We put together a bunch of default fields like these, because nobody has time to sit down and add them all manually. Now I’ll talk about fields - this is where all the magic happens.Įverything I’ve talked about so far is just for organization, but fields are where you actually store the data itself.įor example, someone’s first name would get stored in the First Name field and their last name in the Last Name field. So far, we’ve covered tabs and sections within tabs. You can reorder sections within a tab or move them into a different tab.Īlright, let’s take a little breather and recap. Just like with tabs, move sections around by dragging the arrows in the upper left corner. Now name your section - since I’m trying to collect data about my contacts’ Hogwarts houses, I’ll call my section “Hogwarts Information” - and you’re done! Then, you’ll have a new blank section at the bottom of the current tab. Click on the tab you want a new section to appear in and hit “Add New Section” in the upper right corner. Everybody wins.Īlright, now that I’ve covered what’s in a section, I’ll show you how to create one. Plus, you’ll ensure that your contacts’ private data doesn’t end up floating around on the Dark Web somewhere. This is the best way to avoid awkward mishaps within your team. When you assign new users to a role, they’ll inherit that role’s permissions. There are a few defaults which you can edit. Click on the “Permissions” button, and take a look at the list of roles. If you’re storing any sensitive information in here, you can also set user permissions for each section to make a group of fields invisible or uneditable to certain users. Try playing with the headers and spacing to keep your data organized. When you've got a bunch of sections within a tab, things can start looking cluttered. Things like lead score and UTM variable tracking all fit the lead contact theme. In this tab, you’ll see a section called “lead information” that contains data about a lead contact. Let's go back to the Contact Information tab example. Basically, sections are collections of fields that have some sort of general theme. Splendid! Let’s move to sections, which are the first element of organization within your tabs. If you want to delete a tab, you need to empty it first by deleting or moving the fields and sections inside of it. You can rearrange your tabs by clicking and dragging these arrows around. If you hover over or click on a tab, you’ll see vertical arrows on the right side of the tab name. By default, there are no fields or sections inside of a new tab. You can add new tabs by clicking the “Add Tab” button at the bottom of the list. The Purchases tab stores data about your contacts’ purchases - like card details, invoice amounts, and order history. This can include name, email, phone number, stuff like that. Each tab has its own Sections, which are collections of fields that fit into a particular category.įor example, the Contact Information tab contains sections related to - surprise! - contact information. You’ll see some default tabs such as Contact Information to help you get started. Tabs are listed on the left side of your Contact Record. Those Tabs have Sections, and those Sections have Fields. Remember the Contact Detail Screen? The Field Editor should look familiar. In Ontraport, you can add new fields by going to Contacts, opening Settings, and clicking “Field Editor.” For example, if you want to create a form to collect data about which Hogwarts Houses people belong to, you’d create a “Hogwarts House” field so your data has somewhere to go. In this video, I’ll show you how to customize your contact records.Įvery bit of data in Ontraport needs a field to live in. Ontraport makes it easy to store and organize all your important information just the way you like it.
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