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In the example below, we are create a Shipping Address field. Note that each sub-field is labeled as Shipping Street Address 1 etc.
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.
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Click on each of the object types to see where the form is used. Click on the object to view/edit.
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Deleting Custom Fields
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Custom Email Fields
If you create multiple Email fields, the system will prompt you to select which field to use when sending. You can use the Prospect's primary email, or select one of your custom fields. To change a Prospect's primary email from the standard Email field, click on the flag icon next to the email address on the Details Info Card.
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Use the Flag icon next to the address you would like to set as the Prospect's primary email. The system will use this field as a default for this Prospect moving forward.
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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 of the field.Â
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If the field is in use, the system Image Added
Click on each of the object types to see where the form is used. Click on the object to view/edit.
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Deleting Custom Fields
You can delete Custom Fields by using the drop-down menu to the far right of the field.Â
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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
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parts of the system.
Standard Fields
Name | Data Merge Value | With Default Value | Identifier | Data Type |
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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. Image Added | %%companyaddress:default=Default Value Here%% | companyaddress | String |
Company Name | %%companyname%% *Comes from "Company Name" field on an Email List. Image Added | %%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%% | %%Email:default=Default Value Here%% | Email | String |
Fax | %%Fax%% | %%Fax:default=Default Value Here%% |
AnnualRevenueDecimal | Area of Interest | %%AreaOfInterest%% | %%AreaOfInterestString |
First Inbound Activity Date | %%FirstInboundActivityDate%% | %%FirstInboundActivityDate:default=Default Value Here%% |
AreaOfInterestStringAssistant%%Assistant%%%%Assistant%%FirstName:default=Default Value Here%% |
Assistant%%BouncedBounced | %%Bounced%% | First Outbound Activity Date | %%FirstOutboundActivityDate%% | %%FirstOutboundActivityDate:default=Default Value Here%% |
BouncedFirstOutboundActivityDate |
BooleanBudget%%Budget%%%%Budget%%FullAddress:default=Default Value Here%% |
BudgetDecimalCity%%City%%%%City%%FullName:default=Default Value Here%% |
City%%CommentsComments | %%Comments%% | Company | %%Company%% | %%CompanyGeo IP Address | %%geo_ip_addresses%% | %%geo_ip_addresses:default=Default Value Here%% |
Comments | String | Geo_IP_Addresses | string |
Grade | %%LeadGrade%% | %%LeadGrade:default=Default Value Here%% |
CompanyCompany Address%%companyaddress%%companyaddress%% *Comes from "Company Address" field on an Email List. Image Removed | Company Name | %%companyname%% *Comes from "Company Name" field on an Email List. Image Removed | %%companyname%%HomePhone%% | %%HomePhone:default=Default Value Here%% |
companyaddress | String | HomePhone | String |
Industry | %%Industry%% | %%Industry:default=Default Value Here%% |
companynameStringCompetitors%%Competitors%%%%Competitors%%JobTitle:default=Default Value Here%% |
Competitors%%CountryCountry | %%Country%% | Last 3P Email Respond Date | %%Last3PEmailRespondDate%% | %%Last3PEmailRespondDate:default=Default Value Here%% |
