How to create & manage contact properties?

Before you can store details about your contacts (name, age, city, birthday, …), you need to define the ‘properties’ for each piece of information. In other words, if you want to store the contact’s name and age, you will need to define a ‘name’ property and an ‘age’ property. Once defined, you can then import your contact list that contains an email address, name and age for each recipient.

Let’s get started!

Add a Contact Property

From the menu, select Contacts → Contact Properties.

Then click ‘Add a new property’.

The screen will expand to show the ‘Add a new property’ section.

Each contact property is made up of 2 components: Name, and Data Type.

Name:

The contact property name is an internal label; only you can see it. The name should be descriptive and only contain letters; no numbers, symbols or spaces.

Data type:

There are 5 data types you can choose from:

String: Alphanumeric data (name, address, salutation, …) String-type contact property values are case-sensitive*.
Integer: Numbers with no decimals (age, days since last purchase, …)
Decimal: Number with a decimal point (purchase history, …)
Bool: True/false (yes/no) field
Date: You can upload your date property in several formats (FAQ: Supported Date Formats). But the date will be displayed in a format based on your country setting (i.e. US will have the default yyyy/mm/dd)

* In case-sensitive systems, uppercase and lowercase letters are treated differently, meaning that “A” is considered distinct from “a”. For example, “Password123” would be considered different from “password123”.