Before you can store information about your contacts (such as name, age, city, or birthday), you first need to define contact properties for each piece of data you want to collect. For instance, if you wish to store a contact’s name and age, you must create a ‘Name’ property and an ‘Age’ property. Once these are set up, you can import your contact list with details like email addresses, names, and ages.
Adding a New Contact Property
To begin, follow these steps:
- Go to Contacts → Contact Properties from the main menu.
- Click the button labeled ‘Add a new property’.
The screen will expand, displaying the Add a new property section.
Every contact property consists of two components: Name and Data Type.
Name:
The property name is an internal label that only you will see. It should clearly describe the data it holds and should only include letters (no numbers, symbols, or spaces).
Data Type:
You can choose from five different data types, depending on the kind of information you want to store:
- String: For alphanumeric data (e.g., names, addresses). Values are case-sensitive*.
- Integer: Whole numbers without decimals (e.g., age, days since last purchase).
- Decimal: Numbers that include decimal points (e.g., purchase history).
- Boolean: A true/false field (e.g., True/False or 0/1).
- Date: Dates can be uploaded in several formats (see FAQ: Supported Date Formats), but they will be displayed based on your country settings (e.g., US format will default to yyyy/mm/dd).
Now, let’s create your first contact property!
And that’s it - your first contact property has been successfully created!
Modifying a Contact Property Name
To rename an existing contact property, simply click on the ‘cog wheel’ icon next to the property, and enter the new name.
Deleting a Contact Property
If you decide to delete a contact property, keep in mind that all data associated with that property will also be deleted from your contact lists.
To delete a property, simply click on the ‘cog wheel’ icon next to the property, and select Delete.