Edit a custom contact field

```mediawiki Navigation: Main_Page > Contacts > Manage Fields > edit a custom contact field

How to Edit a Custom Contact Field

Editing custom contact fields is an important feature in ActiveCampaign that allows you to maintain the integrity and relevance of your contact data. This capability is particularly useful for customizing your data collection methods without creating new fields from scratch each time your requirements change. By editing custom contact fields, you can enhance your segmentation, targeting, and overall engagement strategies.

Introduction

In ActiveCampaign, custom contact fields are utilized to store specific information unique to your contacts. Being able to edit these fields directly from the Manage Fields page is invaluable as it enables you to keep your data organized and reflective of your current needs. Whether you need to rename a field, adjust its default value, or modify the options available for specific field types, understanding how to efficiently edit these fields is foundational for effective contact management.

How to Access This Feature

To utilize the editing capabilities for custom contact fields, you first need to navigate through your ActiveCampaign account:

1. Log in to your ActiveCampaign account. 2. Click on Contacts from the left menu. 3. Select Fields from the submenu presented.

Once on the Manage Fields page, you are ready to edit any existing custom contact fields.

Step-by-Step Instructions

Follow these steps to edit a custom contact field:

1. Click on Contacts on the left menu of your account.
2. Click the Fields option.
3. Select the Contacts tab.
4. Hover your mouse over the field you wish to edit and click the pencil icon that appears.
5. A modal titled Customize your field options will appear.
6. Make the desired edits within this modal and click Save to apply your changes.

It is important to note that while you can edit various attributes of a custom field, you cannot convert one field type into another. However, you can insert the value of one custom field into another using the provided instructions in the documentation.

Configuration Options and Settings

When editing a custom contact field, you have several options available:

• Renaming the custom contact field: Change the name to better reflect its purpose.
• Editing the personalization tag: Customize how the field is referenced in communications.
• Adding or changing the default value: Set a predefined value for the field.
• Adding/removing answer options: Modify available options for radio, checkbox, list box, or dropdown fields, and rearrange their order.
• Visibility on forms: You have the option to uncheck Visible on forms, preventing its use in form integrations.
• List availability: Use the Advanced Options to make the field available to specific lists. By default, fields are accessible to all lists, but you can restrict access as needed.
• Organizing fields by group: Add a custom contact field to a specific group or rearrange fields within a group for better organization.

Best Practices and Tips

• Keep field names descriptive and relevant to ensure clarity for all users accessing these fields.
• Regularly review and update custom contact fields to align with current marketing strategies and data needs.
• Use the visibility options wisely to prevent clutter in forms and maintain focus on essential data collection.
• Group related fields to streamline data organization and management.

Common Use Cases with Examples

Here are a few common scenarios where editing a custom contact field can enhance your workflow:

• **Personalization**: Changing a field name from "Lead Source" to "Referral Source" aligns better with your current marketing strategies.
• **Data Accuracy**: Updating default values, such as changing a contact's "Preferred Contact Method" from "Email" to "Phone" based on new insights.
• **Custom Forms**: Removing visibility on forms for a field that is no longer relevant to ensure a cleaner user experience during data entry.

Troubleshooting

While editing custom contact fields is usually straightforward, you may encounter some issues:

• **Field not saving changes**: Ensure you are clicking Save after making edits. If the problem persists, it may be a temporary issue; try refreshing the page.
• **Field type conversion errors**: Remember that you cannot convert one field type into another. If you need a different type, create a new custom contact field.

If issues continue, contact ActiveCampaign support for assistance.

Related Features

• Learn more about using Tags for organizing contacts.
• Refer to the article on Segments for targeted contact management techniques.
• Review the Automations feature to harness the power of custom fields in your automation workflows.

FAQ

Q1: Can I convert a text field to a dropdown field?

A1: No, it is not possible to convert one field type into another. You will need to create a new dropdown field.

Q2: What happens to the data when I edit a custom contact field?

A2: Editing a custom contact field updates the field's properties but does not affect the existing data stored in that field.

Q3: How can I use the default value option effectively?

A3: Setting a practical default value can streamline data entry for forms and keep your contact information consistent.

Q4: Can I restrict visibility for a field on forms?

A4: Yes, you can uncheck the Visible on forms option to hide specific fields from being displayed on forms.

Q5: How do I group my custom contact fields?

A5: You can add a custom contact field to a field group, move it between groups, or reorder them to organize your data better.

Q6: Is there a limit on the number of custom contact fields I can create?

A6: There is no specified limit, but maintaining a streamlined number of fields is recommended for ease of management.

Q7: How can I backup my custom contact field settings?

A7: Regularly export your contact data, including custom field values, to keep a backup of your settings and data in case of unforeseen changes.

By understanding how to edit custom contact fields in ActiveCampaign, you can effectively tailor your contact data management to better serve your marketing goals. ```