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Creating and Managing Custom Contact Attributes

Last Updated: Sep 30, 2025

Learn how to set up and organize custom fields to store additional contact information in Sender.

Creating Custom Fields

During Import

The easiest way to create custom attributes is by adding them to your import file:

  • Open your CSV or Excel file
  • Add a new column with your custom field name as the header
  • Fill in the data for each contact
  • Import the file to Sender

Example:

When you import this file, “Phone number” automatically becomes a custom attribute under the subscriber’s details.

Via Copy/Paste

You can also add custom attributes when manually adding contacts:

[email protected], First name, Last name, Custom field 1, Custom field 2
[email protected], John, Doe, Acme Corp, +1 234-567-8910

Manually Add to Individual Contacts

When viewing a contact’s profile:

  • Click on the subscriber you want to edit
  • Click “Add custom field”
  • Enter the field name and value
  • Click “Save”

Naming Custom Attributes

Best Practices for Field Names

  • Be descriptive – Use clear names like “Company Name” instead of “CN”
  • Keep it short – Avoid overly long field names
  • Use consistent formatting – Stick to one naming style (e.g., “Job Title” not “job_title”)
  • Avoid special characters – Use letters, numbers, and spaces only
  • Make it memorable – Choose names you’ll easily recognize later

Good Examples:

  • Phone Number
  • Company Name
  • Job Title
  • Birthday
  • Country

Avoid:

  • PN
  • field_1
  • Info@123
  • Contact_Detail_Information_Field

Managing Existing Attributes

Editing Custom Fields

You can edit custom field values directly from a contact’s profile:

  • Click on the subscriber from your list
  • Click the edit icon next to the custom field you want to change
  • Update the value
  • Click “Save” to apply changes

You can also delete custom fields by clicking the delete icon next to the field.

Updating Custom Field Data in Bulk

To update information in existing custom fields for multiple contacts:

  • Export your current contact list
  • Update the values in the custom field columns
  • Re-import the file

Sender will update existing contacts based on their email addresses.

Organizing Your Custom Attributes

Group Related Fields

Keep similar information together for easier management:

  • Contact Info: Phone, Address, City
  • Professional: Company, Job Title, Industry
  • Preferences: Language, Frequency, Interests

Plan Your Structure

Before creating many custom fields:

  • List what information you need
  • Determine which fields are essential
  • Organize fields into logical groups
  • Document your field names and purposes

Using Custom Attributes Effectively

For Segmentation

Create targeted lists based on custom attribute values:

  • All contacts from a specific company
  • Contacts with a particular job title
  • Customers in a certain location

For Personalization

Use custom attributes in your email content:

  • Reference their company name
  • Mention their job title
  • Include location-specific information

Tips for Success

  • Start with essentials – Don’t create fields you won’t use
  • Keep data consistent – Use the same format across all contacts
  • Regular maintenance – Periodically review and clean up your custom fields
  • Document your fields – Keep a list of what each custom attribute represents
  • Test before full import – Try importing a small sample first

That’s it!

If you got stuck on a specific task or can’t find a way to execute a particular job, contact our support team via LiveChat or [email protected] – we’re here to help 24/7.

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