How to use personal fields to transfer additional information about the visitors to Convead

You can send any data about visitors (company name, cell phone, discount amount, name of your favorite dog) to the Convead from your CMS using personal fields. You can also use this mechanism to collect additional data on your website.

By default, Convead is able to collect and store a minimum set of data: first name, last name, email, phone, gender and date of birth.

If these fields are not enough, you can add your own. To do this, open "Settings" – "Individual fields". A list of all existing fields appears. You can create a new one by clicking on the button in the upper right corner.

The window for creating a new individual field opens. Enter here the name of the additional field, its key and the field type.

The name will be displayed in the Convead interface (in the segment designer, in the mailing conditions, in the contact card).

The key will be used in scripts to transfer or collect data.

Important point! The key can consist only of Latin letters and underscores. Use pre-defined field keys as a reference for naming keys.

When you create your own visitor property, it is also important to specify the correct visitor type. The following property types are supported:

* String - any string

* Boolean - Boolean value (true/false)

* Numeric - number

  • Date – date in ISO-8601 format: "YYYY-MM-DD»
  • * Datetime - date and time in ISO-8601 format: "YYYY-MM-DDT hh:mm:ss±hh" 

    Read more about date and time formats and their writing in Wikipedia.

    Correctly specified properties are very important and affect the filter operation for the segmentation of visitors.

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