{"_id":"57b657be131a5934007e2be4","__v":1,"githubsync":"","project":"55208137623ff50d009b2bec","category":{"_id":"55208138623ff50d009b2bf0","__v":5,"pages":["55208138623ff50d009b2bf2","554967bbcd09b317005f8f62","554967c8c634cf2d00125087","554967d8a5ecbc1900321694","554967e4c634cf2d0012508a"],"version":"55208137623ff50d009b2bef","project":"55208137623ff50d009b2bec","sync":{"url":"","isSync":false},"reference":false,"createdAt":"2015-04-05T00:26:32.042Z","from_sync":false,"order":0,"slug":"getting-started","title":"Getting Started Guide"},"parentDoc":null,"user":"579145f1180e233400f70ef0","version":{"_id":"55208137623ff50d009b2bef","__v":14,"project":"55208137623ff50d009b2bec","createdAt":"2015-04-05T00:26:31.564Z","releaseDate":"2015-04-05T00:26:31.563Z","categories":["55208138623ff50d009b2bf0","55494a226a82a10d00817ae5","55494ba7ee219b0d001743c8","55494bc1ee219b0d001743cc","56ead8c1df765617008bccaf","573a2073dd007d1700cf288f","579695b1f64c9f0e007cd76c","57969e3dfa1ff60e006a1274","579a4592fd9f3c0e008e4f4a","57ab9afe54fa780e006c5430","57b784f5b7ebd60e009cb4a6","58f686818193090f008cec76","59e79fbd4cf31900341d50c6","5b2436973fd93f0003dcf99d"],"is_deprecated":false,"is_hidden":false,"is_beta":true,"is_stable":true,"codename":"","version_clean":"1.0.0","version":"1.0"},"updates":[],"next":{"pages":[],"description":""},"createdAt":"2016-08-19T00:50:06.475Z","link_external":false,"link_url":"","sync_unique":"","hidden":false,"api":{"results":{"codes":[]},"settings":"","auth":"required","params":[],"url":""},"isReference":false,"order":3,"body":"Along with basic customer information (i.e. Phone Number, First Name, Last Name, etc), you can add a custom property to each customer to:\n* Create segments for a <a href=\"http://docs.sendsonar.com/docs/campaigns\" target=\"_blank\">campaign</a>\n* Search for messages threads of customers associated with a certain property\n* Store information about your customers. \n[block:api-header]\n{\n  \"type\": \"basic\",\n  \"title\": \"Adding Customer Properties\"\n}\n[/block]\nIn Sonar, there are four ways to add properties to a customer. \n* On the right-hand panel of the Sonar interface\n* From the Customers modal\n* CSV Import \n* Add/Update Customer API\n\n##Assign properties to a single customer\n1. Click on the \"Add Property\" link on the right-hand panel, where the panel shows the customer's info. Each property requires a name and a value (i.e. new_customer: true). \n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/2c0351d-edit_property.gif\",\n        \"edit_property.gif\",\n        480,\n        265,\n        \"#e2efeb\"\n      ],\n      \"border\": true\n    }\n  ]\n}\n[/block]\n2. Go to the Customers modal and click on the pencil icon for the customer you'd like to add the property to. \n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/b042337-edit_property_cust.gif\",\n        \"edit_property_cust.gif\",\n        480,\n        242,\n        \"#14c0f5\"\n      ],\n      \"border\": true\n    }\n  ]\n}\n[/block]\n##Assign properties to more than one customer or multiple customers\n1. With our <a href=\"https://www.sendsonar.com/prepare_import\" target=\"_blank\">CSV Import</a> feature, you can add an addition column after the \"Assigned To\" column of the properties you'd like to add for each customer\n2.  Also, you can use the <a href=\"http://docs.sendsonar.com/docs/addupdate-customer\">Add/Update Customer API</a> to add properties to a single or multiple customers. \n[block:api-header]\n{\n  \"type\": \"basic\",\n  \"title\": \"Search Messages with Certain Property\"\n}\n[/block]\nTo search for messages by a certain property, go to the Search box field and either the name of the property and the value. For example, the format would be name:value. If I wanted to find all the messages that have the property \"new_customer\" where the value is \"true\", then I would enter in \"new_customer:true\" in the Search box.