This article will walk you through the steps of customizing the contact field values in Plezi. This will allow you to efficiently import your contacts.
Prerequisites
Each of your contacts must have an email address in the following format: xxxx**@xx.**xx;
Step 1: Navigate to your Plezi
- Go to conversion (1), then contact fields (2)
- Add a field (3)
Step 2: Customize the field
- Enter the Field Name and Label in the language used.
- Then choose the Field Type.
For a drop-down list and multiple selections,
We advise you to add the values before importing your contacts.
For example, for the business sector, add the same values as those present in your import file.
Good to know
- For default fields, you can only modify the name and label.
Tips and Tricks
- There are two different fields: the default fields and the custom fields, and seven potential field types: short text, long text, checkbox, email, phone, dropdown and multiple selection.
- We recommend that you keep your default fields and customise the values of your fields before importing to avoid import errors.
- Except for the field type, the field name and label can be changed after it has been added.
You can now import your contacts from your file into Plezi!
Click here to find out more.