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Act-On Software

Setting up Standard Field Names

 

List management is critical to your business success. As your lists grow, it's important to maintain consistency in how the field names are created and named.

This will ensure that email personalization and form pushes to your CRM are executed properly.

In this article, we will help you:

  • Create standard field names
  • Optimize the standard field names to your CRM

To Do:


  1. Go to Contacts > Standard Field Names
  2. Start adding basic field names like First Name, Last Name, Title, and Company
  3. Add custom field names like Behavior Score, and Lead Source
  4. Continue to add more as needed

Why is this important?

Standard fields create consistency in how your lists are constructed. This will lead to easier maintenance of your core lists.

See How:


To Do:


  1. Connect your Act-On account to your CRM
  2. Go to Contacts > Standard Field Names
  3. Click the Optimize For CRM button

Why is this important?

When you're setting your Act-On forms to push automatically into your CRM, Act-On will use standard field names to update the correct fields in your CRM.

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