Add/Edit Contact Fields in the CRM

When you create a new field within your form, you will also want to create a new Contact Field in the CRM to ensure that all of your form submission information transfers over successfully.

To manage the Contact Fields in your CRM, navigate to the CRM app in your Marketing 360® dashboard.

1. On your main CRM Overview, look for the vertical ellipses (three vertical dots) in the top-right corner of your list of CRM Contacts. In the drop-down appears, select Customize Contacts.
   
   
   
   
2. You will be directed to your CRM Settings. Select Contact Fields and the left-hand menu.
3. To add a new Contact Field, select the blue Add Contact Field button. You can use a maximum of 20 Contact Fields.
   
   

Some tips for adding and managing Contact Fields:

• You can search for an existing Contact Field by utilizing the search box in the top-right corner of the page.
• You can rearrange the order in which your Contact Fields appear in your CRM by clicking and dragging them up or down the list. Select the pencil on the right side of the Contact Field you would like to edit, or select the vertical ellipses to Copy or Delete the Contact Field.
  
  
  
  
• You can also add Section Headings to keep your Fields organized. That can be done by selecting Add Section Heading button.
  
  

Arranging multiple-choice field options

There is no way to rearrange existing field options when editing a dropdown, radio button, or checkbox-type field. In order to rearrange your options, you'll need to delete the options up to where you want to add/rearrange your options, save, and edit the field again to add them in order. Sometimes it helps to add options one by one to ensure they save in the desired order.

Deleting field options deletes data for that field. Before deleting field options, export your contacts' information for that field and their CRM ID. This way you can reimport the data to the newly arranged field.

Check out this article for more about multiple-choice fields and Forms: Set Up Field Mapping for a Dropdown, Checkbox, or Radio Button Form Field