A complete guide about company properties
If you users manage different companies in your environment you can use company properties.
In this article, we learned about contact properties. You can easily create dynamic lists with companies' properties and use advanced filters for your future marketing automation.
What is a company property?
Company property is a data point related to any of your company’s contact.
Each property has a:
Name: The name of the property is something you will recognize, such as company_size.
Description (optional): An internal description to identify your property.
Value: The value you want to store for each company for the same property.
Type: The type of value you will store (text, number, boolean, date).
As you can see, Roberto has a company_size property of number type with the value "10".
Note: While you read "Company size" the actual name of the property is without spaces (company_size).
What are the company property types?
There are four types of properties data you can track:
Text
Any strings with a max length of 128 chars
[eg. "Dublin", "Professional"]
Possible operations
is
is not
starts with
ends with
contains
does not contain
is set
is not set
Number
Any Integer, Float numbers are accepted values
[eg. 1, 3.14, 10000, -10203]
Possible operations
equal to
not equal
less Than
greater than
is set
is not set
Boolean
true/false, 0/1 are the only accepted values
[eg. true]
Possible operations
is True
is False
is set
is not set
Date
UNIX Timestamp format only in seconds
[eg. 1644933485 for 2022-02-15T13:58:05.000Z]
Possible operations
is before than X days ago
is in the last X days
is before than X hours ago
is in the last X hours
is exactly X days ago
is before a certain date
is after a certain date
is on a certain date
is set
is not set
When you can use a company property instead of a contact property?
A company property can be used when you have your contact's company information, whereas the contact properties are assigned to individuals. For example, if you have a contact company that is subscribed to an Enterprise plan and has 10 teammates on the team, the company will have various company properties assigned to it, and those 10 teammates will be assigned with the contact properties.
Is there default company properties?
These are the default properties we handle on our end. Some of them are writable from you, others are read-only. This means that if a property is read-only you cannot change it in any way. Such as the IP address of a contact. Writable means you can modify its value.
company_id
[date | Writable] A dated property that stores your contact's company id
Update only via Chat API and Integrations
Read via REST API, Integrations
created_at
[date | Writable] A dated property that stores the date when your contact's company has been created.
last_seen_at
[date | Writable] A dated property is updated only when the contact has seen the last time
Read/Update via Chat API, REST API, Integrations, Import
name
[text | Writable] The text property to store your primary contact's company name
Read/Update via Chat API, REST API, Integrations, Import
How you can use a company property?
Remember: company properties cannot have any spaces, for example, the company size will have an underscore comapny_size and the same algorithm works for all other properties.
In other words, the human-readable property visible to you in filters, inbox, and CRM is company size and machine-readable property (used in API, JS, CSV/XML import, Outbound Profiling chats messages and data connectors)
Also important to remember is that properties cannot have special symbols such as @, %, *, #, you can only use:
all characters from A to Z
uppercase or lowercase letters
All numbers from 0 to 9
_ and -
To track a custom property you just need to pass the information to us via:
REST API
CSV/XML import
Outbound Profiling chats messages
data connectors (eg. Zapier, Integromat)
Discover more:
Learn about all the contact information you can filter and how to manage contacts to collect more knowledge about your contact segmentation.
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