Create and manage your Contact properties

The contact information you’re collecting is organized into columns in your Contacts database. Each column in this table matches a Contact property. You can add new Contact properties and edit existing ones to customize the information you want to collect about your Contacts.

Some default properties are already set up for you, including:

  • Email (this property can’t be changed)
  • Name
  • Subscription status (this property can't be changed)
  • Notes

Read on to find out how to edit your existing Contact properties and create new ones.

  1. In the Contacts tab, click Actions to add or manage properties. In this example, we’ll select Manage properties
  1. Now you’ll see the default properties of your contacts and any other properties you've already added. Click the three dots next to the name of a property to edit or delete it. 

Note: The Email property is mandatory for creating a contact and this property cannot be modified. The Subscription property also cannot be modified, as subscription status must always be one of the following: Subscribed, Unsubscribed, or Never subscribed. If a contact is added without a subscription status, it will automatically be set to Never subscribed.

  1. Type the name of the property in the Property name field, and click Save. In this example, we’ve updated the default Notes property to Follow-up details. The property name can be up to 128 characters long.
  1. To add a new property, click + Add property and select a property from the list of predefined standard properties list or scroll down and click + custom property to create your own custom property.
  1. If you choose to add a custom property, type the name of your property, and click Save.

In the Properties management view, properties are grouped under Profile or Company so you can see at a glance what kind they are, while custom properties appear ungrouped.

You’ll also see whether any forms are mapped to the property, along with the number of forms using it.

Note: The value of the Updated at column showing the date of the last property update can’t be edited manually.

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