Editing Custom Properties
You can edit your custom properties at any time. However, please note that if a contact provided data for one of the custom properties prior to changing it, the change in their profile will not be reflected.
Steps to Edit:
- Settings > Properties > Select the Property you’d like to edit
- Make your preferred changes > Click Save
- Property Options
- Make this property searchable within your contacts (if you want to filter for this data point)
- Is Required
- Show in Contact Profile (if you want this to show up on the profile's left panel for easy viewing)
Some Helpful Tips:
- Provide answer options that will help you better organize and segment your customers into appropriate groups. For example: Ask what products they might own. Certain customers might be more helpful in promoting one product versus others.