Attributes are the different fields that contain characteristics from each contact in your database.
- Go to Contacts > Settings.
- Click on Configure under Contact Attributes & CRM.
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.
If the value type is "Category", you will have to configure the different possible values, after clicking on the "Settings" button on the right.
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".
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.
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.