For the complete documentation index, see llms-docs.txt or the site index llms.txt. Full docs corpus: llms-full-docs.txt. Prefer the markdown version of this page at /docs/learn/contacts/properties.md. Product capabilities: skill.md. Docs MCP: /docs/mcp. Site MCP: /mcp.

Contact Properties

Learn how to create, edit, and delete Reloop contact properties, and set values on contacts from the dashboard or API.

View all contact properties

The Properties Dashboard shows every custom field in your organization — name, type, default, and when it was last updated.

Properties are custom String or Number fields you attach to a contact. Use them for personalization and targeting (for example company or plan_tier). An optional default is used when a contact has no value set.

Contact properties in the Reloop dashboard

Create a property

  1. Go to Contacts → Properties
  2. Click Add property (or press C)
  3. Enter a name (e.g. plan_tier or company_size) — letters, numbers, and underscores only
  4. Choose type String or Number, and optionally set a default
  5. Click Add property (or press Enter)

Edit a property

After create, only the default (fallback) value can be changed. Name and type are fixed. To use a different name, create a new property and set values on contacts under that name.

  1. Go to Contacts → Properties
  2. Click the row menu (···) next to the property you want to edit
  3. Select Edit
  4. Update the default value and click Save (or press Enter)

Set values on a contact

The Properties page defines the schema. Values live on each contact — set them when you edit a contact in the dashboard or via the Contacts update API.

  1. Open Contacts
  2. Click the row menu (···) → Edit (or open the contact)
  3. Fill the custom property fields (e.g. plan_tier, timezone, company_size)
  4. Click Update (or press Enter)

Delete a property

Deleting removes the schema definition. Existing contacts keep raw key-value data, but the field is no longer managed globally.

  1. Open Contacts → Properties
  2. Click the row menu (···) → Delete
  3. Confirm permanent removal

FAQ

API reference

Was this page helpful?

Edit this page