Custom contact properties are unique data fields that let you collect specific information about your contacts beyond the standard fields like name and email address. They are essential for tailoring your data collection to fit your business's unique needs, allowing you to capture valuable details like job title, company size, or customer loyalty status. Flowcode makes it seamless to pull this data directly into your CRM, creating a powerful, automated connection between your offline and online engagement.
Why Use Custom Contact Properties?
Capture the Right Data, Not Just Default Data: Custom properties allow you to collect specific, tailored information about each contact that is most relevant to your business. This helps you understand their unique needs and interests, allowing you to make smarter targeting decisions. For example, knowing a contact's job title or company size allows for more relevant B2B outreach.
Sync Seamlessly to Your CRM: The data collected through custom properties is automatically mapped to each individual contact's profile in your CRM. This ensures that the detailed information you gather is linked to the correct person, creating a rich, comprehensive record for every contact.
Unlock Deeper Personalization: The more you know about an individual, the more personalized you can make their experience. Custom properties provide the granular data needed to create dynamic content and highly targeted campaigns that resonate with each contact. This allows you to go beyond basic segmentation to offer a truly one-to-one experience.
How It Works: A Step-by-Step Guide
Using custom contact properties is a straightforward process that involves defining, aligning, collecting, and activating your data.
Define Your Custom Contact Property:
Navigate to the Manage tab in your platform.
Find the section for "Contact Properties"
Create a new property and give it a clear, descriptive name (e.g., "Customer Tier," "Preferred Product Category").
Specify the data type (e.g., text, number, dropdown, date) to ensure the information is collected in the correct format.
Align Your Property to a Form Field:
Go to your Conversion Flow in the Flow Editor.
Open your Form to edit.
Add a new Field and select "Short Text"
Type your prompt in the text box
Check the box that says "Contact Property" and select the corresponding contact property.
Collect Valuable, Custom Data on Your Audience:
Publish your form or conversion flow.
As users interact with your form and provide information, the data they enter in the custom field is automatically captured and stored in their contact profile.
How to Map Custom Contact Properties to Your CRM
Once your custom contact properties are defined and actively collecting data, the next step is to ensure they’re synced to your CRM. Mapping these properties allows the detailed information you collect in Flowcode—like “Customer Tier,” “Job Title,” or “Preferred Product Category”—to appear seamlessly inside your CRM contact records. This ensures your marketing, sales, and operations teams always have the most accurate and enriched contact data available.
To map your contact data, first connect your CRM integration within Flowcode. Default fields such as full name, email, and phone will automatically align across systems. From there, you can create custom field mappings that link your newly defined properties in Flowcode to the corresponding fields in your CRM, keeping your data consistent and actionable across platforms. For best results, use clear naming conventions, align data types between systems, and test mappings before launching at scale. This ensures the new data is immediately available for use in your marketing automations, segmentation lists, and sales processes. You can now use this rich, custom data to power personalized campaigns and a more efficient workflow.
Hubspot Example:
