What are “Individual fields”, why do we need them, and how can we create them

There are often cases when you need to get additional information about your visitors or, vice versa, you want to transfer some data from your CMS. Convead has “Individual fields” for this purpose.

As soon as you install the code, Convead will start receiving data about the behavior of visitors on your site. When a visitor performs an action related to the transfer of data to your website, this information is transferred to Convead. By default, Convead collects the following data:

  • name
  • surname
  • email address
  • phone number
  • gender
  • date of birth

Then this information can be used for mailings or the segmentation of visitors.

To collect additional data on the site or download it from the CMS, you need to create a field in which this data will fall. To do this, go to “Settings” > “Personal fields”.

Here you will see all the fields in Convead and will be able to create a new one.

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

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

An important point! The key can only consist of letters of the Latin alphabet and an underscore. Use the preset field keys as an example for naming keys.

When creating your own visitor property, it is also important to specify its type correctly. 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"

Properly specified property types are very important and affect the filter's performance when segmenting visitors.

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