How to Set Up Standard Field Names

  • Updated
This information does not apply if you are using Act-On Contacts.
Act-On contacts users choose from a list of standard fields or can add custom fields.

Standard Field Names tell Act-On where to find the email address (and other commonly used fields) in your lists. Once you establish your Standard Field Names, they'll be available for use in several areas of the platform to more easily track contacts' information.

Consistent standard field names can prevent errors in your lists, and they help ensure that email personalization and form pushes to your CRM are executed properly.

Not all of your list fields will be mapped to Standard Field Names. Even if they aren't, you can still use them for personalization and other purposes.

Integrated CRM Setup

If you have integrated your CRM into your Act-On account, this setup is as easy as a single click.

  1. Go to Contacts > Standard Field Names.
  2. Click Optimize For (CRM Name) in the upper right corner.
  3. Make sure to click Save Changes at the bottom of this screen.

If you push Act-On form submissions to your CRM, these Standard Field Names ensure that the correct CRM fields are updated.

Manual Setup

If you do not have an integrated CRM, here's how to manually configure your Standard Field Names:

  1. Go to Contacts > Standard Field Names.
  2. Update the Field Names on the left side to match the column names used in your lists
    (if you upload lists later that don't match these names, you can change the mappings accordingly).
  3. Make sure that the System Usage for each Field Name is correct – for example, First Name would map to the Contact's First Name.
  4. If desired, add custom field names (like Behavior Score or Lead Source) by clicking Add below the default fields.
  5. Make sure to click Save Changes at the bottom of this screen.

Where Standard Field Names Can Be Used

See this page for more information. 

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