When importing multiple or creating individual contacts, it’s important that your data is sorted correctly.
Columns will help you keep your data organized and also allows Mobiz to properly identify and match it with the corresponding personalization tags and conditioning.
To understand the options within our platform, you can navigate to Contacts > All contacts > Manage columns. Here you will see three column types: Default are pre-defined columns built into the platform, Automated are pre-defined and populated automatically (e.g. “last updated”), and Custom, which we will investigate further in this article.
Custom columns
If you have data for your contacts that don’t fall into any of the Default columns provided, you are able to create a new column to house this information.
To do so, follow the above steps to navigate to the Manage columns page and click Add column.
You will then be able to give your column a name and specify what you would like the column ID to be. Your column ID is used for personalization and is not editable at a later stage. (Your column name can be edited at any stage.)
Click Save, and you’re good to go! You are now able to add data to this field for any of your contacts, as well as match this field in your next bulk upload.
Archiving or editing a custom column
Should you wish to archive or edit a custom column, navigate to the custom columns area and click on the three dots and select either Archive or Edit.
Warning: Archiving a column will hide the column from your contact database and you will not be able to use the column for personalization in future campaigns. Should a column you want to archive be in use by a campaign, archiving will not be allowed. You can restore an archived column at any point by using the three dots on the archived column and selecting restore.