Contact Preferences can be useful when targeting the right contacts during marketing communications. Within the CRM you have 30 custom contact preference flags to help record what type of marketing communications a contact is interested in.
- You'll need CRM Admin rights in order to follow the steps in this article
Step 1: Customise Record
To get started, click on the three dots in the top right-hand corner on a contact record. Choose 'Customise' from the drop-down list.
Step 2: Add Field
You'll then be in edit mode, where you'll be presented with the CRM groups and field names. To add in a new contact preference field, click on the 'Add Field/Report' option from the appropriate group.
Step 3: Choose 'Add Fields'
You'll then be presented with two options; 'Add Fields' and 'Add Report'. Choose the 'Add Fields' option in this instance.
Step 4: Accessing Custom Fields
The main Contact fields will then be listed, but to access the Custom Fields, click 'Show More'.
Scroll down until you reach the Contact Preference option and click 'Add Custom Fields'.
Step 4: Labelling New Contact Preference
You will have 30 custom contact preferences to utilise. Simply type in the label for your new contact preference. Click 'Close' once you're happy with your new contact preferences.
Step 5: Select New Contact Preferences
You will now see your new contact preference available by expanding the Contact Preference section. Select the Contact Preferences that you wish to add & click 'OK'.
Step 6: Save
Our new contact preference field has now been added to the Categorisation section! To save this change, click on the 'Save' icon in the top right-hand corner. Your new field will then be ready to be used by all CRM users.