System And Custom Attributes
In the world of data and organization, we often encounter two types of attributes—System Attributes and Custom Attributes. Let's break down what each of these means in simpler terms.
System attributes are like built-in features in a system or software that automatically capture specific information without you having to do anything. It's like having a magic assistant that knows certain things without you telling them. A real-life example could be the timestamp on your messages – it's automatically there without you manually adding it.
By referring the downloaded xlsx.csv file from the portal we can conclude that:
- In the downloaded xlsx/csv file, system attributes include first_name, last_name, username, and city.
- When creating system attributes, it's important to note that spaces between two words should be replaced with underscores. This ensures proper formatting and accuracy in data representation.
For instance, if using the attribute "first name," it should be written as "first_name" to maintain consistency and avoid potential errors in data processing.
Note : Ensure to prefix your system attribute calls with "User. "
Custom attributes are details that you choose to add based on your unique needs. Think of them like personal notes you add to your magic notebook. For instance, in a retail setting, you might want to keep track of a customer's preferred category or loyalty status. These are custom attributes you decide to include.
By referring the downloaded xlsx.csv file from the portal we can conclude that:
- Custom attributes are defined by pairs of attribute names and types, separated by a pipeline (||).
For instance, "product_name" is a custom attribute of type TEXT, and "age" is a custom attribute of type NUMBER.
- It's crucial to note that when creating a custom attribute, the attribute name must always be distinct and separated by a pipeline (||), followed by the attribute type (e.g., TEXT or NUMBER).
Note : Additionally, the attribute type should be explicitly stated. If an attribute lacks the pipeline separator, it will be categorized as a system attribute. This distinction ensures clear identification and proper handling of custom attributes within your data files.
System and custom attributes are integral in customizing information for specific business scenarios. The essential header, phone_no, serves as a cornerstone for diverse permutations and combinations with other attributes, catering to the distinctive requirements of your business.
Use Case: Retail Customer Interaction
Now, let's delve into scenarios within a retail setting where system and custom attributes, along with the mandatory header (phone_no), become powerful tools.
Scenario 1: Personalized Discounts
- System Attribute: purchase_history
- Custom Attribute: preferred_category||TEXT
How to Use:
- The system attribute (purchase_history) automatically tracks a customer's purchases.
- The custom attribute (preferred_category||TEXT) identifies their favorite product type.
- Combining these enables you to offer personalized discounts on products in their preferred category based on their purchase history.
Scenario 2: Targeted Promotions
- System Attribute: location
- Custom Attribute: promotion_engagement||TEXT
How to Use:
- The system attribute (location) tracks where customers usually shop.
- The custom attribute (promotion_engagement||TEXT) notes if they engage with promotions.
- By combining these, you can send targeted promotions to customers in specific locations who have previously engaged with promotions.
Scenario 3: Loyalty Program
- System Attribute: points_earned
- Custom Attribute: membership_level||NUMBER
How to Use:
- The system attribute (points_earned) automatically tracks loyalty points.
- The custom attribute (membership_level) categorizes customers into loyalty program levels.
- Combining these allows you to customize loyalty program perks based on a customer's earned points and membership level.
To view the attributes you created in your uploaded contact list, navigate to Configure > Attributes > System/Custom.
If you face any issues or queries please reach out to us at [email protected]