The Multiple choice dropdown field type allows you to assign multiple predefined values to a single contact or company, unlike a standard single-choice dropdown field.
⚙️ Creating the Custom Field
To configure this field in Webmecanik Automation:
- Go to Settings, then click Custom fields.
- Click New.
- Enter the field Name.
- Choose the target object: Contact or Company.
- Select the field type Multiple choice dropdown.
💡 Difference Between Label and Value
When adding options, two pieces of information are required for each choice:
- Label: The display name shown in the interface (contact profiles, segment filters, email tokens).
- Value: The technical identifier used for CSV imports, API calls, and integrations.
Note: The value is required. It can be identical to the label (e.g.,value1) or different (e.g.,value_1).
📥 Importing Contacts with Multiple Values
To assign multiple choices to a contact during a CSV import, follow these formatting rules:
📌 Formatting the CSV File
- Include only the option values (not the labels).
- Separate multiple values for a single contact using the
|(pipe) character.
| Multiple_choice_field | |
| contact1@example.com | value1 |
| contact2@example.com | value1|value2 |
| contact3@example.com | value2|value3 |
🔄 Importing and Field Mapping
- Start importing your CSV file.
- Map the column from your file to the corresponding custom field.
- Confirm the import. Contacts will automatically be assigned all specified options.
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