How to Create and Use Custom Attributes in MessageHub

Custom Attributes in MessageHub give you the flexibility to store extra details about your conversations and contacts, helping you create more personalized interactions and simplify your workflows. Think of them as custom fields tailored to your business needs. With Custom Attributes, it’s easier to stay organized and make every interaction more relevant and efficient for your customers.

In this article, we’ll show you how to create, use, and filter data with Custom Attributes to get the most out of your MessageHub experience.

Requirements:

• An active ClickFunnels account

• The MessageHub App.

What Are Custom Attributes?

Custom Attributes are customizable fields you can define to capture key information relevant to your conversations or contacts. For example, you can use attributes to log order IDs in customer conversations or store follow-up dates for ongoing issues.

By using Custom Attributes, you can:

• Keep conversations organized and data-rich.

• Personalize customer support by tracking critical information.

• Simplify filtering and reporting by categorizing conversations or contacts.

How to Create Custom Attributes

1. Navigate to the MessageHub app in the left-side menu in your ClickFunnels Workspace.

2. Go to Chat Settings ⚙ > Custom Attributes in your MessageHub dashboard.

3. Click the Add Attribute button to create a new Custom Attribute.

4. Fill out the form with the following details:

   

   1. Applies To: Choose whether the attribute is for Conversations or Contacts.

   2. Display Name: Enter a clear name for the attribute (e.g., “Order ID”).

   3. Key: Create a unique identifier for the attribute (e.g., order_id).

   4. Description: Optionally describe the purpose of the attribute.

   5. Type: Select the type of data (e.g., Text, List, Date).

5. Click Create to save the attribute once all fields are completed.

Applying Custom Attributes

After creating your custom attributes, you can assign them to conversations or contacts in MessageHub. This ensures your team can log important details directly in the platform for better organization and follow-up.

Applying Attributes to Conversations

1. Open the Conversations tab and select a conversation.

2. The available attributes are displayed in the Contact Attributes section on the right-hand sidebar.

3. Click the pencil/edit icon next to the attribute you want to update.

4. Enter the new value (e.g., add an Order ID or update an Issue Type).

5. Save the entry by clicking the checkmark.

Applying Attributes to Contacts

1. Navigate to the Contacts tab and select a contact.

2. Navigate to the Contact Attributes section where the pre-set attributes are listed.

3. Click the pencil/edit icon next to an attribute (e.g., "Customer ID" or "Account Size").

4. Enter or update the value, then save your changes.

Managing Custom Attributes

You can manage Custom Attributes in MessageHub to keep your workflows optimized and up to date. This includes editing or deleting attributes as your needs evolve.

Editing Custom Attributes

1. Go to Settings > Custom Attributes from the dashboard.

2. Locate the attribute you want to edit under the Conversation or Contact tab.

3. Click the pencil/edit icon next to the attribute.

   

4. Update the Display Name, Key, Description, or Type as needed.

5. Click Update to save your changes.

Deleting Custom Attributes

1. Navigate to Settings > Custom Attributes.

2. Find the attribute you want to delete and click the delete icon next to it.

3. In the confirmation popup, type the name of the attribute to confirm.

4. Click Delete [Attribute Name] to permanently remove the attribute.