How do I manage SELECT fields and dropdown options?
Dropdown options on a lead field are usually managed from the field itself under Rules - not by choosing a field type named "Select". There is no Field type = Select. Use Rules for allowed values; use Campaign settings → Selects when you need a dedicated select list with slugs and per-option actions.
TL;DR
Most common: Campaign settings → Fields → open the field → Rules → enable Must be one of these options (single) or Must be one or more of these options (multi) → enter options in Parameters (semicolon-separated) → Save. Advanced lists: Campaign settings → Selects for named lists with option slugs and per-option actions. Never invent a Field type called Select - it does not exist.
Get started in 4 steps
Open the field under Fields
Go to Campaign settings → Fields. Find the field that shows as a dropdown on the lead (often Field type = Default, or another type such as Phone/Email). Click the Rules control for that field (not Campaign settings → Selects first).
Add options in Rules
In Rejection rules, enable Must be one of these options for a single-choice dropdown, or Must be one or more of these options for multi-select. In Parameters, list the allowed values (placeholder format: option1; option2;..). Save / Update. Which rules appear depends on the field type (e.g. Phone and Email show extra phone/email rules).
When to use Campaign settings → Selects
Use Selects when you manage a dedicated select list with option labels + slugs, filters/automation references, and optional actions per option. If the field only appears under Fields and options live in Rules, stay in Rules - do not assume a matching list exists under Selects.
Keep logic stable
If options are used in automations, filters, pages, or API payloads, add new options carefully. For Selects-menu lists: never change option slugs once in use. For Rules-based option lists: changing or removing values can break existing leads and conditions that expect those values.
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Common mistake
Looking only under Campaign settings → Selects when the dropdown is a normal field (often Default) whose options are stored in Rules. If Field type is Default and you already see many choices in the UI, open Rules on that field and edit Must be one of these options.
Rules that create dropdown behaviour
- Must be one of these options - single select; Parameters:
option1; option2;.. - Must be one or more of these options - multi select; Parameters:
item1; item2;.. - Other rules (Required, regex, phone/email rules, etc.) appear depending on field type
Campaign settings → Selects (named lists)
Create/edit under Selects → New select field (or open an existing list). Each option has a label and a slug used in filters, automations, and templates. You can add actions per option (email, SMS, status, assign, HTTP, etc.).
Example filter/logic patterns still use select slugs when the campaign uses Selects-menu lists - do not change those slugs once live.
Best practices
- Prefer constrained options (Rules or Selects) over free text for categorization
- Start in Fields → Rules when adding one option to an existing dropdown
- Use Selects when you need stable slugs and per-option actions
- Be careful changing values already used in automations, pages, or historical leads
Common searches
dropdown options • field rules • must be one of these options • add select option • no field type select • Campaign settings Selects • Default field dropdown
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