Adding a Custom Field in Lead Liaison

To add a custom field in Lead Liaison do the following:

Click Settings > App Setup > Manage Fields
Click the Add Field button
Enter details of the new custom field:
- Name = Name you'd like to give this custom field. We suggest using the same name you used when adding the custom field to Salesforce.com
- Data Type = Type of data. Data types are explained below.
- Click Save when finished.
The new custom field will appear in System Fields tab.

Customers using OneFocus™ CRM will have a slightly different experience when creating a new Prospect custom field. The same experience applies for creating new custom fields on Deals and Organizations.

Click Settings > App Setup > Manage Fields
Click the Add Field button

Restrict Picklists

For the Multiple Options and Dropdown field type you'll see a Restrict picklist values option. Enable this switch to enforce data integrity with restricted picklists. This setting limits the field to accept only values from your picklist. For example, when enabled, the user will not see the text nor have the option to press enter to add a new value (see first screenshot below). Note, API updates or imports will create new values.

You can also choose to sort values alphabetically or by the order they are added.

Multi-Option Fields

Autocomplete, Multiple Options, and Dropdown fields offer the ability to add the same or different Labels or Values.

- 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.

Custom Address Fields

The Address field type allows you to create a group of fields. Give the field a name, and it will apply that name to the following sub-fields:

Street Address 1
Street Address 2
City
State
Zip
Country

In the example below, we are create a Shipping Address field. Note that each sub-field is labeled as Shipping Street Address 1 etc.

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.

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.

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%%	%%Email:default=Default Value Here%%	Email	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
Geo IP Address	%%geo_ip_addresses%%	%%geo_ip_addresses:default=Default Value Here%%	Geo_IP_Addresses	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
Most Recent Geo IP Address	%%most_recent_geo_ip_address%%	%%most_recent_geo_ip_address:default=Default Value Here%%	Most_Recent_Geo_IP_Address	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
Prospect ID	%%Prospect_ID%%	N/A	Prospect_ID	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
Last Event Submission Event End Date	%%LastEventSubmissionEventEndDate%%	%%LastEventSubmissionEventEndDate:default=Default Value Here%%	LastEventSubmissionEventEndDate	Date
Last Event Submission Event ID	%%LastEventSubmissionEventID%%	%%LastEventSubmissionEventID:default=Default Value Here%%	LastEventSubmissionEventID	Number
Last Event Submission Event Start Date	%%LastEventSubmissionEventStartDate%%	%%LastEventSubmissionEventStartDate:default=Default Value Here%%	LastEventSubmissionEventStartDate	Date
Last Event Submission Initial Station	%%LastEventSubmissionInitialStation%%	%%LastEventSubmissionInitialStation:default=Default Value Here%%	LastEventSubmissionInitialStation	Text
Last Event Submission Event Archive Date	%%LastEventSubmissionEventArchiveDate%%	%%LastEventSubmissionEventArchiveDate:default=Default Value Here%%	LastEventSubmissionEventArchiveDate	Date
Last Event Submission Rating	%%LastEventSubmissionRating%%	%%LastEventSubmissionRating:default=Default Value Here%%	LastEventSubmissionRating	Text
Last Event Submission Event Street Address	%%LastEventSubmissionEventStreetAddress%%	%%LastEventSubmissionEventStreetAddress:default=Default Value Here%%	LastEventSubmissionEventStreetAddress	Text
Last Event Submission By	%%LastEventSubmissionBy%%	%%LastEventSubmissionBy:default=Default Value Here%%	LastEventSubmissionBy	Text
Last Event Submission Event Zipcode	%%LastEventSubmissionEventZipcode%%	%%LastEventSubmissionEventZipcode:default=Default Value Here%%	LastEventSubmissionEventZipcode	Text
Last Event Submission Method	%%LastEventSubmissionMethod%%	%%LastEventSubmissionMethod:default=Default Value Here%%	LastEventSubmissionMethod	Text
Last Event Submission Event City	%%LastEventSubmissionEventCity%%	%%LastEventSubmissionEventCity:default=Default Value Here%%	LastEventSubmissionEventCity	Text
Last Event Submission Date	%%LastEventSubmissionDate%%	%%LastEventSubmissionDate:default=Default Value Here%%	LastEventSubmissionDate	Date Time
Last Event Submission Event State	%%LastEventSubmissionEventState%%	%%LastEventSubmissionEventState:default=Default Value Here%%	LastEventSubmissionEventState	Text
Last Event Submission Event Country	%%LastEventSubmissionEventCountry%%	%%LastEventSubmissionEventCountry:default=Default Value Here%%	LastEventSubmissionEventCountry	Text
Last Event Submission Event Full Address	%%LastEventSubmissionEventFullAddress%%	%%LastEventSubmissionEventFullAddress:default=Default Value Here%%	LastEventSubmissionEventFullAddress	Text
Last Event Submission Event Owner	%%LastEventSubmissionEventOwner%%	%%LastEventSubmissionEventOwner:default=Default Value Here%%	LastEventSubmissionEventOwner	Text
Last Event Submission Device	%%LastEventSubmissionDevice%%	%%LastEventSubmissionDevice:default=Default Value Here%%	LastEventSubmissionDevice	Text
Last Event Submission Event Name	%%LastEventSubmissionEventName%%	%%LastEventSubmissionEventName:default=Default Value Here%%	LastEventSubmissionEventName	Text
Last Event Submission Number of Visited Stations	%%LastEventSubmissionNumberOfVisitedStations%%	%%LastEventSubmissionNumberOfVisitedStations:default=Default Value Here%%	LastEventSubmissionNumberOfVisitedStations	Number

