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.