Attribute the different fields of your database

Attributes are the different fields that contain characteristics from each contact in your database.

There are three types of database fields: "Normal Attributes", "Transactional Attributes" and "Calculated Values". You can use your attributes for personalizing your emails and using formulas.

First,

  • Go to ContactsSettings.
  • Click on Configure under Contact Attributes & CRM.

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1. Normal attributes

Normal attributes are static values attached to a contact. The most common normal attributes are: first name, last name, zip code or gender.

You can describe your attributes according to the type of value: text, number, category, or value.

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If the value type is "Category", you will have to configure the different possible values, after clicking on the "Settings" button on the right.

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Here, your import file will contain "1" in the  Gender field for Mr and a "4" for Ms.

2. Transactional attributes

Transactional attributes allow you to record transactions relating to an individual. The best example is the financial transaction: You can save a sales order. Each customer order has its own characteristics, for example: ID, value and date of the order.

You need to define an ID for each transaction. When adding the ID, you need to assign the type "ID".

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3. Calculated values

Calculated values are calculated with the data you provided in Normal and Transactional attributes.

For example, you can calculate the revenue generated by each contact.

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When you click on the calculator on the right, you can input your calculation formula. For more information on the use of formulas, see our article: Formulas.