{"metadata":{"image":[],"title":"","description":""},"api":{"url":"","auth":"required","params":[],"results":{"codes":[]},"settings":""},"next":{"description":"","pages":[]},"title":"Customer Properties","type":"basic","slug":"assigning-customer-properties","excerpt":"","body":"Along with basic customer information (i.e. Phone Number, First Name, Last Name, etc.), you can add a custom property to each customer in order to:\n* Create segments for a [Campaign](https://docs.sendsonar.com/docs/campaigns)\n* Search for message threads of customers associated with a certain property\n* Store information about your customers\n\n\n## **Adding Customer Properties**\nIn Sonar, there are four ways to add properties to a customer: \n* On the right-hand panel of the Sonar interface\n* From within the ****Customers**** tab\n* [CSV Import](http://docs.sendsonar.com/docs/csv-import) \n* Add/Update [Customer API](https://docs.sendsonar.com/docs/addupdate-customer)\n\n##Assign properties to a single customer\n1. Click on the \"Add Property\" link in the right-hand column, 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/eff190d-23488876786.gif\",\n        \"23488876786.gif\",\n        1332,\n        922,\n        \"#edeef0\"\n      ],\n      \"border\": true\n    }\n  ]\n}\n[/block]\n2. Open up the ****Customers**** tab and click on the pencil icon for the customer you'd like to add/edit the property to. \n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/24974ff-23488876786gfds.gif\",\n        \"23488876786gfds.gif\",\n        1529,\n        741,\n        \"#5364e3\"\n      ],\n      \"border\": true\n    }\n  ]\n}\n[/block]\n##Assign properties to more than one customer or multiple customers\n1. With our [CSV Import](doc:csv-import) feature, you can add an additional column after the \"Assigned To\" column of the properties you'd like to add for each customer\n2.  Also, you can use the [Add/Update Customer](doc:addupdate-customer) to add properties to a single customer or multiple customers. \n\n\n## **Search Messages With Certain Properties**\nTo search for messages by a certain property, select the Search button (magnifying glass at the top of the left column) and enter the name of the property and the value. For example, the format would be name:value. If you wanted to find all the messages that have the property \"new_customer\" where the value is \"true\", then you 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      \"sizing\": \"80\"\n    }\n  ]\n}\n[/block]\n## **Delete Customer Properties**\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 (pencil icon within ****Customers**** tab). \n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/d69a343-9999.gif\",\n        \"9999.gif\",\n        944,\n        930,\n        \"#ededee\"\n      ],\n      \"border\": true\n    }\n  ]\n}\n[/block]\nIf you need to delete a property for multiple customers, you can upload a [CSV](doc:csv-import) file with the value of that property set to **DELETE** for that customer; or you can use our [DELETE Customer Properties API](doc:delete-customer-properties).","updates":[],"order":3,"isReference":false,"hidden":false,"sync_unique":"","link_url":"","link_external":false,"_id":"57b657be131a5934007e2be4","__v":1,"githubsync":"","project":"55208137623ff50d009b2bec","category":{"sync":{"isSync":false,"url":""},"pages":["55208138623ff50d009b2bf2","554967bbcd09b317005f8f62","554967c8c634cf2d00125087","554967d8a5ecbc1900321694","554967e4c634cf2d0012508a"],"title":"Getting Started Guide","slug":"getting-started","order":0,"from_sync":false,"reference":false,"_id":"55208138623ff50d009b2bf0","__v":5,"createdAt":"2015-04-05T00:26:32.042Z","version":"55208137623ff50d009b2bef","project":"55208137623ff50d009b2bec"},"createdAt":"2016-08-19T00:50:06.475Z","parentDoc":null,"user":"579145f1180e233400f70ef0","version":{"version":"1.0","version_clean":"1.0.0","codename":"","is_stable":true,"is_beta":true,"is_hidden":false,"is_deprecated":false,"categories":["55208138623ff50d009b2bf0","55494a226a82a10d00817ae5","55494ba7ee219b0d001743c8","55494bc1ee219b0d001743cc","56ead8c1df765617008bccaf","573a2073dd007d1700cf288f","579695b1f64c9f0e007cd76c","57969e3dfa1ff60e006a1274","579a4592fd9f3c0e008e4f4a","57ab9afe54fa780e006c5430","57b784f5b7ebd60e009cb4a6","58f686818193090f008cec76","59e79fbd4cf31900341d50c6","5b2436973fd93f0003dcf99d","5d824fb2ce98a801366098a2"],"_id":"55208137623ff50d009b2bef","createdAt":"2015-04-05T00:26:31.564Z","releaseDate":"2015-04-05T00:26:31.563Z","__v":15,"project":"55208137623ff50d009b2bec"}}

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 in order to: * Create segments for a [Campaign](https://docs.sendsonar.com/docs/campaigns) * Search for message threads of customers associated with a certain property * Store information about your customers ## **Adding Customer Properties** In Sonar, there are four ways to add properties to a customer: * On the right-hand panel of the Sonar interface * From within the ****Customers**** tab * [CSV Import](http://docs.sendsonar.com/docs/csv-import) * Add/Update [Customer API](https://docs.sendsonar.com/docs/addupdate-customer) ##Assign properties to a single customer 1. Click on the "Add Property" link in the right-hand column, 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/eff190d-23488876786.gif", "23488876786.gif", 1332, 922, "#edeef0" ], "border": true } ] } [/block] 2. Open up the ****Customers**** tab and click on the pencil icon for the customer you'd like to add/edit the property to. [block:image] { "images": [ { "image": [ "https://files.readme.io/24974ff-23488876786gfds.gif", "23488876786gfds.gif", 1529, 741, "#5364e3" ], "border": true } ] } [/block] ##Assign properties to more than one customer or multiple customers 1. With our [CSV Import](doc:csv-import) feature, you can add an additional column after the "Assigned To" column of the properties you'd like to add for each customer 2. Also, you can use the [Add/Update Customer](doc:addupdate-customer) to add properties to a single customer or multiple customers. ## **Search Messages With Certain Properties** To search for messages by a certain property, select the Search button (magnifying glass at the top of the left column) and enter the name of the property and the value. For example, the format would be name:value. If you wanted to find all the messages that have the property "new_customer" where the value is "true", then you 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, "sizing": "80" } ] } [/block] ## **Delete Customer Properties** 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 (pencil icon within ****Customers**** tab). [block:image] { "images": [ { "image": [ "https://files.readme.io/d69a343-9999.gif", "9999.gif", 944, 930, "#ededee" ], "border": true } ] } [/block] If you need to delete a property for multiple customers, you can upload a [CSV](doc:csv-import) file with the value of that property set to **DELETE** for that customer; or you can use our [DELETE Customer Properties API](doc:delete-customer-properties).