We know that everybody's user base is different. We also know that every company has different metrics and properties that are important to them. This is why we made People CRM as flexible as possible.
Custom properties (attributes) are pieces of information that help describe the user – such as what plan they're on.
Tracking custom properties
You can ask a developer on your team to help you track custom properties using this documentation.
You can also import custom properties through our CSV importer tool.
When preparing a list of users to import, just add each custom property as a new column in the CSV.
We encourage you to pass back as many custom properties as you like. Custom properties will be displayed in the right hand sidebar of each user's profile – both in People CRM and Live Chat.
Editing and removing properties
You can change the value of a property in 2 ways:
- People CRM and Live Chat interface – hover over the property in the profile sidebar and click 'Edit' to reveal the edit mode.
- Through the API – track the property again with a new value to overwrite it, or explicitly track a value of
nullto remove it from the profile.
We have a 'last update wins' system. This means that the property will always be set to the most recently updated value, irrespective of whether the update was from the user interface or the API.
Change the property data type
The 'type' of data that each property is affects the filtering options that are avaliable in People CRM.
The first time you track a custom property we will automatically classify the data as one of four types:
- Boolean (true or false – represented as 'yes' or 'no')
If a property has been given the wrong classification, the People CRM settings allow you to change it. These settings are applied on a per-project basis.
The filtering options for each data type are shown below:
The units can swapped between years, months, weeks, days, hours, minutes.
Simply displayed as Yes or No (representing True or False). Alternatively you can just filter to see if either value has been set or not set at all.