CountryCreate String | Date Time |
Last Autoresponder Link Click Date |
%%CreateDate%%%%LastAutoresponderLinkClickDate%% |
%%CreateDate%%LastAutoresponderLinkClickDate:default=Default Value Here%% |
CreateDate%%CRMLastAutoresponderLinkClickDate | Date Time |
CRM | %%CRM%% | Last Autoresponder Open Date | %%LastAutoresponderOpenDate%% | %%LastAutoresponderOpenDate:default=Default Value Here%% |
CRM%%currentyearLastAutoresponderOpenDate |
String | Current Year | %%currentyear%% | Date Time |
Last Autoresponder Sent Date | %%LastAutoresponderSentDate%% | %%LastAutoresponderSentDate:default=Default Value Here%% |
currentyearLastAutoresponderSentDate |
String%%Date%%%%Date%%LastChatDate:default=Default Value Here%% |
DateLastChatDate | Date Time |
Last Chat Decline Date |
and Time%%DateAndTime%%%%DateAndTime%%LastChatDeclineDate:default=Default Value Here%% |
DateAndTime%%DepartmentLastChatDeclineDate | Date Time |
Department | %%Department%% | Last Content Download Date | %%LastContentDownloadDate%% | %%LastContentDownloadDate:default=Default Value Here%% |
DepartmentDescription | %%Description%% | %%DescriptionString | Date Time |
Last Email Link Click Date | %%LastEmailLinkClickDate%% | %%LastEmailLinkClickDate:default=Default Value Here%% |
Description%%DoNotCallText | Do Not Call | %%DoNotCall%% | Date Time |
Last Email Open Date | %%LastEmailOpenDate%% | %%LastEmailOpenDate:default=Default Value Here%% |
DoNotCallBooleanDo Not %%DoNotEmail%%%%DoNotEmail%%LastEmailSentDate:default=Default Value Here%% |
DoNotEmailEmail | %%Email%% | %%EmailBoolean | Date Time |
Last Event Status Change Date | %%LastEventStatusChangeDate%% | %%LastEventStatusChangeDate:default=Default Value Here%% |
EmailFax | %%Fax%% | %%FaxLastEventStatusChangeDate |
String | First Date Time |
Last Form Submit Data | %%last_form_submit_data%% | %%last_form_submit_data:default=Default Value Here%% |
Fax | String | Last Inbound Activity Date |
%%FirstInboundActivityDate%%%%LastInboundActivityDate%% |
%%FirstInboundActivityDate%%LastInboundActivityDate:default=Default Value Here%% |
FirstInboundActivityDate%%FirstNameLastInboundActivityDate | Date Time |
First Name | %%FirstName%% | Last Invite to Chat Date | %%LastInviteToChatDate%% | %%LastInviteToChatDate:default=Default Value Here%% |
FirstNameFirst Outbound Activity String | Date Time |
Last Landing Page Visit Date |
%%FirstOutboundActivityDate%%%%LastLandingPageVisitDate%% |
%%FirstOutboundActivityDate%%LastLandingPageVisitDate:default=Default Value Here%% |
FirstOutboundActivityDateLastLandingPageVisitDate | Date Time |
Full Address%%FullAddress%%%%FullAddress%%LastName:default=Default Value Here%% |
FullAddress%%FullNameFull Name | %%FullName%% | Last Outbound Activity Date | %%LastOutboundActivityDate%% | %%LastOutboundActivityDate:default=Default Value Here%% |
FullNameStringGrade%%LeadGrade%%%%LeadGrade%%LastReferrer:default=Default Value Here%% |
LeadGrade%%HomePhoneHome Phone | %%HomePhone%% | Last Sales Email Link Click Date | %%LastSalesEmailLinkClickDate%% | %%LastSalesEmailLinkClickDate:default=Default Value Here%% |
HomePhoneIndustry | %%Industry%% | %%IndustryLastSalesEmailLinkClickDate |
String | Date Time |
Last Sales Email Open Date | %%LastSalesEmailOpenDate%% | %%LastSalesEmailOpenDate:default=Default Value Here%% |
Industry%%JobTitleDropdown | Job Title | %%JobTitle%% | Date Time |
Last Sales Email Sent Date | %%LastSalesEmailSentDate%% | %%LastSalesEmailSentDate:default=Default Value Here%% |
JobTitleString 3P Email Respond Date%%Last3PEmailRespondDate%% | %%Last3PEmailRespondDateSearch Engine | %%LastSearchEngine%% | %%LastSearchEngine:default=Default Value Here%% |
Last3PEmailRespondDateDate Time Autoresponder Link Click Date%%LastAutoresponderLinkClickDate%% | %%LastAutoresponderLinkClickDateSearch Phrase | %%LastSearchWords%% | %%LastSearchWords:default=Default Value Here%% |
