Custom Attributes
Custom Attributes enable you to define and apply extra data fields to your customer profiles or orders. You can use this to tag groups of customers exhibiting particular behaviors and then use Solve Audiences in order to target these groups with personalized marketing. Custom attributes can also be used to consolidate and integrate data across other marketing or analytics platforms into Solve to be queried and actioned.
Getting Started
To add a custom attributes to customer profiles or orders, follow the steps outlined below:
- Create a new CSV. Create a column for ‘email’ (profiles) or ‘id’ (orders) as the primary identifying column.
- Add all of the respective emails or ids that you want to add custom attributes for.
- For each custom attribute that you want to add, add a column and prepend the name of the column with ‘custom_’ followed by the name of the custom attribute. Then add the relevant data per row within that column.
For a spreadsheet adding the custom attributes segment, mailing and last_updated_at for profiles it should look like so:
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 |
nina@example.com | QWERT | false | 2021-06-22 03:58:56 |
For a spreadsheet adding the custom attributes groupA, URL, shade for orders it should look like so:
id | custom_groupA | custom_URL | custom_shade |
1111111 | true | www.solve.io | brown |
22222 | false | www.abc.com | orange |
33333 | true | www.msn.com | yellow |
- Upload this CSV into the updater following these instructions
Klaviyo Audience
Ask your Customer Success Manager about adding Klayvio audiences segmented by custom attributes.
Querying Custom Attributes
To query by a custom attribute to be a specific value, run the following on Amazon Athena:
SELECT
email, first_name, last_name,
JSON_EXTRACT_SCALAR(JSON_PARSE(custom_attributes), '$.AttributeName')
FROM profiles
WHERE lower(JSON_EXTRACT_SCALAR(JSON_PARSE(custom_attributes), '$.AttributeName')) = 'true'Note: The importer will change the custom attribute name added to lowercase.
Frequently Asked Questions
I have imported in my custom attributes, but have not been able to query them. What’s going on?
Once you import your data, it will refresh your data on a schedule at 8am UTC before being available.
I want to import custom attributes onto my orders, how can I do this?
Contact your Customer Success Manager about the steps you can take to do this.