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- A Label is what the end user will see in the dropdown or multi-select.
- A Value is what is saved into the database.
- When searching the Prospect database or using merge fields the Value is always used.
- Unique Label/Value pairs can be automatically imported into a Lead Liaison form.
- In the example below, we create a Smart Phone field with the Label first, a colon as the separator, and the Value second. In the 2nd screenshot, you'll see how the dropdown is displayed to the user.
Deleting Custom Fields
Custom fields can be deleted once they are removed from all published web forms. In the screenshot below, the Favorite Animal field is used in a published form. As a result, the checkbox to check and subsequently delete the field is not available. To delete this field, the user should remove the field from the published form. This is done as a safety precaution to ensure data is not deleted by accident for fields that are active and in use.
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Checking Field Usage
You can edit or delete fields, but doing so may break mappings in Forms, data merge fields, and Automations. Check where a field is in use by locating it on the Manage Fields page and using the drop-down menu to the far right.
Click on each of the object types to see where the form is used. Click on the object to view/edit.
Deleting Custom Fields
You can delete Custom Fields by using the drop-down menu to the far right of the field.
If the field is in use, the system will display the Field Usage menu. Make sure to update each of the objects to use a different field or you may run into complications with other parts of the system.
Standard Fields
| Name | Data Merge Value | With Default Value | Identifier | Data Type |
|---|---|---|---|---|
| Annual Revenue | %%AnnualRevenue%% | %%AnnualRevenue:default=Default Value Here%% | AnnualRevenue | Decimal |
| Area of Interest | %%AreaOfInterest%% | %%AreaOfInterest:default=Default Value Here%% | AreaOfInterest | String |
| Assistant | %%Assistant%% | %%Assistant:default=Default Value Here%% | Assistant | String |
| Bounced | %%Bounced%% | %%Bounced:default=Default Value Here%% | Bounced | Boolean |
| Budget | %%Budget%% | %%Budget:default=Default Value Here%% | Budget | Decimal |
| City | %%City%% | %%City:default=Default Value Here%% | City | String |
| Comments | %%Comments%% | %%Comments:default=Default Value Here%% | Comments | String |
| Company | %%Company%% | %%Company:default=Default Value Here%% | Company | String |
| Company Address | %%companyaddress%% *Comes from "Company Address" field on an Email List.
| %%companyaddress:default=Default Value Here%% | companyaddress | String |
| Company Name | %%companyname%% *Comes from "Company Name" field on an Email List.
| %%companyname:default=Default Value Here%% | companyname | String |
| Competitors | %%Competitors%% | %%Competitors:default=Default Value Here%% | Competitors | String |
| Country | %%Country%% | %%Country:default=Default Value Here%% | Country | String |
| Create Date | %%CreateDate%% | %%CreateDate:default=Default Value Here%% | CreateDate | Date Time |
| CRM | %%CRM%% | %%CRM:default=Default Value Here%% | CRM | String |
| Current Year | %%currentyear%% | %%currentyear:default=Default Value Here%% | currentyear | String |
| Date | %%Date%% | %%Date:default=Default Value Here%% | Date | Date |
| Date and Time | %%DateAndTime%% | %%DateAndTime:default=Default Value Here%% | DateAndTime | Date Time |
| Department | %%Department%% | %%Department:default=Default Value Here%% | Department | String |
| Description | %%Description%% | %%Description:default=Default Value Here%% | Description | Text |
| Do Not Call | %%DoNotCall%% | %%DoNotCall:default=Default Value Here%% | DoNotCall | Boolean |
| Do Not Email | %%DoNotEmail%% | %%DoNotEmail:default=Default Value Here%% | DoNotEmail | Boolean |