LastAutoresponderLinkClickDateDate Time Autoresponder Open Send and Track Email Respond Date |
%%LastAutoresponderOpenDate%%%%LastSendAndTrackEmailRespondDate%% |
%%LastAutoresponderOpenDate%%LastSendAndTrackEmailRespondDate:default=Default Value Here%% |
LastAutoresponderOpenDateLastSendAndTrackEmailRespondDate | Date Time |
Last |
Autoresponder Sent %%LastAutoresponderSentDate%%%%LastSocialMediaClickDate%% |
%%LastAutoresponderSentDate%%LastSocialMediaClickDate:default=Default Value Here%% |
LastAutoresponderSentDateLastSocialMediaClickDate | Date Time |
Last |
Chat %%LastChatDate%%%%LastVideoConversionDate%% |
%%LastChatDate%%LastVideoConversionDate:default=Default Value Here%% |
LastChatDateLastVideoConversionDate | Date Time |
Last |
Chat Decline %%LastChatDeclineDate%%%%LastChatDeclineDate%%LastVideoPlayDate:default=Default Value Here%% |
LastChatDeclineDateLastVideoPlayDate | Date Time |
Last |
Content Download %%LastContentDownloadDate%%%%LastContentDownloadDate%%LastVideoWatchDate:default=Default Value Here%% |
LastContentDownloadDateLastVideoWatchDate | Date Time |
Last |
Email Link Click %%LastEmailLinkClickDate%%%%LastWebFormSubmissionDate%% |
%%LastEmailLinkClickDate%%LastWebFormSubmissionDate:default=Default Value Here%% |
LastEmailLinkClickDateLastWebFormSubmissionDate | Date Time |
Last |
Email Open %%LastEmailOpenDate%%%%LastEmailOpenDate%%LastWebsiteVisitDate:default=Default Value Here%% |
LastEmailOpenDate%%LastEmailSentDateLastWebsiteVisitDate | Date Time |
Last Email Sent Date | %%LastEmailSentDate%% | Lead Status | %%LeadStatus%% | %%LeadStatus:default=Default Value Here%% |
LastEmailSentDateLast Event Status Change Date | %%LastEventStatusChangeDate%% | %%LastEventStatusChangeDateDate Time | String |
Mobile Phone | %%MobilePhone%% | %%MobilePhone:default=Default Value Here%% |
LastEventStatusChangeDateDate Time | Last Form Submit Data | %%last_form_submit_data%% | %%last_form_submit_dataString |
Most Recent Geo IP Address | %%most_recent_geo_ip_address%% | %%most_recent_geo_ip_address:default=Default Value Here%% |
Last Inbound Activity Date | %%LastInboundActivityDate%% | %%LastInboundActivityDate:default=Default Value Here%% | LastInboundActivityDate | Date Time |
Last Invite to Chat Date | %%LastInviteToChatDate%% | %%LastInviteToChatDateMost_Recent_Geo_IP_Address | String |
Number of Employees | %%NumberOfEmployees%% | %%NumberOfEmployees:default=Default Value Here%% |
LastInviteToChatDateLast Landing Page Visit Date | %%LastLandingPageVisitDate%% | %%LastLandingPageVisitDateDate Time | Number |
Operating System | %%OperatingSystem%% | %%OperatingSystem:default=Default Value Here%% |
LastLandingPageVisitDateLast Name | %%LastName%% | %%LastNameDate Time | String |
Original IP Address | %%TrackedIpAddress%% | %%TrackedIpAddress:default=Default Value Here%% |
LastName%%LastOutboundActivityDateLast Outbound Activity Date | %%LastOutboundActivityDate%% | Original Lead Source | %%LeadSource%% | %%LeadSource:default=Default Value Here%% |
LastOutboundActivityDateDate TimeLast %%LastReferrer%%%%LastReferrer%%OriginalReferrer:default=Default Value Here%% |
LastReferrer%%LastSalesEmailLinkClickDateLast Sales Email Link Click Date | %%LastSalesEmailLinkClickDate%% | Original Search Engine | %%OriginalSearchEngine%% | %%OriginalSearchEngine:default=Default Value Here%% |
LastSalesEmailLinkClickDateLast Sales Email Open Date | %%LastSalesEmailOpenDate%% | %%LastSalesEmailOpenDateDate Time | String |
Original Search Phrase | %%OriginalSearchWords%% | %%OriginalSearchWords:default=Default Value Here%% |
LastSalesEmailOpenDateLast Sales Email Sent Date | %%LastSalesEmailSentDate%% | %%LastSalesEmailSentDateDate Time | String |
Original Source Info | %%OriginalSourceInfo%% | %%OriginalSourceInfo:default=Default Value Here%% |
LastSalesEmailSentDateLast Search Engine | %%LastSearchEngine%% | %%LastSearchEngineDate Time | String |
