Use tags and custom fields

Tags help you group contacts for your own workflows. Custom fields store information that is not covered by MailGraf's standard fields, such as a city, birthday or customer type. You can use tags and custom fields in searches, segment rules and campaigns.

Create and apply tags

1. Open Tags and click New tag

   Enter a Name and click Save. The table shows how many contacts carry each tag.

2. Apply the tag to contacts

   For one contact, click Add tag in the profile's right-hand column, then find the tag or create a new one. For several contacts, select them on All contacts and click Contact actions > Add tag.

3. Remove a tag

   On the profile, click the X next to the tag. To remove it from many contacts, use the Tag operation on Bulk jobs with the direction Remove.

You can use tags in the All tags filter on All contacts, the Tag field in the segment builder and the Tags option on a campaign's Audience step. Deleting a tag removes the tag only. The contacts and their other details remain unchanged.

Create a custom field

1. Open Fields and click New field

2. Choose a Name and a Type

   Choose the type that fits the information you want to store: Text, Long text, Number, Date, Yes / No, Phone, Dropdown or Radio choices.

3. Add options if the type needs them

   For Dropdown and Radio choices, enter each accepted value on a separate line in Options (one per line). Values submitted through forms or imports need to match one of these options.

4. Click Save

   MailGraf creates a permanent Key from the field name. For example, a field called City has the key city. You can change the display name later, but the key remains the same.

Where fields appear

• The Fields tab on a contact profile and the Edit contact form.
• The column mapping list in a CSV import.
• The Custom fields group in the segment builder.
• The personalisation tag (merge tag) list in a campaign subject and in the editor. The field's key is used to insert the contact's value into the content.
• The Set a field value operation on Bulk jobs.
• As questions on forms.

If you delete a field, it is no longer available in forms, imports or new segment rules. Values that were already saved on contact records are kept.