There are many different field types within Senta, which allow you to collect and store a wide range of information. Data from these fields can then be pulled into emails and text messages using placeholders.
What fields can I use as filters?
Before we dive into what field types are available in Senta, it is worth pointing out which of these you can use as filters.
We have put an (F) next to each field type in the table below that you may use as a filter. To read more on filters check out this guide here.
| Field type | Description |
| Text box | A single line where you can enter text |
| Text area | A large area where you can enter multiple lines of text |
| Check box (F) | Tick to select |
| Yes/no radios (F) | Answer yes or no to a question |
| Lookup (F) | Select from a dropdown menu |
| Date | Select a date |
| Month (F) | Select a month |
| Day & month | Select a day and month |
| Quarter (F) | Select a quarter (to recur jobs in a service) |
| URL | Enter a hyperlink |
| Enter a Twitter @ link | |
| Email address | Enter an email address |
| Telephone number | Enter a telephone number |
| Percent | Enter a percentage |
| Money | Enter an amount of money |
| Number | Enter a number |
| User (F) | Select a specialist from the practice users |
| Manager | Select a user with practice manager permissions |
| Client role | Used on the contacts tab - assign a role to a contact |
| Image | Save an image |
| Divider | Everything below this field will display in a new column on the same form |
What field types are there, and what do they do?
Text box
In the Text box you can add/request any details by typing in text or numbers.
Text area
The Text area is the same premise as the Text box, but has more space to write in. It's ideal for addresses, for example, and it can be easily expanded at the bottom right corner.
Check box
The Check box gives you the option to tick a box - in the example above, your clients would tick the box to opt-in to your monthly newsletter. Due to the purpose of the Check box field type, it is not possible to make this field mandatory as part of a form.
You can also make this into a checklist - see this guide to find out how.
Yes/no radios
These give the option to choose between Yes and No. You have to manually set this field to be mandatory if you require your client to choose an answer.
Lookup
A Lookup field is essentially an editable dropdown menu. Lookups only allow you to select one option from the dropdown, you cannot select multiple options.
Check out some examples of using Lookups below:
- When editing a form template:
- When completing a form:
You can create and edit Lookups by going to Settings>Lookups. For more information about them, please click here.
Date
In the Date field you can input a date. The format varies depending on the date format you have set for your workspace.
See below what it can look like when a date has been selected:
Month
The Month field allows you to choose a specific month in MMM format.
Day & month
The Day & month field allows you to choose a date, using the date format set in your workspace.
See below what it can look like when a date has been selected:
Quarter
In the Quarter field you can choose when each quarter ends.
URL
In this field you can input a URL. It will show as a link once saved, and you can click on it to go directly to that page.
In this field you can add a Twitter handle. It will automatically populate the '@'. This will also link you directly to the relevant Twitter page.
Email address
This field allows you to input an email address. It will show as a link once saved, and when clicked will bring you directly to the Outbox and will populate the email address for you.
Telephone number
This field is for telephone numbers. It will show as a link once saved, if you click on it you will be directed to any call-making integration you have set up to call this number.
Percent
In the Percent field you can specify a percentage.
Money
The Money field lets you input a monetary value. The practice currency can be changed under Settings > General settings > Display.
Number
It is important in any number fields in Senta to not include a comma e.g. £1234.56 rather than £1,234.56. However, once saved, this number will show including a comma.
User
The User field lets you specify which of your practice users should be assigned to a client, job, task, etc. This field will not display in the Client Portal. If you'd like to read more about the User field, you can view our guide here.
Manager
The Manager field allows you to set which user will manage a client. It has to be either a Practice manager or an Account manager.
Client role
When editing the "contact" form you can input a client role:
It will then show when updating a contact on a client's contact tab:
For more information about this please click here for a guide to client contact roles.
Image
Here you can upload an image - for example, a client logo.
Divider
The divider will make the next fields appear on the right of the previous fields, instead of underneath them.
The above field types would display as follows in a completed form:
