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Create custom fields
In this article Before you begin Examples of how to use custom fields Learn how Custom fields are essential tools for better managing and segmenting your contacts based on the specific information you want to collect. Below is a more detailed explanation of what these fields are for, along with practical examples to help you use them effectively. Before you begin What are custom fields used for? Custom fields allow you to add additional information about your contacts. In addition...
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Custom field - Text
As the name suggests, this type of custom field is designed to collect any text data. You can enter up to 1000 characters. What it’s used for You can use a text field to enter: Contact details such as mailing address, city, province or phone number. You can then use the information to automatically target contacts by region, using dynamic groups. A sequence of alphanumeric data for which you want the format to remain as you entered it. For example, a customer number starting with zero...
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Custom field - Date
As the name suggests, this type of custom field is designed to collect dates. They will be saved in this format: yyyy-mm-dd. What it’s used for You can use this type of field to enter the date: Of a future appointment to remind your contact of the event by inserting it in the body of your confirmation email. Of a contract renewal to target the contacts with contracts expiring on a specific day. Of a meeting or training session by adding a date field in your subscription...
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Generate an HTML form
In this article : Where to find the HTML forms Add fields Choose the target groups Personalize the confirmation pages How to generate code and use it Where to find the HTML forms To create an HTML form, go in the Subscription forms section. In the left sidebar, click on IconeCreate a subscription form for your website. In the page, click on the Add a subscription form button which is located on the right above the search field. There should be three options. Click on HTML...
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Modify the code of an HTML form
...effort: your site's CSS may already be configured for form elements. If not, you can adjust them. A good practice is to apply a class on your form and use it to limit the application of styles, for example: <form class="my-form" action="https://app.cyberimpact.com/optin" method="post" accept-charset="utf-8"> ... <label for="ci_firstname">First Name</label> <input type="text" id="ci_firstname" name="ci_firstname" maxlength="255"/> </form> To add CSS, you can work in your site's stylesheet, if...
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Code example: create a drop-down list
...In the example below, it is shown in green. Once you're finished, test your code by signing up and selecting an option. Make sure that the information is correct in your contact. Sample code : <form accept-charset="utf-8" action="https://app.cyberimpact.com/optin" method="post"> <label for="ci_custom_field_1">How often do you prefer to receive our communications?</label> <select name="ci_custom_field__1" name="ci_custom_field__1"> <option>Please select</option> ...
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Code example: add a simple validation on the fields
...to help the user to complete the form. For example, adding the required attribute to a field will return a message when submitting the form if that field is left blank. You can also use CSS to display the invalid fields differently. <form action="https://app.cyberimpact.com/optin" method="post" accept-charset="utf-8"> ... <label for="ci_firstname">First Name</label> <input type="text" id="ci_firstname" name="ci_firstname" maxlength="255" required /> </form> <style> input:invalid { border:...
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Contact Details
Every email address collected in your account has its own contact details section that can be linked to more than one group. To access a subscriber's contact details, go to the Contacts menu, research your contact's name or email, then click the email address to open its details. Note that wherever the email address of a contact is clickable in your account (e.g. groups and mailing statistics), you can access his/her contact details. The contact details section contains a wealth of...
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Custom field - Decimal number
These fields are great to input large numbers, currency values, and percentages. Numeric values ??entered will always have two digits after the decimal point. These can be positive or negative and must be between -9999999999999.99 and 999999999999.99. What it’s used for You can use this type of field to enter numeric values ??like: the total value of one or more purchases savings on a purchase the price of a recently viewed item a percentage or an average the amount of donations made...
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Modify the label of a custom field
Here is some useful information about custom field labels: Your custom field’s label is used to categorize your information (e.g. job title, phone number, etc.) and it is only visible to you. If you add a field to a subscription form, know that it is not necessary to keep its original name, you can customize. However, it’s important to pick a name that represents the data it’s intended to collect, to avoid adding two different types of data in the same field. The maximum length of a label...