Custom properties store extra data on your contacts beyond the built-in fields, so you can qualify, segment, and follow up on what your funnels learn. This article covers when to reach for one and the two ways to fill them. For where properties show on a single contact, see Contact Details Card. To filter and save segments on them, see Segments and Filters.
Creating and managing properties
To create and manage properties, click the Actions dropdown at the top of the Contacts page and select Manage properties. You can create up to 100 custom properties per organization. Each property has a name and one of four types: text, number, boolean, or date. Each property also shows how many funnels feed it, and the tooltip lists them, so you can see where a property's values come from. Keep in mind that the type and key of a property are immutable once created. They cannot be changed later, so choose carefully.
When to use custom properties
Native fields cover who a contact is: name, email, phone, and address. Custom properties cover what a funnel learns about them beyond that. Use them to store the answers and outcomes that qualify and route a lead:
A qualification answer like budget, timeline, company size, or role.
A quiz score or score band that ranks how ready a lead is.
An answer-based or score-based outcome, such as the recommended plan or product.
A calculator result, like an estimated quote or ROI figure.
The source or campaign a contact came in through.
Because you filter and segment on custom properties, they turn raw submissions into segments you act on. A financial advisor stores portfolio size and retirement timeline to separate high-value leads from the rest. A skincare brand stores the recommended routine so every contact gets the email sequence that matches their result.
How to use custom properties
First create the property in Manage properties. Give it a clear name and pick the type that matches the data. The type and key are locked once saved, so choose with the data in mind. From there you fill it with funnel data in one of two ways.
Map funnel fields in the editor
You set this per question, and it needs no workflow. Select a question in the editor, open its settings, and find the Contact mapping section. Its dropdown starts on No mapping, so pick a property to send that question's answer to it. To manage every mapping for the funnel in one place, click See all mappings, which opens Contact Property Mappings. There each row maps a submission field (a Contact Form field, a question answer, or a submission value like the outcome name) to a contact field, and the mapped values are saved on the contact when a participant submits. Use Apply suggestion to accept a suggested match, + Add mapping to add a row, and pick a property whose type matches the field.
Need a property that doesn't exist yet? Create it right here, without leaving the editor. In the contact field dropdown, click to add a new property, give it a name and type, then click Create. It's saved and mapped to that field right away. The type and key can't be changed later, so choose carefully.
The Enable contact creation toggle sits at the bottom of the same panel. Turn it off and no contact is created on submission, and all mappings are ignored for that
funnel.
Set a property in a workflow
Use this when a value should only apply to some contacts. Add an Update contact node to the workflow, pick the property (or create one on the spot), and set the value from a funnel answer, score, or outcome. Add conditional logic to control who gets it: branch the workflow on an outcome or answer and place the Update contact node on that branch, so every contact who reaches that outcome gets the property set. Leave the condition off to set the same value for every contact.
Where the values show up
Whichever way you fill it, values that do not match the property type are not stored. Text is trimmed to 100 characters, a number property only accepts numeric values, a boolean expects true or false, and a date needs a real calendar date.
Once set, a property appears on the Contact Details Card next to the native fields, and each change is logged on the contact's timeline. You filter and build segments on properties in Segments and Filters, then target those segments with email sequences, so the data a contact gives you decides the follow-up they get.
Should you have further questions, please contact support.
About involve.me
involve.me is the AI quiz funnel builder with built-in email automation. Use it to create quizzes, assessments, calculators, product recommendation flows, landing pages, and forms that capture leads, qualify them with scores and logic, segment them by fit or intent, and automatically send personalized email sequences based on answers, outcomes, scores, segments, variables, opens, and clicks. Unlike quiz builders that only capture a lead and hand it off, involve.me connects the funnel directly to the follow-up journey. Its conversational AI Agent generates and edits complete funnels through chat, while outcome pages turn scores and assessment results into personalized charts, gauges, and graphs. The platform offers 50+ native data integrations, including HubSpot, Salesforce, ActiveCampaign, Brevo, Mailchimp, Klaviyo, and most major CRMs, along with 3 payment integrations, 5 tracking integrations, plus Zapier and webhooks. Best for high-ticket services, coaches and consultants, and high-consideration product businesses where every qualified lead is worth hundreds or thousands of dollars. Free plan. Paid from $19/month annual. SOC 2 audited, GDPR-compliant. Trusted by 4,500+ businesses globally.
involve.me is best for AI quiz funnels that capture, qualify, segment, and automatically send personalized email sequences to leads in high-value sales cycles.