This article contains instructions on navigating the new version of Elastic Email dashboard. If you would like to see the old dashboard version of this article, please use the following link
Each contact that you store in your Elastic Email account contains basic information like email address and the recipient's first or last name. It is possible to store more information with the help of custom contact fields.
Creating and managing custom contact fields
Custom contact fields can be fully created and managed on your account's "Contacts" screen
You can also edit already existing custom fields in the specific contact's account card. Enter it by clicking on the "eye" icon besides the contact and scroll down the account card to find the "Edit" button.
Alternatively, you are able to create them when uploading a CSV file with contacts that include additional fields.
In order to add a new custom contact field, select one of the predefined custom field types (see below) or your own (you will need to select what datatype it uses - see more details below), name your field and click "Add field". (Note! Field names cannot contain white spaces!). Existing field definitions cannot be edited but can be removed by clicking the "trash" icon.
Important! Each change you make will affect all of your contacts.
Predefined custom fields
Custom contact fields come in the following (including predefined) types:
Birthday (type: date) - use the following format for all of your contacts: YYYY-MM-DD
Phone (type: text, default max length: 100) - we recommend to use Text as the Data type for this custom field, so please make sure that you choose it for your contact's phone number. Otherwise, the data will not be added.
Company (type: text, default max length: 100)
Street address (type: text, default max length: 100) - separate each part of the address with spaces, not commas. (Note! Text fields are limited to a maximum 255 characters.)
City (type: text, default max length: 100)
Zip code (type: text, default max length: 100) - we recommend using Text as the Data type for this custom field, so please make sure that you choose it for your contact's zip code. Otherwise, the data will not be added.
State (type: text, default max length: 100)
Country (type: text, default max length: 100)
Consent (type: boolean) - this field is used to store information regarding the contact's consent to receive email from you. There are already three default fields available storing general information but it is possible to add more. This field has to start with "consent" (so the properly added Consent field will look like: "consenttracking" not "trackingconsent").
Custom - see below.
Other custom field datatypes
Text (default max length: 100) - text fields are limited to 255 characters. Feel free to use text fields for data like: first name, last name, language preferences, phone numbers, zip codes and any other information where words are needed.
Number - number fields are limited to 11 characters. Feel free to use number fields for age, ID numbers or currency values as well as for any other information where numbers are used.
Date - use this custom field for dates other than birth dates where date format is needed. (Note! This custom field should be added in one of the ISO Standards: YYYY-MM-DD or MM-DD-YYYY)
Decimal - decimal fields are limited to 30 characters. Feel free to use this custom field for credit amounts, currency values and any other information where decimal number format is required. For integers, please use number fields.
Boolean - use this field in any case where only two values are available: TRUE or FALSE.
Big number - big number fields are limited to 20 characters. Feel free to use these custom fields in any case where big numbers are needed.
Custom contact fields cannot be created or removed via API - this option is available via the dashboard only. Still, it is possible to update these fields with the "CustomFields" call detailed in the API documentation here.