How to Create and Manage Contact Properties
Properties allow you to store additional information about your contacts beyond basic fields such as Email, First Name, and Last Name. You can use them to capture important details like Company Name, Credit Limit, Lead Score, Subscription Status, or Billing Address.
This article guides you through creating property groups and custom properties in your CRM, helping you organize contact data effectively.
What Is a Property?
A property is a custom data field that you create inside your CRM.
Each property stores a specific piece of information about a contact. For example, a 'Credit Limit' property can store a numeric value, while 'Company Name' stores text.
Properties appear when creating or editing contacts.
What Is a Property Group?
A property group is a category used to organize related properties.
For example:
Group Name: Billing Information
Properties inside it:
Credit Limit
Billing Address
Invoice ID
Groups keep your CRM structured and easy to manage.
How to Create a Property Group
Step 1: Navigate to Contact Properties
Go to: 'CRM' → 'Properties'. Click 'Create New Group'.
Step 2: Enter Group Details
Enter the 'Group Name', 'Description' (Optional), and click 'Create' to save the group.
How to Create a New Property
Step 2: Create New Property
After creating a group, click '+ Create New Property'.
Step 3: Select Property Group
Choose the 'Property Group' from the dropdown list.
Step 4: Enter Property Details
Fill in the required fields, including the 'Property Name', 'Identifier' (lowercase with underscores, used for system and API reference), and 'Label', which is the visible name shown in the contact form.
Add an optional description, choose the appropriate 'Property Type' (such as Text, Number, Date, or Dropdown), and configure additional settings like Placeholder text, Help Text, Required, or Highlight if needed. Once everything is set, click 'Create' to save the property.
Understanding the Contact Properties Page
On the Contact Properties page, you will see details related to the properties. Use the options under 'Actions' to 'Edit' or 'Delete' the property anytime.
Where Do Properties Appear?
Once created, properties appear:
When creating a new contact
When editing an existing contact
Inside the assigned property group
This allows you to store structured, organized data for every contact.
Properties allow you to customize your CRM to match your business needs. By creating structured property groups and well-defined properties, you can store accurate contact data, improve segmentation, and personalize communication more effectively.
If you need assistance, our support team is happy to help.
