Custom contact attributes let you tailor your program to match the specific needs of your business. They offer flexibility to track the information that matters most to your goals and goes beyond the standard information collected per contact in the system. This can help with your goals for program structure and customer strategy. The best way to assign these values to customers is via Forms or manually through imports.
To create a custom contact attribute, follow these steps:
Navigate to ‘CRM’ and select ‘Contacts’ from the dropdown menu. Click on ‘Manage attributes’.
Ensure ‘Contact attributes’ is selected as the type of custom attribute. Click ‘New attribute’.
Provide a label for your attribute and choose the data type (e.g., email, date range).
Click ‘Create’ to save the attribute details, then proceed to configure any additional settings needed. For example ‘Select options’ for a multi-select data type.