Managing Custom Contact Attributes

Attributes serve as the essential building blocks of your customer data, allowing you to capture specific, structured details that go far beyond standard names or email addresses. This lesson covers how to create custom data fields tailored to your brand goals, define descriptive internal parameters, and pull those fields directly into your customer-facing layouts.

Key Takeaways

• Data Beyond the Basics: Attributes function as highly customizable data slots designed to fit your unique business model. They empower you to record anything from operational data (like license plates) to highly personal preferences (like a favorite coffee order or a pet’s birthday), giving you the fuel to build hyper-targeted reward segments.

• Diverse Data Frameworks: The system accommodates a massive variety of data formats depending on what you want to track. Available field types include direct URLs, dates, decimal numbers, license plate patterns, file/media uploads, or structured single-select and multi-select menus.

• Documenting for Your Team: When structuring a new attribute, utilizing the description text field is a highly recommended operational best practice. While this text remains completely hidden from your customers, it provides vital context for your internal colleagues and staff when managing a shared account.

• Structuring Unbiased Scales: When creating a numerical scoring system (such as a 1–5 customer satisfaction metric using a "Select" attribute), you can manually input your values (e.g., 1=Bad, 3=Fair, 5=Excellent). While the system allows you to assign a default pre-selected midpoint, leaving default selections turned off is highly advised to prevent biasing or accidentally influencing your guests' true responses.

• Granular Accountability Logs: Scrolling to the bottom of any individual attribute profile provides an active version history ledger alongside a complete team activity feed. This transparency makes it easy to review structural configuration changes over time or safely delete obsolete data tracks.

• Seamless Drag-and-Drop Form Deployment: Capturing your newly created attributes is as simple as dropping them into an active user interface. By navigating to CRM > Forms and opening a workspace, you can click the Attributes blocks sidebar to find your fresh creation and instantly drag it into the live form layout.

Dashboard Checklist

1. Navigate to CRM > Contacts and click Manage attributes in the top right corner (or go to Settings > Attributes via the left nav).

2. Click Add attribute, type in your tracking name (e.g., Tell us how we did), select your preferred data layout (such as Select), and hit Create.

3. Write a clear internal summary in the Description box and click Update to align your team.

4. Add your individual criteria rows one by one (e.g., scaling options from 1 to 5), ensuring the default selection boxes remain unchecked to preserve clean data.

5. Head over to CRM > Forms, choose a layout template, and click Edit form.

6. Access the Attributes menu in the right-hand panel, drag your custom data block directly into the live canvas, toggle whether filling it out is mandatory, and click Save changes.