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Fields

This section helps you set-up and manage all of the data points you wish to collect on each of your contacts. This is one of the first things you will want to setup before using CONNECT as it provides the structure for uploading contacts and is the focal point for all dynamic content you will be setting up your messages. 

Please read the following carefully before using this screen.

  • When selecting an "Identifier", you will want to consider the source of your contact list. If you are managing the list within CONNECT, the email address field is a great choice. If you are managing your list in another system (e.g. CRM) you might want to use the unique identifier that is being created within that system.
  • Currently, CONNECT supports only 1 email field in your database. If you have any other email address fields, they will need to be entered as text fields and cannot be used for deployment.
  • Once a field is created and data is uploaded to the field, it cannot be removed from your DataMart. 
    • If you have created a field you no longer need and have not uploaded data to it, please contact CONNECT Support to have it removed.
    • If you have a field you no longer need and data has been uploaded to it, we recommend either renaming it with "DONOTUSE" in front of it or if you have a need for a new field, rename it to the new field name and upload a list of data to overwrite all contact values for it.

To get started, navigate to the "DataMart fields" tab

Adding a New Field

Steps:

  1. Click on the "Add a new DataMart Field" button
  2. Type in the field name you wish to add
  3. Select the data type that will be collected in this field.
  4. Click the checkmark to finish

OPTIONAL: Check off "Display" if you would like this field to appear in "Manage People".

Editing an Existing Field

  1. Click on the edit icon located next to the Field Name you would like to edit. 
  2. Currently, you can only edit the name of a field.
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