Custom Properties & Tags

Overview

Custom Properties & Tags allows administrators to define custom data fields for contacts and manage tags for organizing conversations. Custom properties extend the contact profile with fields specific to your business, while tags provide a flexible labeling system for categorizing contacts.

How to Access

Navigate to Settings > Company
Click the Properties tab
Requires the Contact Admin role and an active subscription
The left sidebar has two sections: Contacts (custom properties) and Tags

Interface Overview

The Properties tab has a two-panel layout:

Left sidebar: Navigation between Contacts (custom properties) and Tags
Right content area: Displays the selected section's management interface

Contacts (Custom Properties) Section

An Add New button to create a new property
A data table listing existing properties with columns: ID, Name, Data Type, Actions
Each property has an actions dropdown with Edit and Delete options

Tags Section

Action buttons: Clear, Select Page, Select All, Add, Delete Selected, Edit
A searchable, selectable data table listing all tags with columns: checkbox, Name, Contacts count
Multi-select support for bulk operations

Features & Actions

Add a Custom Property

What it does: Creates a new custom field that appears on all contact profiles.

Steps:

In the Contacts section, click Add New
A dialog opens with:
- Name: Enter the property display name
- ID: Auto-generated from the name (lowercase, underscores replacing spaces); can be edited
- Data Type: Select from the dropdown (e.g., Text, Number, Date, Boolean, Multiple Choice)
If you selected Multiple Choice, additional option fields appear:
- Three default option fields are shown
- Click Add to add more options
- Click the trash icon to remove an option
Click Submit to create the property

Important notes:

The Name and ID fields are required
The Data Type must be selected
The ID is auto-generated but can be manually modified
Multiple Choice options must have values filled in

Edit a Custom Property

What it does: Updates the name and multiple choice options of an existing custom property.

Steps:

Click the actions dropdown (three dots) next to the property
Select Edit
A dialog opens with:
- Name: Edit the display name
- Multiple Choice options (if applicable): Add, edit, or remove options
Click Submit to save changes

Important notes:

The data type cannot be changed after creation
The ID cannot be changed after creation
For Multiple Choice properties, you can add new options or remove existing ones

Delete a Custom Property

What it does: Permanently removes a custom property from all contact profiles.

Steps:

Click the actions dropdown next to the property
Select Delete
A confirmation dialog appears
Click Delete to confirm

Important notes:

Deleting a property removes it from all contacts
Any data stored in that property field is lost
This action cannot be undone

Add a Tag

What it does: Creates a new tag that can be applied to contacts for categorization.

Steps:

In the Tags section, click Add
Enter the tag Name in the dialog
Click Submit

Edit a Tag

What it does: Renames an existing tag.

Steps:

Select exactly one tag by clicking its checkbox
Click Edit
Enter the new name
Click Submit

Important notes:

Only one tag can be edited at a time
The rename applies to all contacts that have this tag

Delete Tags (Bulk)

What it does: Removes one or more selected tags from the system and from all contacts.

Steps:

Select tags using checkboxes (use Select Page or Select All for bulk selection)
Click Delete Selected
A confirmation dialog shows the list of tags to be deleted
Click Delete to confirm

Important notes:

Multiple tags can be deleted at once
The Contacts column shows how many contacts are tagged with each tag
Deleting a tag removes it from all contacts that had it

Selection Tools

What it does: Provides bulk selection options for the tags table.

Clear: Deselects all selected tags
Select Page: Selects all tags visible on the current page
Select All: Selects all tags across all pages

Fields Reference