Adding standard member fields

You can store a member's basic information, like name and email address, or you can choose to add more fields (and store more information), like city, state, zip, country or company name. You can also create custom fields of your own.

How to add member fields:

  1. From the main audience screen, click the Manage fields button up top.
  2. In the member record, below the current fields, you'll see a dropdown menu titled Add more fields. Select a field from the dropdown menu, and click Add to turn it on.
  3. If the preset menu doesn't include the field you need, look below the menu for the option to Create a new field. If that option is unavailable, contact us for a bit of assistance.

In the menu of available fields, you'll see one labeled choose your email format. Turn it on, and you can now set someone's email preference to html or text, which is particularly useful if someone is having trouble receiving your HTML campaigns and needs to receive the plaintext instead. Add this option to your signup form, and now your recipients can decide for themselves.

How to reorder member fields:
Drag and drop fields into a preferred order by using the ≡ icon on the far right.

How to delete member fields:
Click the red x to the right of the field. The field will be removed from the member record, but not entirely lost. You can always add it again from the dropdown menu.

How to edit member fields:
Click the pencil icon to the right of the field. You can edit the display name, shortcut name, add options and change existing options. After editing, select Preview. If you're pleased with the changes, select Save, or select Edit to continue making changes. Finally, select Save & exit.