Original Source Type | %%OriginalSourceType%% | %%OriginalSourceType:default=Default Value Here%% |
LastSearchEngineLast Search Phrase%%LastSearchWords%%%%LastSearchWords%%Password:default=Default Value Here%% |
LastSearchWords%%LastSendAndTrackEmailRespondDateLast Send and Track Email Respond Date | %%LastSendAndTrackEmailRespondDate%% | Product Interest | %%ProductInterest%% | %%ProductInterest:default=Default Value Here%% |
LastSendAndTrackEmailRespondDate | Date Time | Last Social Media Click Date | %%LastSocialMediaClickDate%% | %%LastSocialMediaClickDate | ProductInterest | String |
Prospect ID | %%Prospect_ID%% | N/A | Prospect_ID | String |
Salutation | %%Salutation%% | %%Salutation:default=Default Value Here%% |
LastSocialMediaClickDateLast Video Conversion Date | %%LastVideoConversionDate%% | %%LastVideoConversionDateDate Time | String |
Score | %%LeadScore%% | %%LeadScore:default=Default Value Here%% |
LastVideoConversionDateLast Video Play Date | %%LastVideoPlayDate%% | %%LastVideoPlayDateDate Time | Number |
State/Province | %%State%% | %%State:default=Default Value Here%% |
LastVideoPlayDateLast Video Watch Date | %%LastVideoWatchDate%% | %%LastVideoWatchDateDate Time | String |
Street Address | %%StreetAddress%% | %%StreetAddress:default=Default Value Here%% |
LastVideoWatchDateLast Web Form Submission Date | %%LastWebFormSubmissionDate%% | %%LastWebFormSubmissionDateDate Time | String |
Timeframe | %%Timeframe%% | %%Timeframe:default=Default Value Here%% |
LastWebFormSubmissionDate%%LastWebsiteVisitDateDate Time | Last Website Visit Date | %%LastWebsiteVisitDate%% | String |
Type | %%Type%% | %%Type:default=Default Value Here%% |
LastWebsiteVisitDateDate TimeLead Status%%LeadStatus%%%%LeadStatus%%Website:default=Default Value Here%% |
LeadStatusMobile %%MobilePhone%%%%MobilePhone%%WorkPhone:default=Default Value Here%% |
MobilePhoneNumber of Employees%%NumberOfEmployees%%%%NumberOfEmployees%%Zipcode:default=Default Value Here%% |
NumberOfEmployees%%OperatingSystemNumber | Operating System | %%OperatingSystem%% | String |
Last Event Submission Event End Date | %%LastEventSubmissionEventEndDate%% | %%LastEventSubmissionEventEndDate:default=Default Value Here%% |
OperatingSystem%%TrackedIpAddressLastEventSubmissionEventEndDate |
String | Original IP Address | %%TrackedIpAddress%% | Date |
Last Event Submission Event ID | %%LastEventSubmissionEventID%% | %%LastEventSubmissionEventID:default=Default Value Here%% |
TrackedIpAddressOriginal Lead Source | %%LeadSource%% | %%LeadSourceLastEventSubmissionEventID |
String | Number |
Last Event Submission Event Start Date | %%LastEventSubmissionEventStartDate%% | %%LastEventSubmissionEventStartDate:default=Default Value Here%% |
LeadSourceOriginal Referrer | %%OriginalReferrer%% | %%OriginalReferrerLastEventSubmissionEventStartDate |
Dropdown | Date |
Last Event Submission Initial Station | %%LastEventSubmissionInitialStation%% | %%LastEventSubmissionInitialStation:default=Default Value Here%% |
OriginalReferrer%%OriginalSearchEngineLastEventSubmissionInitialStation |
String | Original Search Engine | %%OriginalSearchEngine%% | Text |
Last Event Submission Event Archive Date | %%LastEventSubmissionEventArchiveDate%% | %%LastEventSubmissionEventArchiveDate:default=Default Value Here%% |
OriginalSearchEngineOriginal Search Phrase | %%OriginalSearchWords%% | %%OriginalSearchWordsLastEventSubmissionEventArchiveDate |
String | Date |
Last Event Submission Rating | %%LastEventSubmissionRating%% | %%LastEventSubmissionRating:default=Default Value Here%% |
OriginalSearchWordsOriginal Source Info | %%OriginalSourceInfo%% | %%OriginalSourceInfoLastEventSubmissionRating |
String | Text |
Last Event Submission Event Street Address | %%LastEventSubmissionEventStreetAddress%% | %%LastEventSubmissionEventStreetAddress:default=Default Value Here%% |
OriginalSourceInfoOriginal Source Type | %%OriginalSourceType%% | %%OriginalSourceTypeLastEventSubmissionEventStreetAddress |
