡ icon on the far right.
Click the red x to the right of the field. The field will be removed from the member record, but not entirely lost. You can always add it again from the dropdown menu.
Click the pencil icon to the right of the field. You can edit the display name, shortcut name, add options and change existing options. After editing, select Preview. If you’re pleased with the changes, select Save, or select Edit to continue making changes. Finally, select Save & exit.