| %%Email%% | %%Email:default=Default Value Here%% | String | ||
| Fax | %%Fax%% | %%Fax:default=Default Value Here%% | Fax | String |
| First Inbound Activity Date | %%FirstInboundActivityDate%% | %%FirstInboundActivityDate:default=Default Value Here%% | FirstInboundActivityDate | Date Time |
| First Name | %%FirstName%% | %%FirstName:default=Default Value Here%% | FirstName | String |
| First Outbound Activity Date | %%FirstOutboundActivityDate%% | %%FirstOutboundActivityDate:default=Default Value Here%% | FirstOutboundActivityDate | Date Time |
| Full Address | %%FullAddress%% | %%FullAddress:default=Default Value Here%% | FullAddress | String |
| Full Name | %%FullName%% | %%FullName:default=Default Value Here%% | FullName | String |
| Grade | %%LeadGrade%% | %%LeadGrade:default=Default Value Here%% | LeadGrade | String |
| Home Phone | %%HomePhone%% | %%HomePhone:default=Default Value Here%% | HomePhone | String |
| Industry | %%Industry%% | %%Industry:default=Default Value Here%% | Industry | Dropdown |
| Job Title | %%JobTitle%% | %%JobTitle:default=Default Value Here%% | JobTitle | String |
| Last 3P Email Respond Date | %%Last3PEmailRespondDate%% | %%Last3PEmailRespondDate:default=Default Value Here%% | Last3PEmailRespondDate | Date Time |
| Last Autoresponder Link Click Date | %%LastAutoresponderLinkClickDate%% | %%LastAutoresponderLinkClickDate:default=Default Value Here%% | LastAutoresponderLinkClickDate | Date Time |
| Last Autoresponder Open Date | %%LastAutoresponderOpenDate%% | %%LastAutoresponderOpenDate:default=Default Value Here%% | LastAutoresponderOpenDate | Date Time |
| Last Autoresponder Sent Date | %%LastAutoresponderSentDate%% | %%LastAutoresponderSentDate:default=Default Value Here%% | LastAutoresponderSentDate | Date Time |
| Last Chat Date | %%LastChatDate%% | %%LastChatDate:default=Default Value Here%% | LastChatDate | Date Time |
| Last Chat Decline Date | %%LastChatDeclineDate%% | %%LastChatDeclineDate:default=Default Value Here%% | LastChatDeclineDate | Date Time |
| Last Content Download Date | %%LastContentDownloadDate%% | %%LastContentDownloadDate:default=Default Value Here%% | LastContentDownloadDate | Date Time |
| Last Email Link Click Date | %%LastEmailLinkClickDate%% | %%LastEmailLinkClickDate:default=Default Value Here%% | LastEmailLinkClickDate | Date Time |
| Last Email Open Date | %%LastEmailOpenDate%% | %%LastEmailOpenDate:default=Default Value Here%% | LastEmailOpenDate | Date Time |
| Last Email Sent Date | %%LastEmailSentDate%% | %%LastEmailSentDate:default=Default Value Here%% | LastEmailSentDate | Date Time |
| Last Event Status Change Date | %%LastEventStatusChangeDate%% | %%LastEventStatusChangeDate:default=Default Value Here%% | LastEventStatusChangeDate | Date Time |
| Last Form Submit Data | %%last_form_submit_data%% | %%last_form_submit_data:default=Default Value Here%% | ||
| Last Inbound Activity Date | %%LastInboundActivityDate%% | %%LastInboundActivityDate:default=Default Value Here%% | LastInboundActivityDate | Date Time |
| Last Invite to Chat Date | %%LastInviteToChatDate%% | %%LastInviteToChatDate:default=Default Value Here%% | LastInviteToChatDate | Date Time |
| Last Landing Page Visit Date | %%LastLandingPageVisitDate%% | %%LastLandingPageVisitDate:default=Default Value Here%% | LastLandingPageVisitDate | Date Time |
| Last Name | %%LastName%% | %%LastName:default=Default Value Here%% | LastName | String |
| Last Outbound Activity Date | %%LastOutboundActivityDate%% | %%LastOutboundActivityDate:default=Default Value Here%% | LastOutboundActivityDate | Date Time |
| Last Referrer | %%LastReferrer%% | %%LastReferrer:default=Default Value Here%% | LastReferrer | String |
| Last Sales Email Link Click Date | %%LastSalesEmailLinkClickDate%% | %%LastSalesEmailLinkClickDate:default=Default Value Here%% | LastSalesEmailLinkClickDate | Date Time |
| Last Sales Email Open Date | %%LastSalesEmailOpenDate%% | %%LastSalesEmailOpenDate:default=Default Value Here%% | LastSalesEmailOpenDate | Date Time |
