When adding a contact, you may have a specific set of questions or input fields you want to include for every contact. With the customisable contact form, you can do exactly that. This guide walks you through all the steps to capture the relevant contact details in one go.
📌Note: This feature is accessible only to account administrators. Please ensure you have the appropriate permissions before proceeding.
How It Works
Start by clicking the Add Contact button from the Smart Lists view.
The standard add contact form will open on the right side of the screen. Click the Customise form button to add or update the available fields.
If you haven't added the desired field yet, click the three dots in the upper right-hand section.
Next, click Manage Fields to include, remove, or reorder fields as needed.
The fields currently in use will appear at the top. You can deselect or reorder any field, except for the First Name field, which stays fixed at the top of the form.
Locate the custom field in the section where it was added, then select it.
Once you're happy with the layout, click Save to keep your changes.
Finally, mark any fields as required if needed, and preview your configuration to confirm everything works as intended.
With your contact form fully customised, you can now capture the right information for each contact efficiently.