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
  • is one of
  • is none of
 Account manager, marketing campaign
Integer 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 between
  • is present
  • is not present
 NPS score, CSAT score, number of emails opened, number of site visits
Decimal Number with 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 between
  • is present
  • is not present
 Customer health score, average logins per month, initial payment amount
Timestamp Date and time
  • is on
  • is after
  • is before
  • is on or after
  • is on or before
  • is within
  • 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
  • is true or not present
  • is false or not present
 Signed up for newsletter, contacted support, contacted regarding upsell
Dropdown select One of a set of predefined values. Learn more.
  • is
  • is not
  • contains
  • does not contain
  • is present
  • is not present
  • is one of
  • is none of
 Marketing channel, ideal customer profile (ICP), industry, preferred contact method

Dropdown select

Creating a dropdown select attribute allows users 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.

Screencap of selecting the value of a contact method attribute from a dropdown of three available values: email, phone call and video call.

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.

  API Flexible CSV import Google Sheets Imported from an integration Manually via Custom Attributes Manager Zapier
Customers Included Included Included Included Included Included
Contacts Included Included   Included Included  
Opportunities Included       Included  

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:

Manually via Custom Attributes Manager

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 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 New Custom Attribute.
  4. Enter a name for the attribute. Accepts letters, numbers and underscores up to 255 characters in length.
    custom_attribute_manually_new.png
  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

Screencap of adding and sorting options to a dropdown select attribute.

Zapier

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

Editing custom attributes

Use bulk editing to edit a maximum of three custom attributes for customers at the same time.

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 Settings & Data > 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.

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.

Screenshot of the Edit Attribute modal showing the Options and Sort list settings available for dropdown select attributes.

Next Steps

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