User-Defined Fields: Where Can I Find a List of Fields I Can Use?

Have you ever heard the mantra, “Your data is only as good as the database behind it”?  With today’s technologies like email marketing and CRM, organizations have a wealth of data in which to use in managing their business and communications.  We’ve talked previously about the data you bring into your Delivra account.  How it can be used as a CRM. How you can personalize messaging from the data.  How you can segment and target your audience with various mailings.  The opportunities are endless really…if you can think it, your data can support it with Delivra!

With email, you often need a set criteria of data for a mailing like First Name, Last Name, Full Name and Email Address.  However, did you know that you can bring in additional data (also known as User-Defined Fields) either from your CRM, your day-to-day administration system, or simply from an Excel file?  By bringing in additional data, you are able to further customize and target your mailings.  Here are just a few quick examples:

• You want to designate frequent customers in your database-HINT:  Use a Comment or Text field to add this data, then create a segment for that group of customers.)
• You want to communicate with members that were at a specific event-HINT:  Again, user a Comment or Text field to add this data, then create a segment for that group.)
• You track customers by the amount of business they have done, or maybe you track donors by the amount they have donated-HINT:  Use a Number field to bring in that data.  Then once the data is there, you can personalize a mailing with that data point or segment, so each communication is targeted to what fits them.)
• Want to send Birthday or Anniversary Reminders? Renewal notices?-HINT:  Use a Date field, then customize, personalize or segment your lists by those dates.)

You may be scratching your head thinking, “all of these best practices seem great, but where is the how-to to get me started?”  The answer is just a click away. Go to this page see a list of ALL fields in the Members database table. Datatypes and allowed value length limits for all fields are stated here as well.

But all fields aren’t created equal. Some database fields are reserved by the system, and cannot be imported into. The various user-defined fields you can use to store user-defined data are listed and separated by commas below.

Additional_, AddressAltPhone_, AddressCity_, AddressPhone_, AddressState_, AddressZip_, Comment_, Comment2_, Comment3_, Comment4_, Comment5_, Comment6_, Comment7_, Company_, FirstName_, LastName_, Number1_, Number2_, Number3_, Number4_, Number5_, ProfileCompanySize_, ProfileDept_, ProfileIndustry_, ProfileTitle_, Text1_, Text2_, Text3_, Text4_, Text5_, Text6_, Text7_, Text8_, Text9_, Text10_, Text11_, UserDate_, UserDate1_, UserDate2_, UserDate3_, UserDate4, UserDate5_, UserID_

With our new import tool, you can bring in your data in the same way you do when you are adding a member or multiple members.  Then when you import your data, the wizard will walk your through mapping the fields of your data to the fields in your Delivra account. Just think, now with all this rich data, you will be able to personalize, segment, and target to your heart’s content.  Need help?  Don’t hesitate to contact us at 866-915-9465 or at support@delivra.com.

Todd Weymouth | Customer Support