Custom fields in a database: how to add & where to use
In Altcraft Platform automation system, every database contains standard fields that store essential subscriber information:
- email and phone numbers
- first and last name
- date of birth
- gender
- registration information (date, IP address, city, and country)
- latest data from customer action history (IP address, city, country, region, etc.)
- time zone etc.
It’s a field for recording a natural positive or negative number. For instance, this is where you can store a client's current bonus points or their identifier in a CRM system.
bonus_points: 200
lead_score: 20.5
It contains any text in any language, including numbers, special characters, and spaces. It uses the Unicode standard. In this field, you can store the customer's position or leave brief notes after communication with manager.
position: CRM_manager
Type | Recording |
---|---|
Date | 2005-08-09 |
Date & Time | 2005-08-09T18:31:42 |
Date & Time + UTC | 2005-08-09T18:31:42+03 |
vip_status: true
It contains user-defined values. Allows selecting one option from several. Options are written in a comma-separated string. This field can be used to store the client's subscription plan, marital status, and more.
package: Basic, Standard, Premium
profile_IP: 127.0.0.1
The field can store multiple values simultaneously. Use it to store values that can change. For example, customer preferences or products they've purchased. Tags are recorded in a line separated by
- comma ,
- vertical bar |
- semicolon ;
preferences: dance, yoga, football, tennis, camping
It’s a field for storing undefined data: a set of flags or complex data structures.
last_flight_info: {"flight_id":"AD 2503","departure_date":"31-12-2021","from":"Moscow","to":"Madrid","class":"A"}
It’s a field for storing sub-tables, e.g., a list of managers, contracts, etc.
managers: [{"name":"Johnny Doe","phone":"+79029017994"},{"name":"Clinton Smith","phone":"+7004567889"}]
- Default value: This value will be inserted into the field if no data is provided for this field during the import of a new profile.
- Make required: Import will be impossible without providing a value for this field. However, if you set a default value, you can still import a profile even if it lacks data for this field.
- Subscription manager: The field will appear on the subscription manager page.
You can add any number of fields. To remove an unnecessary field, click on the cross icon on the right. You can also change the order of fields by dragging and dropping the blocks with your mouse.
After you finish configuring additional fields, don't forget to save your changes.
Utilize information from additional fields to build segments. For instance, if you run a sports equipment store and have added a field for customer preferences (field type: tag), you can curate a selection of products for hiking enthusiasts. Now, you want to send an email campaign specifically to customers interested in hiking.
Set up a segment by selecting criteria based on the additional field – preferences. List the relevant tags separated by commas. If at least one of these tags is present in the additional field, the customer will be included in the segment and will receive an email with recommended products.
Then select the customer database and the name of a custom field in the pop-up window.
Now it’s ready. You can attach this template to the trigger-based campaign.
Custom fields in Altcraft Platform enable marketers to store important customer information in the database. You can add a new field during profile database setup and editing. Afterwards, you can use this data for advanced audience segmentation, message personalization, and configuring trigger campaigns.