In this help article, we will deep dive into:
How to create custom fields using popup?
How to create segments using custom fields?
How to view custom data under the customer profile?
How to add custom fields manually to the customer profile?
By including custom fields in the popup, you can capture custom data. To do so,
Login to the BayEngage account.
Click on Signup Forms and select a Popup template to create a Popup.
3. After selecting a popup style, enter the Sign-Up form name and select the list where you want to add your subscribers from the drop-down list box, then click on the Create button.
4. A new Sign-Up form will be created.
5. To add custom fields to the popup:
Click on the sign-up form on the popup template
Then select Add New Field from the drop-down box
6. After creating a new field:
Select the Field Type from the drop-down list box
Add the required Field Name
Then enter the Field Label
Click on the Show Label checkbox to display the Field Name as the label
Enter the Placeholder Text for the custom field
Click on the Required Field checkbox to make the field mandatory
After completing the following steps, click on the Add Field to enable the custom field in the Sign-Up form
7. If you want to edit the Custom Field, Click on the edit icon on the field
8. After making the required changes click on the Update Field to update the form
9. After making all the necessary changes click on the Set Live option to set the popup live, and you will be able to collect the required information from your customers
With BayEngage, you can segment using custom fields that you have created on the popup or imported using a list. To do so,
Go to Lists & Segments, then click on Create Segment
Click on the Include People base drop-down list box, then scroll down to the User fields
Under the User fields, you will find the created custom fields
You can create Segmentation with Custom Fields
Click here to learn more about Segmentation with Custom Fields
With BayEngage, you can view the custom field data on the customer profile. To do so,
Go to Contacts and select a customers profile
After opening the Customers profile, scroll down to Custom Properties, where you can find the customer's information collected under the custom fields.
How to add custom properties manually to a user contact/profile?
To do so,
Go to Contacts and click on the specific contact where you want to add Custom Properties
2. Go to Custom Properties and click on Add
3. Select a Custom Property you want to add from the Custom Properties drop-down list box or create a new custom property on your own.
4. After selecting the Custom Property, you need to add specific value to the property
5. Click on Add Property after adding a specific value to the property
6. Now the Custom Property has been successfully created
7. You can find the newly added property under Custom Properties
8. You can also edit the Custom Properties using the edit option
9. After editing the Custom Property click on Update
10. Now the Custom property will be successfully updated