Data Fields in Dotdigital

Rachael Norris
Rachael Norris
  • Updated

This article covers how to sync Contact Data Fields in Dotdigital.

Before starting, you should be familiar with:

 

Why sync Data Fields to Dotdigital?

Data Fields are pieces of information from your Spektrix system which can be shared into your Dotdigital account. 

You need to sync Data Fields in Dotdigtal for use in: 

When you “sync Data Fields,” it means that the information in that Data Field can be shared from your Spektrix account into Dotdigital.

 

How to find Data Fields in Dotdigital

Follow these steps to find Data Fields in Dotdigital:

  • Log in to your Dotdigital account
  • Click on your name in the bottom left corner
  • Choose Settings from the menu

Settings.png

  • Click Contacts

Contacts.png

  • Choose Contact Data Fields

Contact Data Fields.png

Here you can see Default and Custom Data Fields.

 

Default data fields

Dotdigital automatically populates some Default Data Fields. The default data fields include:

  • FIRSTNAME
  • LASTNAME
  • POSTCODE

WARNING: Other Default Data Fields in Dotdigital will not pull through information because there is not a relevant matching field in Spektrix. For example, there is not a GENDER field in Spektrix and therefore there will be no data in this Default Data Field in Dotdigital. You can create Custom Data Fields by following the steps in this article.

 

Custom data fields

There are two types of Custom Data Fields.

  • Pre-built Custom Data Fields: These are a limited selection of metrics in your Spektrix system that can be added to your Dotdigital account. Once added, they’ll sync automatically every day at 6am.

  • Choose your own Custom Data Fields: You can choose to sync Tags or Customer Attributes to your Dotdigital account. This involves setup in both your Spektrix and Dotdigital systems. If you have a synced address book, this will sync automatically every day at 6am or when an Integrated Mailing is sent to one of the included Customers.

How to Sync Pre-built Custom Data Fields

You can choose to sync a number of pre-built Data Fields into your Dotdigital account. 

Once you have set these up, they’ll sync automatically every day at 6am and can be used in a variety of ways.

From the Custom Data fields page, click the New Data Field button.



Then complete the details, as required in the form:

 

  • Name: Enter the name of the Data Field exactly as it is listed below. This is case sensitive.

WARNING: If you do not enter the name of the Data Field exactly as it is listed below, it will not sync with your Spektrix system.

  • Data type: Choose the Data type as listed by each Data Field below.
  • Default Value: You can add a default value if there’s no data in the Customer Record. For example, if there’s no data to populate the FORMALSALUTATION field, you can add a default value such as ‘Patron’ or ‘friend’.
  • Access: Always set this to Private.
  • Folder: You can choose to store your Data Field in a folder.

 

Once you have completed the information, click CREATE.

The Data Field will then be synced at 6am each day or when you send an Integrated Mailing to an included Customer. 

 

Pre-built Data Fields

You can choose to add any of these pre-built Data Fields to your Dotdigital account. We’ve split them into two sections, Standard Metrics and Calculated Metrics.

If you are using Dotdigital Program Templates you’ll need to set up all of the Calculated Metrics. 

REMINDER: You’ll need to make sure that the name and type of the Data Fields below match exactly.

 

Standard Metrics

Name Type What is it?
FORMALSALUTATION Text This will combine the Title and Last name of the Customer if there is one present. 
INFORMALSALUTATION Text This will display the First name of the Customer if there is one present that is more than one character long.
CUSTOMERID Number This is the Customer ID field in Spektrix.
DATEOFBIRTH Date This is the Date of Birth field in Spektrix.

 

TIP: If a customer only includes their first initial rather than first name this can make the FIRSTNAME data field inaccurate. Instead, FORMALSALUTATION and INFORMALSALUTATION are best to use because they’ll only populate names with more than one character. If the FIRSTNAME has less than one character the name will display the default value.

 

Calculated Metrics

Name Type What is it?
BOOKEDONCE Yes/No If the Customer has only ever purchased tickets for one Event.
NEVERBOOKED Yes/No If the customer has never purchased tickets.
CREDITBALANCE Number The total unexpired account credit balance on a Customer's account.
AVGDAYSBOOKEDINADV Number The average number of days before the Instance Date the Customer purchased tickets for. This metric is calculated overnight. Does not include instances not in metrics.
AVGSPENDPERORDER Number The average Ticket spend per Order for the Customer. Does not include instances not in metrics.
AVGSPENDPERTICKET Number The average Ticket spend for the Customer. Does not include instances not in metrics.
WEEKSSINCELASTORDER Number The number of weeks since a Customer's last purchase of unreturned Tickets. Does not include instances not in metrics.
WEEKSTILLNEXTVISIT Number The number of weeks until the date of the next future Instance. Does not include instances not in metrics.
WEEKSSINCELASTVISIT Number The number of weeks since the date of the most recent Instance. Does not include instances not in metrics.



How to sync Tags in Dotdigital

You can sync a single Tag Group to your Dotdigital account. This Tag group can have up to 100 Tags within it.

Syncing a Tag Group requires some initial set up:

  1. In Spektrix, create a Tag Group. You can find information about how to do this in the article Normal Tags and Auto Tags
  2. Contact Support and let them know the exact name of the Tag Group you wish to sync with Dotdigital.

Once you have completed this initial set up, you can add further Tags to the Tag Group by following the steps below.

  • Create the Tag you wish to sync to Dotdigital in your synced Tag Group.
  • The name of the Tag must be sixteen characters or fewer.

WARNING: If the Tag is more than sixteen characters in length then it will not sync with Dotdigital.

Then, go to Dotdigital:

  • Create a new Contact Data Field.
  • Name the new Contact Data Field the same name as your Tag but starting with TAG_ .
    Spaces should be replaced by underscores _ and they should be entirely in UPPERCASE.

    For example, if my Tag was ‘Comedy Booker’ then the Contact Data Field would need to be named ‘TAG_COMEDY_BOOKER’.

  • Set the Data Field as a Yes/No field type.

The Tag will then be synced at 6am each day or when you send an Integrated Mailing to an included Customer. 

 

How to sync Customer Attributes in Dotdigital

You can sync Attributes from Spektrix to Dotdigital.

To sync an Attribute to Dotdigital, create a new or open up an existing Customer Attribute Definition.

  • Check the box marked Send this Attribute Definition to Dotdigital. 

WARNING: If the Attribute is more than sixteen characters in length then it will not sync with Dotdigital. 



 

Overnight the Attribute will appear in your Dotdigital account with the prefix ATT_.

The Attribute will then be synced at 6am each day or when you send an Integrated Mailing to an included Customer. 

 

Further Reading

To continue learning about Dotdigital, take a look at the Communicate with your Customers category on the Support Centre.