To insert a Custom Field into an Email Campaign, you must first create the Custom Field. 


Create Custom Field

  • First go to the Contact Lists tab -> View Custom Fields.

  • Next, click on the "Create a Custom Field" button - this will bring you to another page that looks like the below image


  • On this page, you need to choose the Custom Field Type and add the Custom Field Name. You also want to select whether or not the Custom Field is ‘Required’. Click the "Next >>" button.

    Note: If you select this option, contacts will NOT be added to your list if they do not fill out that field of data. Also, if you upload contacts to that list and they do not have information in that field of data, they will NOT be added unless you have a specified default value for the field of data.

  • Here, you can set up default value (optional) - a value that will show up on your website subscription forms, which will also serve as a substitute if a contact doesn't fill out the data from this field. If desired, you can also specify Enter ‘Field Length,’ ‘Maximum Length’ and ‘Minimum Length,' then click the ‘Next>>’ button. 

  • Finally, select the Contact List(s) that you want to add the New Custom Field to, then click the ‘Save’ button.

    You're now done!


Insert a Custom Field Into An Email Campaign in the WYSIWYG Editor

Once you have created a custom field, you can now insert it into your email campaign.


  • While in Pinpointe's WYSIWYG Editor, click to the spot where you would like to place your custom field -> Click "Insert Custom Field" button.


  • In the popup box, select the custom field you want to use -> click on the "Insert Custom Field" button.



  • The custom field in now inserted into your campaign. Now, when a subscriber receives the email, the data will be auto-populated with whatever is filled in under their contact information. In the sample below, if the subscriber you sent the email campaign to has "Sales" in the "Job Function" custom data field, the email will read Attn: Sales


Note: To view your Custom Field populated, you must send yourself a test campaign from a list. If you click the "Preview Your Email Campaign" button, your Custom Field will NOT POPULATE, nor will it populate any other variable fields.


Insert a Custom Field Into An Email Campaign in the Drag-N-Drop Editor

Once you have created your custom field, you can now insert it into your email campaign.

 

  • While in Pinpointe's Drag-N-Drop Editor, click the text box spot where you would like to place your custom field and then click the spot where you would like to insert it -> Click "Insert Custom Fields" button on the left.

     

     

  • In the drop down box, select the custom field you want to use and it will insert the custom field into your campaign.



     

  • Now, when a subscriber receives the email, the data will be auto-populated with whatever is filled in under the "First Name" field. In the sample above, all subscribers receiving this campaign will have their first name auto-populated. If there is no data in that particular field, it will be left blank when that subscriber receives the campaign - i.e Hi ,
     

Note: To view your Custom Field populated, you must send yourself a test campaign from a list. If you click the "Preview Your Email Campaign" button, your Custom Field will NOT POPULATE, nor will it populate any other variable fields.