Create Custom Object & Custom Fields for Contact Data Management

Marketing Engine provides a range of standard contact fields by default, such as email, first name, last name, company, city, country, and phone number. These fields help you easily segment and target your contacts in marketing campaigns.

For convenience, you can customize the labels or personalization tags of your account’s standard fields. To do this, follow these steps:

1. Go to Settings.

2. Click Rules Setup.

3. Select Custom Data.

   
4. Click Create Custom Fields.

   
5. In the Field Name enter a name of your choice. For example, it can be Domain or Industry.

1. Select the Field Type: Choose a field type based on the purpose of the custom field. Available types include text, numeric, date, flag, and text array.

   • For example, if the field is for a name, select Text.

   • If it's for a date-related attribute like "Last Contacted" or "Date Joined," select Date.

   • To store multiple values, such as hobbies, skills, or educational degrees, select Array.

     
2. Fill in the Personalization Tag: This tag is used for email personalization.

3. Set a Default Value (Optional). Define a default value to be used if no data is available.

Example: If your email says “Hi, {{First-Name}}” and the contact lacks a first name, a default value like “User” will result in “Hi User.”

1. Mark the Field as Unique (Optional). If the custom field contains unique information for each contact, such as an additional ID or secondary phone number, you can set it as unique to prevent duplicate entries.

2. Click ‘Create Field’ to save your custom field.

3. Click ‘Go Back’ to return to the previous page, where you can view your created custom fields.

4. Manage Your Custom Fields: You can edit or delete custom fields anytime by clicking the settings icon under the “Action” column.

Custom Objects: What Are They?

While the Marketing Engine provides standard and custom contact fields, sometimes you may need to store additional information such as ticket purchases, or interests. These details may have a many-to-one relationship with contacts and are not directly tied to an individual but can be valuable for marketing campaigns.

These are known as Custom Objects.

Marketing Engine includes a default custom object for Orders, but you can create custom objects for any relevant entity.

To create a custom object, follow these steps:

1. Click Custom Objects.

   
2. Click Create New Object.

3. Enter the name of the object and click Next.

   
4. Add attributes of the custom object. Click Add Attribute.

   
5. Select one of the attributes to be unique: As Custom Objects could be multiple for each contact they require an identifier which is unique for each custom object record.

   
6. Set a Primary Key for the Custom Object: Choose one unique attribute within the custom object to act as its primary identifier.

7. Click Save Object to finalize the creation of your custom object.

8. Link the Custom Object to Contacts. To associate the custom object with a contact, you need to create a corresponding contact field and link it using a primary contact identifier (e.g., email or phone number).

9. Add a Contact Custom field.

10. Select the field type as the custom object from the dropdown.

11. Select either one of the contact primary IDs: Email or Phone number.

Example:

A great custom object could be Fan Engagement Activities, which tracks a customer's interactions beyond just ticket purchases.

• Primary Key: Activity ID (a unique identifier for each engagement activity)

• Contact Identifier: Email or Phone Number (to associate the activity with the customer)

• Attributes within the custom object:

  • Activity Type (e.g., social media contest, loyalty program participation, in-venue check-in, merchandise purchase)

  • Date of Engagement

  • Points Earned (if part of a rewards program)

  • Engagement Channel (e.g., mobile app, website, in-person)

  • Favorite Team or Performer

  • Redemption Status (if applicable)

This allows organizations to gain deeper insights into fan behavior, enabling personalized marketing efforts such as rewarding loyal fans with exclusive experiences, sending targeted merchandise offers, or promoting relevant events based on their engagement history.