What happens if I change a contact property option?

Last updated: November 1, 2017

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Marketing: Free, Starter, Basic, Pro, Enterprise
Sales: Free, Starter, Professional

When creating a dropdown select, radio select, or multiple checkboxes property, you need to add options, which will be available as property values for your contacts. Before making changes to these options, you should be aware of the impact they will have on any associated assets. 

First, it's important to understand that there are differences between Labels and Internal values for your property options in HubSpot: 

  • Labels are the visible options that appear on your forms and throughout your HubSpot account on contact records and personalized emails and content. For example, in the Persona property, an option's label might be Corporate marketer looking to run better campaigns. If you were to use Persona as a personalization token in an email, the label for the property option would appear in the sent email. 
Personalization Example
  • Internal values are used for storing the data. These are what lists and workflows look for to see if a contact meets the criteria you've set. Internal values are also used with HubSpot APIs and integrations (e.g. Salesforce). In some cases, the label may not match the internal value, especially for default HubSpot properties. For example, the internal value that would correspond to the label in the example above would be persona_5, as shown here. 
Persona Value
It is recommended that you carefully consider your property's options before creating labels and internal values, but there may be times when you need to make adjustments. For consistency, any changes you make to a property option label will also change the corresponding internal value. However, once you manually edit an internal value, the two fields will become independent; changes to the label will not impact the internal value and vice versa going forward. 
Any changes to internal values will impact the lists or workflows using the property as criteria for enrollment and/or branching logic. Therefore, when changing an existing property option that is used in lists and workflows, you'll need to update the list and/or workflow criteria to reflect the new property option value. If the lists and workflows are not updated, contacts will not meet the criteria as expected because the property option no longer exists.

For instructions on editing your custom properties, check out this article

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