Contact Fields

 

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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".

Contact fields (captures August 24) - 1-min.png

 

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.

Contact fields (captures August 24) - 2-min.png

 

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.

 

To learn more about contact profiles, click here.

If you want to know more about the contact information label, click here.

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.

Contact fields (captures August 24) - 3-min.png

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".
 

You can check the default prefix configured in your account in "Your account > Settings".

If you want to learn how to edit the prefix of a contact's phone number, click here.

 

Remember that the data types collected in a workflow or externally (for example, an integrated form) must have the same format as the contact field where those data will be stored.

 

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.

  

System fields cannot be deleted, and only some can be edited.

Contact fields (captures August 24) - 4-min.png

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.

Contact fields (captures August 24) - 5-min.png

  

Contacts who do not have their email stored (anonymous contacts) are distinguished by a unique identifier that Connectif assigns to each contact, the "trackerId".

To learn more about the Identification and merging of anonymous and identified contacts, click here.

 

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.

Contact fields (captures August 24) - 6-min.png

 

In section 4.2, you'll learn how to create a new custom field, including an example that collects the contact's city, and in section 4.3, you'll learn how to share it between Stores in the same Organization.

 

4. Using contact fields

4.1. View the configuration of a contact field

  

This option is exclusive to reserved system fields that cannot be edited.

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

Contact fields (captures August 24) - 7-min.png

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.

Contact fields (captures August 24) - 8-min.png

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.

Contact fields - 1-min.png

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

Contact fields - 2-min.png

 

It is necessary to define a default value for required fields to avoid consistency errors in the database rules.

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

 

The field identifier cannot include spaces and can only contain letters, numbers, and the hyphen (-) and underscore (_) symbols.

 

Click  Save to create the new custom contact field.

Contact fields - 3-min.png

 

When creating a new required field, Connectif will assign all your contacts the default value. Depending on the size of your database, this process may take several seconds to reflect in the platform.

 

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.

Contact fields - 4-min.png

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

Contact fields - 5-min.png

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

Contact fields - 6-min.png

 

4.4. Edit the configuration of a contact field

  

Once a field is created, generally, only its name can be modified. Reserved system fields cannot be edited; it is only possible to view their configuration.

However, when editing contact fields with "Checkbox" and "Radio" data types, it is possible to add new values and even, in the case of "Radio" type, reassign its "Default value".

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

Contact fields (captures August 24) - 9-min.png

Modify the "Name" of the contact field.

Contact fields (captures August 24) - 10-min.png

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.

Contact fields (captures August 24) - 11-min.png

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

Contact fields (captures August 24) - 12-min.png

 

A custom contact field cannot be deleted if it is being used in a workflow or in a dynamic segment.

 

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.

 

 

 Congratulations!
You have reached the end of the lesson.

  

Do you still have unresolved questions?
Remember that our Connectif specialists are at your disposal. To contact them, you just need to open a Support ticket by clicking on the blue “Help” button on your dashboard.

 


Keep learning!

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

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