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Add Custom Contact Fields to your Website Forms to Populate Contact Record

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Add Custom Contact Fields to your Website Forms to Populate Contact Record

Location: Marketing & Automation/Forms and Surveys/Form Editor -> Insert Contact Question Menu

Overview: You can use the custom contact fields you set in website settings inside a website form. If a contact is new to your website when they fill out the form it will add the contact data, they enter in the form into a new contact record. If they are existing contacts, you will need to set the setting to allow them to update (overwrite) their contact record from any of the contact fields used in the form including the custom contact fields.

Read More Below:

Locations where the system references the custom fields you set in the website settings
Examples where custom contact form fields can be used

Locations where the system references the custom fields you set in the website settings include:

Contact Editor/Profile Information
My Account/My Profile Section
Form Questions/Contact Type Questions
Rules/Condition - Filled Out Specific Form Fields
Contact/Profile Displays
Contact Gallery
Contact Import Screen

Some examples where custom contact form fields can be used:

To Populate or Update Profile Displays – Capture custom fields to store in the contact record to present in a contact profile display such as a faculty directory, business directory, vendor mall, etc. This could be used in lieu of the My Account/My Profile.

To Build Targeted Marketing Campaigns – Capture custom fields to store in the contact record and trigger rules to apply categories and add to sequences to help build your target marketing lists.

To Update A Contact’s Info in the Database - Use a form instead of the My Account to capture or update contacts information you have on file. This method works similarly to the already ready to go My Account contact form but is presented in any page of your website you place it, and in the context of a website form environment where you can ask more varied and customized questions.

*Note that for the update to take place, the form will need to be on a password protected page, so you will want to ensure that the contact has at least the Customers member group and the page the form is placed on is secure to that member group.

Click Next to go to the next module on how to use custom contact fields. You can also jump to another topic under Contact Management by visiting the Course Content page.

Related Topics:

Common Questions

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