You can create new custom fields and define the data type for these fields via Fields editor. It allows you to easily identify, report, segment and store the data points as needed. Custom fields are first defined in Fields editor before they become available for use within Contacts manager, Segmentation editor and Call Flow editor. Navigate to the Fields editor by selecting Configure > Contacts > Fields from the navigation panel.
The Fields editor displays the list of fields existing in the selected Entity and offers the following fields and buttons:
- Entity - Displays the associated entities to the selected fields. You can select the required entity from the available drop down:
- Contact - Select Contact for fields that are associated to a specific record in Contacts manager.
- Transaction - Select Transaction for Campaign based fields that are associated to records within a campaign.
- Interaction - Select Interaction for Call Flow based fields that are associated to a specific call, email or SMS.
- Field - Displays the field name of the selected entity.
- Label - Displays the label associated to the field name.
- Data Type - Displays the data type defined for a field.
- Add Field - Allows you to add new custom field. See Adding and Modifying Custom Fields section for instructions on creating new custom fields.
- Save - Click Save to save the changes.
- Cancel - Click Cancel to discard the changes.