Learn how to create and manage custom properties for contacts, enabling precise segmentation and targeted engagement throughout the customer journey.
Custom contact properties give targeting rules stable, typed fields such as plan, role, account size, or onboarding state.
Create a property
- Go to Contacts → Properties.
- Select Add Contact Property.
- Enter an internal name and display name.
- Choose the data type.
- Add a description and choose whether the field is required.
- Save.
Edit or delete
Use the row action beside a custom property to edit its name, display name, type, description, or required state, or to delete it. Deletion is destructive; confirm that no segment or integration depends on the property first.Best practices
- Use stable lowercase keys with underscores.
- Select the correct string, number, boolean, or date type before sending values.
- Describe who owns the field and its allowed values.
- Avoid collecting secrets or unnecessary personal data.
- Test property-based segments with known contacts.