Creating Custom Fields

To create a custom field, first navigate to the list you would like to create the custom field for by clicking on the [Lists] navigation menu option.

Go to lists

You will be taken to a list of all the lists in your account.

Your account's lists

Now just click on the name of the list you want to create the custom fields for. In this case it’s the list called “TotalSend List”

 The List Overview

You are now brought to the overview page for that list.

This is where you can see the overall view of the statistics of subscribers in this list, add, remove and export subscribers, as well as creating custom fields and auto-responders, define segments and change the settings of the list.

On the left-hand side of the page you will notice a menu called “LIST OPTIONS”

The list options menu

Click on the first option – “Custom Fields”

The Custom Fields section

You will now see the “Browse Custom Fields” section where all of your custom fields will be kept.

The custom fields area

Click on the “Create New Custom Field” tab and you will be presented with new custom field settings.
They are as follows:

You will need to enter an identifiable name for your custom field.

Custom field name

You will then need to choose the type of data that the custom field will contain.

The data type of the custom field

Single line – Single line is data that contains either letters, numbers, or a combination of the two, where the data does not break into more than one line. You will use this type for most of the custom fields you use.

Paragraph text –  This is essentially the same as single line data with the exception of line breaks being taken into account and thus allowing for multiple lines in one field.

Multiple choice – This is data made up of pre-defined selections that are available as choices to the subscriber

Drop down – This is also a multiple selection data type but is used when there is a large number of options to choose from such as countries and languages etc.

Checkboxes – These are basically true or false values indicated by clicking a checkbox to activate it.

Date field – This is a field that holds a date with a day, month and year.

Time field – This is a field that holds a time of day.

The Date and Time fields can be used as criteria for Auto-responders.

Hidden field – This is a field that will not be visible to the subscriber in the subscription preferences area.

 

You are given the option to set a default value for your custom field. This will enter the given value when no value is specified at the time of subscription.

The default value

You will have the choice of enabling validation for your custom field. This will check to ensure that the data entered is formatted correctly.

Custom field validation

The visibility determines whether your subscribers can see the custom field in their subscription preferences area.
Note that this is only relevant if you provide a link to the subscriber area.

Custom field visibility

The last three options are as follows:

Make this field mandatory to fill in – If this is enabled, the subscriber will not be able to subscribe without entering a value for this custom field

Force unique value entry – This will ensure that no other subscribers enter the same data as another subscriber. This should only be checked if the data is intended to be unique.

Make this custom field available across all your lists – This will make the custom field a global custom field which will be accessible to all existing and new lists. This should be enabled in most cases but should be disabled if the custom field only relates to this list.

Final settings

Once you have completed all the settings, you can click the [CREATE CUSTOM FIELD] button to complete the process.
 Create Custom Field

You will now see your custom field in the “Browse Custom Fields” section.

A custom field

 

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