Adding a Local field is an easy way to understand your customers and segment them for more relevant updates.
Knowing whether your customers are locals or regular visitors helps you build a stronger, more personal connection with your local community over time.
Tip: Add the Local field to your Update Details form to collect this information.
Step 1. Create ‘Local’ Field
Navigation: Contacts > Fields > Add New Field
In the field settings:
- Name: Local
- Field Type: Single Choice
- Options:
- I am a local
- I am not a local and don’t visit regularly
- I am not local but visit the area regularly
💡Tip: Keep the options short and clear to encourage accurate responses.
Read our article about: Adding and using fields
Step 2. Create a Hosted Form
Note: Add the ‘Local’ field into your ‘Update Details’ Form to capture this information alongside other important customer details.
Navigation: Tools > Forms > Hosted Forms > Create New
- Open your Hosted Form or create a new one.
- Drag and drop the ‘Local’ field into the form.
- Tick ‘Required’ for key fields, as needed.
Need help? See our guide:How to create a form
Step 3. Create an Update Details Campaign
Once your form is ready, create an automated Date Triggered Communication to send out your Update Details flyer and collect missing data, including the new Local field.
📖 A complete step-by-step guide on setting up your Update Details Campaign refer to:
Creating an Update Details Campaign