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.

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 & 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.

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.

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.

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
Contacts
Opportunities

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 via Custom Attributes Manager

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.
   
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

Zapier

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

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

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.

Next Steps

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