Creating custom properties
Before you can import custom properties via our integrations, you’ll need to setup them up here.
Go to Settings → Custom properties
Depending on where you want the property to appear (e.g. Contact or Product) click into that tab
Select Add property. Another window will open so you can configure the property;
Label (Required) - This is the display name of the custom property.
Technical name (Required)
This is the internal name of the custom property and is automatically created as you enter the Label
If you want to change it, select the pencil icon
This is only relevant if you want to match the name of the property technically with the name of any other system or use Webhooks.
Description (Optional) - This is the description of the custom property and it will not display anywhere in the platform
Icon (Optional) - You can assign a unique icon for the custom property and it’ll be displayed alongside the label
Input type (Required) - This defines how and what kind of information you want to collect and store. For the definition of each input type, please see below.
4. Adjust the visibility to decide where it shows up
Deleting custom properties
You can delete a custom property using the Delete button.
Please note that deleting a custom property would remove all the values stored in the system.
Input types
Input type | Description | Useful for |
Select | • A list of multiple options where only one option can be selected. • When "Select" is chosen, you will be required to enter data in the field called "Value" for each option you add, which represents the value and internal name of the option. The next column named "Label" is optional, and it is useful if you want to show a different display name for the UI. | Category, income level, gender |
Multi-select | • A list of multiple options where agents can select multiple options. • When "Multi select" is chosen, you will be required to enter data in the field called "Value" for each option you add, which represents the value and internal name of the option. The next column named "Label" is optional, and it is useful if you want to show a different display name for the UI. | Preferences, tags |
Radio button | • A list of multiple options where only one option can be selected. In terms of functionality, it is similar to "Select" but appears differently. • When "Select" is chosen, you will be required to enter data in the field called "Value" for each option you add, which represents the value and internal name of the option. The next column named "Label" is optional, and it is useful if you want to show a different display name for the UI. | Category, income level, gender |
Checkbox | A single checkbox would appear. This is used when the custom property values only contains two options. | True or false type of questions |
Text input | A textbox where users can write comments or notes up to 255 characters. | Short comments |
Large text input | A larger text box would appear, where users can write long text or comments that would need more than 255 characters. | Descriptions, longer comments |
Number input | A field where users can enter numerical data. | Membership ID, score, age |
Number with unit input | • A field would appear where users can enter numerical data with a predefined measurement unit. • When this is selected, you will be required to select a measurement unit for the custom property. | Height, weight, storage |
Currency input | A field would appear where users can enter numerical data with a predefined a currency symbol. The currency icon is defined in the icon field. | Price, amount, commission |
Date input | • A specific date will be defined by the user in the UI. • When this is selected, a calendar picker would open as a drop down when users enter a value in the UI. Please note that we currently only support the following date format: YYYY-MM-DD | Deadline, event, delivery date |
Date time input | • A specific date and time will be defined by the user in the UI. • When this is selected, a calendar picker with time would open as a drop down when users enter a value in the UI. | Deadline, event, delivery date |
Date range input | • A specific date and time range will be defined by the user in the UI. • When this is selected, a calendar picker with time would open as a drop down when users enter a value in the UI. | Available hours to contact, event dates |