Contact Fields

The contact fields are the minimum units of information that, together, form the contact profile. They allow you to distinguish, store, and consult user data for use in different types of strategies. In Connectif, you can create new contact fields in addition to using the default existing ones.

 

How to access?

You can access the contact fields through the path "Contacts > Contact fields".

 

Interface

The main interface of the contact fields is composed of four blocks:

1. Creation: To create new contact fields.

2. Search: To search for contacts by their name.

3. Filter: To view system fields, custom fields, or both.

4. Field list: To view and edit the contact fields, and in the case of custom fields, delete them. It also allows you to distinguish required fields and the primary key.

 

Functionality

The contact fields store the different data that constitute the contact profile. When a user browses the web, Connectif automatically syncs some contact data with your eCommerce.

There are two types of contact fields:

• System fields, which come by default.
• Custom fields, which you can create to personalize the data collected in your Connectif account based on your strategy.

The information collected in each of these fields has an associated data type.

 

1. Data types

Data types indicate to Connectif what restrictions to apply, what values it can take, and what operations can be performed on the data in a specific field.

The different data types available in the platform are as follows:

Name	Can contain	Required	Example
Text	Any type of character forming one or more words.	Optional	To save the contact's location: "Salamanca", "Córdoba", etc.
Email	A valid email address, including account name, at sign (@), and full domain (".com", ".es", etc.)	Optional	To save an alternative email address for the contact: "otheremail@domain.es".
Phone	With or without prefix, and it must be indicated without spaces in both cases. If no prefix is defined, the international prefix configured in your account will be used.	Never	To save the contact's phone number: "651234567", "+34651234567".
Integer	Any numeric value without decimals.	Optional	To save the number of days since the last purchase of a contact: "36", "0", "122", etc.
Decimal	Any numeric value with decimals.	Optional	To save the average amount of a contact's purchases: "35.56", "87.32".
Date	A date in ISO 8601 format: yyyy-mm-dd (year-month-day)	Optional	To save a contact's date of birth: "1978-08-25".
Checkbox	A series of options from which one or more can be selected.	Always	To save a contact's interests: "Sports", "Travel", etc.
Radio	A series of options from which only one can be selected.	Optional	To save a contact's preferred language: "Spanish", "English", etc.
Boolean	Two mutually exclusive values: true or false.	Always	To save the type of client: "Individual" or "Company".

 

2. System fields

By default, contact profiles in Connectif include 23 system fields necessary to store essential user data and perform the platform's basic functions.

The system fields established in Connectif are as follows:

Name	Type	Saved value
Last Name	Text	A contact's last name.
Number of temporary bounces	Integer	Number of temporary bounces of a contact.
Total purchases	Integer	Number of purchases made by the contact.
Email	Email	A user's email address. This field is also the primary key in Connectif, meaning that no two contacts can have the same email.
Unknown email	Boolean	Indicates whether a contact's email address is available or not.
Email status	Radio	Indicates whether an email is active, bounced, blocked, or paused. For a contact to receive transactional emails, their email status must be active. However, for a contact to receive newsletter emails, their email status must be active, and the user must also be subscribed to the newsletter.
SMS subscription status	Radio	Indicates whether a contact is subscribed, unsubscribed, or opted out of SMS messages.
Newsletter subscription status	Radio	Indicates whether a contact is subscribed, unsubscribed, or opted out of newsletters.
Mobile phone status	Radio	Indicates whether a contact's phone is active, bounced, or paused.
Creation date	Date	Date of a contact's first visit to your website.
Date of birth	Date	A contact's date of birth.
Last update date	Date	Date of the last modification in a contact's profile.
Last unsubscribe date	Date	Date of the last recorded unsubscribe of a contact.
First purchase date	Date	Date of the first purchase made by a contact.
Last purchase date	Date	Date of the last purchase made by a contact.
Last bounce date	Date	Date of the last bounce of a contact.
Last temporary bounce date	Date	Date of the last temporary bounce of a contact.
Average purchase amount	Decimal	Average amount of purchases made.
Total purchase amount	Decimal	Sum value of all purchases made.
Last unsubscribe IP	Text	IP address from which the last unsubscribe of a contact was recorded.
First name	Text	A contact's first name.
Points	Integer	Points accumulated by a contact.
Bounced reason	Text	Reason for a contact's bounce.
Mobile phone	Phone	A contact's mobile phone number
Has push subscriptions	Boolean	Indicates whether a contact is subscribed to push notifications or not.
Tracker	Text	Unique identifier of a contact, anonymous or known, in your Connectif database.

 

The system field "Email" serves as the primary key, meaning it is the field that uniquely identifies a known contact from the rest of the known contacts.

 

3. Custom fields

You can create your own contact fields with different data types to use in your strategy, either by creating new workflows that collect this information or when importing data that you have collected externally.

 

4. Using contact fields

4.1. View the configuration of a contact field

Go to "Contacts > Contact fields", locate the field in question, and click  View.

The field configuration includes the following data:

• "Type"
• "Name"
• "Id"
• (Optional) "Default value"

Additionally, depending on the defined data type, the configuration may include other options.

Click  Cancel to close the field configuration view.

 

4.2. Create a new custom contact field

Go to "Contacts > Contact fields" and click on  Add new custom field.

Assign the appropriate "Type" to the data that the field will collect and check the "Required" box if the field is mandatory.

Set a "Name" and an "Id", the unique identifier that distinguishes the custom field.

 

Click  Save to create the new custom contact field.

 

4.3. Share a custom field

To share the field between Stores in the same Organization, in the custom field interface, click the  Share button.

In the left menu, select the Stores with which you want to share the field.

A confirmation message will appear indicating that the field has been successfully shared. Click Save.

 

4.4. Edit the configuration of a contact field

Go to "Contacts > Contact fields", locate the field in question, and click on  Edit.

Modify the "Name" of the contact field.

Click   Save to save the changes to the field name, or  Cancel to discard the changes and exit edit mode.

 

4.5. Delete a custom contact field

Go to "Contacts > Contact fields", locate the field in question, and click on  Delete.

In the pop-up dialog, click Delete to confirm the action.

 

5. Limitations of contact fields

• The limit of custom contact fields you can create is 140.
• "Radio" and "Checkbox" identifiers cannot have more than 150 characters.
• The number of options in "Radio" and "Checkbox" fields cannot exceed 120.

 

 

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Keep learning!

To make the most of your Connectif account, we recommend continuing with the following articles:

• Web content forms, to collect contact data through forms and workflows created in Connectif.
• Integrated forms, to collect contact data from existing forms on your website.
• Welcome after sending integrated form, to create a strategy that collects the contact's name and sends a welcome email.
• Discounted product alert, to create a strategy that alerts contacts when the products they subscribe to are discounted.