| Last Sales Email Sent Date | %%LastSalesEmailSentDate%% | %%LastSalesEmailSentDate:default=Default Value Here%% | LastSalesEmailSentDate | Date Time |
| Last Search Engine | %%LastSearchEngine%% | %%LastSearchEngine:default=Default Value Here%% | LastSearchEngine | String |
| Last Search Phrase | %%LastSearchWords%% | %%LastSearchWords:default=Default Value Here%% | LastSearchWords | String |
| Last Send and Track Email Respond Date | %%LastSendAndTrackEmailRespondDate%% | %%LastSendAndTrackEmailRespondDate:default=Default Value Here%% | LastSendAndTrackEmailRespondDate | Date Time |
| Last Social Media Click Date | %%LastSocialMediaClickDate%% | %%LastSocialMediaClickDate:default=Default Value Here%% | LastSocialMediaClickDate | Date Time |
| Last Video Conversion Date | %%LastVideoConversionDate%% | %%LastVideoConversionDate:default=Default Value Here%% | LastVideoConversionDate | Date Time |
| Last Video Play Date | %%LastVideoPlayDate%% | %%LastVideoPlayDate:default=Default Value Here%% | LastVideoPlayDate | Date Time |
| Last Video Watch Date | %%LastVideoWatchDate%% | %%LastVideoWatchDate:default=Default Value Here%% | LastVideoWatchDate | Date Time |
| Last Web Form Submission Date | %%LastWebFormSubmissionDate%% | %%LastWebFormSubmissionDate:default=Default Value Here%% | LastWebFormSubmissionDate | Date Time |
| Last Website Visit Date | %%LastWebsiteVisitDate%% | %%LastWebsiteVisitDate:default=Default Value Here%% | LastWebsiteVisitDate | Date Time |
| Lead Status | %%LeadStatus%% | %%LeadStatus:default=Default Value Here%% | LeadStatus | String |
| Mobile Phone | %%MobilePhone%% | %%MobilePhone:default=Default Value Here%% | MobilePhone | String |
| Number of Employees | %%NumberOfEmployees%% | %%NumberOfEmployees:default=Default Value Here%% | NumberOfEmployees | Number |
| Operating System | %%OperatingSystem%% | %%OperatingSystem:default=Default Value Here%% | OperatingSystem | String |
| Original IP Address | %%TrackedIpAddress%% | %%TrackedIpAddress:default=Default Value Here%% | TrackedIpAddress | String |
| Original Lead Source | %%LeadSource%% | %%LeadSource:default=Default Value Here%% | LeadSource | Dropdown |
| Original Referrer | %%OriginalReferrer%% | %%OriginalReferrer:default=Default Value Here%% | OriginalReferrer | String |
| Original Search Engine | %%OriginalSearchEngine%% | %%OriginalSearchEngine:default=Default Value Here%% | OriginalSearchEngine | String |
| Original Search Phrase | %%OriginalSearchWords%% | %%OriginalSearchWords:default=Default Value Here%% | OriginalSearchWords | String |
| Original Source Info | %%OriginalSourceInfo%% | %%OriginalSourceInfo:default=Default Value Here%% | OriginalSourceInfo | String |
| Original Source Type | %%OriginalSourceType%% | %%OriginalSourceType:default=Default Value Here%% | OriginalSourceType | String |
| Password | %%Password%% | %%Password:default=Default Value Here%% | Password | String |
| Product Interest | %%ProductInterest%% | %%ProductInterest:default=Default Value Here%% | ProductInterest | String |
| Salutation | %%Salutation%% | %%Salutation:default=Default Value Here%% | Salutation | String |
| Score | %%LeadScore%% | %%LeadScore:default=Default Value Here%% | LeadScore | Number |
| State/Province | %%State%% | %%State:default=Default Value Here%% | State | String |
| Street Address | %%StreetAddress%% | %%StreetAddress:default=Default Value Here%% | StreetAddress | String |
| Timeframe | %%Timeframe%% | %%Timeframe:default=Default Value Here%% | Timeframe | String |
| Type | %%Type%% | %%Type:default=Default Value Here%% | Type | String |
| Website | %%Website%% | %%Website:default=Default Value Here%% | Website | String |
| Work Phone | %%WorkPhone%% | %%WorkPhone:default=Default Value Here%% | WorkPhone | String |
| Zipcode | %%Zipcode%% | %%Zipcode:default=Default Value Here%% | Zipcode | String |
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