Creating custom member fields
Emma provides you with all of the standard fields that you may need to store information about your audience. However, you may be interested in storing a piece of information about your audience that isn't quite so standard. You can accomplish this by creating a custom field.
How to create custom fields:
- From the main audience screen, click the Manage fields button up top.
- In the member record, below the current fields, you'll see text that says 'Don't see what you need?' Click the Create a new field button to the right.
- Choose your field type. You can choose from many different field types, including date fields, dropdown menus, checkboxes and comment boxes.
- Give your field a display name (what your audience members will see) and a shortcut name (what you will see inside the account). Click Continue and follow the instructions to complete the creation of your field.
- Click to Preview the field, and if everything looks correct, click Save.
Two important notes about custom fields:
- Emma Org accounts don't yet have the ability to create their own custom fields, but our support team is happy to help. Email us
with the field type, label & options and we'll take care of the rest.
- Creating custom fields is now free, and you can create as many as you want, up to 100. Keep in mind that you only need to create fields for the data you'll use in your account, such as fields to use for personalization.
Make sure that you give your custom fields shortcut names. This is the name that you will see inside of your account for this field. This is especially handy if you're wanting to use this field for personalization in your campaign.