Learn how to add new columns or fields to your lists

After a list is uploaded into Act-On, additional fields can be added at any time to accommodate values that you need to implement into the list.

Instructions

Add New Columns or Fields to Your Lists

1. Click on Contacts > click on either Marketing Lists
   •  Or, click on Contacts > Other Lists > Form Submissions / Webinar Lists
2. Hover over the list and click the blue drop-down arrow
3. Click on Maintenance > Change List Columns
4. Click Add Column at the bottom of the page
5. Name the new column
6. Click Submit
7. Click Save

Add New Column Based on CRM Lead/Contact Fields

1. Create the field in your CRM if it is not there
2. Navigate to Act-On, click on Contacts > Standard Field Names
3. Click Optimize for your CRM
4. Click Save 
   • Saving will import your newly created field
5. Navigate to your CRM lists on the Marketing Lists page
6. Hover over the list, and click the blue drop-down arrow
7. Select your CRM Sync Setup (e.g., Salesforce Sync Setup)
8. Click Add List Columns
9. Select the newly added field
10. Click Run Now.
11. Click Finish