Create a New Member Attribute

A Member Attribute stores specific information about each Member in your loyalty program, such as preferences, demographics, or engagement data. The platform includes a wide range of default System Attributes applicable to many client loyalty programs. You can also create custom Member Attributes to capture information unique to your brand and business needs.

To create a new Member Attribute:

  1. Select Program from the top navigation bar, then select Member Attributes from the side navigation menu. The Member Attributes screen is displayed.

  2. In the Display Name field, enter a name for the new Member Attribute.

  3. From the Data Type drop-down menu, select the Attribute's Data Type.

  1. Click Create. The Edit Member Attribute pop-up window is displayed.

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

  2. The Internal Name is automatically populated based on the Display Name value. This field is not editable by default. To edit the Internal Name, check Edit Internal Name. A confirmation dialog box is displayed; click Ok. Edit the Internal Name value.

  3. Optionally, in the Description field, enter a description of this item.

  4. The Type drop-down menu is populated with the Data Type you selected above; optionally select a different Data Type.

  5. The Domain field allows you to optionally define a set of valid values that can be accepted in this Attribute. Provide the valid values using either of the following methods:

    • In the Domain field, enter one or more values (separated by commas).

    • Click Configure as Key / Value Options. The Edit Member Attribute Options pop-up window is displayed. Enter the display name and internal name of a value, then click Save. Repeat this step as needed to define additional values. To delete a value, click the Delete icon next to it. Or, to delete all entered values, click Reset. When finished, click the back button to return to the Edit Member Attribute pop-up window.

  6. Optionally, in the Default Value field, enter the default value for this Member Attribute. Or, if you entered Domain values above, select the default value from the list of valid Domain values.

  7. Member Attribute Categories are used to organize Attributes into groups on the Member Profile screen. Optionally, to assign this Member Attribute to one or more Member Attribute Categories, select them from the Categories drop-down menu. For more information, see Getting Started with Member Attribute Categories.

Note: If you intend to use this Attribute to manage a recipient's eligibility to be contacted, select the Message Subscriptions Category. Message Subscriptions is a special Member Attribute Category reserved for Subscription Fields. 

  1. Tags are used to help organize objects within the platform. Member Attributes can be searched by Tag from the Member Attributes screen. To reuse an existing Tag, begin typing all or part of the Tag name, and select it. You can also type in a new Tag value.

  2. Optionally, to designate this new Attribute as a Calculated Attribute, check Calculated. For more information, see Create a Calculated Attribute.

  3. Click Save. The Member Attribute Details screen is displayed.

  4. Select the Settings tab. Check the following options that apply:

    • Business Unit Specific: Allows different values for each Business Unit.

    • Read-only: Prevents modification of the Member Attribute value.

    • Required: Ensures the Member Attribute must be populated.

    • Write Once: Allows the Member Attribute to be set only once, after which it becomes read-only.

    • Static: Prevents the calculated value from expiring (relevant for Calculated Attributes only).

    Note: The Real-Time Personalization (RTP) feature has been deprecated; the RTP Read-only check box should be left unchecked.

Note: The remaining options on the Settings tab are enabled only if this Attribute is a Calculated Attribute. See Create a Calculated Attribute for more details.

  1. Select the Access tab. Check the following options that apply:

    • Member API Enabled: Makes the Member Attribute available through platform APIs. Enable this only if necessary; adding unnecessary Attributes to API payloads can affect performance.

    • Masked Attribute: Hides the Member Attribute's value from Customer Service Representatives (CSRs) on the Member Profile screen.

    • Include in CSR Screen: Displays the Member Attribute to CSRs on the Member Profile screen.

    • Use as Dimension in People Explorer: Allows the Member Attribute to be used as a reporting dimension in People Explorer.

    Note: The Real-Time Personalization (RTP) feature has been deprecated; the RTP API Enabled check box should be left unchecked.

To make your new Attribute available for use in your account, you must first publish it (see Publish a Member Attribute for details), and then deploy metadata (see Deploy Metadata for details).