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. Your Contact Fields can be divided into "sections" to help organize your Contact Fields:
   • To add a new section, select the blue + Contact Section button. 
     
     
   • To add a new Contact Field to a section, click the + Contact Field button below each section. The Contact Info section at the top of this page consists of your Primary Fields. Since this cannot be edited, you cannot add new Contact Fields to that section.
     
     
4. Optional: You can rearrange the order in which your Contact Fields appear in your CRM by clicking and dragging them up or down the list. To edit or delete a Contact Field, select the overflow menu on the right side of a Contact Field. Note: Primary Fields cannot be edited or deleted.
   
   
   

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