Add Property to Contacts

Overview

Contact Properties allow you to store additional information about contacts beyond the default system fields. These properties help organize contact data and make it easier to filter, segment, and analyze survey responses later.

The platform already includes default properties such as Name, Email, Phone Number, Region, Connection Type, and Manager. Users can create additional custom properties depending on the type of information they want to capture.

For example, organizations may create properties such as:

• City
• Job Title
• Department
• Customer Type

These custom properties can later be used while adding contacts, importing contacts, filtering data, and generating reports.

When to use it:
Use Contact Properties when you want to capture additional contact information for segmentation, targeting, filtering, or reporting.

Create standardized properties such as Region or Department early to maintain cleaner contact data and reporting consistency.

Key Use Cases

• Store additional customer or employee information
• Improve contact segmentation and filtering
• Personalize survey targeting
• Organize contacts more effectively
• Enable deeper reporting and analysis

How to Use Contact Properties

How to Access Manage Properties

1. Open Contacts from the top navigation bar
2. Click Manage Properties from the left panel

• Property Name
• Data Type
• Description
• Property Code

Add a New Contact Property

To create a new property:

1. Click Add Property
2. Enter the property details
3. Save the property

Configure Property Details

While creating a property, users need to define:

• Property Name — The name of the field (for example: City)
• Type — The datatype of the property
• Description — A short explanation of the property purpose

• Text
• Email
• Phone Number
• Dropdown

Choosing the correct datatype helps maintain cleaner and more structured contact data.

Save the Property

After entering the details, users can choose:

• Save & Add Another — Save the current property and create another one
• Save & Exit — Save the property and close the panel

Once saved, the property becomes available in the Manage Properties list.

Manage Existing Properties

The Manage Properties section allows users to manage all created properties from one place.

Users can:

• Edit properties
• Delete properties
• Search existing properties

Deleting a property may impact filters, imports, or reports using that property.

Using Contact Properties

Once a property is created, it becomes available while adding or importing contacts.

The property appears as a field in the Contacts section, allowing users to store additional information for each contact.

These properties can later be used for:

• Contact filtering
• Audience segmentation
• Survey targeting
• Reporting and analysis

Custom properties help create more targeted surveys and more meaningful analysis.