How to add and configure additional (optional) fields in the campaign database?
Symptom / Need
Customize and expand the information in a campaign database by adding additional fields to suit the specific needs of the operation.
Context / Scenarios
- You need to include additional information in your campaigns, such as specific customer data or additional references.
- You want to organize information so that agents have access to relevant details when managing campaigns.
- You are setting up a custom database to improve analysis and decision making.
Answer (Solution/Recommendation)
- Access the additional columns section:
- Go to the “Additional Columns” tab within the campaign settings.
- Add custom titles:
- In this section, you can add up to 12 additional fields .
- Type a title for each field based on the information you want to include (e.g. “Customer Reference,” “Promo Code,” etc.).
- Save changes:
- Once you have configured the fields, be sure to save the settings so that they are reflected in the campaign database.
Additional note
- Additional fields are optional, but can be essential to customize your campaign information.
- Remember that the format and data must be consistent to avoid errors when loading or querying the database.