What is contact property in HubSpot?
When setting up your first HubSpot account, it's easy to overlook the importance of adding properties to your Contacts page. That said, there are many reasons why you should consider doing so right away.
For example, if you want better control over creating new leads or managing existing ones within HubSpot, here’s how you can set up and use these important features on your own accounts.
How do I add property to HubSpot contacts?
Adding more information about each customer that comes into your business through different channels is an excellent way to help improve overall lead management. This helps you identify them as potential customers faster by using relevant details like their name, email address, phone number, location, etc., at every stage of the sales funnel.
HubSpot offers several ways to customize your Lead Capture Forms with additional information via Property Fields. These include Name & Surname, Email Address, Phone Number, Company Name, Location, Website URL, Interested In, etc. There is also a dedicated section under Settings & Customization titled "Contact Properties" where you will find all this data.
To access your Contact Properties go to Account / Landing Pages " Manage Subscribers " Clicking Your Details button from the sidebar menu. It shows your complete profile including any customizations made to the form. You'll see a list of properties along with edit options next to each one.
Click Edit to open the field settings. Here you have two options: either select Add New Field (this creates a single-line text box) or Select Existing Field (which opens up a multi-select option). If you choose the latter, then you need to click the + icon to bring out another row below. From there, type in the label and description. Then hit Save.
You may notice that some of the properties are hidden when editing forms because they don't serve any purpose yet. To enable such properties, head back to Account / Navigation Bar " Settings " General " Form Builder Options " Advanced Options. Ensure that Enable Hidden Properties has been selected.
Now, whenever someone fills out the form, those properties will be available as soon as they submit. When done, just navigate to Account / Navigation Menu " Customers " My Subscriptions.
Here you will see everything filled out including the properties you added earlier. The same applies to anyone else who uses your HubSpot account. Therefore, having properties enables everyone involved in the process—from the person filling out the form to the manager viewing the subscriber detail—to view the full picture of what kind of customer it is.
In addition, you can even assign certain tasks based on which properties they fill out. For instance, if you only accept online payments, then automatically flag subscribers' records accordingly.
How do I change contact properties in HubSpot?
If you want to quickly switch between multiple profiles, you can easily do so without leaving the Customer Center. Just hover over your avatar image to reveal a dropdown menu. Choose Profile Preferences and see your various profiles. Alternatively, you could directly jump to changing specific properties by going to Account / Navigation Menu " Customers " [Customer] " Change Specific Properties.
This feature works exactly the same as the previous method mentioned above. But instead of opening your individual customer record, it takes you straight into the changes window.
From here, you can modify any of the listed properties. However, keep in mind that not all properties offer the ability to toggle between values. So if you're looking to turn off First Visit Tracking, then you cannot simply disable it. Instead, follow these instructions.
How do I make properties required in HubSpot?
As discussed previously, enabling hidden properties means that people won't be able to enter incorrect info anymore. But sometimes, you might still receive incomplete submissions. And since no system is 100 percent foolproof, it's best to ensure that you require particular properties for each customer. Otherwise, you risk losing valuable information.
There are three methods to achieve this feat:
1. Go to Account / Navigation Menu " Customers " View Subscriber Detail. Now, look for Additional Information near the top of the screen. By default, it contains three properties already. But you can expand the list by clicking the plus sign. This lets you add additional properties and requires other users to check whether they've entered anything before submitting.
2. Another approach would be to copy over the entire Additional Information block, paste it somewhere else, and delete unnecessary elements. Make sure you highlight and replace the original content. Afterward, rename the file something unique so others know it isn't yours. Finally, save it wherever you prefer.
3. Or you can also put together a template with all the necessary properties and force visitors to approve themselves on entering.
Can I add custom fields to HubSpot?
Yes! As long as you have enabled Hidden Properties, you can now utilize custom fields too. Simply click Edit on any given property and select Create New Field. Type in whatever title you'd like, but note that it must comply with the rules laid down by HubSpot. Once done, hit Save.
Custom fields provide much greater flexibility than basic properties. They allow you to collect additional data points, organize things in a logical manner, and display them later on. Plus, you get the benefit of tracking responses and improving future interactions.
So far we've looked at how to set up and use properties, but didn't mention how to remove them. Since the removal process is pretty straightforward, let us show you how to do it once again.
Head to Account / Navigation Menu " Customers " View Subscriber Detail. Next, scroll down until you see Additional Information. This area displays all your current properties. Click Remove next to any entry you wish to eliminate. Finally, hit Delete Selected.
