For the complete documentation index, see llms.txt. This page is also available as Markdown.

Custom Attributes (CDP subscription plan only)

Custom Attributes Overview Page

  1. Using: List of custom attributes that are currently in use.

  2. Archive: List of custom attributes that are currently deactivated.

  3. Search Custom Attribute: Enter the display name or attribute key to search existing custom attributes.

  4. Create Custom Attribute: Add a new custom attribute.

  5. Action: Editing, archiving, activating, and deleting the custom attribute.

Create Custom Attribute

  1. Attribute Key:

    1. This should be a unique value. Can contain letters, numbers, and underscores. Also, it is case-sensitive. For example, member_points, member Points.

    2. The attribute key is also used as the header when importing client information as a custom attribute during contact import.

  2. Type: Data type can be text, number, date, date & time, or boolean (Yes / No).

    1. Text: if an information with a combination of text and number, it's suggested to use "text" type.

    2. Date: Please note that the supported formats are “YYYY/MM/DD” or “YYYY-MM-DD”.

    3. Time: Please note that the supported formats are “HH:mm” or “HH:mm:ss”

  3. Display Name: The display name of this custom attribute. This field is optional. If not filled, the attribute key will be used for display.

  4. Description: A description of the purpose of this custom attribute. This field is optional. If not filled, it will be displayed as blank.

Delete Custom Attribute

  • Archive Before Deletion: To delete a custom attribute, you must archive it first. The delete action is only available within the Archive list.

  • System Processing Time: It takes approximately 10 to 15 minutes for the system to fully process the deletion. A notification prompt will appear when you initiate the deletion. Please check back after 10 to 15 minutes to confirm the deletion status.

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