Need to add a new field to your Act-On Contacts data schema? Fields are managed in Data Management. Continue reading for full instructions!

Instructions

Go to Data Management > Settings

Add a Standard Field

To add a new field, first check the Standard Fields section to add it there:

1. Look at the bottom of the left column for the first available blank field, which will say Standard field.
2. Check the drop-down menu for your field name.
3. If you find it, select the field name.
4. Choose the data type as needed.
   • The Data Type drop-down will let you pick from Boolean, Date, Datetime, Text, Number, Score, and Email.
   • If you're not sure what data type to pick, Text is usually a safe bet, but picking a Date when appropriate will help in future segmentation.
5. Save your changes.

Add a Custom Field

If you do not find a Standard field that fits, add a Custom field instead:

1. Go to the right-side column, where you can define custom fields.
2. Scroll down until you come to a blank field that says "Custom field name".
3. Enter a name.
4. Pick a data type.
   • The Data Type drop-down will let you pick from Boolean, Date, Datetime, Text, Number, Score, and Email.
   • If you're not sure what data type to pick, Text is usually a safe bet, but picking a Date when appropriate will help in future segmentation.
5. Save your changes.