Custom attributes

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 their industry to help with search, filtering and segmentation.

Here's what we cover in this article:

• An overview of custom attributes
• Types of custom attributes
• Adding custom attributes
• Editing custom attributes
• Managing custom attributes

Resources and further reading:

• Customers and customer records

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.

Customer

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

Contact

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.

Opportunity

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.

Dropdown select

Creating a dropdown select attribute allows team members to choose from predefined values, such as your business’ ideal customer profiles (ICPs) or marketing channels. Selecting values from a dropdown ensures data is accurate for filtering and segmentation.

Define the dropdown options when creating an attribute. Edit them later in the Custom Attributes Manager.

Adding custom attributes

There are several ways to add custom attributes in ChartMogul. Manually add attributes in-app. To manually add attributes in bulk, use flexible CSV import or Google Sheets. To automate the creation of custom attributes, use AI Enrichment, our API, n8N or Zapier.

ChartMogul imports data as custom attributes from select integrations. Review the list here.

AI Enrichment

Enhance your customer records with key business details by using OpenAI to scan your leads and customers’ websites. Learn more.

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.

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

Flexible CSV import

Import a CSV file with custom attributes and map them to customers or contacts. Learn more.

Google Sheets

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

Imported from an integration

ChartMogul imports data as custom attributes to customers from the following integrations. Select integrations import custom attributes to contacts. Review the relevant integration guide for more information:

• App Store Connect
• Chargebee
• GoCardless
• Google Play
• HubSpot
• Intercom
• Segment
• Stripe

Manually in-app

To add custom attributes in-app:

1. Navigate to Settings & Data > 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 ADD 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.

The dropdown select type requires additional settings:

1. Add Options to choose from.
2. Under Sort list, select the order:
   • Manual — Drag the options to arrange them on the list
   • A → Z — Alphabetical order
   • Z → A — Reverse alphabetical order

n8n

Add custom attributes to a customer using our API without writing a single line of code. Learn more.

Zapier

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

Editing custom attributes

Customer

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.

Contact

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.

Opportunity

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

View and manage attributes by navigating to Settings & Data > Manage > Custom Attributes. Then, select which attributes you’d like to manage: Customers, Contacts, or Opportunities.

There, you'll find the Custom Attributes 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 team member 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.

Editing a dropdown select attribute

To adjust the options of a dropdown select attribute:

1. Click the Edit icon next to a dropdown select attribute.
2. Adjust the options and sorting.
3. Click Save to apply your changes.

Next Steps

• Use custom attributes to create a customer list or saved segment.
• Classify and group customers using tags.
• Create automated workflows to organize and update custom attributes.