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Before You Start
Ensure you have access to the Audience Manager and custom fields.
Create a custom field that is a single-select or plain text field (multi-select fields are not supported in the import process).
You can only import plain text, date, or number custom fields. Multi-select fields are not supported for import.
How to create Custom Fields
How to create Custom Fields
Click on your name icon
Select Custom Fields
Click Create Custom Field
Select a Profile Field or Form Field:
Form field
Ideal for collecting responses to questions like a survey (such as 'actor you want to see most')
The Form field can't be filtered
Profile field will be shown in Audience Manager, within the fan's profile. You can Filter or use this as a merge field. These can be filtered (such as 'favourite genre')
Click Next
Enter the Field Name, description, and Type
Click Save
Please note: Multi-select Profile fields are not supported in the Import process. To make the custom field selectable in the Import process, please change it to a single-select option.
Creating a 'read-only' field
Select a New Profile Field
Check the 'read only' box to prevent users from modifying the value
Click Save
Importing Custom Fields
In the Audience Manager, click Import Contacts to upload your CSV file.
Map the custom field to the appropriate column in your CSV.
Complete the import process.
Filtering by Custom Fields
In the Audience Table, go to the Filter section and select your custom field.
You can also filter based on custom fields when sending emails or SMS.
Custom Fields in Customer Profiles
View and edit custom fields within a customer’s profile.
Custom fields appear in the Overview Tab of each profile.
Exporting Fans with Custom Fields
Select the contacts you wish to export.
Click the three dots in the right corner and choose Export.
The export will include email, name, phone, location, and custom fields.
Still need help?
Contact us at support@audiencerepublic.com