Release Note
New Release: Custom Attributes for Orders
You can now apply Custom Attributes to orders. This update means you can tag orders with custom data — just like you already do with customer profiles!
Use cases include:
- Flagging orders with special conditions (e.g. “gift”, “VIP”, “bulk”)
- Syncing Point of Sale (POS) data into Solve for deeper segmentation and analysis
- Powering segmented audiences by syncing custom order attributes to the customer profile - for example, if an order includes a custom attribute like
birthday: true
, the customer can be tagged accordingly and targeted with birthday-related email marketing.
Getting Started
- Upload a CSV with the id column and your custom fields (e.g.
custom_channel
,custom_discount_applied
). - Add all of the order ids that you want to add custom attributes for as rows.
- Add your custom attribute data.
A profiles CSV with custom attributes will look like this:
email | custom_segment | custom_mailing | custom_last_updated_at |
benjamin@example.com | BLVD2 | true | 2021-01-23 24:25:26 |
marissa@example.com | WCAT | false | 2021-01-23 21:32:01 |
An orders CSV with custom attributes will look like this:
id | custom_groupA | custom_URL | custom_shade |
1111111 | true | www.solve.io | brown |
22222 | false | www.abc.com | orange |
- Upload this CSV into Solve’s updater
💡 Tip: Reach out to your Customer Success Manager on how you can make the most out of custom attributes