Custom attributes

Custom attributes are data points that can be used to filter and segment your customers. They can be metrics ChartMogul generates like MRR, tags that you add to customer profiles or custom attributes you can add using the UI, Enrichment API or Google Sheets app. 

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Tags and custom attributes are visible on customer profiles in ChartMogul.

 

Contents

 

  1. Default attributes
  2. Attributes from Stripe metadata 
  3. Adding attributes using Zapier 
  4. Adding attributes using the Enrichment API
  5. Adding attributes from a Google Sheet
  6. Adding attributes via UI
  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 (if cancelled uses MRR before churn) - Customer’s current MRR, or their MRR at time of the last cancellation.
  • CurrencyCustomer's billing currency.
  • Tags - Filters customers by their tags.
  • Data source - The data source the customer is associated with.
  • Lead created at - The date a lead was created on. 
  • Free trial started at - The date the free trial was initiated on. 
  • Subscriber sinceDate when the customer first converted to a paid subscriber.
  • Customer sinceDate when the customer made their first paid transaction.
  • Trial to-paid in days - Numbers 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 quantityNumber of seats/licenses that the customer is subscribed to.
  • # of active subscriptionsNumber of active subscriptions the customer has.
  • Last paymentDate on which the last payment was made by the customer.
  • Next payment Date on which the next payment is due from the customer.
  • Subscription 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 when making transactions.
  • Net payments - Filter all customers by the net payments made, including all subscription and non-subscription payments.

 

Attributes from Stripe metadata

For customers using Stripe, we automatically pull in any metadata that you add to your customers in your Stripe account.

 

Adding attributes using Zapier 

Zapier is a platform which enables you to connect the services you use together, save time, and get more value from your data.

Our Zapier integration allows you to connect ChartMogul with 500+ apps on the Zapier platform like HubSpot, Pipedrive, Intercom, Close.io, and more. You can enrich your customer information with Sales, Marketing and Customer Success metadata from the other services you use, allowing for rich segmentation features. You can get started by using one of our shared zaps, or building your own

 

Adding attributes using the Enrichment API 

You can send custom attributes from any tool that you use for marketing, CRM, or even your own database.

For step-by-step instructions on how to push custom attributes to ChartMogul via the API, please read this tutorial.

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 UI

Custom attributes can be added via UI in the Custom attributes manager. In order to add a custom attribute via UI, head to Data Platform > Custom attributes and click on the + new custom attribute. Clicking on the button will open a modal asking to specify the Name and the Data type of the custom attribute.

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Valid characters for Name are letters from a-z, A-Z, the digits from 0 to 9, and the underscore (_). While Data type is selected from the dropdown.
Data type Description Available filter operators Example usages
String a sequence of letters, numbers or symbols
  • is
  • is not
  • contains
  • does not contain
  • is not present
Account manager, Marketing campaign
Integer a whole number
  • equals
  • does not equal
  • is less than
  • is more than
  • is less than or equal to
  • is more than or equal to
  • 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 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 not present
 Signed up for newsletter, Contacted support, Contacted regarding upsell
Decimal a number whose whole number part and the fractional part is separated by a decimal point
  • equals
  • does not equal
  • is less than
  • is more than
  • is less than or equal to
  • is more than or equal to
  • is not present
 

 

Editing attributes 

You can edit an existing attribute from a customer's profile page by clicking on Edit next to the attribute you want to change. 

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Managing custom attributes 

You need to be an Admin to manage custom attributes. 

To manage your attributes please head to Data platform > Custom attributes 

In the attributes manager you can see the following data: 

  • Name of attribute 
  • Data type 
  • # of customers using the attribute 
  • When the attribute was last updated 
  • Who updated the attribute last

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You can retire an attribute you don't want to use any longer by clicking on the Archive button on the right. This will remove the attribute from the customer profile page as well as the segmentation filter. Archived attributes will be moved to the bottom of the list. 

You can revive a retired attribute by clicking on the Unarchive button.