Use custom objects in addition to tags and fields to capture additional information about your Contacts, Deals(Available on Sales Plus, Professional, and Enterprise), and Accounts.
What is a custom object?
A custom object is a template, or schema, that defines a set of related fields. It is a category bucket that uses fields to store data. eduCRM offers standard objects (Contacts, Deals, and Accounts) and custom objects.
Custom objects can be associated with standard Contact, Deal, and Account objects. As custom objects sync to your account, they appear in a box on Contact, Deal, or Account records.
The custom object box displays up to five custom objects, each under a separate tab. If you have more than five custom objects for a Contact, Deal, or Account object, click the overflow menu to view them.
Each tab (or object) displays up to five custom object fields. Object records sync to your account and appear in a row under the appropriate tab.
If you have more than five object fields, click the "Details" button to view them.
If a Contact, Deal, or Account is associated with that custom object, you will see field values populated and a "Details" button. If a Contact, Deal, or Account record is not associated with the custom object, these field values will remain blank, and there will be no "Details" button. It is not possible to remove or hide empty custom object records.
Rows for each object are displayed in descending order based on "Created Date." The information contained here is for informational purposes only. It is not possible to sort rows or edit these fields from your ActiveCampaign account.
Automation triggers and email personalization for Contact custom objects
If a custom object for Contacts is added or synced to your account, you will have access to two new automation triggers ("object created" and "object updated"). You also can personalize automation emails with object-related information.
Custom object automation triggers and email personalization are not supported for Deal and Account custom objects.
Custom object example
Let's take a look at the following example.
If a Contact custom object syncs to your account, the custom object box will appear on all contact records. This specific custom object will have its own tab and display object-related fields in this box.
If a contact is associated with a specific custom object instance, you will see a record (or row) containing values for the custom object fields and a "Details" button.
Clicking the "Details" button lets you view all fields related to that object record. A sidebar will open on the right and display all fields associated with the record.
How are custom objects created?
Custom objects can be imported through a supported third-party application or integration, created using our API, or created from the "Manage Data" page in your ActiveCampaign account. Note the ability to create custom objects with the API or from the "Manage Data" page is available for Marketing Enterprise and Sales Enterprise plans only.
Custom objects through an integration
Supported third-party applications or integrations can sync custom objects to standard contact object.
Custom objects through the API
Using our Custom Objects API, you can define and implement private custom objects by creating a template, or schema.
Custom objects through the "Manage Data" page
On the "Manage Data" page, you can define and create your own custom object templates without the API.
Use Contact custom objects to trigger automations
As Contact custom object templates are added to your account, two automation triggers will be available for you to use. These two triggers are:
- [Custom object] Created
- The related contact is pulled into the automation whenever a new record is created for the object.
- [Custom object] Updated
- The related contact is pulled into the automation when a custom object field you specify is updated from one value to another. With this trigger, you can choose "Any" or a specific starting value and you can choose "Any" or a specific final value.
If you created a custom object using the API or the "Manage Data" page in your account, the trigger will appear under the "Objects" section of the trigger modal.
If a supported third-party application or integration imports a custom object, the triggers will appear in the "Apps" section of the trigger modal.
With custom objects, you can only use one trigger for your automation. If the automation already has a trigger of any type, you cannot add a Custom Object trigger. If an automation already has a Custom Object trigger, you can use no other triggers. However, you can still manually add contacts to the automation.
Automation triggers for Deal and Account custom objects are not available at this time.
Add a filter to your Custom Object trigger
Adding a filter to your Custom Object trigger gives you more control over who can enter your automation.
For example, you can trigger an automation to run when a new ticket is created for the Zendesk Support custom object and if the ticket was created on a specific date and time:
To use this option:
- Add the Custom Object trigger to your automation.
- A modal window will appear. Click the "Segment" option.
- Use the dropdowns to create the segment.
- Click the "Save" button.
Note that you can add multiple conditions or add a segment group.
Use Contact custom objects to personalize emails
Once a Contact custom object syncs to your account, you can use the object fields to personalize any campaign sent from an automation. These personalization options are under the "Custom Objects" section in the "Add a personalization" modal.
Note that you must use a custom object automation trigger in order for the "Custom Objects" section to appear with the triggered custom object fields.
Custom object fields are not available to use in 1:1 emails or campaigns sent from the Campaigns tab in your account.
Email personalization for Account and Deal custom objects is not available at this time.
Custom objects for Deals and Accounts
Similar to custom objects for contacts, custom objects for accounts and deals will appear on account and deal records, respectively.
You can use these objects to display additional information about an account or deal to your marketing and sales teams. This can enable your teams to more effectively engage with customers and leads, and move an account forward on a buyer journey.
Automation and email personalization capabilities are not available with these custom object types at this time.
Are custom objects available in the floating segment builder?
Custom Object data is available in most segment builders.
The only segment builder that does not fully support custom objects today, is Conditional Content. Conditional Content only supports referencing a triggering custom object from an automated campaign - you cannot reference across all custom objects of a contact.
Where else can I use custom objects in my account?
Today, you can fully reference custom object data within If/else, Goal, and Wait actions and list segments, advanced search, campaigns, and lead scores.
Within automations where there is a custom object trigger, in addition to being able to reference across all custom objects of a contact, you can also reference the specific triggering custom object.
The only segment builder that does not fully support custom objects today, is Conditional Content. Conditional Content only supports referencing a triggering custom object from an automated email - you cannot reference across all custom objects of a contact.