In this short video we introduce you to Contact Fields:
In Gecko, the capturing of the most important information will be done through Contact Fields. A common mistake is to assume that the data captured in forms will be automatically saved to the correct contact. In reality, the data is kept at a response level, unless you choose to create contact fields and specify which form fields should save to which contact field.
Creating contact fields
- Navigate to the Settings section.
- Select Contact Fields and pick New Contact Field.
- Give your field a name and select a Type.
- Select Save to create your contact field.
Note: Contact fields may require a field option template to be created (containing a list of possible options for fields such as Dropdown fields). Find out more about creating field options here.
Any questions? Feel free to start a live chat with a member of our support team or explore the rest of our academy at your leisure.