Contact Properties

View all contact properties

The Properties Dashboard shows every custom field in your organization — name, type, default, and when it was last updated.

Properties are custom String or Number fields you attach to a contact. Use them for personalization and targeting (for example company or plan_tier). An optional default is used when a contact has no value set.

Create a property

1. Go to Contacts → Properties
2. Click Add property (or press C)
3. Enter a name (e.g. plan_tier or company_size) — letters, numbers, and underscores only
4. Choose type String or Number, and optionally set a default
5. Click Add property (or press Enter)

Edit a property

After create, only the default (fallback) value can be changed. Name and type are fixed. To use a different name, create a new property and set values on contacts under that name.

1. Go to Contacts → Properties
2. Click the row menu (···) next to the property you want to edit
3. Select Edit
4. Update the default value and click Save (or press Enter)

Set values on a contact

1. Open Contacts
2. Click the row menu (···) → Edit (or open the contact)
3. Fill the custom property fields (e.g. plan_tier, timezone, company_size)
4. Click Update (or press Enter)

Delete a property

1. Open Contacts → Properties
2. Click the row menu (···) → Delete
3. Confirm permanent removal