Edit a Member Attribute

You can update a Member Attribute’s configuration to control how it behaves across the Loyalty platform. These settings determine how the Member Attribute is used, displayed, and managed.

Edit Member Attribute Configuration

To edit the configuration options of a 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. On the Member Attributes screen, search for and select the desired Member Attribute (see Search for a Member Attribute for more information on the available search options). The Member Attribute Details screen is displayed.

  3. Select the Settings tab. Check all 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.

  4. Select the Access tab. Check all 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.

Note: The Calculation Rules and Variables tabs are displayed only if this Member Attribute has been designated as a Calculated Attribute. See Create a Calculated Attribute for more information.

Edit Member Attribute Properties

You can also update basic Member Attribute details, such as its name, description, or Data Type.

To edit the properties of a 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. On the Member Attributes screen, search for and select the desired Member Attribute (see Search for a Member Attribute for more information on the available search options). The Member Attribute Details screen is displayed.

  3. Within the header area of the screen, click the Edit icon. The Edit Member Attributes screen is displayed.

  1. Make any necessary changes to the Member Attribute properties. For more details on these properties, see Create a Member Attribute.

  2. Click Save.

If this Member Attribute is Published, you must deploy metadata for the changes to take effect. See Deploy Metadata for more details on this process.