Once removed, the corresponding entries become inactive and disappear altogether. No longer visible, you won't ever miss them after.
Note that deleting properties doesn't affect the actual data itself. All the information stays intact and continues to function normally. Only its appearance gets modified.
That's enough tips for today. Hopefully, you learned plenty regarding the usage of Contact Properties in HubSpot. With this knowledge, you can begin making improvements to your marketing efforts immediately.
Looking forward to seeing your ideas come to life!
Contact properties are one of the most powerful features that make up your customer relationship management (CRM) platform, but they’re also easy enough to overlook. They allow you to set different options depending on who fills out a particular form or profile—and even customize those settings based on each person's preferences. Here’s how to use them.
HubSpot offers both free and paid versions of its CRM software. The company does not provide pricing information for individual customers. However, if you want access to all of HubSpot’s offerings, including customizable templates, email marketing tools, analytics, etc., it costs $15 per month with an annual subscription plan. You can get started by signing up here using this link.
But before we begin, let’s take some time to explore what exactly these "contact properties" actually are. What makes them so special? And why should every business owner consider adding them to their systems? Read on to find out more about how to use them.
How many custom properties can I Create in HubSpot?
You can choose from dozens of available fields when creating new properties. Each field has various attributes associated with it, such as whether it can be required or optional, editable, sortable, searchable, etc. These attributes determine what kind of data will appear on a given form or page. For example, if you select “required” under the attribute drop-down menu below any text input box, then the user won't be able to submit the form without putting something into that specific field. If however, you select “editable,” the same text input boxes can accept HTML code via Code Text Boxes which you'll see further down. This means that users can type whatever they like inside of the provided space.
If you're looking to collect several pieces of demographic information, you might opt to include a series of checkboxes instead of just choosing between Yes/No questions. Or maybe you would prefer to use radio buttons instead of selecting a single choice from a list. It depends on the goal of the form.
In addition, there are two other important things to note: First, the number of values allowed varies according to which property you pick. Second, contact properties only work within forms, profiles, landing pages, and emails. So think carefully before setting up too many fields because you may end up creating unnecessary clutter.
Here are a few examples of common fields used across HubSpot products:
First Name - Required, Sortable, Searchable, Editable
Last Name - Required, Sortable, Searchable, Editable
Email Address - Required, Sortable, Searchable, Editable
Phone Number - Required, Sortable, Searchable, Editable
Company - Required, Sortable, Searchable, Editable
Job Role - Required, Sortable, Searchable, Editable
Birthdate - Optional, Sortable, Searchable, Editable
For more detailed instructions on how to create custom properties, read our guide here.
Note: When you save a new custom property, you need to click on Save & Sync Settings first. Otherwise, the changes won’t show up immediately. Once you've done that, go ahead and hit Publish Changes. That’ll trigger a sync process where all newly created properties will update themselves automatically.
How do you Create custom properties in HubSpot?
To start off, head over to My Content > Custom Properties. There, you’ll notice a large + button right above the Add Property section. Clicking on it brings up a pop-up window containing hundreds of pre-made properties. Select New… next to whichever option looks appealing to you. Then fill in the blank spaces with relevant details. Make sure to pay attention to the formatting guidelines, though. Afterward, hit Submit once again. Your creation will now be visible on the main screen.
Once you’ve selected a property, you’ll come across three additional tabs: General Options, Form Controls, and Advanced Features. Under General Options, you’ll find general descriptions and explanations regarding the property along with its default value. Below that, you’ll find links leading back to that property’s respective tab. On top of that, you’ll see a preview image showing what the property should look like. In short, the description tab serves as a brief overview while Form Control and Advanced Feature serve as the actual editing experience.
Under Form Controls, you’ll find a plethora of useful subcategories. To help illustrate the point, we took a closer look at four of them.
Form Field Type - A category that contains a variety of similar types of inputs, such as Checkbox, Drop Down Menu, Multi Line Text Area, Date Picker, File Upload, etc.
Input Validation - Defines rules for validating certain aspects of said input, such as length limits, numerical ranges, max characters, etc.
Label Placement - Determines how labels will display relative to the input itself. Will they float next to it or sit underneath it?
Advanced Features are self explanatory. Basically, anything listed under either Tab goes beyond basic functionality. For instance, you could use these advanced controls to embed videos, audio files, images, maps, Google Maps directions, QR codes, embedded content, surveys, interactive elements, and much more.
