The Default Smart Fields Include:
Name (Prefix, First, Middle, Last & Suffix)
Email
Phone
Address
Gender
Birthday
Anniversary
Company
Job Title
Website
Passport (Number, Document Upload, Country of Issue, Nationality Date of Issue, Expiration)
Where Can I Find Them?
When creating a form and adding a question, set the answer field to smart field, then use the second box to select one of the default fields.
What Does This Do?
When a client fills out a form with Smart Fields, that information will automatically save to their contact profile in one of the default fields. For example, if they submit a form with their birthday (as a smart field), it will be added right to their contact under "additional information."
Duplicate Custom Fields to Default Fields For Existing Contacts
What does this mean? If you have a client in your contacts that has their birthday (for example) listed under custom fields, you can now migrate/duplicate that custom field to the standard birthday field on the contact located under "additional information." Here are the steps to do that:
1. Click on Account Settings
2. Navigate to the Settings Tab, Then Select "Manage Custom Fields"
3. Using the 3 Dots on the Right, Select "Copy Data to a Default Field"
By doing this, you’ll copy the custom field details from any contact that has that custom field to a default field.
4. Select the Default Field You Want to Copy to
Make sure your custom field you created matches one of the standard/default fields!
5. Review the “Important to Know” section before copying any data—this action cannot be undone once confirmed.
This is a one-time copy. Data from the custom field will copy over into the default field but won't be removed from the custom field. Future data won't copy automatically.
Existing default field data won't be replaced. If a default field already has content, it will be left as-is. Only blank fields will receive copied data.
The process may take a while. Timing depends on how much data is being copied. An email will confirm when the copy is complete.
Update your forms. Switch smart fields from custom to matching default fields to keep data up to date as clients submit or update forms.
⚠ This action cannot be undone.
Once you have reviewed this information you can then continue to click the "Copy Existing Data" button.
6. Check Your Inbox for an Email from notification@travefy.com Confirming the Data Copy
7. Check the Contact to Make Sure It Added The Data to the Default Field
