Contact fields are the minimum units of information that make up the contact sheet. They allow us to identify, store and look up user data and use it in different types of strategy. In Connectif, you can create new contact fields as well as using the existing default fields.
How to access them
You can access the contact fields via this route "Contacts > Contact fields".
The main interface of the contact fields is made up of four blocks:
1. Creation: to create new contact fields.
2. Search: to search for contacts by name.
3. Filter: to view system fields, customized fields, or both.
4. List of fields: To view and edit contact fields and, in the case of customizable fields, to delete them. It also allows you to distinguish between the required fields and primary key.
How it works
Contact fields store the various data that makes up the contact sheet. When a user browses the website, Connectif automatically synchronizes some of the contact’s data with your ecommerce site.
There are two types of contact field:
- Built-in fields, which are set by default.
- Custom fields, which you can create to customize the data gathered in your Connectif account to suit your strategy.
The information logged in each of these fields has a type of data associated with it.
1. Types of data
The types of data tell Connectif which restrictions to apply, which values it can take and which operations can be carried out on the data of a particular field.
The different types of existing data on the platform are:
|Text||Any type of character that forms one or more words.||Optional||To save the contact’s location:
"Salamanca", "Córdoba", etc.
|Valid email address including an account name, at sign (@) and full domain (".com", ".es", etc.)||Optional||To save an alternative email address for the contact:
|Phone||With or without prefix and should be indicated without spaces in both case.
If no prefix is defined, the international prefix configured in your account will be used.
|Never||To save the contact’s telephone number:
|Integer||Any numerical value without decimal places.||Optional||To save the number of days since the contact’s last purchase:
"36", "0", "122", etc.
|Decimal||Any numerical value with decimal places.||Optional||To save the average value of a contact’s purchases:
|Date||A date in the ISO 8601 format:
|Optional||To save a contact’s date of birth:
|Checkbox||A series of options from which one or more can be chosen.||Always||To save a contact’s interests:
"Sport", "Travel", etc.
|Radio||A series of options from which only one can be chosen.||Optional||To save the contact’s preferred language:
"Spanish", "English", etc.
|Boolean||Two exclusive values: true or false.||Always||To save the type of client::
"Individual" o "Company".
2. System fields
By default, contact sheets in Connectif include 23 system fields required to store essential user data and carry out the basic functions of the platform.
The system fields established in Connectif are as follows:
|System field name||Type of data||Saved value|
|Surname||Text||A contact’s last name.|
|Quantity of soft bounces||Integer||The number of temporary bounce-backs to a contact.|
|Compras totales||Integer||Number of purchases made by a contact.|
|A user’s email address.
This field is also primary key in Connectif, i.e. there cannot be two contacts with the same email address.
|Email unknown||Boolean||Indicates if the contact’s email address is known or not.|
|Email status||Radio||Indicates if an email address is active, blocked or paused, or has bounced.
For a contact to receive transactional emails, their email status must be active.
On the other hand, for a contact to receive newsletter-type emails, their email status must be active and they must also be subscribed to the newsletter.
|SMS Subscription Status||Radio||Indicates if a contact is subscribed, not subscribed or unsubscribed from SMS messages.|
|Newsletter subscription status||Radio||Indicates if a contact is subscribed, not subscribed or unsubscribed from the newsletter.|
|Mobile Phone Status||Radio||Indicates if a contact’s telephone number is active, paused or has bounced.|
|Creation date||Date||Date of contact’s first visit to your website.|
|Birthdate||Date||Contact’s date of birth.|
|Updated date||Date||Date of the most recent edit to a contact sheet.|
|Last unsubscribed date||Date||
Date of last logged unsubscription by a contact.
|Last Purchase Date||Date||Date of contact’s last purchase.|
|First Purchase Date||Date||Date of contact’s first purchase.|
|Last bounced date||Date||Date of the last bounce-back from a contact.|
|Last soft bounce date||Date||Date of contact’s most recent temporary bounce-back|
|Average Purchases Amount||Decimal||Average value of purchases.|
|Total Purchases Amount||Decimal||Sum of all purchases made.|
|Last unsubscribed IP||Text||IP address from which a contact’s most recent unsubscription was registered.|
|Name||Text||A contact’s first name.|
|Points||Integer||Points accumulated by a contact.|
|Bounced reason||Text||Reason for bounce from a contact.|
|Mobile Phone||Phone||Contact’s mobile telephone number|
|Has push subscriptions||Boolean||
Indicates if a contact is subscribed to push notifications or not.
|Tracker||Text||Unique identifier for a contact, whether identified or anonymous, in your Connectif database.|
The "Email" system field is a primary key, meaning that it is the field by which a single identified contact can be differentiated from the rest of the identified contacts.
3. Personalized fields
You can create your own contact fields with different types of data to use in your strategy, whether by creating new workflows that gather this information or by importing data you’ve gathered externally.
4. Uses of contact fields
4.1. View the settings of a contact field
Go to "Contacts > Contact fields", find the field in question and click View.
The field settings include the following data:
- (Opcional) "Default Value"
Depending on the type of data, settings can also include other options.
Click Cancel to close the contact field settings view.
4.2. Create a new customized contact field
Go to "Contacts > Contact fields" and click Add new customized field.
Assign the appropriate "Type" to the data that the field will gather and check the box "Required" if the field is compulsory.
Set a "Name" and an "Id", the unique identifier that will distinguish the customized field.
You can optionally change the "Field icon", assign the "Default value" and define other restrictions, depending on the type of data chosen.
Click Save to create the new customized contact field.
4.3. Editing the settings of a contact field
Go to "Contacts > Contact fields", find the field in question and click Edit.
Change 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.
4.4. Delete a customized contact field
Go to "Contacts > Contact fields", find the field in question and click Delete.
In the pop-up window, click Delete to confirm the action.
5. Limitations in contact fields.
- You can create a maximum of 140 customized contact fields.
- "Radio" and "Checkbox" identifiers can have a maximum of 150 characters.
- The maximum number of options in "Radio" and "Checkbox" fields is 120.
- Web content forms, to gather contact data using forms and workflows created in Connectif.
- Integrated forms, to gather contact data using existing forms on your website.
- Welcome after sending integrated form, to create a strategy that gathers the name of the contact and sends them a welcome email.
- Discounted product alert, to create a strategy that alerts contacts when products they subscribe to have a discount.