Custom object template

```mediawiki Navigation: Main_Page > Settings > Manage Data > custom object template

How to create a custom object template in ActiveCampaign

Introduction

The custom object template feature in ActiveCampaign allows Account Admins to create tailored data structures for specific needs without requiring the use of the open API or developer assistance. This capability is crucial for businesses that want to manage unique data types related to their operational models. By creating custom object templates, users can streamline their data management processes, thereby enhancing the efficiency of marketing automation, reporting, and customer relationship management.

How to Access This Feature

To access the custom object template feature, you need admin access within your ActiveCampaign account. Follow the steps below to find and use the necessary settings:

1. Log into your ActiveCampaign account. 2. Click on Settings (the gear icon). 3. Navigate to Manage Data. This menu option is accessible to any Account Admin, regardless of the plan type.

Step-by-Step Instructions

Creating a Custom Object Template

Follow these steps to create a custom object template:

1. From the Manage Data page in your ActiveCampaign account, click the Add a Custom Object button. 2. A modal window will appear. Fill in all required fields:

  * Object Name - Singular - This is the name for a single instance of the custom object.
  * Object Name - Plural - This refers to multiple instances of the custom object.
  * Related Object - Currently, only the Contacts option is available for selection.

3. Once all fields are filled, click the Create Object button.

Upon successful creation, you'll be redirected to a page where you can view details and create fields for your new custom object template. The newly created object will also appear in your account's Manage Data section, labeled as "Custom" in the Object Type and "Private" in the Object Source.

Adding Fields to Your Custom Object Template

To make your custom object template functional, you need to add fields to it. Here’s how:

1. From the Manage Data page, click on the name of the template you want to modify. 2. Click the Add Field button located on the Fields tab. 3. In the modal window that appears:

  * Type the field name in the provided field.
  * Select the type of field you want to create. Your choices are Text Input or Dropdown. For dropdowns, provide the answer options.

4. Click the Add button.

The new field will be added to your template, displaying the field name, field type, and the generated personalization tag.

Editing Details for a Custom Object Template

If you need to update your custom object template, you can easily edit its details by following these steps:

1. In the Manage Data section, click on the name of the template you wish to edit. 2. Click the Details tab. 3. Hover your cursor over the item you want to edit. A pencil icon will appear. 4. Click the pencil icon to start editing. 5. Provide the updated information, such as the Singular Object Name, Plural Object Name, Description, or Relationship Description. 6. Finally, click the Save Changes button to confirm your edits.

Configuration Options and Settings

Here are the main configuration options and settings you can utilize when working with custom object templates:

• Object Name - Singular: The name for an individual instance of the custom object.
• Object Name - Plural: The label for multiple instances of the custom object.
• Related Object: Currently, only Contacts can be related to your custom object.
• Field Types: You can choose from two types of fields - Text Input and Dropdown.

Please note that while you can create and edit fields, it is not possible to reorder or delete custom object fields after they have been created. Additionally, a personalization tag will be automatically generated for each custom object field, and these tags cannot be edited.

Best Practices and Tips

- Before creating a custom object template, plan out the structure and types of data you will need. - Use clear and descriptive names for your objects and fields to avoid confusion. - Test your custom objects and fields with a small dataset to ensure they meet your needs before full implementation. - Regularly review and update your custom object templates to ensure they remain relevant to your business processes.

Common Use Cases

Custom object templates can streamline various processes. Here are some common use cases:

1. **Tracking Unique Customer Data**: Businesses can create a custom object template to track specific customer attributes, such as membership details or purchase history, that may not fit into the standard contact model.

2. **Managing Events**: A company can create a custom object called "Events" to handle event registration details, attendee lists, and follow-up actions stemming from those events.

3. **Lead Management**: Organizations can create a custom object template to track lead sources, statuses, and progress through the sales funnel.

Troubleshooting

When working with custom object templates, you might encounter some common issues:

• **Error Creating Object**: Ensure all required fields have been filled out correctly and that you're on a plan that supports the custom object feature.
• **Field Not Saving**: If fields do not save, double-check for any validation errors or missing information before submission.
• **Template Not Appearing**: If the new custom object template does not appear in the Manage Data section, try refreshing the page or verify your admin permissions.

FAQ

What types of objects can I create custom templates for in ActiveCampaign?

You can create custom object templates for contacts, deals, and accounts.

Can I delete custom object fields after creating them?

No, it is currently not possible to delete custom object fields once they have been created.

Can I reorder the fields in my custom object template?

No, reordering custom object fields is not currently supported.

Can other account users create custom object templates?

Only users in the Admin group have the permission to create custom object templates.

How are personalization tags generated for custom object fields?

A personalization tag is automatically created for each field you add, which cannot be edited later.

Is the custom object template feature available on all ActiveCampaign plans?

No, the custom object template feature is available exclusively to users on the Enterprise plan.

What happens if I make a mistake while creating a custom object template?

You can edit the object name, descriptions, and details later through the template’s detail page.

For further assistance or more detailed documentation, consider checking other resources available in the ActiveCampaign documentation or connecting with customer support. ```