Description of Select Standard Fields

Create Date: The date the Prospect was created.

Using a CRM

If the Lead Liaison Prospect is synced with a CRM, such as Salesforce.com, then the Create Date in your CRM will override the Create Date in Lead Liaison.

Original Referrer: The URL of the website that originally referred the prospect to your company's website. Set the first time the prospect is tracked as a visitor and will never be set again even if there was no initial value.
Original Search Engine: The original search engine used by the prospect to find your company's website. Set the first time the prospect is tracked as a visitor and will never be set again.
Original Search Phrase: The original search phrase (keywords/keyphrase) used by the prospect to find your company's website. Set the first time the prospect is tracked as a visitor and will never be set again even if there was no initial value.
Last Referrer: The URL of the website that referred the prospect to your company's website on their last visit. Set every time a new visit is tracked for a prospect but only if it has a value. If it is empty, then the value is ignored and the last value is kept.
Last Search Engine: The search engine the prospect last used to find your company's website. Set every time a new visit is tracked for a prospect but only if it has a value. If it is empty, then the value is ignored and the last value is kept.
Last Search Phrase: The search phrase (keyword/keyphrase) the prospect last used to find your company's website. Set every time a new visit is tracked for a prospect but only if it has a value. If it is empty, then the value is ignored and the last value is kept.

Data Merge

Data can be merged with most areas of functionality across Lead Liaison. The following areas can be used with data merge:

Email messages
Email message subject lines
Autoresponders
Web form alerts
Hosted web form success/error messages and redirect URLs
Send alert Workflow action
Webhook templates
SiteEngage Dialog Windows
Handwritten Letters
Postcards

Use the "Data Merge Value" in the above table to merge data into any of the above sections.

Default values may be used when no value exists at the time of merge. To use a default value follow this form:

%%FieldName:default=Default Value Here%%

You'll notice that ":default=Default Value Here" was added at the end of the field name. Default values work for standard or custom fields. For example, suppose you're sending out an email campaign and you want to personalize the email with the person's first name by saying something like "Hey Mike". However, if the person did not have a first name in the system you could say something like "Hey There". Here's how you'd do it:

%%FirstName:default=There%%

The list of allowed characters in a data merge are:

Letters (lower and upper case)
Numbers
White space
And these characters _ : = + - } { | ; ? , . !

Data Merge for Custom Fields

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:

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.

When using a picklist multi-select field in automation, be mindful of the contains and does not contain operators. Suppose your multi-select picklist field was called "color" and had blue, red, and green. Lets use an example to better understand how this works. Imagine a box of balls with a blue, red, and green ball inside. If we asked, does the box of balls contain a blue ball, the value would be true, since there's a blue ball in the box. If we asked, does the box not contain blue, the answer would also be true, as there's a red and green ball inside. When using a field with does not contain as the operator, a similar result will happen. For example, does the color field not contain red? The answer would be true, because blue and green are also values selected in the multi-select picklist.

For Salesforce.com Users

The Salesforce.com standard "Picklist" field (which will only have one value, not multiple values) can be mapped to a Lead Liaison Custom Field with data type as string.

Managing Fields