Custom Attributes

Before adding custom attributes, see the list of standard attributes ChartMogul comes with.

Custom attributes are additional data points you add to customers, contacts, and opportunities, such as their last login, the marketing campaign used to acquire them, or the name of their account manager to help with search, filtering, and segmentation.

Custom attributes in ChartMogul

Here's what we cover in this article:

Resources and further reading:

Overview

Custom attributes consist of two parts: a name and a value. ChartMogul displays the name next to the attribute’s value. The value is the additional data point you’ve added to a customer, contact, or opportunity.

Customers

Additional data points you include to filter and segment customer records, such as account manager, NPS score, or the marketing campaign used to acquire them.

Contacts

Additional data points for contacts within a customer record, such as their location or date of birth. These cannot be used with filtering or segmentation.

Opportunities

Additional data points for opportunities, such as the product/service they want to buy, number of seats they need, or the name of the decision maker or champion. View custom attributes for opportunities within a customer record or by navigating to Opportunities. These cannot be used for filtering or segmentation.

 

Types of custom attributes

A custom attribute’s data type defines what type of information it stores (e.g., number or string) and, as a result, which operators you can use when filtering. Learn how filters work.

DATA TYPE DESCRIPTION OPERATORS EXAMPLES
String Sequence of letters, numbers, or symbols up to 255 characters in length.
  • is
  • is not
  • contains
  • does not contain
  • is present
  • is not present
Account manager, Marketing campaign
Numeric Number
  • equals
  • does not equal
  • is less than
  • is more than
  • is less than or equal to
  • is more than or equal to
  • is between
  • is present
  • is not present
NPS score, CSAT score, Number of emails opened, Number of site visits
Timestamp Date and time
  • is on
  • is after
  • is before
  • is on or after
  • is on or before
  • is between
  • is present
  • is not present
First visit date, Date of support ticket, Date of upgrade from free plan
Boolean True or false condition
  • is true
  • is false
  • is present
  • is not present
Signed up for newsletter, Contacted support, Contacted regarding upsell

Adding custom attributes

There are several ways to add custom attributes in ChartMogul.

  Imported from supported billing systems Manually via ChartMogul interface API Zapier Google Sheets
Customers Included Included Included Included Included
Contacts   Included Included    
Opportunities   Included Included    

Imported from supported billing systems

ChartMogul imports data as custom attributes to customers from the following supported billing systems. Review your billing system’s integration guide for more information:

Manually via ChartMogul interface

An attribute's Name and Data type are permanent and cannot be changed.

Add custom attributes in-app using the Custom Attributes Manager.

  1. Navigate to Data & Config > Manage > Custom Attributes.
  2. Using the secondary navigation, select whether you’d like to create a custom attribute for: Customers, Contacts, or Opportunities.
  3. Click New Custom Attribute.
  4. Enter a name for the attribute. Accepts letters, numbers and underscores up to 255 characters in length.
  5. Select a Data type using the drop-down.
  6. Click Save.

API

Build your own integration to send custom attributes from any tool you use for marketing, customer relationship management, or even your own database using our API.

To add custom attributes to customers, use the Add Custom Attributes to a Customer endpoint.

To add custom attributes to contacts, use the API when creating or updating.

Zapier

Import custom attributes from other apps used at your organization by integrating ChartMogul with Zapier

Google Sheets

Add attributes using our Google Sheets app. Learn more about importing custom attributes from a Google Sheet.

Editing custom attributes

Customers

Update attributes in-app by navigating to Customers and then the customer record you’d like to update.

Update a customer's attributes by navigating to Custom Attributes and clicking the Edit   icon next to the attribute you want to change. Then, click the Tick   icon to confirm.

Contacts

Update a contact’s attributes in-app by navigating to Customers and finding the customer record associated with the contact. Then, find the contact whose custom attribute(s) you’d like to update, and click the Edit  icon. Update the attribute value and click Save.

Opportunities

Update an opportunity’s attributes in-app by navigating to Opportunities and selecting the opportunity you wish to update. Then, find the opportunity whose custom attribute(s) you’d like to update, and click the Edit  icon. Update the attribute value and click Save.

Managing custom attributes

You'll need to be a Staff, Admin, or Owner to manage custom attributes. Read more about user roles and permissions.

View and manage attributes by navigating to Data & Config > Manage > Custom Attributes.

There, you'll find the Custom Attributes Manager table with the following details:

  • Name — the name of the attribute displayed
  • Data Type — the data type of the attribute, either String, Integer, Decimal, Timestamp, or Boolean
  • Updated By — the source that last used the attribute, either the name of a user or enrichment method (ex: API, Zapier)

By default, ChartMogul displays attributes alphabetically in-app (e.g., on the customer record, in the filter drop-down, etc.). To customize the order, hold and drag the Hamburger   icon.

Attributes cannot be deleted. However, you can retire an attribute you no longer want to use by clicking Archive. Archived attributes will move to the bottom of the table. Revive a retired attribute by clicking Unarchive.

Next Steps

  • Use custom attributes to create a customer list.
  • Classify and group customers using tags.
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