Finally, if you scroll down past the last tab, you’ll reach the bottom of the customization panel. At this stage, you’ll see a small icon labeled Show All Rules (three dots). By clicking on it, you can expand the entire rule system so that you don’t miss out on any possible combinations. Finally, you can test everything out by hitting Preview and checking out the final result.
How can you add a custom property to a form?
Adding a custom property isn’t difficult. Just follow these steps:
Head over to your desired form and open it. Next, switch to Design Mode by going on My Layout " Forms " DesignMode. From there, locate the element on which you wish to place the property. Now drag and drop it wherever you desire within the confines of the design area. Remember to keep the following points in mind:
Make sure that the element fits well within the layout and doesn’t overlap with adjacent ones.
Ensure that the property sits somewhere near the center of the object since it’s placed randomly otherwise.
Check to make sure that none of the surrounding objects seem to be affected by the change.
Now that you know how to add a new property, let’s talk about how to assign ownership. Keep reading to learn more.
Can you have multiple contact owners in HubSpot?
Yes! As mentioned earlier, contact properties belong exclusively to forms, profiles, and related pages. But what happens if someone else needs to sign up for your service? Well, luckily for you, HubSpot provides an Ownership feature that lets people register accounts independently of others. With it, subscribers can maintain separate records and personalize their own experiences accordingly.
There are five ways to accomplish this task:
Create Multiple Signups - If you already have a subscriber database, you can simply duplicate the existing record and name it differently. That way, anyone who wants to subscribe to your services can do so using their preferred username.
Add Subscribers to Profiles - Alternatively, you can manually add a new subscriber onto another profile. Simply navigate to Profile Management " Users " Manage Subscriptions and you’ll receive a prompt asking you to enter the appropriate credentials. Hit Continue after doing so. Now, whenever someone signs up through your website, they’ll automatically become part of the specified profile.
Link Existing Customers - Another method involves linking an existing customer to a brand-new profile. To do this, simply visit Customer Relationships " User Roles " Link Users. Choose the role that corresponds to the current customer and press OK.
Change Owner Details - One other quick way to connect a new customer to their own profile is by changing their primary address. Go to Account Manager " Accounts " Change Primary Email and put in your preferred login info. Afterwards, logout and log back in. Whenever someone visits your site using the aforementioned email, they’ll automatically be presented with the correct profile.
Lastly, if you happen to run a multilingual eCommerce store, HubSpot supports localization. Translation works pretty similarly to ownership, except that rather than assigning ownership, it merely translates the interface language. It takes effect instantly upon logging in.
In this article, we'll discuss what contact property are in HubSpot, how they work, and how to go about setting them up.
A lot of businesses have built their internal systems around the concept that contacts will be handled by one department or individual, like sales, accounting, customer service, etc., but as technology has advanced, it's become increasingly clear that having multiple people deal with customers makes sense.
HubSpot provides developers an easy way to integrate your business' existing data into its platform so that everyone can see everything at once. This gives teams more insight into each interaction and helps reduce miscommunication. HubSpot also supports over 100+ languages (including those used by international companies), which means any device or browser works across all platforms.
One thing many users may not know is that HubSpot has made contact management much easier than ever before, thanks to the introduction of "contact properties". In short, these allow you to add attributes about individuals who interact with your company on behalf of different departments. You can assign specific values to certain types of interactions based on user roles, location, or anything else. We're going to show you exactly how to set up your own!
How do I set a default property value in HubSpot?
Before getting started, make sure you've installed the latest version of HubSpot CRM. If you don't want to worry about updating later, check out our guide here for step-by-step instructions on installing HubSpot using Docker containers. Once done, log back into your admin dashboard and click Contacts & Accounts from the top menu bar. From there, select Settings & Default Property Values.
You should now be able to access the Default Property Value screen under the Manage tab. Here, you can customize the fields available when anyone opens up a new lead record, such as First Name, Last Name, Email Address, Phone Number, Gender, Date Of Birth, Birthday, Website, Company, Social Media URL(s) and Job Title. Adding additional properties depends entirely upon your needs. For example, if you need to store information related to whether someone has been contacted recently, then adding a Boolean field called Has Been Called Recently would serve well.
If you'd prefer to skip some of these options and build something yourself, feel free to do so. However, keep in mind that doing so could cause conflicts down the road because other users may try to edit this property without knowing where it came from. It's always best to give others control of properties only after making sure no issues arise.
How do I Create a HubSpot property?
