Contacts with custom fields custom report

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Contacts with Custom Fields Custom Report

Introduction

The Contacts with Custom Fields Custom Report feature in ActiveCampaign allows users to create tailored reports that focus specifically on contacts associated with custom fields within their database. This functionality is crucial for marketing and sales teams aiming to analyze segmented data, as it provides insights into contacts based on unique attributes that are often vital for targeted communications and strategic campaigns. By leveraging this reporting tool, you can extract valuable information that helps answer specific queries related to your contacts and their associated data points.

How to Access the Custom Reporting Tool

The Custom Reporting Tool can be found within the Reports section of your ActiveCampaign account. This section expands on your standard reporting capabilities, allowing for more sophisticated data analysis.

To access the custom reporting tool: 1. Click on Reports in the left menu. 2. Select Custom Reports.

Creating the Contacts with Custom Fields Report

Follow these detailed steps to create a custom report that lists all contacts associated with a specific custom field:

Step-by-Step Instructions

1. Click the Contacts view located under Explore. This will expand the Contacts view.

  ![Expand Contacts View](Custom_reports_click_contacts_view.png)
  

2. Add the Email dimension to your report. Click on Email located under Add Fields.

3. Add the Name dimension to your report by clicking on Name under Add Fields.

4. Include the Custom Field Value by clicking on it under Add Fields.

  ![Add Custom Field Value](Custom_reporting_field_value.png)

5. To narrow down your results, you will need to add a Custom Field Name filter. Hover your mouse over Custom Field Name and click the Filter button.

  ![Click the Filter Button](Custom_reports_click_the_filter_button.png)

6. Navigate to the Custom Name Field filter located under the Filters (1) header at the top of the report.

  ![Custom Name Field Filter](custom_name_field_filter.png)

7. Click the Run button located above the Filters header. This will display a list of all contacts who possess the specified custom field value.

Saving and Accessing the Report

After creating the custom report, you can save it to your account for future access. This is done by saving your configuration as a Look.

To save the report: 1. Click the gear icon next to the Run button. 2. Select Save as a Look....

  ![Save as Look](Click_save_as_look.png)

3. In the "Title" field, enter a descriptive title. For example, name the report Contacts with Tags. 4. Click Save.

To access your saved report, locate it in the Custom Report menu under Looks. Click the menu icon next to the gear icon in the report, then select the Look you wish to view.

  ![Select the Look](custom_reports_select_the_look.png)

Configuration Options and Settings

Within the Contacts with Custom Fields Custom Report, several key configuration options allow users to customize their report outcomes. These include:

- Dimensions: Aspects that describe the data elements, such as contact name or email. - Measures: Aggregate numbers that summarize your data. - View: A specific collection of data elements used in reporting. - Look: Each customized report that you create and save.

Best Practices and Tips

To optimize your use of the Contacts with Custom Fields Custom Report feature, consider the following best practices:

- Clearly define the purpose of your report before beginning. Understand what insights you are seeking and how the custom field corresponds to your marketing goals. - Use meaningful titles for your Looks to easily identify the reports when retrieving them later. - Regularly check and update your custom fields to ensure that the data being pulled into reports remains relevant and accurate.

Common Use Cases

Here are some examples of how the Contacts with Custom Fields Custom Report can be utilized:

- **Segmentation for Targeted Campaigns**: Use this report to create segments of contacts based on different customer attributes (e.g., geographical location) that have been stored in custom fields. This allows for personalized marketing strategies.

- **Tracking Engagement**: Analyze how different segments (based on custom fields) engage with your email campaigns. This can guide future improvements.

- **Lead Qualification**: Assess leads based on custom qualifications that are documented in your custom fields. Leverage this data to prioritize follow-ups and nurture leads more effectively.

Troubleshooting

Here are some common issues and resolutions related to the Contacts with Custom Fields Custom Report:

- **Empty Reports**: If your report returns no results, check to ensure that the custom field selected has values associated with it. An absence of data could mean the custom field was not properly populated for those contacts.

- **Incorrect Data Displayed**: Ensure that you have correctly set your filters. Incorrect filter settings could misrepresent the data returned in the report.

- **Issues Saving Reports**: If you experience trouble saving your report, verify that all required fields are filled correctly and that you're not exceeding any character limits in the report title.

FAQ

1. **What are custom fields?**

  Custom fields are additional fields you define in your ActiveCampaign account to store specific information about your contacts that are not covered by default fields.

2. **Can I edit a report after saving it?**

  Yes, you can return to any saved report and modify its contents or filters before running it again.

3. **Are custom reports included in all ActiveCampaign plans?**

  The custom report functionality is included with the Enterprise plan and available as an add-on for Plus or Professional plans.

4. **What if I can’t find the custom reporting tool?**

  Ensure you have the appropriate plan that includes custom reporting and that you are navigating through the Reports section as directed.

5. **How can I share my reports with team members?**

  Reports can be shared by granting your team members access to your ActiveCampaign account, allowing them to view or run the saved Looks.

By following this comprehensive guide, you can effectively utilize the Contacts with Custom Fields Custom Report feature in ActiveCampaign to draw insight from your database, enhance your marketing strategies, and improve customer engagement outcomes.