What are Primary Fields?

What are Primary Fields?

Primary Fields capture essential information about your leads and customers. Utilizing Primary Fields can help you maintain organized contact records in your CRM and use advanced marketing automations within Marketing 360®.

Primary Fields are locked, meaning you cannot edit or remove these field types within Marketing 360®. All new Leads and Contacts must have at least one Primary Field. In addition, primary field mappings between products cannot be modified so the automations you love will work properly.

Example: If you capture the primary field “Email” via a form submission, that value will be mapped to the “Email” field in the CRM. These mappings are locked so that you may maintain consistent data that can be used throughout Marketing 360®’s marketing automation tools. 

You can still change the value inside of these fields like you do today. However, the field type and name itself cannot be changed. 

In this guide:


Required Primary Fields

At least one of these primary fields is required to create a lead or contact in your CRM

  1. Contact Name
  2. Email
  3. Phone Number
  4. Address

 

Other Primary Fields

  1. Source
  2. Created Date - this field is used by the software internally and isn’t a field that’s typically user-customized. 
  3. Tags - this field is used by the software internally and isn’t a field that’s typically user-customized. 
  4. Organization - this field is used to group contacts into larger Organizations. 

 

Where do Primary Fields exist?

Primary Fields can be found in the following places in Marketing 360®: 

  • CRM: Leads Inbox, Lead Profiles, Contacts Table, Contact Profiles, Organization Profiles and Lists.
  • Email Marketing: Primary fields from the CRM can be used to segment email lists and enable dynamic content in your emails.
  • Forms: You use Primary Fields in your forms to create leads and contacts in the CRM. 
  • Intelligence: Phone, email and name fields can be found in the Intelligence conversion reports.
    Zapier: Our Zapier integration allows Leads and Contacts to be created from actions taken in other apps. Identifying information from other systems such as name, email and phone number syncs with Primary Fields in the Marketing 360® CRM. 

 

Why are Primary Fields important?

Primary Fields allow Marketing 360® users to take advantage of marketing automation tools and create leads and contacts in the CRM. 

A popular example of the power of primary fields is automated email list creation. By using Primary Fields as filtering criteria, you can segment your contacts into cohorts and enable automated email journeys for leads and customers. For example, Source, Name, and Email primary fields can be used to create an email segment for leads coming in through one of your lead sources. 

Locking Primary Fields across our platform allows you to personalize emails, and create timely, relevant content for your contacts using email automation.

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