Hey HubSpotters! Today I'm gonna be telling you about something that
everybody that's using the HubSpot CRM should be doing and that's creating
custom properties for their contact and company records. So what custom
properties allows you to do is store information about a contact or a company
that you may not already be storing or that you may need that's not kind of
built into the HubSpot default fields. So HubSpot comes with a whole bunch of
properties for contacts and companies that they think you're gonna be helpful
to you. So everything from you know first and last name email address all the
contact information, but a lot of times for your company or your industry or
your products there might be some more information that you would like to
collect about your contacts your companies and have a place to store that
so that you can make sales more effectively. So for example for us one of
the things that we like to ask in a lot of the forms that our leads fill out is
what their top marketing challenge is. That helps us make sure that we can
deliver the right value to them when we're providing emails to them that have
educational content and when we're ready to have a sales conversation we can talk
about how we can help specifically with that challenge. So it's pretty easy to
create custom properties so I'm gonna show you how to do that quick and then
I'm gonna show you how you can adjust your default views for your contact
records so that those properties show up in the places that you want them to show up.
So the way that you do that is a few different ways you can get to the
property settings I'm gonna show you the way that works regardless of what
dashboard you're on. So if you're in the sales dashboard of the marketing
platform there's a couple different ways to do it but regardless of which
platform you're on you can always get to your properties by clicking on your
little avatar up here and going to settings there. Then we're just going
to click on this properties button down here in the menu and you can see I've
got properties that I can adjust for my contact records my company records and
my deal records. So we're gonna start with contact properties so I'm gonna
show you that field that I've just talked about that top marketing
challenge. So this is one that we created so you can see we named it that's the
internal name for it you can have a description there's different groups you
can create new groups of information we just have it in
that contact information and this one is a drop-down so you can select different
options here everything from just text input to a drop-down. We have a drop-down
so that we can organize and segment our email list based on these we don't want
people just to be able to type in whatever they want. So we've got you know
quite a few different problems that companies have with their marketing that
we can help them solve so we've got a whole list here and then when they see
this on a form when I insert this into a form they have a drop-down list that
they can select from or if I want to manually upgrade it for a contact let's
say I had a meeting with them or had a phone call with them and I ask them this
question I can actually go into the contact record and choose one of these
options from the drop-down list as well. So you can check down at the bottom
whether or not you want to be able to show this in forms for most most fields
you want this option selected. It doesn't automatically add it to all of your
forms or anything like that it just makes it available so that when you're
creating a form you can select that option if you're using that marketing
platform you'll probably use forms quite a bit. So the way that you create a new
property is pretty easy all you got to do is hit create a property over here.
You'll give it a label internal name description everything I just talked
about. What type of property is it is so if it's something like a drop-down
selector or radio select it'll then give you the option to add options in here so
you can do anything like that. You could also have the option to get
this load options so let's say you're gonna load up a property that has you
know it's a property that's pretty common so it'll just have you kind of
load all the options for that so like marital status it loaded all the common
options for companies that are using that kind of field so that you don't
have to type them a lot or kind of think of what those options should be. So you
would just put in all this information hit the create button and then that
field is going to be available to you. So that's kind of step one that that
created the property but it's going it's not going to just automatically put that
on the contact record page so if I jump over to a contact record let's let's
actually create a property quick so I can show this quick so we'll just do a
test one. We'll just have it be single line text.
So we'll create okay so now we have this test property created but if I jump over
to my contact record here. You'll see that that's that field isn't listed here
anywhere so nowhere does it say test so it might be storing the information but
it's not listed here so most of the time when you're creating any property it's
because you want to see it on your contact records so you're going to want
to add it to here too. So the way that you do that you can go back into settings.
Alright and then you're going to go to sales or excuse me contacts and companies.
Then there's this option set the properties your team sees on
contact records again you can do that for companies and things like that's
down here that was a contact field that we created so I'm gonna hit manage.
So these are all of the properties that I see when I go to a contact record unless
I click the button there's a button at the bottom of those you can see all of
the fields but let's say I don't want to do that every time I want to see this
new field we created so it was called test I'm gonna check that box and now at
the bottom of the record I'll be able to see that field so let's jump back and
see what that looks like in my record.
And there you go there's that test field so now I could you know input any value
in there, hit save and it's gonna be saved I could also have got the
marketing platform I could also add that to a form and then when a contact
actually filled out that form it would show up here as well with
whatever they filled out so that's all there is to it pretty simple I hope that helps.
Happy HubSpotting!