Custom Attributes

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

Custom attributes are visible on customer profiles in ChartMogul.

Contents

  1. Default attributes
  2. Attributes from supported billing systems
  3. Adding attributes using Zapier
  4. Adding attributes using the Enrichment API
  5. Adding attributes from a Google Sheet
  6. Adding attributes via Data Platform
  7. Editing attributes
  8. Managing custom attributes

Default attributes

The default attributes that are available for use with segmentation are:

  • Plan — filters customers based on the plans their subscriptions are currently on
  • Plan at time of purchase — filters customers based on the plans their subscriptions were initially started with
  • Region — customer's region based on their address
  • MRR (Current) — customer's current Monthly Recurring Revenue
  • MRR (Current, or at time of cancellation) — customer’s current MRR, or their MRR at the time of their most recent cancellation
  • Currency — customer's billing currency
  • Tags — filters customers by their tags
  • Data source — the data source the customer is associated with
  • Lead created at — date a lead was created on
  • Free trial started at — date the free trial was initiated on
  • Subscriber since — date when the customer first converted to a paid subscriber
  • Customer since — date when the customer made their first paid transaction
  • Trial to-paid in days — number of days it took for a trial to convert to a paid account
  • Has discount — whether or not the customer currently has a discount/coupon
  • Subscription quantity — number of seats/licenses that the customer is subscribed to
  • # of active subscriptions — number of active subscriptions the customer has
  • Last payment — date on which the last payment was made by the customer
  • Next payment — date on which the next payment is due from the customer
  • Customer status — status of the customer, e.g., Active, Past due, Cancelled, or Lead
  • MRR expanded — date on which the MRR of the customer increased
  • MRR contracted — date on which the MRR of the customer decreased
  • Churned — date on which the customer cancelled
  • Reactivated — date on which the customer reactivated a previously cancelled subscription.
  • Didn't cancel within N days of purchase — filters out customers who cancelled within N number of days from initial purchase
  • Number of successful payments — helps to identify customers who have made several successful purchases and may be candidates for loyalty-based segments.
  • Average order value — filters customers by the average dollar amount spent on non-subscription payments
  • Net payments — filter all customers by the net payments made, including all subscription and non-subscription payments

Attributes from supported billing systems

If you use one of the following supported billing systems, ChartMogul automatically imports the following data as custom attributes.

  • App Store Connect —  if the user token has access to data from more than one account and/or vendor, ChartMogul imports the Account ID and Vendor ID 
  • Chargebee — metadata 
  • GoCardless — metadata
  • Google Play — metadata via the payloads URL
  • Stripe — metadata from the customer object

Adding attributes using Zapier

Our Zapier integration allows you to connect ChartMogul with 500+ apps such as HubSpot, Pipedrive, Intercom, Close.io, and more. Enrich your customer information with metadata from other services you use, allowing for rich segmentation features. Get started by using one of our shared zaps or building your own.

Adding attributes using the Enrichment API

Send custom attributes from any tool that you use for marketing, customer relationship management, or even your own database using the Enrichment API.

If you have suggestions for specific integrations or would like to tell us how you used our Enrichment API, we'd love to hear from you at support@chartmogul.com.

Adding attributes from a Google sheet

The ChartMogul Google Sheets app allows you to add attributes to your customers directly from Google Sheets.

Learn more about importing custom attributes from a Google Sheet.

Adding attributes via Data Platform

Add custom attributes using the Custom Attributes Manager.

    1. Navigate to Data Platform > Custom AttributesNEW CUSTOM ATTRIBUTE
    2. Enter a name for the attribute. Valid characters are a-z, A-Z, 0-9, and underscore (_).
    3. Select a Data type using the drop-down.
    4. Click SAVE.
An attribute's Name and Data type are permanent and cannot be changed.

Data Types

Data type Description Available filter operators Example usages
String a sequence of letters, numbers, or symbols
  • is
  • is not
  • contains
  • does not contain
  • is present
  • is not present
Account manager, Marketing campaign
Numeric a 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 a 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 a true or false condition
  • is true
  • is false
  • is present
  • is not present
Signed up for newsletter, Contacted support, Contacted regarding upsell

 

Editing attributes

Update a customer's attributes by navigating to their profile page and clicking Edit next to the attribute you want to change.

Managing custom attributes

You'll need to be an Admin to manage custom attributes.

View and manage attributes by navigating to Data Platform > Custom Attributes.

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

  • Name — the name displayed on the customer profile page and in the filter drop-down menus
  • Data Type — the data type of the attribute, either String, Integer, Decimal, Timestamp, or Boolean
  • Customers — the number of customers using the attribute
  • Last Updated — the length of time since the attribute was last used, either minutes, hours, days, or months
  • Updated By — the source that last used the attribute, either the name of a user or enrichment method (ex: API, Zapier) 
The Custom Attributes Manager table can take up to 60 minutes to display up-to-date information.

The order of attributes in the table is the same order as ChartMogul displays custom attributes on the customer profile page, in the filter drop-down menu, and when choosing columns on the Customers page.

By default, attributes are listed alphabetically. To customize the order, hold and drag the   icon.

Retire an attribute you no longer want to use by clicking Archive. This removes the attribute from the customer profile page and segmentation filter drop-down menu. Archived attributes will move to the bottom of the table. Revive a retired attribute by clicking Unarchive.

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