Editing Linked Fields

Once you have a contact database in your hub, you can view and edit the settings at any time.

1: Accessing the Contact Database

1. In the Hub sidebar, click Contacts to open the Contact Databases page.

2. Click the name of the contact database you wish to work with.

3. On the Manage Contact Database page, click the pencil icon for the survey.

   

2: Selecting Background Variables

1. Select or deselect variables as needed. If the list is long, use the Search field to narrow the options by typing characters.

2. Click the Next button.

3: Configuring Field Links

On the Configure Linking page, for each Source field, you can edit the Action and the linked Contact Database field as needed.

Note: The key field for your contacts (such as customer ID or email) must be linked to the system field “contactid.”

4: Finalizing the Changes

If everything is correct, click the Save button to save the changes to the contact database. You will be returned to the Manage Contact Database page.