Basics of customer features

What are the basic fields of customer functionality?

There are 19 basic fields as follows:

Each customer is created using the email address as a key.
It is possible to provide information to 19 fields for each customer, and by using this field information, in the bulk email delivery function, the variable function can be utilized.

How to Provide Information to Basic Fields

There are two methods to provide information to the basic fields:

• Mapping (linking) the basic fields of the customer with the information of each form
• Importing a CSV data with customer information

For creator forms created after May 31, 2022 (Tue), the customer's fields will automatically map with the form's fields.
However, as shown in the table above, there are basic fields of the customer that will not automatically map, so please take note.

Note, for creator forms created before May 31, 2022 (Tue), mapping settings and synchronization are required.
For more details on mapping settings and synchronization, please check here.

Below, explanations will be given only for special fields.

About Basic Fields

Name

The names of "customers who answered the form created within the team" and "customers imported from the customer page" are displayed.

Note, when using a combined "name" field on the form, it will be registered as the "family name" in the customer's basic fields.

Email Address

As mentioned above, customers are created using the email address as a key.

For a customer to be created from a mapped form, by setting a common email address field for each form, a customer will be created each time there's a submission with a new email address.

For more details on setting up a shared email address field, please check here.

Note, even if multiple "email address" fields are set up on a form, only one "email address" field can be set as a common email address field, so please take note.

Delivery Status

The delivery status has the following three statuses:

1. Deliverable

Currently in a state where email delivery is possible

1. Undeliverable (Opt-out)

State where email delivery has been stopped

Opt-out refers to when a customer (end-user) decides they no longer wish to receive email deliveries and sets this status themselves.

Furthermore, if a customer (end-user) requests to stop receiving emails, it is also possible to opt out on the formrun side.

For information on how to opt out from the formrun side, please check here.

1. Delivery Not Available (Hard Bounce)

The state of halted email delivery

A Hard Bounce occurs when formrun sends out bulk emails multiple times, but due to system errors, the email could not be delivered successfully on several occasions. To maintain the overall email delivery credibility of formrun, the delivery of emails is halted.

Customer Registration Date

The customer registration date refers to the date when a customer either "responded to a form and was registered" or "was imported from the customer page".

Note that it is not possible to edit the registration date of a customer who has already responded to a form or has been imported.

Position, Mobile Phone Number, FAX Number, Lead Source

There are no form fields that automatically map to "Position", "Mobile Phone Number", "FAX Number", and "Lead Source".

Therefore, after adding separate fields like the "single line text" field to the form, by going to the Customer Page > Mapping Settings page, it becomes possible to provide information to the basic fields of the customer from the form submissions.

For more details on mapping settings, please check here.

The "Lead Source" is intended to be used to identify the source of form entries. Consider using it in combination with the "hidden text" field and default values.

For more information about the "hidden text" and default values, please check here.