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 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 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 in what situations and through what means can these attributes be employed? 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 where to find your created system and custom attributes? 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 support\@engati com