In Experiture, custom fields allow you to capture data points specific to your business needs. This guide will walk you through creating custom fields under the "Data Models" section, providing flexibility to tailor your database according to your marketing strategy.
Creating custom fields in Experiture's Data Model gives you full control over how you capture and utilize data. This flexibility enhances your ability to personalize communications, segment your audience, and gather insights that drive better marketing results. Follow the steps below to create fields that reflect your unique business requirements:
Step-by-Step Guide to Creating Custom Fields
1. Accessing the Data Model Section
Navigate to the "Data Models" tab from the top menu.
In this section, you'll manage your custom fields and tables that capture data for your targets and records.
2. Adding a Custom Field
To begin adding a custom field, click on the "Add Custom Field" button located on the right side of the "Tables List" page.
This will launch a step-by-step interface guiding you through defining the custom field.
3. Choosing the Field Type
The first step is to choose the type of information the custom field will contain. Available options include:
Automated Number: A unique identification number automatically assigned to each entry.
Checkbox: Stores data from checkboxes, allowing single or multiple choices.
Currency: Stores monetary values in a specified currency format.
Date: Captures date values in a YYYY-MM-DD format.
Date and Time: Stores both date and time, formatted as YYYY-MM-DD HH:MM:SS.
Dropdown (Multi-Select): Allows users to choose one or more selections from a dropdown list.
Email Address: Stores valid email addresses for communication or verification purposes.
Select the appropriate field type based on the data you wish to capture, and then click "Next" to proceed.
4. Entering Field Details
After selecting the field type, you will be prompted to provide additional details about the field:
Field Label: This is the display name that users will see when interacting with the field.
Field Name: The system name used internally to reference the field (usually similar to the label but in a database-friendly format, such as using underscores instead of spaces).
Description: Add a brief description explaining the purpose of the field. This is helpful when collaborating with other users or teams.
For automated numbers, you will also be prompted to enter:
Starting Value: The number at which the system should begin generating unique identifiers.
Incremental Value: The value by which each new record’s number will increase.
Note: Ensure that you carefully define these fields, as it impacts how the data is stored and displayed in your system.
5. Review and Update Existing Records
In the final step, you have the option to update existing records if any data is already present in the system. This is particularly useful if you are adding a new field to a table with existing records and want to ensure consistency across the dataset.
Update existing records (if any): Tick this option if you'd like existing records to reflect the newly added field automatically. Otherwise, leave it unchecked to apply the new field only to future entries.
Once you've entered the required details, click "Next" to review the field and ensure all information is correct.
6. Saving and Using the Custom Field
After reviewing the details, click "Save" to finalize the custom field. The new field will now appear in the relevant table and can be used in your marketing campaigns or data operations.
Why Add Custom Fields?
Custom fields enable you to:
Enhance Personalization: Collect additional data for more targeted, personalized marketing campaigns.
Capture Industry-Specific Data: Track metrics or data points unique to your industry.
Improve Segmentation: Use detailed data to create highly segmented audience groups for more precise targeting.
By customizing fields in the Data Model, you can ensure your data structure aligns with your business needs, leading to more effective marketing strategies.