How to manage Contact Properties and Best Practices on Userorbit

Custom contact properties give targeting rules stable, typed fields such as plan, role, account size, or onboarding state.

Create a property

1. Go to Contacts → Properties.
2. Select Add Contact Property.
3. Enter a Key and Display name.
4. Choose a Type: string, number, boolean, or date.
5. Add a description and choose whether the field is required.
6. 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.

Related guides

• Custom properties in Userorbit
• User Segmentation & Audience Rules Reference