\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/96f3409-search_prop.gif\",\n        \"search_prop.gif\",\n        480,\n        297,\n        \"#eeeeee\"\n      ],\n      \"border\": true\n    }\n  ]\n}\n[/block]\n\n[block:api-header]\n{\n  \"type\": \"basic\",\n  \"title\": \"Delete Customer Properties\"\n}\n[/block]\nIf you need to delete a property for a single customer, you can click on the \"x\" next to the property value on the right-hand panel, or in the \"Edit Customer\" modal. \n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/ce3cd0e-delete_property.gif\",\n        \"delete_property.gif\",\n        480,\n        344,\n        \"#e7efef\"\n      ],\n      \"border\": true\n    }\n  ]\n}\n[/block]\nIf you need to delete a property for more than one customer or multiple customers, you can upload a <a href=\"http://docs.sendsonar.com/docs/csv-import\" target=\"_blank\">CSV file</a>, with the value of that property set to **DELETE** for that customer; or you can use our <a href=\"http://docs.sendsonar.com/docs/delete-customer-properties\" target=\"_blank\">Delete Customer API</a>.","excerpt":"","slug":"assigning-customer-properties","type":"basic","title":"Customer Properties"}

Customer Properties


Along with basic customer information (i.e. Phone Number, First Name, Last Name, etc), you can add a custom property to each customer to: * Create segments for a <a href="http://docs.sendsonar.com/docs/campaigns" target="_blank">campaign</a> * Search for messages threads of customers associated with a certain property * Store information about your customers. [block:api-header] { "type": "basic", "title": "Adding Customer Properties" } [/block] In Sonar, there are four ways to add properties to a customer. * On the right-hand panel of the Sonar interface * From the Customers modal * CSV Import * Add/Update Customer API ##Assign properties to a single customer 1. Click on the "Add Property" link on the right-hand panel, where the panel shows the customer's info. Each property requires a name and a value (i.e. new_customer: true). [block:image] { "images": [ { "image": [ "https://files.readme.io/2c0351d-edit_property.gif", "edit_property.gif", 480, 265, "#e2efeb" ], "border": true } ] } [/block] 2. Go to the Customers modal and click on the pencil icon for the customer you'd like to add the property to. [block:image] { "images": [ { "image": [ "https://files.readme.io/b042337-edit_property_cust.gif", "edit_property_cust.gif", 480, 242, "#14c0f5" ], "border": true } ] } [/block] ##Assign properties to more than one customer or multiple customers 1. With our <a href="https://www.sendsonar.com/prepare_import" target="_blank">CSV Import</a> feature, you can add an addition column after the "Assigned To" column of the properties you'd like to add for each customer 2. Also, you can use the <a href="http://docs.sendsonar.com/docs/addupdate-customer">Add/Update Customer API</a> to add properties to a single or multiple customers. [block:api-header] { "type": "basic", "title": "Search Messages with Certain Property" } [/block] To search for messages by a certain property, go to the Search box field and either the name of the property and the value. For example, the format would be name:value. If I wanted to find all the messages that have the property "new_customer" where the value is "true", then I would enter in "new_customer:true" in the Search box. [block:image] { "images": [ { "image": [ "https://files.readme.io/96f3409-search_prop.gif", "search_prop.gif", 480, 297, "#eeeeee" ], "border": true } ] } [/block] [block:api-header] { "type": "basic", "title": "Delete Customer Properties" } [/block] If you need to delete a property for a single customer, you can click on the "x" next to the property value on the right-hand panel, or in the "Edit Customer" modal. [block:image] { "images": [ { "image": [ "https://files.readme.io/ce3cd0e-delete_property.gif", "delete_property.gif", 480, 344, "#e7efef" ], "border": true } ] } [/block] If you need to delete a property for more than one customer or multiple customers, you can upload a <a href="http://docs.sendsonar.com/docs/csv-import" target="_blank">CSV file</a>, with the value of that property set to **DELETE** for that customer; or you can use our <a href="http://docs.sendsonar.com/docs/delete-customer-properties" target="_blank">Delete Customer API</a>.