Account Custom Fields

Contents

Custom Fields
Creating Custom Fields
Viewing Custom Field Data
Reporting on Custom Field Data
Custom Fields on Standard Forms
Importing & Batch Updating Custom Field Data
Segmenting Email Audiences using Account Custom Fields
Related Guides and Videos


Account Custom Fields

Custom Fields enable you to collect and track any information not already available as standard account fields.  Account Custom Fields are the most useful type of custom fields because account custom fields:

  • appear on both individual and organization accounts.
  • are available as search criteria and columns in most reports.
  • can be added to your standard and custom Neon forms.
  • are supported for self import and account batch update.
Note: Account custom fields will not display on Constituent Versions of front end forms, with the exception of the constituent Account and Company forms. These are the "Update My Profile" forms, where constituents can update data on their profiles for the custom fields you add.

Creating Account Custom Fields

To access and configure Account Custom Fields, navigate to:

System Settings tab > Home/Dashboard > Accounts > Custom Fields > All Accounts. 

Account_Custom_Fields.png

Click New Custom Field to add a new account custom field.  

zd_new_account_custom_field.jpg

Enter the Field Name and select a Display Type. 

zd_create_account_custom_field.jpg

The display type controls the input method for the field. Make a text input field using the one-line or multi-line text types. To allow the user to select one or more options from a preset range, use a drop down, checkbox, or radio. It is important to select the appropriate input type to ensure that your data is collected in the desired format.

When choosing the Display Type, you should consider how your selection will impact your reporting capabilities for this custom data.

display_types.png

The detailed guide to custom field display types is found here. 

Viewing Account Custom Field Data

All account custom fields will appear under the Custom Fields section of a Neon account page. All account custom fields will display in this section, even if the field does not contain any data for the account which you are viewing. 

zd_custom_fields_section.jpg

 You can organize your custom fields into field groups. Custom field groupings determine how these fields appear under the Custom Fields account section. 


Reporting on Account Custom Field Data

You can also search on account custom fields using the Account Custom Fields search category in reports.

custom_fields_categories.png

Account custom fields can be viewed in reports by clicking the Edit Columns button.  

From the field selector, enter the search term "(C)" to find all account custom fields, as shown below. 

Edit_Columns.png

The full guide to configuring custom fields is found here.

Custom Fields on Standard Forms

When you create a custom field, it is available for use on your standard forms, but it is not enabled. You must add the field to each form.

zd_custom_field_display_disclaimer.jpg

Note: The display name and requirement settings for custom fields are configured in a different part of the system, the web form customization utility. The detailed guide is found here.

The Read Only setting can be used if you want logged in constituents to have access to view this information but you do not want them to be able to change the data shown. If left un-checked, constituents can log in and modify this answer at any time.

zd_custom_field_read_only_option.jpg 

When you finish editing, click the Save button and your custom field will be saved.

If your created a radio, checkbox, or drop down field, then you will be prompted to arrange the order of your field options, as shown in the example below.

adjust_display_order_of_field_options.png

 Click Submit to save.

Your custom field will now be included in the list of available fields when customizing your front-end forms. 


Importing & Batch Updating Account Custom Field Data

You can import and batch update Account Custom Fields using the Import Manager.  These are the only types of custom fields supported by account batch updateWhen importing new accounts or batch updating existing ones, you can find your Account Custom Fields under the Custom Field mapping column, as shown in the example below. 

custom_fields_mapping.png


Segmenting Email Audiences using Account Custom Fields

Account Custom Fields are useful for segmenting your email lists. When creating an Email Audience via a database search, you can limit the scope of the search to constituents that have a specific custom field or field option. You can search on account custom fields using the Account Custom Fields search group in the Email Audience Report used to build audiences.

search_group_account_custom_fields.png

For example, you might want to create a field to ask donors whether or not they wish to receive email from your organization. Create an Account Custom Field to track this data. You can then add that custom field to your standard donation form. Add a new database search to include/exclude people from your email audiences based on their response to this account custom field.

Similarly, you could create a custom newsletter subscription forms using an account custom field to collect email preferences. 


Related Guides

Have more questions? Submit a request

0 Comments

Article is closed for comments.
Powered by Zendesk