Summary

• Leverage loyalty members’ additional information from other channels in your Loyalty program design by adding extended attributes. 
• Extended Attributes allow administrators to create additional data fields for the loyalty Members, Products, Orders, Actions, Rewards and Stores where you can capture more information about each. The User Attributes are accessible in the Members Report, the Product Attributes are available in Product Catalog Management, the added Order Attributes are available in the Order Report, the Action Attributes are accessible in the Action Rules, specifically for Non-Purchase Actions the Reward Attributes are available in the Rewards and the Store Attributes are accessible in the Store ( In the Options section). The Extended Attributes vary from client to client.

Navigation: Products >Additional Loyalty Settings

Navigation: Additional Loyalty Settings > Extended Attributes

Configuration

Extended Attributes enable the administrator to create, view, and manage additional Members, Products, Orders, and Actions data associated with the loyalty program. There are four types of attributes:

• User Attributes
• Product Attributes
• Order Attributes
• Action Extended Attributes
• Rewards Attributes
• Store Attributes
• Campaign Attributes

User Attributes

Site administrators can create/edit attributes for the members as required. The image displays the list of the attributes created on a specific site.

Configuring User Attributes

1. Add User Attributes: Create new attributes as shown in the following image. To create a new attribute, enter the name of the attribute, select a data type from the drop-down list, and select the field as per the requirement as Mandatory or Optional.
   

If the Mandatory option is selected, the Default value for the existing records option appears, if the user provides the value, the system applies the default value to all the existing user profiles. However, going forward, the new values can be captured for the Members.

2. Search: Allows administrators to search for Member Attributes from the list.
3. Edit: Administrators can edit the name of the attribute and the field (Mandatory or Optional). The data type cannot be edited once selected when creating the attributes.
4. Log: The attribute log provides details of the attributes. The log information is displayed as listed below:
   • Date: Displays the date on which attributes were created or modified.
   • Admin Email: Displays the email ID of the administrator.
   • Original: Displays the value before the modification.
   • Updated: Displays the updated modified value.

The created User Attributes in the Extended Attributes section are used or accessed in the Members Report section. The Add New Member or Edit Member functionalities within the Members Report allow you to include or modify User Attribute values for individual members.

Product Attributes

Product Attributes define the characteristics of a particular product and will affect customers' purchase decisions. Currently, we have four predefined Product Attributes i.e. UPC, MPN, GTIN, and Brand ID where you can capture the additional Product information.

Configuring Product Attributes

In the Product Attributes section of a Product Catalog Management system, the user can add the values of Product Attributes.

Order Attributes

Order Attributes enable administrators to describe an aspect of an order uniquely. Depending on the attribute definition, an administrator can enter values for the attribute.

Configuring Order Attributes

1. Add Order Attribute: Administrators can add new Order Attributes. To create a new attribute, enter the name of the attribute, select a data type from the drop-down list, and select the field as per the requirement as Mandatory or Optional.
   
2. If the Mandatory option is selected, the mandatory Order Attribute is added to the sample template CSV in bulk order upload, and the user downloads the latest sample file for bulk Order upload.
   
3. Search: Using the search option, administrators can search the Order Attributes from the list.
4. Edit: Administrators can edit the name of the attribute and the field (Mandatory or Optional). The data type cannot be edited once selected when creating the attributes.
5. Log: The attribute log provides details of the attributes. The log information is displayed as listed below:
   • Date: Displays the date on which attributes were created or modified.
   • Admin Email: Displays the email ID of the administrator.
   • Original: Displays the value before the modification.
   • Updated: Displays the updated modified value.

The created Order Attributes in the Extended Attributes section are used or accessed in the Order Report section. The Manual Order functionalities within the Order Report allow you to include or modify Order Attribute values.

Action Extended Attributes

• Here, you can describe characteristics associated with specific actions or activities, by providing detailed contextual information.
• Action attributes and their data types are defined here. The defined attributes can be edited, but the data type cannot be edited.
  

Configuring Action Attributes

1. Add Action Attribute: Enter the Attribute Name and Data Type and click Save to add Action Attribute.
   

Scenarios with Visible in Report flag for Action Attributes

Scenario 1: When an action attribute is added and the Visible in Report flag is turned ON.

The action attribute is displayed in the All Interaction and Reward report as well as in the exported file as shown in the image below:

All Interaction report

Reward report

All Interaction report exported file

Scenario 2: When an action attribute is added, it can be made invisible in the report by turning off the Visible in Report flag. However, it would still be available in the exported file.

On the Action Attributes page, you can also Search, Edit, and check the Log of existing action attributes as shown below:

2. Search: Administrators can search the action attributes from the list.
3. Edit: Administrators can edit the name of the attribute at any time. The data type of an attribute is usually selected when the attribute is created and cannot be changed.
4. Log: The attribute log provides details of the attributes. The log information is displayed as listed below:
   • Date: Displays the date on which attributes were created or modified.
   • Admin Email: Displays the email ID of the administrator.
   • Original: Displays the value before the modification.
   • Updated: Displays the updated modified value.

The created Action Attributes in the Extended Attributes section are used or accessed in the Action Rules section. The Action Attribute Validations functionalities within the Action Rules allow you to include or modify these Action Attribute values.

The Action Attribute Validations are applicable only for Non-Purchase Actions.

Rewards Attributes

• You can define attributes for rewards, but you can't edit the data type once it's defined.
• Select the Reward Attributes option, and the following window appears.

Configuring Rewards Attributes

• Click Add Reward Attribute, and the following window appears.

Add a new attribute to the rewards module:

• Attribute Name: Name the attribute as per your requirement.
• Data Type: Click on the textbox to open the dropdown list and select datatype. For Example: INT, DECIMAL, VARCHAR, DATE, DATETIME.
• Visible in Report: If the switch is toggled ON, then the attribute is visible in the Report and If the switch is toggled OFF, then the attribute is not visible in the Report, by default the switch is toggled ON.

You can not update the Data Type of a defined extended reward attribute.

Click Save to add the new Reward Attribute.

The newly added extended reward attribute is listed in the reward attribute section.

Editing Reward Attributes

Click the Edit icon under the Edit column to edit the existing reward attribute.

Edit the reward attribute:

• Attribute Name: Name the attribute as per your requirement.
• Visible in Report: If the switch is toggled ON, then the attribute is visible in the Report and If the switch is toggled OFF, then the attribute is not visible in the Report.

You can not update the Data Type of a defined extended reward attribute.

Log

Click the Log icon under the Log column to view the details of the reward attribute.

Reward Attribute is shown below:

• Date: Displays the date when the reward attribute was added or edited.
• Admin Email: Displays the email address of the administrator who added or edited the reward attribute.
• Old: Displays the description of what previously existed in the reward attribute configuration before the change was made.
• New: Displays the description of what has been newly updated for the reward attribute.

The created Reward Attributes in the Extended Attributes section are used or accessed in the Product> Rewards> Add New Product> UI Setting section.

Store Attributes

The store attribute enables members to add attributes for stores when creating new stores and defining their characteristics.

Configuring Store Attributes

1. Add Store Attribute: Administrators can add new Store Attribute. To create a new attribute, enter the name of the attribute, select a data type from the drop-down list.
   
2. Search: Using the search option, administrators can search the Store Attribute from the list.
3. Edit: Administrators can edit the name of the attribute and the field (Mandatory or Optional). The data type cannot be edited once selected when creating the attributes.
4. Log: The attribute log provides details of the attributes.

The log information is displayed as listed below:

• Date: Displays the date on which attributes were created or modified.
• Admin Email: Displays the email ID of the administrator.
• Old: Displays the value before the modification.
• New: Displays the updated modified value.

Campaign Attributes

This section displays all the campaign-level extended attributes that have been created. These attributes help categorize and enrich campaign data across the platform.

Configuring Campaign Attribute

Add Campaign Attribute: Clicking this button shows a pop-up where the admin can define a new Campaign Attribute. This pop-up is the starting point for extending your campaign metadata and shows input fields to enter the attribute name and save it.

• Sr No.: Displays the serial number for each campaign attribute in the list, allowing easy reference and ensuring a structured view.
• Campaign Attribute Name: Displays the name of each defined attribute. This should be unique and clearly describe the type of data it holds (for example, Partner Code, Region, Budget Tier)
• Edit: Allows the admin to update the attribute name. Clicking this icon will open an editable pop-up.
• Log: Displays a log of all changes made to the attribute, such as creation and updates. This ensures traceability and maintains a consistent audit trail.
• Search: Use this bar to quickly search for an existing campaign attribute by its name. This helps in managing a long list of attributes more efficiently.

Campaign Attribute Log

• Date: Displays the exact timestamp of when the attribute was created or updated.
• User Details: Displays the name and email address of the admin who made the change.
• Event Details: Describes the action taken on the campaign attribute. Examples include: “New Campaign Attribute created” or “Campaign Attribute changed.”
• Old: Displays the previous value of the campaign attribute before the change. If the attribute is newly created, this field will show “NA” (Not Applicable).
• New: Displays the updated or newly added value of the campaign attribute.
• Source: Displays the IP address or origin of the request, offering additional traceability and security context for the change made.