This guide will walk you through how to set up default form fields on your engagement campaigns, saving you time.
We're big fans of creative, unique campaigns but we also know that some things are better left unchanged which is why we've created Default Form Fields. You can configure these fields at the business level so that they apply to all your campaigns in the future so your most common fields are always there, ready to go.
To begin, select the business that you want to apply these settings to and navigate to Business Settings>Default Form Fields on the left side menu.
On your first visit to this page, you'll see the options are pre-populated with Tradable Bits' standard fields. Email, First Name, Last Name are the building blocks of an effective FanCRM and are mandatory on all campaigns. However, you can swap out email for phone and vice versa and then hit the X on the right side to delete any fields that you do not want as default form fields.
You can further customize your default form fields to your brand or business needs by creating Additional Fields in the provided dropdown.
You can quickly add a standard field from the list to capture more basic demographic info to help build out your fan profiles by selecting Standard Field from the dropdown. You can also create a brand new field through the Create New Field option or include one that you already made by selecting Custom Field, which will show you all of your existing custom fields.
Please reach out to your Customer Success team for more support on creating or using default form fields!