Contact Properties
Contact properties are custom fields that extend the built-in contact information (email, first name, last name, language, timezone). They let you store any...
Contact properties are custom fields that extend the built-in contact information (email, first name, last name, language, timezone). They let you store any data point that matters to your business — plan tier, company name, signup date, or anything else you need for segmentation and personalization.
Built-in fields
Every contact comes with these standard fields:
- Email (required) — the contact's email address
- First Name — used for personalization
- Last Name — used for personalization
- Language — preferred language for translated emails
- Timezone — used for time-aware sending
- Source — how the contact was added (manual, import, form, or API)
These fields are always available and don't need to be created.
Creating custom properties
- Open Settings > Properties.
- Click Add Property.
- Give your property a descriptive name (for example, "Company Name" or "Plan Tier").
- Choose a field type.
- Save the property.
Field types
| Type | Best for | Example values |
|---|---|---|
| Text | Free-form strings | "Acme Corp", "Enterprise" |
| Number | Quantities, scores, amounts | 42, 99.5 |
| Boolean | Yes/no flags | true, false |
| Date | Timestamps and milestones | 2025-03-15 |
Choose the right type upfront — it affects how you can filter contacts in segments. A "Plan Tier" stored as text lets you match exact values, while a "Monthly Spend" stored as a number lets you use greater-than/less-than comparisons.
Setting property values
Property values can be set in several ways:
- Manually — edit any contact's detail page in the dashboard
- CSV import — map CSV columns to your custom properties during import
- Forms — include custom fields in your public signup forms
- API — pass property values when creating or updating contacts
Using properties in your workflow
Personalization
Insert property values into your emails as dynamic variables. For example, use a "Company Name" property to greet contacts with "Welcome, Acme Corp!" in your campaigns.
Segmentation
Build Segments that filter contacts by property values. For instance, create a segment for contacts where "Plan Tier" equals "Enterprise" to send targeted campaigns to your highest-value customers.
Conditional content
Use properties with the email editor's conditional content feature to show or hide sections based on a contact's data — like displaying different CTAs for free vs. paid users.
Properties are shared across your entire organization. Any team member with the appropriate role can view and use them in campaigns and segments.
Managing properties
To edit or remove a property, go to Settings > Properties and use the actions menu next to each property. Removing a property will clear its value from all contacts.
Deleting a property is permanent. Any segments or email variables that reference it will stop working. Review your segments and templates before removing a property.
Next steps
- Contacts — manage your audience
- Segments — build dynamic groups from property values
- Forms — collect custom properties through signup forms
- Email Editor — use properties as personalization variables