{"metadata":{"image":[],"title":"","description":""},"api":{"url":"","auth":"required","settings":"","results":{"codes":[]},"params":[]},"next":{"description":"","pages":[]},"title":"Customer Properties","type":"basic","slug":"customer-properties","excerpt":"","body":"When adding customers to Sonar, you also have the option to add custom properties as well. The ability to add custom properties helps segment your customers in ways that are meaningful to you. Here's a few examples of how custom properties can be utilized in Sonar:\n* Selecting a specific group of customers 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[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/df85130-customer-properties.jpg\",\n        \"customer-properties.jpg\",\n        487,\n        353,\n        \"#333\"\n      ],\n      \"caption\": \"Customer properties can be viewed in the customer information panel on the right side of the page, near the bottom of the panel.\"\n    }\n  ]\n}\n[/block]\n## How to add customer properties\nYou can add properties to a customer utilizing any of the following methods:\n* From the customer information panel\n* From within the edit customer modal\n* [CSV Import](http://docs.sendsonar.com/docs/csv-import) \n* Add/Update [Customer API](https://docs.sendsonar.com/docs/addupdate-customer)\n\n## Adding properties to a single customer\n1. From the customer information panel, just click the **Add Property** link at the bottom.\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/cb93a2a-Add-Property.gif\",\n        \"Add-Property.gif\",\n        800,\n        450,\n        \"#333\"\n      ]\n    }\n  ]\n}\n[/block]\n2. From the edit customer modal, scroll to the bottom and click on the **Add Property** button.\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/b731712-Add-Property-Edit-Customer.gif\",\n        \"Add-Property-Edit-Customer.gif\",\n        750,\n        650,\n        \"#333\"\n      ],\n      \"sizing\": \"smart\"\n    }\n  ]\n}\n[/block]\n## Adding properties to multiple customers at one time\nCurrently there are two methods of adding properties to multiple customers at one time:\n- Using 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.\n-  Also, you can use the [Add/Update Customer](doc:addupdate-customer) to add properties to a single customer or multiple customers.\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 \"color\" where the value is \"red\", then you would enter in \"Color:Red\" in the Search box.\n\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 under Properties click the three dots next to the property you want to delete and select Delete. \n\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).\n\n## SYSTEM PROPERTIES\n\nSystem properties are automatically set by our platform on the individual user level to enable specific functionality. Although these fields are editable (just as custom properties are), we recommend you don’t tweak the values of properties that are not created by you to ensure it can continue to function as intended. \n\nCurrent system properties used are:\t \n \n**Delivery Failed** – This property indicates to the system that the most recent message to that customer failed to deliver. Customers with the following error codes from [this list](https://docs.sendsonar.com/docs/deliverability-error-codes) are currently filtered out: \n\n  * 4432, 30011 -- Messaging to country are forbidden \n  * 4433 -- Messaging to Toll Free numbers are forbidden \n  * 4435 -- Too many recipients \n  * 4481 -- From number in black list \n  * 4482 -- To number in black list \n  * 4493 -- Unauthorized \n  * 4700, 30006 -- Carrier Rejected as Invalid Service Type \n  * 4720, 30005 -- Carrier Rejected as Invalid Destination Address \n  * 4750 -- Carrier Rejected Message\n  * 4770 -- Carrier Rejected as SPAM \n  * 4775 -- Carrier Rejected due to user opt out\n\n## FAQs\n**Are properties case sensitive?**\nYes, properties are case sensitive. 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Customer Properties


When adding customers to Sonar, you also have the option to add custom properties as well. The ability to add custom properties helps segment your customers in ways that are meaningful to you. Here's a few examples of how custom properties can be utilized in Sonar: * Selecting a specific group of customers 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 [block:image] { "images": [ { "image": [ "https://files.readme.io/df85130-customer-properties.jpg", "customer-properties.jpg", 487, 353, "#333" ], "caption": "Customer properties can be viewed in the customer information panel on the right side of the page, near the bottom of the panel." } ] } [/block] ## How to add customer properties You can add properties to a customer utilizing any of the following methods: * From the customer information panel * From within the edit customer modal * [CSV Import](http://docs.sendsonar.com/docs/csv-import) * Add/Update [Customer API](https://docs.sendsonar.com/docs/addupdate-customer) ## Adding properties to a single customer 1. From the customer information panel, just click the **Add Property** link at the bottom. [block:image] { "images": [ { "image": [ "https://files.readme.io/cb93a2a-Add-Property.gif", "Add-Property.gif", 800, 450, "#333" ] } ] } [/block] 2. From the edit customer modal, scroll to the bottom and click on the **Add Property** button. [block:image] { "images": [ { "image": [ "https://files.readme.io/b731712-Add-Property-Edit-Customer.gif", "Add-Property-Edit-Customer.gif", 750, 650, "#333" ], "sizing": "smart" } ] } [/block] ## Adding properties to multiple customers at one time Currently there are two methods of adding properties to multiple customers at one time: - Using 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. - 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 "color" where the value is "red", then you would enter in "Color:Red" in the Search box. ## 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 under Properties click the three dots next to the property you want to delete and select Delete. 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). ## SYSTEM PROPERTIES System properties are automatically set by our platform on the individual user level to enable specific functionality. Although these fields are editable (just as custom properties are), we recommend you don’t tweak the values of properties that are not created by you to ensure it can continue to function as intended. Current system properties used are: **Delivery Failed** – This property indicates to the system that the most recent message to that customer failed to deliver. Customers with the following error codes from [this list](https://docs.sendsonar.com/docs/deliverability-error-codes) are currently filtered out: * 4432, 30011 -- Messaging to country are forbidden * 4433 -- Messaging to Toll Free numbers are forbidden * 4435 -- Too many recipients * 4481 -- From number in black list * 4482 -- To number in black list * 4493 -- Unauthorized * 4700, 30006 -- Carrier Rejected as Invalid Service Type * 4720, 30005 -- Carrier Rejected as Invalid Destination Address * 4750 -- Carrier Rejected Message * 4770 -- Carrier Rejected as SPAM * 4775 -- Carrier Rejected due to user opt out ## FAQs **Are properties case sensitive?** Yes, properties are case sensitive. A property named `color` is not the same as `Color`.