In Papo (https://papo.global/), you create custom attributes like "product of interest" or "funnel stage", fill in these fields in each contact's profile, and save filters as dynamic segments. These segments update automatically and serve as target audiences in the Dispatcher (WhatsApp campaigns) and Email Marketing — without exporting spreadsheets or redoing the same search manually.
Custom attributes transform Papo's CRM into a database tailored to your business. Instead of relying only on name, email, and phone, you record information that explains the lead's behavior and timing. As a result, the right message reaches the right person at the right stage.
Process summary
| Step | Action | Practical result |
|---|---|---|
| 1. Plan attributes | Define fields like "product of interest", "funnel stage", or "last purchase date" | Database aligned with your funnel |
| 2. Create attributes | Enter a descriptive name and choose the type: text, number, date, or list | Fields ready in the contact's profile |
| 3. Populate data | Fill in manually, via automation Flows, or through integrations | Enriched profiles for advanced filters |
| 4. Create dynamic segment | Filter contacts by attribute and save the filter | List always updated with contacts that meet the criteria |
| 5. Send campaign | Select the segment in the Dispatcher or Email Marketing | Targeted communication by interest or stage |
Why use custom attributes for campaigns
Custom attributes store structured and specific data, unlike tags, which serve to indicate a quick status. While a tag like "Hot Lead" merely groups contacts, an attribute like "product of interest" allows you to filter, combine, and create more precise rules.
Practical examples of attributes that improve campaigns:
- E-commerce: category of interest, last purchase date, total spent.
- SaaS: subscribed plan, subscription start date, number of users.
- Education: enrolled course, student status, completion date.
- B2B: contact's job title, company size, market segment.
With this data, you can separate, for example, all contacts interested in a specific product who are still at the "quote sent" stage — and send a follow-up campaign only to them.
How to create and populate custom attributes
Attributes are created in Papo's settings area. The path used in the platform is Settings → Custom Attributes.
Main steps:
- Plan the attributes. Before creating fields, define which information really helps with segmentation. Ask: what data would make my campaigns speak to the right person? Start with a few essential attributes.
- Create the attribute. Enter a descriptive name, such as "Product of Interest", and choose the field type:
- Text: for open information, such as job title or city.
- Number: for numeric values, such as age or order number.
- Date: to record dates, such as birth date or due date.
- List: for predefined options, such as the stages "New", "In progress", "Proposal", "Closed".
- Populate the data. The attribute only generates value when it is filled in. You can:
- Fill in manually in the contact's profile.
- Use a Flow to ask the customer and save the answer automatically.
- Send data from external systems, such as ERP or e-commerce platform, through integrations or webhooks.
How to create a segment by interest
After creating and populating the attributes, go to Papo's contact list and use the filters to combine criteria. For example:
- "Product of Interest" equals "Gold Plan"
- And "Funnel Stage" equals "Proposal sent"
The list is updated in real time with contacts that meet both criteria. When the view is correct, save the filter as a segment with a clear name, such as "Interested in Gold Plan – Proposal sent". The segment becomes accessible for use in campaigns and continues to update itself.
How to use the segment in targeted campaigns
WhatsApp (Dispatcher)
When setting up a bulk send, select the inbox, choose the saved segment as the audience, and define the message. To start conversations on WhatsApp, Papo uses a Message Template (HSM) approved by Meta, especially for contacts outside the 24-hour window. The text can include variables such as the contact's name.
Before sending, the platform requests confirmations of best practices: do not send spam, do not use purchased lists, and have contacts' opt-in. This is mandatory and helps protect your number's reputation.
Email Marketing
The segment can also be selected as an audience in the Email Marketing module. This way, you send a sequence or a one-off campaign to the same audience that was already filtered by interest or stage, keeping communication consistent across channels.
Who this strategy makes sense for
- Sales teams that need to prioritize contacts by product of interest or funnel stage.
- Marketing that wants WhatsApp and email campaigns with lists that don't age quickly.
- B2B or B2C operations that already collect data in spreadsheets and want to centralize and automate segmentation in the CRM.
- Teams handling high volume that need precise follow-up without exporting and importing lists.
Frequently asked questions
Can I create custom attributes from scratch?
Yes. In Papo, you create the fields in Settings → Custom Attributes, define the name, and choose the data type: text, number, date, or list.
What is the difference between a custom attribute and a tag?
Tags indicate a quick status, such as "Hot Lead" or "VIP Customer". Attributes store structured information, such as "subscribed plan" or "last purchase date", and allow for more advanced filters and combinations.
How to fill in attributes without typing one by one?
You can use automation Flows to collect answers from the contact themselves and save them to the attribute. You can also integrate external systems, such as ERP or e-commerce, to send data automatically to Papo.
Do I need an approved template to send WhatsApp messages?
Yes. To start a conversation outside the 24-hour window, Papo uses a Message Template (HSM) approved by Meta. You also need to confirm that contacts have opted in and that the list is not purchased.
Can I use custom attributes in email campaigns?
Yes. After creating the segment based on the attributes, select that segment as the audience in Papo's Email Marketing.
Do segments with attributes update themselves?
Yes. Segments are dynamic: contacts that start meeting the criteria enter automatically, and those that no longer meet them leave, without manual maintenance.
Read also
- How to create and use lead source tags in Papo's CRM
- How to manage your contacts in Papo's CRM: search, creation, and update
Start for free and segment your contacts by interest →
You can start for free and validate the creation of attributes, segments, and campaigns before scaling your operation.