To get started creating your first property, head back to the Default Property Values page under the Manage tab. The most important part of this process is naming your property. Make sure the name isn't too long since it'll appear right below the description box, and choose something simple that won't confuse people. As an example, let's call ours State. When the person viewing the property sees it, they might think that it represents the state of residence, rather than a special type of contact.
Now, just start typing until you find what fits your needs. Don't forget to include descriptions for each category, as well as optional tags depending upon what you plan to use them for. These are great ways to group similar records together and help identify patterns between leads. Also, remember that you can use these same categories to sort leads within various reports. Let's move onto defining the actual structure of our property.
Once inside the text editor window, select Add Field Group and hit Next. Now, enter a title and press Save. Repeat this step until you reach the end of your list. Finally, save your property again by clicking Save & Continue. At this point, you can test out your property by editing some leads. Head to Leads & Campaigns from the main navigation menu and open any campaign containing leads associated with your property. Then, change the status of your desired candidate to Completed, and watch as the value shows up automatically.
After testing things out, you can decide whether you still want to proceed further with this property. Remember that every property in HubSpot comes with two versions—one for storing and displaying values, and another for searching. So, if you opt to delete your original entry, don't fret! You can simply duplicate it to replace the old one. Simply highlight both entries, drag one to the left sidebar, and drop it next to the current property. This creates a copy of the property for searchability purposes.
What is a HubSpot contact property?
As mentioned above, HubSpot utilizes the term “property” instead of “field”. They mean pretty much the same thing though. A property refers to a collection of data that share common characteristics and values. Like a field, a property can contain any amount of data including numbers, dates, strings, booleans, arrays of integers, floats, objects, files, images, links, etc. Just imagine a spreadsheet filled with rows and columns of data representing potential clients and prospects. That's basically what a property does for leads in HubSpot.
When a client interacts with your organization through a particular channel (phone number, email address, website form submission, chat support ticketing system, etc.), HubSpot tracks the details of this interaction. By assigning unique identifiers to each interaction, you can track the history of all conversations. This is especially helpful for organizations looking to troubleshoot problems with their software.
For instance, say you wanted to know why a particular lead had trouble logging into the system. Instead of trying to look at hundreds of pages of logs, you could pull up a report showing the last time the user logged in. Or maybe you want to see the progress of leads coming in via phone calls. With properties, you can easily filter results based on date ranges. All you have to do is define a range during setup, and specify the exact date range you wish to query.
Here's a quick breakdown of what happens behind the scenes whenever you update or view contact properties:
Every time someone updates a property, HubSpot sends off an HTTP request to retrieve the updated property data.
This data is sent back to the application in JSON format.
How do you use properties in HubSpot?
There are several places where you can utilize properties in HubSpot. One obvious place is the Lead Flow Report, found through Reports & Customizations. To create a new flow, select New Flow, fill out your criteria, and pick whichever channels you'd like to monitor. Next, switch to the Metrics tab and scroll down to Custom Fields. Under this section, you should notice three boxes labeled None, Other, and Property. Select Other and begin inputting your property names. Afterward, continue filling out the rest of the metrics for the flow.
Another place you can put properties is the Conversion Tracking Dashboard. While HubSpot doesn't provide prebuilt conversion tracking widgets, you can take advantage of the fact that there are thousands of third party services offering this functionality. Using HubSpot's REST APIs, you can link your accounts to almost any tracking tool you desire. And, since HubSpot already stores information regarding lead conversions, it becomes trivial to associate these leads with corresponding events.
Finally, you can also leverage properties while building integrations using Zapier. Integrations are essentially actions performed by external applications that trigger automatic responses within HubSpot. An integration can consist of sending emails, placing orders, changing passwords, uploading documents, posting blog comments, updating notes, etc. There are plenty of examples from successful HubSpot partners using Zapier to automate tasks, but integrating with HubSpot presents an opportunity to streamline communications between separate apps. Since HubSpot keeps tabs on all incoming requests, it becomes possible to send automated messages to relevant parties.
Using contact properties is a fantastic way to organize and simplify lead processes within HubSpot. They can also prove useful in automating communication between programs and websites. But perhaps the biggest benefit of implementing properties is increased collaboration among employees. Having team members assigned to handle leads from different parts of the country lets managers better understand where resources are needed.
While HubSpot offers lots of exciting features that you can't live without, sometimes it can seem overwhelming. Thankfully, there are tons of tutorials and guides online to help you learn how to do whatever you need to do. Whether you're interested in writing plugins, connecting with Google Calendar, learning coding, or designing graphics, there's bound to be a resource out there to suit your skill level.