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Attributes

Segment your data to target personalized communication

Updated over 5 months ago

Attributes are the best way to segment individuals or products within the platform.

For an individual profile, attributes allow you to capture any type of data, which may not be an existing data field in the CRM and assign it to the person's profile, which can later be used in segmentation, marketing or reporting.

For products, it allows you to create additional variations and data segmentation, which can be used for reporting.

The benefits of using attributes are:

  • Segment people into groups

  • Combine attributes to build groups (e.g. people who do x and like y)

  • Leverage triggers to activate marketing campaigns

  • Send newsletters and text messages directly to tagged people


Create and Manage Product Attributes

How to create an attribute

  1. Click on company dropdown menu in the top left corner.

  2. Navigate to Tagging and click Setup New Attribute.

3. Under the Usage dropdown, you will choose where your new attribute will be used. If you would like it to be used over multiple parts of the platform, you will need to create multiple attributes, each with a different Usage.

4. In the Field Type dropdown, you will specify how you would like the data to be displayed or inputted. For example, do you want the attribute to come from a specified list (radio button single selection, dropdown single selection or checkbox multiple selections) or should it include free text (short textbox input or long textbox input).

5. In the Attribute Lable field, type what you would like to call this attribute.

6. If you have chosen a Field Type that requires options, including the options in the box under "List the Accepted Responses:" Each option should be on its own line.

7, You will have the option to fill out the Advanced Options. They are:

Assign to a Category: Choose a category for your attributes so they only display when in the respective category. If you want the attribute to apply to all categories, leave it as "No Category".

Group Data: This is an internal field that you can use to group your attributes. If you add the same word here across multiple attributes, they will be grouped together in the PeopleVine software.

Order: The number you put in this field will affect the order an attribute shows up on your website for filtering.

Enter Placeholder: Any text typed into this field will be displayed in the textbox for your attribute as an example.

Help Text: Any text typed into this field will be displayed below an attribute to help people understand what it is.

Set Attribute as Searchable: By turning this on, members who are on your e-commerce site will be able to search for the values of these attributes.

Allow Item Owner to Edit this Attribute: By turning this on, whoever created this attribute will be able to make edits to it in the future.

8. Once you are satisfied with all of your settings, click Create.

How to manage an attribute

  1. Click on your company name in the top left corner.

2. Navigate to Tagging and click Manage Attributes

3. Locate the attribute you would like to edit and click edit on the right.

4. Adjust the settings of the attribute.

5. Once you are satisfied with your changes, click Update Attribute.

How to delete an attribute

  1. Click on your company name in the top left corner.

2. Navigate to Tagging and click Manage Attributes

3. Locate the attribute you would like to make featured and click delete on the right.

How to assign attributes to your products

  1. Click Sell in the toolbar.

2. Navigate to Products and click on Manage Products.

3. Find the product you would like to assign an attribute to. Click the tag button on the right.

4. Scroll down to the attributes section. Click Assign Attribute.

Find the attribute you would like to assign, and click the assign button on the right.

Select the values you want to assign to the product and click assign.

You should now see the attribute you assigned in the list.

How to Remove an Attribute from a Product

  1. Follow Steps 1 - 3 in Add Attributes to Your Products.

  2. Find the attribute you would like to delete and click Remove.

Create and Manage People Attributes

How to automatically assign attributes

Applications and surveys can be used to capture data automatically as users fill them out. When creating surveys or applications, make sure that you take advantage of this feature so you can capture additional and important data about your audience so that you can better serve them.

Attributes allow you to create data and segmentation on data that is important to your business and may not existing in Peoplevines native CRM. Additional information such as industry, school, earning band, other associations or food & beverage interests will help you to better target your audience with relevant information and curate member and guest experiences by known data.

To find out more on how to do this. See here for how to build surveys and applications

How to manually add an attribute to a person

  1. Search for the person you would like to tag with an attribute and click on their record.

  2. Click on Tag Attribute.

  3. Under Tag Attribute add in the name of the attribute. For example, you may add "Alma Mater" if you want to know what your member's universities.

  4. Under Value, add the value for this particular member. For example, if your member went to Harvard, you would type Harvard into this field.

  5. Click Assign Attribute. You should now see the attribute on the left-hand column for your member.

How to edit an attribute on a person

  1. Search for the person you would like to edit attributes for.

2. Scroll down on the left-hand column until you see the Attributes section.

3. Click the pencil icon next to the Attribute you would like to edit.

4. Make the changes you wish to make.

5. Once you are satisfied, click Update Attribute.

How to delete an attribute on a person

  1. Click the Delete button.

How to highlight important attribute groups

You can bring certain attributes to the top by prefixing it with ### (3 hashtag symbols). This will bring them to the top and feature them for quick access.

Do you have attributes that need to be at the top of the page? Simply prefix it with ### (3 hashtags) and we will move it to the top as well as flag it with a star or asterisk (*) to signify its importance. When doing this, this data will also display on other secondary interfaces like the POX or a Point of Sale integration.

And then throughout the platform you will see it with an asterisk


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Reporting

How to import and manage attributes:

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