Usage of Additional Fields

Additional fields available by default. To view the list of additional fields enter SettingsAdditional fields.

Account dropdown menu open with Settings highlighted in red, and the Additional fields tab underlined in red in the settings sidebar

Basically, Personal list with the fields Date of birth and Gender is preset in an account.

Personal fields list showing the Date of birth and Gender fields with their variables and IDs

This section displays:

  • The field ID and Type used to automate the work with contacts using the Rest API.
  • Variables (%PERSONAL.GENDER%, %FIRSTNAME%, etc.) to automatically substitute the field's contents in emails.

Also, you can create your personal set of additional fields in your account.

How to use additional fields

Most often, you can use data from additional fields in two cases:

1. Message personalization

When editing text blocks in any message, select Merge tags, and you will see a list of fields that you can use to address subscribers.

Email editor with the Merge tags dropdown open, First Name highlighted, and an arrow pointing to the %FIRSTNAME|%! placeholder in the greeting text

If a contact has not provided some or all the personal data, such as a name, the corresponding field in a message would contain the filed name instead of the real data. In such cases, you can add alternative text in the personalization field. Add it between the vertical bar and the second % sign. This text will substitute all the missing recipient’s data in the corresponding additional fields.

Email editor showing the greeting text %FIRSTNAME|friend%! with fallback text added after the vertical bar

2. Creating dynamic segments for targeted campaigns

A dynamic segment is created based on dynamic conditions which you can choose depending on your contact base. The segment cards can change based on whether the contact matches the chosen conditions.

Let’s see how to use the data from additional fields to set up a birthday campaign.

When creating a dynamic segment, set the condition for the Date of birth (today, tomorrow, or other period).

Add dynamic segment Conditions tab with Fields and Date of birth highlighted, and the tomorrow condition option selected

The segment data is updated every day, and only those contacts receive emails, whose birth date complies with the set condition.

You can add more conditions, for example, gender.

Add dynamic segment Conditions tab showing segment equation A with the Date of birth tomorrow and Gender equals M conditions

Read more about how to add custom user fields


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