Custom data fields allow you to store information about your contacts in Address Book.
You can use custom data to track any information, like city of residence, department, job title, birthday, or account number. You can also use custom data as a way of taking notes about your contacts.
If you use the Email Collector, you can use custom data to personalize messages, and custom data is passed along to your survey results.
Adding Custom Data
To add custom data to a contact, click their email address in Address Book—a small window will pop up where you can add custom data.
There are six custom data fields available. Custom 1 can hold up to 1000 characters. Custom 2–6 can each hold up to 100 characters.
To see all custom data fields, go to the bottom of your contacts list and move the scroll bar to the right.
If you have a lot of contacts and don't want to edit each one individually, you can can add custom data columns to a CSV file and upload it to Address Book.
- Create a CSV file of your contacts. If you already have contacts added to Address Book, click the down arrow to the right of a group to export them as a CSV.
- Ensure the CSV is formatted properly.
- Import the file to Address Book, making sure to select update contact information.
By default, we label the custom data fields in Address Book as Custom 1, Custom 2, Custom 3, etc.. You can edit these label names. However, this changes the label names across all of Address Book.
To edit the custom data labels:
- To the right of the search box in Address Book, click y.
- Enter your preferred label names.
- Click Save.
You can't use the following characters in any field in Address Book:
- Pound or hashtag: #
- Ampersand: &
- Asterisk: *
- Monetary symbols: $ € £
- Double quotes: “ ” " "
- Angle brackets: < >
- Plus sign: +
Custom Data in Messages
When you send your survey using the Email Collector, you can use placeholders to help you write one general message.
Placeholders are tags that pull data from Address Book and dynamically add content to messages you send. This is similar to merge tags in MailChimp or mail merge in Word. When a recipient reads the message, the placeholders are replaced with information from Address Book.
You can use the following placeholders in messages you send through the Email Collector:
- [SurveyLink] - Required. This link automatically generated.
- [RemoveLink] - Required. This link automatically generated.
- [Email] - This is the Email field in Address Book.
- [FirstName] - This is the First Name field in Address Book.
- [LastName] - This is the Last Name field in Address Book.
- [CustomData] - This is the Custom 1 field in Address Book.
Use the placeholders exactly as they are written above with the brackets. Even if you changed the label name for Custom 1, you need to use [CustomData] as the placeholder.
Here is an example message you might use in the Email Collector (placeholders highlighted in yellow for the example):
We're planning a picnic for the [CustomData] department and would love to get your feedback.
Please take this survey by the end of the day Friday: [SurveyLink]
Please do not forward this message since it's associated with your email address: [Email]
To opt out of taking surveys I send, please click this link: [RemoveLink]
Thanks for your participation!
The message is sent to each email address separately, and placeholders are replaced with each contact's information from Address Book. Additionally, we generate a unique survey link and opt-out link for each contact.
Here is what the recipient sees (placeholder content highlighted in yellow for the example):
We're planning a picnic for the customer service department and would love to get your feedback.
Please take this survey by the end of the day Friday: https://www.surveymonkey.com/s.aspx
Please do not forward this message since it's associated with your email address: email@example.com
To opt out of taking surveys I send, please click this link: https://www.surveymonkey.com/optout.aspx
Thanks for your participation!
Custom Data in Analyze
Custom data you added to contacts is passed along to your survey results when you use the Email Collector.
You can see Custom 1 in the Respondent Metadata when browsing Individual Responses.
- Email: Column F
- First Name: Column G
- Last Name: Column H
- Custom 1: Column I
- Custom 2–6: The last columns of the spreadsheet (after all the survey questions)