NOTE: This article is for customers with the "classic" Admin interface (horizontal top-navigation bar).
Account level custom fields are specific to an individual client account. These fields are values that remain unchanged in the Higher Logic Real Magnet account. An example may be if there is a field that does not change that should be appended on every message, such as a link to an invoice.
NOTE: This is not a default feature in Real Magnet. If you want it enabled in your account, create a case.
Account Level Custom Fields may be managed by any user with access to the account. Existing fields will obey all Enterprise rules.
Once you have your fields setup, it is important to note the order the fields are in, as that will determine the keyword used to drop it in a message. The syntax is:
where 001 is the counter that indicates the account custom field you want, which is determined by the order of the fields. So, for the following setup:
Field Name: Invoice Field 1 is INSERT_ACCOUNT_LEVEL_CUSTOMFIELD_001
Field Name: Invoice Field 2 is INSERT_ACCOUNT_LEVEL_CUSTOMFIELD_002
Once the configuration is completed, you can insert this field in a message or a template and the values will be replaced upon sending.
Below are some common problems encountered when working with Account Level Custom Fields.
Why was there an incorrect value? - Did you update the field? Custom fields are all tied to the contact, so whenever someone makes an update to that field for that contact, whatever value we have at the time of send will be the value inserted. A great way to prevent incorrect values is to use enhanced personalization and setting your fields to private.
Why was there a blank value? - Did you update the field, or was the value blank in your CSV file? Custom fields are all tied to the contact, so whenever someone makes an update to that field for that contact, whatever value we have at the time of send will be the value inserted. A great way to prevent empty values is to use the default personalization tool by going to Contacts > Custom Fields > Personalization and inserting a default value.