Before You Begin
Make sure you have access to the iCampaign Custom Fields section. You'll need appropriate permissions to create and manage custom fields.
Steps
Navigate to Subscribers in your iCampaign dashboard
Go to Manage Fields
Click Add custom field and create a new custom field for contact types
Set the field type as Picklist and add the label name Contact Type
Add your desired contact types (e.g., "Leads", "Patient", "Patient Contact", "Referral Source") as options in the picklist
Save the custom field
Expected Result
Once created, your new contact type field will be available when viewing or editing subscriber records. You can assign contact types to individual subscribers and use this field for segmentation and targeting in your campaigns.
Important Note
⚠️ CRM Sync Limitation: While you can add contact types directly in iCampaign using custom fields, syncing contact types from your CRM system requires a different configuration. If you need to sync contact types from your CRM, you may need to add the corresponding field to your CRM layout first.
What You Can Do Next
Create segments based on your new contact types
Use contact types to target specific groups in email campaigns
Apply tags in combination with contact types for more detailed categorization
Related Resources
For more information about managing subscriber fields and segmentation, explore our other iCampaign guides in the help center.