Fields

In the left navigation, expand Variables to access Contact Variables, Fields, Snippets, and Reserved Snippets. Click Fields to manage fields.

Values in a dataset can be assigned to fields to be used in snippets or narrations.

To create a new Field:

1. Enter a field name. Note: the name cannot be changed after the field is created.

2. Select a dataset from the dropdown menu.

3. Optional: create a relation between the dataset and contact list

4. Optional: filter your dataset by column.

5. Choose which calculation and value formatting to use for your field. Click the Save button to preview the field.