Customer attributes are used to store information about your customers and better describe your customer base for more accurate and targeted campaign creation. Because organizations that use Connect will vary, the information needed to be captured against the customer record will also vary. For this reason, Connect allows you to define the attributes that best apply to your business and define your customer base.
Many customer attributes are defined in the Connect baseline installation (e.g. email client types, customer gender). Connect allows you to define other attributes in Connect against the customer such as the lead source of the customer, Customer ID number from another downstream or legacy system. You will require permissions to create new customer attribute entities. Contact your System Administrator for assistance if you need help with pre-defined attributes.
Once the attribute entity is created for the customer, attributes are used to define audience or segment filters in the campaign segmentation model. They are also used to define tracking criteria for reports and associations with customers. The attributes you define are stored in the Attribute Master table in the database Note that specific attributes can be loaded into the database.
From the Attributes screen you can edit existing attributes or create new ones.
- Attribute Name: Unique name for the attribute
- Attribute Data Type: The data type for the attribute, be it String, Number, Date, or Single Character.
- Bounded: Indicates whether the attribute is bound to a set list of fixed values (e.g. eye color of 'Blue', 'Brown', 'Green', 'Hazel') or not bound allowing the user to enter any value they wish. Attributes should be bound to a list of values if particular values will be used for reporting or targeting.
- Action: Action icons allowing the user to edit or delete the attribute
