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SettingsAttributes

Attributes

Define custom contact attributes from Settings > Attributes. Attributes let you store structured data on each contact beyond the default fields.

Creating an Attribute

  1. Click Add Attribute
  2. Fill in:
    • Label — The display name (e.g., “Company Name”)
    • Field Name — Auto-generated in camelCase from the label (e.g., companyName). Cannot be changed after creation.
    • Type — The data type for this attribute
  3. Save

Attribute Types

TypeDescriptionExample
StringText value"Acme Corp"
NumberNumeric value42
DateDate value2026-03-23
BooleanTrue/False toggletrue

The attribute type cannot be changed after creation. Choose carefully when setting up a new attribute.

Managing Attributes

The attributes table shows all your custom attributes with their label and type. You can:

  • Edit an attribute’s label
  • Delete attributes you no longer need

How Attributes Work

Custom attributes appear on contact profiles and can be:

  • Set manually by editing a contact’s profile
  • Set automatically from workflow blocks (Ask a Question, variable assignment)
  • Used as conditions in segments
  • Used as template variables in campaigns

See Customers > Custom Attributes for more details.