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Custom data fields let you store extra contact information to help with segmentation, targeting, and personalisation.

Create, delete, and edit custom data fields

Edit the data you hold in a contact's personal details or custom data fields.

Edit a contact's data fields

For use in personalisation when specific contact data is not stored.

Set a default value for a contact data field

Update specific data for all of the contacts in a segment or list.

Bulk update a contact data field

Organise your contacts based on their likes and interests.

Marketing preferences overview

You can use marketing preferences alongside other features to take the targeting and personalisation of your marketing further.

How to use marketing preferences

Edit an individual contact's marketing preferences, import preference statuses in bulk, and export contact preferences.

Edit, import and export marketing preferences

Laura Russell

Data fields and marketing preferences

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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