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Create and Edit Custom Fields for Your Contacts

 

 

SlickText lets you store unlimited data about your contacts, giving you everything you need to send targeted, personalized messages. Out of the box, SlickText provides basic contact fields, such as mobile number, name, address, birth date, and email address.  If necessary, you can create additional custom fields to collect or import additional data you need stored for your contacts.

Contact data in SlickText powers three key capabilities: - **Segmentation:** Create segments to filter message recipients based on any contact field. - **Personalization:** Use merge tags to insert contact data directly into messages. For example, inserts the contact’s first name. - **Inbox context:** Contact data is displayed in the SlickText Inbox so you have relevant information on hand when a contact texts you. Use custom fields strategically to make every message more personal and relevant.

If you’re integrating SlickText with other platforms using our API, Zapier, or a native integration, both basic and custom fields will sync with your other platforms.


In This Article:

Create a Custom Field
Edit a Custom Field

Create a Custom Field

Creating a custom field will make that field available for all contacts in your brand.  

  1. Once you’ve logged into SlickText, click on your name and brand at the bottom left of the screen.  Then choose Settings.
  2. On the Settings screen, select Custom Fields. 
  3. To add a new custom field, click the Create Field button.
  4.  Enter the field name, choose a data type, and include a description if you would like.

Choosing the right data type is important, especially if you plan to use segments. The data type determines which filter conditions are available. Here’s an overview of the four data types:

Data Type

Use 

Text

Use this data type if the data does not need to be segmented or filtered as a number, date, or yes/no value.

Segment condition examples: Is, Is Not, Contains, Does Not Contain

Number

Use this data type if the data needs to be segmented or filtered using numerical values.

Segment condition examples: Is, Is Between, Is Greater Than, Is Less Than

Date

Use this data type if the data needs to be entered as a date and segmented or filtered by date values.

Segment condition examples: Is, Is Before, Is After, Month Is, Year Is

Yes / No

Use this data type if the values are either yes or no.

Segment condition examples: Is/Is Not (Yes), Is/Is Not (No)
5.   Click Save.

Edit a Custom Field

Once a custom field is created, only its name and description can be edited. The data type cannot be changed after creation.  

  1. Once you’ve logged into SlickText, click on your name and brand at the bottom left of the screen.  Then choose Settings.
  2. On the Settings screen, select Custom Fields.  
  3. The Custom Fields screen will display all of your current custom fields.
  4. Use the Search Bar, sort, or scroll to find the custom field you want to edit, then click the Pencil Icon.
  5. Edit the field name or description.
  6. Click Save.

Note:

If you need to make additional changes, delete the custom field and recreate it with the new parameters or create an additional custom field. Keep in mind that once a custom field is deleted, the field and all of the data stored for each contact cannot be recovered.