How to Create and Manage Properties

Properties define what data you collect, store, and display for your contacts and members in Recrevio.

They power your CRM, forms, filters, segments, automations, and personalization across the platform.

Recrevio includes a set of built-in properties (such as Name, Email, Phone, and UTM fields), and also allows you to create custom properties tailored to your business needs.

Navigating to Properties

To manage contact properties, go to Contacts > Properties

This opens the Properties overview, where you can view all available fields used for contacts and members.

Properties Overview (List View)

The Properties list shows all fields currently available in your CRM.

For each property, you can see:

Property Name – The label shown in the interface
Format – The data type (text, email, number, list, etc.)
Create Date – Indicates whether the property is built-in or custom

Built-in Properties

Built-in properties are created by the system and cover common contact data such as:

Name
Email
Phone
Address details
Company Name
Country
UTM Source, Medium, Campaign, Term, Content

These properties are always available and cannot be deleted.

Custom Properties

Custom properties are fields you create yourself to collect or store additional information, such as:

Industry
Lead source details
Program level
Internal status notes
Custom identifiers

Creating a New Property

To create a new property, click Create Property in the top-right corner.

This opens the Create Property dialog.

Property Settings – Explained

1. Label

The Label is the human-readable name of the property.

Shown in contact profiles
Shown in filters and segments
Used in forms (if enabled)

Example:

Industry , Business Size , Coaching Goal

2. Internal Name

The Internal Name is generated automatically based on the label.

Used internally by the system
Cannot contain spaces
Should not be changed once in use

💡 Tip

Choose clear labels from the start to avoid confusion later in automations or integrations.

3. Description

An optional description explaining what the property is used for.

Appears as helper text in forms
Useful for guiding users filling in the field

Example:

“Select the primary industry your business operates in.”

4. Field Type (Property Type)

The Field Type determines what kind of data the property stores and how it behaves across the platform.

Available field types:

Single Line of Text
Email
Phone
Number
True or False
Date
List

Each type has different use cases and behavior.

Property Types – Use Cases & Best Practices

Single Line of Text

Stores short free-text values.

Use for:

Job title
Industry name
Custom notes
Referral source (free text)

Example:

Instagram Bio Name , Coach Assigned

Email

Validates and stores an email address.

Use for:

Secondary email addresses
Work email vs personal email

⚠️ Typically, you should rely on the built-in Email property for primary email handling.

Phone

Stores phone numbers in a standardized format.

Use for:

Mobile number
Work phone
WhatsApp contact number

Number

Stores numeric values only.

Use for:

Age
Company size
Score values
Internal ranking or priority

Example:

Lead Score , Employees Count

True or False (Boolean)

Stores a yes/no value.

Use for:

Qualified lead
VIP customer
Completed onboarding
Internal flags
Accept terms

Example:

Is Client , Has NDA , Completed Intake , Accept terms

Date

Stores a specific calendar date.

Use for:

Start date
Renewal date
Birthday
Program completion date

Example:

Program Start Date , Last Strategy Call

List

Allows selection from predefined options.

Use for:

Status fields
Categories
Controlled values for segmentation

Example options:

Beginner / Intermediate / Advanced
Prospect / Customer / Alumni
Small / Medium / Large business

💡 Best practice

Use List instead of free text whenever you plan to filter, segment, or automate based on the value.

5. Available in Forms

When enabled:

The property becomes available in the Form Builder
Data can be collected directly from users

When disabled:

Property is internal-only
Can still be edited manually or via automations

Use cases:

Enable for lead intake fields
Disable for internal tracking or admin-only data

Managing Existing Properties

For custom properties, you can:

Edit property settings
Update descriptions
Control form availability

Built-in properties:

Cannot be deleted
Are always available across the platform

💡 Tip

Before creating a new property, check if an existing built-in field already fits your use case.

How Properties Are Used Across the Platform

Properties are foundational and used in:

Contact profiles
Filters & segments
Forms and surveys
Automations
Email personalization
CRM views
Reporting and targeting

Well-structured properties enable:

Cleaner segmentation
More powerful automation
Better personalization
Scalable contact management

Best Practices for Properties

Plan your data structure before creating many custom fields
Use List and Boolean fields for segmentation and automation
Keep labels clear and consistent
Avoid duplicate properties with similar meaning
Use descriptions to guide form users
Separate public form data from internal admin data

Summary

The Properties system in Recrevio allows you to:

Control what data is collected about contacts and members
Extend the CRM with custom fields
Power forms, segmentation, and automations
Maintain clean, structured contact data at scale

By combining built-in properties with thoughtfully designed custom properties, you create a flexible and future-proof foundation for managing relationships, marketing, and memberships across your platform.