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On this page
  • Adding an additional field
  • Linking a field to an Excel file when importing a group of recipients
  1. CONTACTS
  2. Adding contacts

Additional fields

PreviousImporting contact lists (CSV, Excel)NextSegmentation of customers

Last updated 1 month ago

Additional fields allow personalization of marketing campaigns and segmentation of audience groups. To add an additional field in the panel, go to Contacts -> Additional Fields tab.

Adding an additional field

  1. Go to the Contacts section.

  2. In the menu on the left, click on Additional Fields.

  3. Click the "+" button.

  4. In the new window that opens, enter the name of the field (e.g. discount code, address, birthday).

  5. Decide what type of data you want the field to contain (e.g., text, number, date, etc.).

  6. After filling in all the necessary information, click the Create button.

Linking a field to an Excel file when importing a group of recipients

  1. When you want to import a group of recipients from an Excel file, ensure the data is properly prepared. The columns in the file must match the names of the fields you have previously added in the panel.

  2. Go to the import section.

  3. Select the Excel file you want to import.

  4. During the import process, the system will ask you to associate the columns from the Excel file with the corresponding fields in the panel.

  5. Here, you need to associate the added field with the corresponding column in the file. For example, if you have a Discount Code column in the Excel file, link it to the Discount Code field you added earlier.

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