How to edit or re-order your entry fields on an engagement campaign

This guide explains how you can easily add and re-order your entry fields in an engagement campaign

Before you start building campaigns, we recommend heading to the Business Settings on the left-hand menu of your Business and selecting 'Default Form Fields'. This will allow you to pre-select and set up fields you would like to automatically appear every time you build a new campaign to save you time. 

To edit your campaign entry fields, go to 'General Setup' under the 'Setup' tab on the left-hand side and scroll down to the Entry Form field settings. 

Here you can add or remove entry fields and drag and drop the order you would like them to appear to the users. Please note that Email OR phone number are mandatory fields for all campaigns.

To add additional fields, you can choose from the Standard Fields that come out of the box, or Custom Fields that your team has created.  By adding fields such as birthday and phone number, the quality of your affinity data improves.

To create a new custom field, select 'Create new field' from the Additional Fields dropdown and check out our help guide on how to do that. 

While you cannot edit any of the fields here, you can edit the response options of an entry field by navigating to Fan CRM>Core & Custom Fields. From here you can find your field and edit the response types. 

To customize field titles that appear to the fan, you can do this in the Localize Language section under the 'Design' tab of your Campaign. 

Please reach out to your Customer Success Manager or contact support@tradablebits.com for any further questions!