Add a Field to All Contacts (for accounts without a connected CRM)

  • Updated

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

Instructions

Go to Data Management > Settings

Tip! You can add new fields on the fly during the data import process.

Learn more about importing data

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. Select the desired field from the drop down.
  3. 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 or Number when appropriate will help in future segmentation.  If the value is a True/False or Yes/No, pick Boolean
  5. Save your changes.

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