Custom Templates

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Custom Templates

Overview

If you are an Account Admin, you can create a custom object template directly from your ActiveCampaign account. This feature eliminates the need to use the open API or collaborate with a developer to create custom objects for your account.

Important Notes

• Any account user in the Admin group can create custom object templates using this method.
• You can create custom object templates related to Contacts, Deals, and Accounts.
• It is currently not possible to reorder custom object fields.
• It is currently not possible to delete custom object fields.
• A personalization tag will be generated for each custom object field you create, and it is not possible to edit these personalization tags.

Creating a Custom Object Template

To create a custom object template, follow these steps:

1. From your ActiveCampaign account, click “Settings” (gear icon).
2. Click “Manage Data.” Note that Account Admins from any plan can see the “Manage Data” menu option.
3. Click the “Add a Custom Object” button.
4. A modal window will appear. Provide information for all required fields:
   1. “Object Name - Singular”
   2. “Object Name - Plural”
   3. “Related Object.” Note that only the “Contacts” option is available at this time.
5. Click the “Create Object” button.
6. You will be redirected to the page where you can view details and create fields for your new custom object template. The object will also appear on your account's Manage Data page, with the “Object Type” stating “Custom” and the “Object Source” stating “Private.”

Adding Fields to Your Custom Object Template

After creating a template, you can add fields to it:

1. From the Manage Data page in your ActiveCampaign account, click the name of the template you want to modify with new fields.
2. Click the “Add Field” button on the “Fields” tab.
3. A modal window will appear:
   1. Type the field name into the field provided.
   2. Select the type of field you want to create. You can choose from “Text Input” or “Dropdown.” If you choose “Dropdown,” you need to provide answer options.
4. Click the “Add” button.
5. The new field will be added to your template, displaying the field name, field type, and the personalization tag generated for you. You can use these tags to personalize your automation campaigns.

Editing Details for a Custom Object Template

You can edit the following details for every template you create:

• Singular Object Name
• Plural Object Name
• Description
• Relationship Description

To edit a template:

1. From the Manage Data page in your ActiveCampaign account, click the name of the template you want to edit.
2. Click the “Details” tab.
3. Hover your mouse over the item you want to edit.
4. A pencil icon will appear. Click the pencil.
5. Provide the updated information.
6. Click the “Save Changes” button.

See Also

For more information, visit the original article on [ActiveCampaign Help Center](https://help.activecampaign.com/hc/en-us/articles/4584828690204-How-to-create-a-custom-object-template-in-ActiveCampaign). ```