How to Use Custom User Properties

Bailey Lawson Updated by Bailey Lawson

Some examples of Custom User Properties include discount codes, group names, or whatever else helps you organize contacts and send them a personalized email campaign.

Formatting Your CSV

  1. Before importing your CSV into Hive, your CSV must have a column that has your Custom User Properties in it. The header of the column that has your Custom User Properties in it, will be what you'll use to identify your Custom User Property in Hive. For example, "Winter Coupon Code" is the identifier:

Import Your Custom User Properties

  1. Click Import Contacts on the left side panel, choose Upload CSV file and begin the importing process. Select the checkbox next to First Row is Header?
  1. Select the column type Custom User Property for the column with your Custom User Properties. Then import your file.

Sending a Campaign to Users Who Have a Custom User Property

  1. When building an email campaign, segment or filtering the contact list, select the filter User Info → click Custom User Property Exists or Custom User Property

Customer User Property Exists Filter

  1. This filter will show anyone who has the Custom User Property identifier in their user profile. For example, filtering for everyone with Custom User Property identifier "Winter Coupon Code" will show everyone who has a unique coupon code in their user profile.
Note: See the screenshot below of a user with the Custom User Property identifier "Winter Coupon Code" in their user profile. Can click on any name in the Contact List to visit the user's profile

Custom User Property Exists

  1. You can use this filter to search for the unique Custom User Property that exists in the customer's user profile

Using the Custom User Property Merge Tag in Templates

  1. Click the Insert Merge Tags button in the Template editor

Under User/Recipient Merge Tags click the Customer User Property tag. The merge tag will be copied to your clipboard.

  1. Paste the merge tag into a Text content block. Then insert your Custom User Property title into the tag, keeping the single quotation marks on either side of the Custom User Property title. Example:

{{ user.custom_user_property|name:'Winter Coupon Code' }}

When a subscriber has this Custom User Property, they will see their unique value (coupon code) in the email template where the merge tag is.

Previewing the Email as a Subscriber

When previewing the email campaign as a specific contact, make sure you're using the email address of someone who has that Custom User Property.

How did we do?

What Are Engagement Levels Based On?

Contact