Create custom contact fields for market segmentation

 

Updated: November 1, 2016

Applies To: Dynamics Marketing

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To create targeted campaigns, you need to know a lot about your target market. However, every company's business is different, so the parameters needed to properly segment the market must be carefully customized. Use custom contact fields to establish exactly the set of data you need to best target your campaigns and score your leads. You can set up custom contact fields for the site company and/or on a per-client basis; these fields will appear on the Details tab for contacts that belong to the company for which you established the custom fields. Once established, your custom contact fields will be available for use throughout the system, including in lead scoring, marketing emails, queries, landing pages, imports, exports and OData feeds.

  1. Depending on who owns the contacts that you will be adding the custom fields to, do one of the following:

    • For marketing contacts that belong to the site company, go to Settings > My Company > Company Settings. This brings you straight to the maintain-company page for the site company.

    • For marketing contacts that belong to a client company, go to Marketing Executoin > Clients> Client Companies. Then find the client you wish to edit in the list and open its maintain-company page.

    • Though the UI doesn’t show it, Dynamics Marketing treats staff, vendor and client contacts as though they belong to the site company. Therefore, to add custom contact fields to these contacts, go to Settings > My Company > Company Settings. This brings you straight to the maintain-company page for the site company.

  2. Go to the Custom Contact Fields tab by selecting that name from the drop-down list below the dotted line on the maintain-company page.

  3. If your site supports multiple languages, then choose a language that you know from the Language drop-down list. This setting affects the customer-facing display values for all items shown on this tab (i.e., the values in the Title and Default Value columns in the main table, and the values in the Value column of the Categories table). The selection of fields will be the same for all languages.

  4. Choose the New button above the main table to add a new custom-contact field. A new field is added to the table. Fill in the fields for the new row as follows:

    • Required: Mark this check box if the custom-contact field is required. Required fields show a red asterisk (*) on the maintain-contact page. Users will not be able to submit a record to the database unless values are supplied for all required fields.

    • Name: Enter a name for the custom-contact field. The name is used internally and should be unique. This name will also be displayed as a fallback to identify the field in languages where no Title is defined.

    • Title: Enter the name of the custom-contact field as it should be presented to users using the current language. This title may also appear on landing pages to contacts who prefer the current language.

    • Default Value: If you would like to have a default value, then enter or select one here. This setting will apply for all languages, so you only need to make it once even if you are supporting several languages.

    • Field Type: Select the type of data the field should support (text, integer, checkbox, float, date/time, or category). The type you choose will affect the type of input control presented (e.g., field, checkbox, calendar or drop-down) and the types of values it will accept. To create a drop-down, choose “category” and see the section below about how to set up categories.

  5. If you are supporting multiple languages, then select the next language available in the Language drop-down list and enter values in that language for Title and Default Value for each available row in the table. Repeat until all languages have values.

  6. Choose Submit or Save when you are done setting up your custom fields.

To remove a custom-contact field, mark the checkbox for the target field in the left-hand column and choose the Delete button.

Drop-down lists can be a good idea for fields that should only contain one of a few possible values. The drop-downs let users know what their options are and prevent irrelevant values from being submitted to your database. To create a custom field with drop-down input:

  1. Create a custom-contact field as described in the section above and set its Field Type to “Category”.

  2. If you have not yet done so, choose Save to save your new fields. You will not be able to add category values to a newly added field until you save the page.

  3. Open the Categories fold-down section if it is not already visible. This is where you will define the values to be presented in your new drop-down.

  4. Choose the New button in the Categories area.

  5. A pop-up opens, asking you to select a Category and enter a Value. Select your new field name from the Category drop-down and enter one of the values that you would like to make available for that category in the Value field. Then choose OK to submit the value.

  6. The Categories table updates to show your new value. Here you can see the name of the drop-down field in the Category Type column and your new value for that drop-down in the Value column. The language for which the option will be shown is indicated by the Languages column.

  7. Continue working until you have set up all of the possible values for your drop-down field and language.

  8. If you are supporting multiple languages, then select the next language from the Language drop-down at the top of the Custom Contact Fields tab. Repeat this procedure to enter values for your new language and continue working until all of your languages are set up as needed.

  9. Choose Submit or Save when you are done setting up your category values.

To remove a value, mark the checkbox for the target value in the left-hand column and choose the Delete button in the Categories area.

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