Field Types & Properties

The Preference Center Designer contains a variety of Field types, each with its own set of properties. This article covers the Preference Center Designer's Field types and properties in detail.

The Field types are visible in the left side of the Preference Center Designer. Click or drag these into the design area to add them to your Preference Center. 

When you add a Field type that can only exist once per Preference Center, such as an Email Field, it will disappear from the Field selection area. When a field is actively selected within the design area, the properties available for that field will appear on the right side of the designer:

The rest of this article will cover the various field types and their properties in detail.

Email

The Email field is where the person making a submission to your Preference Center will enter their email address.

This email address will be used when syncing the submission to your environment. If a Contact or Lead with a matching email address is found, the submission will be associated with the first match returned to our service by your environment. If no match is found, a Lead or Contact will be created according to the 'Create new Visitor as' field in the Preference Center's Web Content record.

You can edit the Email Field's General, Layout, and Validation properties.

General:

• Specify the Email field's Name, Title, and Description.
• Toggle the field's visibility, choose whether it is read-only, and set it to be required or not required.

Layout:

• Choose whether the Email field should display on a new line or share the same line as the preceding field.
• State: Inherit, Collapsed, or Expanded
• Adjust the field's Title, Description, and Error locations.
• Adjust the field's indentation, width, and width min/max.

Validation:

• Add validation rules and customize the error message for required fields.

Phone

The Phone field is where the person making a submission to your Preference Center will enter their phone number.

Phone fields map to the Lead/Contact's Mobile Phone field. If the submitter's Mobile Phone field is empty at the time of submission, the submitted phone number will be saved in the Lead/Contact's Mobile Phone field.

General:

• Specify the Phone field's Name, Title, and Description.
• Toggle the field's visibility, choose whether it is read-only, and set it to be required or not required.

Layout:

• Choose whether the Phone field should display on a new line or share the same line as the preceding field.
• State: Inherit, Collapsed, or Expanded.
• Adjust the field's Title, Description, and Error locations.
• Adjust the field's indentation, width, and width min/max.

Data:

• Optionally set default values for the country code and phone number.

Validation:

• Add validation rules and customize the error message for required fields.

Subscription List

The Subscription List field is where the person making the submission to your Preference Center will select whether to opt-in or out-out of some or all of your Subscription Lists.

A Subscription List field can contain checkboxes for as many Subscription Lists as you need, as well as checkboxes to "Subscribe to all" or "Unsubscribe from all of the above". Simply click the + and - buttons within the field to add or remove Subscription List items.

As you add Subscription List items to your Subscription List field, the items will appear in the Choice Options field properties section. 

This is where you select the Subscription List field's Subscription Type: Email or SMS. You can have up to two Subscription List fields in a Preference Center: one for Email and one for SMS.

Click the Edit icon of any available Item in this menu to configure the Item's properties: the target Subscription List, the value displayed within the Preference Center, and the In/Out/No-preference value corresponding with the Item's box being checked or unchecked.

Within this same Choice Options section, you can also set Choice Order and enable, disable, and re-name the "None" and "Select All" options.

The rest of the Field Properties available for Subscription List fields are:

General:

• Specify the Subscription List field's Name, Title, and Description.
• Toggle the field's visibility, choose whether it is ready-only, and set it to be required or not required.
• You can choose to add a Comment box to the field. The comment box can be given descriptive text, as well as optional placeholder text.

Layout:

• Choose whether the Subscription List field should display on a new line or share the same line as the preceding field.
• State: Inherit, Collapsed, or Expanded.
• Adjust the field's Title, Description, and Error locations.
• Adjust the field's indentation, width, and width min/max.
• Set the field's column count from 0-5.

Data:

• Set default values for the Subscription List field. You can choose to have the boxes be checked or unchecked by default.

Validation:

• Add validation rules and customize the error message for required fields.

Consent

The Consent field allows you to gather explicit consent from the user submitting the Preference Center, regarding their willingness to receive certain types of communication. When a Consent field is added to a Preference Center page, a response to all consent checkboxes is mandatory to submit preferences.

The Consent field also allows you to gather information relative to proper categorization of the Lead/Contact within your environment, via mapping to select Lead and Contact fields.

The options available for Consent fields are:

General:

• Specify the Consent field's Name, Title, and Description.
• Toggle the field's visibility, choose whether it is ready-only, and set it to be required or not required.

Choices:

• Add Items to your Consent field and customize the item text.
• Click the "Edit" icon within an Item to specify the Item's value, set the Contact and Lead field mapping (Allow Text Messages, Do Not Allow Bulk Email, Is Minor, etc.), and choose the values that will be mapped when the box is checked (true) or unchecked (false).

Layout:

• Choose whether the Consent field should display on a new line or share the same line as the preceding field.
• State: Inherit, Collapsed, or Expanded.
• Adjust the field's Title, Description, and Error locations.
• Adjust the field's indentation, width, and width min/max.

Data:

• Select default values for the Choice items.

Validation:

• Add validation rules and customize the error message for required fields.

Image

The Image field allows you to add images and videos to your Preference Center.

The options available for Image fields are:

General:

• Specify the Image field's Name and choose whether or not the field is visible.
• Select your image or video file. Max file size 5MB.
• Select Content Mode: Auto (detect image file, video file, or YouTube link), Image, Video, or YouTube.
• Set image and thumbnail fit, along with display area high and width.
• Provide alt text for the image/video.

Layout:

• Choose whether the field should display on a new line or share the same line as the preceding field.
• Choose whether to hide the field number.
• State: Inherit, Collapsed, or Expanded.
• Adjust the field's Description and Error locations.
• Adjust the field's indentation, width, and width min/max.

HTML

The HTML Field allows you to add HTML content to your Preference Center.

The options available for HTML fields are:

General:

• Specify the HTML field's Name and choose whether or not the field is visible.
• Add your own HTML in the HTML Markup field.

Layout:

• Choose whether to display the HTML field on a new line or on the same line as the preceding field.
• Set the HTML field's minimum and maximum width values.

Unsubscribe All - Email

The Unsubscribe All - Email field allows you to add a checkbox that the user submitting the Preference Center can use to globally unsubscribe from all email communications.

The options available for Unsubscribe All - Email fields are:

General:

• Specify the Unsubscribe All - Email field's Name, Title, and Description.
• Toggle the field's visibility and choose whether it is ready-only.

Layout:

• Choose whether the field should display on a new line or share the same line as the preceding field.
• State: Inherit, Collapsed, or Expanded.
• Adjust the field's Description and Error locations.
• Adjust the field's indentation, width, and width min/max.

Data:

• Set default value for the Unsubscribe All - Email field: checked or unchecked.

Validation:

• Add validation rules and customize the error message for required fields.

Unsubscribe All - SMS

The Unsubscribe All - SMS field allows you to add a checkbox that the user submitting the Preference Center can use to globally unsubscribe from all SMS communications.

The options available for Unsubscribe All - SMS fields are:

General:

• Specify the Unsubscribe All - SMS field's Name, Title, and Description.
• Toggle the field's visibility and choose whether it is ready-only.

Layout:

• Choose whether the field should display on a new line or share the same line as the preceding field.
• State: Inherit, Collapsed, or Expanded.
• Adjust the field's Description and Error locations.
• Adjust the field's indentation, width, and width min/max.

Data:

• Set default value for the Unsubscribe All - SMS field: checked or unchecked.

Validation:

• Add validation rules and customize the error message for required fields.