In Allocadia, Help Text appears when you hover over a specific field. This text can aid in providing context and guide marketers as they track their marketing spend. Help Text can assist in defining specific fields and reduce confusion when first transitioning to Allocadia or introducing new fields to a marketing team.

  1. On the Home tab, click on the Master/Custom settings in line with your desired Folder or Sub-folder
  2. Navigate to the Columns tab under Template Setup
  3. Highlight the field you would like to add Help Text to
  4. On the Field Details side panel, enter your Help Text in the text box provided
Note: You can use the expand arrow on the right-hand side to expand or hide the Field Details side panel.


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