Managing List Columns in Act-On

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With Act-On, you can easily add, edit, or delete list columns when you need to update your Marketing List. Maintaining a consistent list schema will help you better manage your Marketing Lists and keep your list data consistent. 

Why is this important?

Incorrect or inconsistent list column names can affect the accuracy of your list data. For example, if your marketing list inadvertently includes two email address columns, Act-On will only refer to one email address column instead of the other. These kinds of list column errors usually occur when editing a form, reusing a list, or mapping forms and form fields to the wrong marketing list. 

Follow the steps below to add, rename, or delete your list columns and maintain your list schema.


Add New Columns or Fields to Your Lists

  1. Go to Contacts > Marketing Lists.
    Contacts > Other Lists > Form Submissions / Webinar Lists
  2. Hover over the list you'd like to edit and click the drop-down arrow.
  3. Click on Maintenance > Change List Columns:

    Personalized From Addresses 01.png

  4. Click Add Column at the bottom of the page.
  5. Name the new column.
  6. Click Submit.
  7. Click Save.

Add New List Columns based on CRM Contact Fields

  1. Create the desired field in your CRM if it is not already there.
  2. In Act-On, go to Contacts > Standard Field Names.
  3. Click Optimize for your CRM.
  4. Click Save.
    • Saving will import your newly created field
  5. Go to Contacts > Marketing Lists.
  6. Hover over the desired list and click the drop-down arrow.
  7. Click Import/Export > Sync Setup (e.g., Sync Setup).
  8. Under Pull from CRM, click Add List Columns.
  9. Select the newly added field or any CRM field you'd like to include.
  10. Click Save.
  11. Click Save again.

Rename or Delete List Columns

  1. Go to Contacts > Marketing Lists.
  2. Hover over the list you'd like to edit and click the drop-down arrow.
  3. Click Maintenance > Change List Columns.
  4. On the next page, find the list column that you'd like to rename or delete.
  5. Using the drop-down menu, select Rename or Delete.
    • If you choose to Rename, enter a new name for your list column
  6. Click Save.


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