This article will demonstrate:
1) How to Create Custom Fields
2) How to Bulk Append DataFox Columns with Custom Data
1) Generating Custom Fields
Navigate to the "My Lists" tab and select a list. Click the dotted icon within a List or search page.
Click the 'Manage Custom Fields' button.
Once you select the option, you are taken to the Settings module.
Add Custom Fields from the Settings Page.
Once selected, you can define what type of column you want to create (Text, Number, or Date fields).
2) Bulk Append DataFox Columns with Custom Data
With these columns created in DataFox, you'll need to collect the company information you'd like to import into an Excel or CSV file format.
Whichever file format you choose, the first two column names MUST be 'Name' and 'URL' followed by any custom information that you'd like to append to the profiles.
With this data in order, return to your DataFox home dashboard and select Upload List to import a list.
You can select a file or drag it into the available space. Name your list and apply a description, then, click Next.
With your details ready, you want to map your list to a Custom Field. the Custom Field field will have different characteristics based on your criteria.
When mapped, you can upload the list.
You will receive a notification the list has been uploaded. Once complete, you can locate it under the Lists tab.
Uploading Custom Columns to the Data Table View
To make your custom columns visible, select the Customize Fields in the upper right corner of a list.
Step 2: Selecting a Custom Column to display in the Data Table View.
Once inside the Custom Column window, your custom column(s) should be visible in the Active Columns tab.
Once set in the active column, it will appear in the data table view. Remember you can drag where you want your custom field to appear in the Active Column field.
Still have questions? Reach out to us at firstname.lastname@example.org.