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Custom Attributes

Article ID: 171
Last updated: 13 Mar, 2024

 Custom Attributes

OMNI supports custom attributes other than standard data attributes (a default set of data about your conversations/contacts like Name, Email, Location, etc.). A custom attribute tracks facts about your contacts/conversations. The custom attribute can be anything, e.g.:

  • Subscription plan
  • Subscribed date
  • Signup date
  • Most ordered item
  • Ordered product link
  • Last transaction date

The only difference between custom and standard attributes is standard data attributes automatically get updated.

Custom data attributes are the information you attached to conversation/customers, like how many times they've ordered a product, when they signup, or what plan they're on. So you can set whatever attributes you want to understand your customer/conversation better, and it will all show in OMNI.

Add a new custom attribute

To add a new custom attribute, navigate to the Custom Attributes by clicking on Settings -> Custom Attributes from the sidebar.

custom-attribute-list

Click on Add custom attributes button available on the top right corner of the page, which will open a modal as shown below.

add-custom-attribute

These are the inputs required to create the custom attribute:

Input Description
Applies to Attribute type (Conversation/Contact)
Display name Act as a label while rendering custom attribute
Description Description about the custom attribute
Type Type of data it will store. Currently supports Text, Number, Link, and Date
Key Unique identifier attach to the custom attribute

You cannot create a custom attribute with the same key twice in the account.

Once you enter the details, click on the Create button. If the request is successful, a message "Custom attribute added successfully" will be displayed.

Conversation custom attributes

After creating conversation custom attribute, you will be able to add these attribute to the conversation via conversation sidebar.

add-conversation-attribute

It will open a attribute dropdown selector, then select the attribute that you want to add

add-conversation-attribute

Enter a valid value click on the Create button. If the request is successful, a message "Attribute added successfully" will be displayed.

add-conversation-attribute

Also you could able see the actions like edit/delete/copy by hovering on the attribute.

attribute-actions

Contact custom attributes

After creating contact custom attribute, you will be able to add these attribute to the contact via conversation/contact sidebar.

add-contact-attribute

It will open a attribute dropdown selector, then select the attribute that you want to add

add-contact-attribute

Enter a valid value, click on the Create button. If the request is successful, a message "Attribute added successfully" will be displayed.

add-contact-attribute

Also you could able see the actions like edit/delete/copy by hovering on the attribute.

contact-attribute-actions

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Article ID: 171
Last updated: 13 Mar, 2024
Revision: 1
Views: 393


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