Member Attributes

Search

The search feature allows you to search for a specified text string anywhere within the following Member Attribute fields: Name, Internal Name, Data Type, Source, or Category name.

1. Optionally, in the search field near the top of Member Attributes screen, enter the desired text string.

2. Press Enter, or click the search button (magnifying glass icon).

3. The Member Attributes screen is refreshed to show only the Member Attributes that meet your search criteria.

4. To remove all search criteria, click the remove button ("X" icon).

Sort

The "Sort" drop-down menu allows you to sort the Member Attributes on a variety of different fields. To sort the list of Member Attributes, select the desired sort option from this menu.  

• Name (default)

• Created Date

• Updated Date

Navigation

Once you've found the desired Attribute, you can navigate to the following other screens:

• Click the desired Attribute to navigate to the Member Attribute Details screen.

To create a new Attribute:

1. Enter the Display Name value for the new Attribute.

2. From the drop-down menu, select the data type:

• Boolean: Used for fields that allow only two possible values, such as yes / no or true / false. 

• Date: Used to store a calendar date.

• Decimal: Used to store numeric data, with both a precision (total number of digits) and a scale (number of digits to the right of the decimal point). 

• Email: Used to store a Member's email address. This attribute is used to contact Members when sending Email Messages. 

• Integer: Used to store numeric data (with no decimals). 

• Phone: Used to store a Member's mobile phone number. This attribute is used to contact Members when sending SMS Text Messages.

• String: Used to store text. 

• DateTime: Used for values that contain both date and time components. 

• URL: Used to store website URLs.

• Table: Used to store a result set. 

• List of String: Used to store multiple string values in the same field. 

3. Click create to display the Edit Member Attribute pop-up window.

4. The "Name" field is populated with the value you entered above; optionally edit this value.

5. The Internal Name is automatically populated based on the Display Name value. This field is uneditable by default. To edit the Internal Name, check edit internal name. A confirmation dialog box is displayed; click ok. Edit the Internal Name value.

6. In the "Description" field, optionally enter a description of the Attribute.

7. The "Type" menu is populated with the data type you selected above; optionally edit this value.

8. The "Domain" field allows you to define a set of valid values that will be accepted in this Attribute. Optionally enter one or more values (separated by commas) in this field.

9. Optionally, in the "Default Value" field, enter a default value for this Attribute. 

10. Optionally, click into the "Categories" field and select a Category to assign to this Attribute. Member Attribute Categories are used to organize Attributes into groups. Repeat this step as needed.

11. Optionally, click into the "Tags" field and select a tag value to assign to this field. Repeat this step as needed. 

12. Check calculated if this attribute is a Calculated Attribute. See below for more details on Calculated Attributes.  

13. Click save. 

To make your new Attribute available, it must have a Status of Published, and you must deploy metadata; see below for details.

 

Subscription Fields are a special type of Attribute used to manage a consumer's eligibility to be contacted in a marketing campaign. To create a new Subscription Field:

1. Enter the Display Name value for the new Subscription Field.

2. From the drop-down menu, select Boolean.

3. Click create to display the Edit Member Attribute pop-up window.

4. The "Name" field is populated with the value you entered above; optionally edit this value.

5. The Internal Name is automatically populated based on the Display Name value. This field is uneditable by default. To edit the Internal Name, check edit internal name. A confirmation dialog box is displayed; click ok. Edit the Internal Name value.

6. In the "Description" field, optionally enter a description of the Subscription Field.

7. The "Domain" field allows you to define a set of valid values that will be accepted in this Subscription Field. Optionally enter one or more values (separated by commas) in this field.

8. Optionally, in the "Default Value" field, enter a default value for this Attribute.

9. Click into the "Categories" field, and select "Message Subscriptions" from the list of Member Attribute Categories. "Message Subscriptions" is a special Category reserved for Subscription Fields. 

10. Optionally, click into the "Tags" field and select a tag value to assign to this field. Repeat this step as needed. 

11. Check calculated if this is a Calculated Attribute. See below for more details on Calculated Attributes.

12. Click save.

To make your new Subscription Field available, it must have a Status of Published, and you must deploy metadata; see below for details.

 

To view or edit the details of an Attribute:

1. Search and / or sort the Member Attribute screen as described above.

2. Click the desired Attribute. The Member Attribute Details screen is displayed.

 

This capability is applicable to any client who has a custom attribute for SMS. The outcome is that a member can subscribe to push notifications based on the customer’s custom attribute.

 

Configure the Custom Member Attribute

For email and SMS messages, you must configure the Message Subscriptions category for the custom member attribute in order for the attribute to be available in the Message Subscription list for Push Messages.

1. Go to Programs > Member Attributes to add or edit a custom member attribute.

2. Under Edit Member Attribute, add Message Subscriptions under Categories. Click Save when done.                     

3. Note that Members can only view items marked Published. Anything designated as Draft or Archive will not be visible. 

 

Configure Message Subscription Attributes for Push

1. Navigate to Admin > Access > Client Applications in the marketing console.

2. Click into either the Default record or the custom Client Application record used by program's mobile app(s).

3. Click on Edit to edit the Message Subscription Attributes. So long as you have configured your category, you will see your custom attribute in the Member Attribute drop-down.

4. Select and add your new attribute from the drop-down, such as Suspend Push or Suspend Email, e.g.

5. Click Save.

 

Deploy Program Metadata

Important: Prior to performing the steps below, you should click on Compare Versions to compare differences to ensure you are not deploying some feature that is not ready to go live.

• Go to Programs > Deployments and click Validate Current Metadata. 
• After validating, you will deploy by clicking on Deploy New Version.  

After you've created or edited a Member Attribute, you must deploy metadata.

1. Within the Loyalty navigation menu, select Program > Deployments.

2. Click deploy new version. The "New Program Version" pop-up window is displayed.

3. In the "Version" field, enter a deployment version. The best practice is to increment the previous version number, which is displayed in the Program Versions log.

4. In the "Note" field, enter a description of this version.

5. Click create & deploy metadata.

6. A confirmation dialog box is displayed; click confirm.

7. If the deployment was successful, you'll see a message that says, "Metadata has been deployed."

8. Click close.