Data tab

The Data tab is where you set up the participant fields that drive every other part of a campaign.

Data tab

The Data tab defines which fields each participant in this campaign has. These fields drive everything else: the CSV columns you can import, the properties you can check in flow conditions, and the values you can pass to agents.

Every field has a Level:

• Customer Profile — fields that belong to the customer across the whole workspace, such as Name, Email, and Phone. They are shared with the customer's profile in 360 View and with other campaigns.
• Participant — fields that exist only inside this campaign, such as a loan amount or a due date. Use these for campaign-specific data.

When you open the Data tab of a new campaign, the system Customer Profile fields are already there, with Import enabled and Required disabled.

Fields table

Column	Meaning
Title	Display name shown across the portal.
Name	Technical name of the field.
Description	Optional free text.
Type	Data type — see below.
Level	Customer Profile or Participant.
Import	Whether this field can be imported from a file. Only checked fields are read from CSV uploads.
Required	Whether this field is required. Rows missing a required field fail during upload.

• Drag the handle at the left of a row to reorder fields. The order is used in the participant details view.
• Unchecking Import automatically unchecks Required — a field cannot be required if it is not importable.
• Rows with a lock icon are system fields: System field — cannot be edited or deleted.

Field types

Available types: string, integer, numeric, boolean, date, datetime, enumeration, email, phone.

• email values are validated as email addresses during import.
• phone values keep digits only.
• enumeration values must be one of the field's allowed values.
• The type controls which operators a Field Check condition offers and how uploaded values are validated.

Add a field

1. Click Fields settings.
2. In the Fields settings dialog, click Add field.
3. Fill in Title and Name (both required), optionally a Description, and pick a Type. Fields created here have the Participant level.
4. Save the new row and close the dialog. The field appears in the table on the Data tab.

tip

Settle on the field types before you upload data — the type decides how uploaded values are validated and which comparisons are available in conditions.

Related pages

• Workflow — use fields in conditions and actions
• Participants — upload data into these fields
• 360 View — the customer profiles behind Customer Profile fields