String | Text |
Last Event Submission By | %%LastEventSubmissionBy%% | %%LastEventSubmissionBy:default=Default Value Here%% |
OriginalSourceTypePassword | %%Password%% | %%PasswordString | Text |
Last Event Submission Event Zipcode | %%LastEventSubmissionEventZipcode%% | %%LastEventSubmissionEventZipcode:default=Default Value Here%% |
Password%%ProductInterestLastEventSubmissionEventZipcode |
String | Product Interest | %%ProductInterest%% | Text |
Last Event Submission Method | %%LastEventSubmissionMethod%% | %%LastEventSubmissionMethod:default=Default Value Here%% |
ProductInterestProspect ID | %%Prospect_ID%% | N/A | Prospect_ID | String |
Salutation | %%Salutation%% | %%SalutationLastEventSubmissionMethod |
String | Text |
Last Event Submission Event City | %%LastEventSubmissionEventCity%% | %%LastEventSubmissionEventCity:default=Default Value Here%% |
SalutationScore | %%LeadScore%% | %%LeadScoreLastEventSubmissionEventCity |
String | Text |
Last Event Submission Date | %%LastEventSubmissionDate%% | %%LastEventSubmissionDate:default=Default Value Here%% |
LeadScore%%StateNumber | State/Province | %%State%% | Date Time |
Last Event Submission Event State | %%LastEventSubmissionEventState%% | %%LastEventSubmissionEventState:default=Default Value Here%% |
StateStreet Address | %%StreetAddress%% | %%StreetAddressLastEventSubmissionEventState |
String | Text |
Last Event Submission Event Country | %%LastEventSubmissionEventCountry%% | %%LastEventSubmissionEventCountry:default=Default Value Here%% |
StreetAddressTimeframe | %%Timeframe%% | %%TimeframeLastEventSubmissionEventCountry |
String | Text |
Last Event Submission Event Full Address | %%LastEventSubmissionEventFullAddress%% | %%LastEventSubmissionEventFullAddress:default=Default Value Here%% |
TimeframeType | %%Type%% | %%TypeLastEventSubmissionEventFullAddress |
String | Text |
Last Event Submission Event Owner | %%LastEventSubmissionEventOwner%% | %%LastEventSubmissionEventOwner:default=Default Value Here%% |
Type%%WebsiteLastEventSubmissionEventOwner |
String | Website | %%Website%% | Text |
Last Event Submission Device | %%LastEventSubmissionDevice%% | %%LastEventSubmissionDevice:default=Default Value Here%% |
Website%%WorkPhoneLastEventSubmissionDevice |
String | Work Phone | %%WorkPhone%% | Text |
Last Event Submission Event Name | %%LastEventSubmissionEventName%% | %%LastEventSubmissionEventName:default=Default Value Here%% |
WorkPhone%%ZipcodeLastEventSubmissionEventName |
String | Zipcode | %%Zipcode%% | Text |
Last Event Submission Number of Visited Stations | %%LastEventSubmissionNumberOfVisitedStations%% | %%LastEventSubmissionNumberOfVisitedStations:default=Default Value Here%% |
ZipcodeLastEventSubmissionNumberOfVisitedStations |
StringDescription of Select Standard Fields
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Info |
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title | Data Merge for Custom Fields |
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Use the "Identifier" shown next to your custom field in Lead Liasion surrounded by "%%" for data merge values on custom fields. For example, if your custom field is "Favorite Color", your Identifier is likely "favorite_color__c". The merge value would be "%%favorite_color__c%%". |
Field Types
The following field types are supported:
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Note on Picklist (Multi-Select)
The Lead Liaison Standard Field with type "Picklist (Multi-Select)" is for fields that have multiple values together. For example, red, blue and green. The "Picklist (Multi-Select)" field type cannot be used for mapping while importing contacts into Lead Liaison. The primary purpose for this field type is to support a CRM system, such as Salesforce.com, with the same data type.
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