A Personal Information profile field is where you store information about your contacts. You can store contacts' details such as first name, age, and date of birth. Data can be typed directly into these fields, but most of the time you'll be using the upload feature to populate them.
After these fields are created and populated, they can be used for personalization and targeting.
IMPORTANT: Higher Logic cautions against deleting Personal Information profile fields, because if a field is used in data formats or target groups and is then deleted, that information will be incomplete and the system will not be able to read it. If you do try to delete the information, the system will display an error message.
Create a Personal Information profile field
- Access the Admin interface.
- Navigate to Contacts > Profile Fields.
- Click the plus sign to the right of the page title.
- Select Personal Information from the dropdown.
- Complete the form to configure your profile field.
Profile field settings
| Setting | Description |
|---|---|
| Field Name | (Required) Give the field a name. This displays on a subscription form. |
| Data Type |
(Required) Select the type of data that will be stored in this field:
NOTE: There will be a slight variation in the remaining fields depending on the Data Type selected here. These variations are not listed in this table. |
| Default Value | (Optional, but Recommended) If you use personalization in your messages and the field in a contact's record doesn't have a value, the default value is inserted in order to prevent a blank space where the personalization field was inserted. Example default values for First Name are "Friend" and "Valued Member." |
| Description | (Optional) You can include a description that provides context as to the field's purpose. |
| Propercase on Upload | (Optional) Check this box to have the system automatically capitalize the first letter of each word for all text data that is uploaded to this field. |
- Click Save to create your Personal Information field.
- Review the list and verify that your new Profile Field is listed.