Using Focus3

Contact Attributes

Overview

• Contact Attributes allow Users to store custom Contact information, such as a contact's preferences, interests, etc. For example, Contact Attributes could be used to record Contact responses to survey or profile questions regarding product and lifestyle interests or demographic information.
• An Attribute Group is a set of common Attributes that may be given a name. (ex. Activities of Interest)
• An Attribute is a specific label that refers to an aspect of a Contact. (ex. Golf) The values for an attribute may be optional or required and may be presented in a variety of formats:
• Text (custom text area)
• Select Multiple (preset multi-select menu)
• Select One (preset drop-down menu)
• Yes/No (checkbox)
• Contact Attribute values may be inserted by a Focus3 User or by a secure Web Service from an external application (ex. web site contact form).
• Attribute values are stored on a Contact when submitted and are un-editable by Users.
• Contact Attribute values are intended to be a snapshot of a Contact's information at a given point in time.
• Contact Attribute Groups may be submitted multiple times as desired.
• Users must have the "Manage Contact Attributes" Permission to manage Attribute Groups and Attributes.
• Users with the ability to manage/edit a Contact may submit Attribute values for the Contact as desired.

Related Tasks

• To add an Attribute Group:
1. Admin > Custom Contact Attributes
2. Click on a Name or Add Attribute Group
3. Enter required information.
4. Click the "Save" button.
• To add an Attribute:
  1. Admin > Custom Contact Attributes
  2. Click on a Name.
  3. Click on Add Attribute.
  4. Enter required information.
  5. Click the "Save" button.
• To manually add Attribute values to a Contact:
  1. Navigate to the desired Contact's Contact Summary page.
  2. Click on the Attributes tab.
  3. Click the "Add Attribute Group" link in the Attribute Group section bar.
  4. Select the desired Attribute Group from the drop-down menu.
  5. Enter information into the form as desired.
  6. Click the "Save" button.
• To view values for Attribute Groups that have been previously submitted:
  1. Navigate to the desired Contact's Contact Summary page.
  2. Click on the Attributes tab.
  3. Click on the Date/Time Added or Attribute Group Name value for the desired Attribute Group.
• See Web Services for directions on how to insert Attribute Values from an external application, such as a web site contact form, via a Web Service.

Field Descriptions

• Attribute Groups
• Attribute Group ID
• System-generated value.
• Unique Attribute Group identifier. (ex. 30b63484-cf9f-4554-a734-c15c810d07de)
• Name
• Required text field.
• Attribute Group name. (ex. Web Survey)
• Active
• Required drop-down value.
• Attribute Group status. (ex. "Yes" or "No")
• Attributes
• Attribute ID
• System-generated value.
• Unique Attribute identifier. (ex. 30b63484-cf9f-4554-a734-c15c810d07de)
• Name
• Required text field.
• Attribute name. (ex. Cost Range)
• Type
• Required drop-down value.
• Indicates the type of value:
• Text (custom text area) (ex. He likes it very much!)
• Select Multiple (preset multi-select menu) (ex. East, Central, West)
• Select One (preset drop-down menu) (ex. Less than 2, 2-5, 6 or More)
• Yes/No (checkbox) (ex. Yes, No)
• Required
• Required drop-down value.
• Indicates if value is required or optional when submitted. (ex. "Yes" or "No")