Person custom attributes

EARLY ACCESS

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Assign any information to a person profile with Person custom attributes. Create as many custom attributes as you need as long as you keep their names unique.

To access Person custom attributes, go to Customer Profiles → Configuration → Person custom attributes tab.

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Create person custom attributes

Custom attributes provide more specific information related to your customers. Using custom attributes, you can assign any information that is not available out-of-the-box in the standard fields.

It could be a contract ending date, subscription, payment due, or some other data you need to create the desired communication scenario.

To create a custom attribute:

1. Select Create custom attribute.
2. Enter the attribute name and configure its properties.

   The custom attribute names must be unique.

3. Select the attribute type. Once the type is selected, it cannot be changed. The following data types are available:
   • Text
   • Decimal number
   • Whole number
   • True/false
   • Date
   • Date time
4. Save the custom attribute.

The attribute is now visible on the person profile details page and can be used for communication campaigns.

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Create and manage person custom attributes via API

You can also create and manage custom attributes via Customer Profiles API. Use one of the following methods:

• Create a custom attribute (opens in a new tab)
• Get a single custom attribute (opens in a new tab)
• Get a list of custom attributes (opens in a new tab)
• Update custom attribute:
  • Update person (opens in a new tab) - updates the new field, erases other fields if you have not specified them
  • Partial person update (opens in a new tab) - only updates one specific field in a person profile
• Delete a custom attribute (opens in a new tab)

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Search person attributes

Use the search bar to find specific attributes by name.

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Person custom attributes list

The person custom attributes list displays:

• Name - The name of the custom attribute
• Type - The data type of the attribute (text, number, date, boolean, list)
• In use - Number of active Journeys and segments using the custom attribute. Select the number to view details. Note: You cannot delete a custom attribute that is in use.
• Last updated - The timestamp when the attribute was last modified

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Bulk update person attributes

You can update standard and custom attributes in bulk for multiple profiles.

For example, select the segment of customers living in London and update the country to England. The country field is updated for all the profiles in that segment.

You can:

• Update the values of existing attributes
• Reset attributes to a blank value

To bulk update attributes:

1. Select the segment of profiles you want to update.
2. Select the bulk update option.
3. Choose the attributes to update and enter new values.
4. Confirm the update.

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Mask sensitive data

You can protect sensitive information such as credit card or bank account number by masking the attributes in which the data is stored.

The values of masked attributes are displayed as asterisks (*) to all users and in all locations where they are displayed, including:

• Customer Profiles - Persons page, profile attributes, and activity feed

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Delete person custom attributes

To delete a custom attribute:

1. Select the checkbox next to the attribute you want to delete.
2. Select the Delete option.
3. Confirm the deletion.

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