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Custom Attributes

The Custom Attributes feature improves data model flexibility and adaptability, simplifying the creation and display of new custom attributes within the application. Customers can integrate new mapping fields using APIs or pre-mapped SFTP connectors, enhancing dynamic data management.

Features

  • Data model extension: Access up to 330 custom fields that are compatible with data types such as strings, decimals, integers, and dates. These fields integrate with default base and aggregated summary entities and are preset as blank for immediate use.
  • Self-service UI: Modify the display name and description of custom attributes in the Customer, Transition, TransactionItem, Events, Product, ProductCategory, Organization, Message, Campaign, and Dispatch tables.
  • Surface across module: View custom attributes in the Campaign+, Metrics, Interactive Query, Data Export (Cloud Export and Interactive Query Export) modules. CDP surfaces the custom attributes across these modules for uniform data representation and across-the-platform usage.
  • Integration (API): Map new source systems or enhance existing ones with custom attributes for quick adaptation to changing data requirements. Perform mapping exercises with a restricted list of entities and custom fields that are essential for both API and SFTP integrations.
  • Auto-population: Load any existing text into the Display Name and Description fields.

Capabilities

Data engineers and IT professionals can:

  • Add new fields to the CDP data model to upgrade source systems. This initiative adds fresh data to strategies and enhances reporting and campaign targeting.
  • Strive for flexibility in choosing the best integration method for business goals, using either API or SFTP to match operational requirements.
  • Evaluate new sources and metrics to achieve business goals. They design and deploy custom integration pipelines by selecting API or SFTP as required. This method guarantees consistent data flow to the CDP and provides deeper analytical insights.

Specifications for surfacing custom attributes

AttributeSpecifications
Customer(60 attributes)
  • c_customerstringattribute01 until c_customerstringattribute30
  • c_customerintegerattribute01 until c_customerintegerattribute10
  • c_customerdecimalattribute01 until c_customerdecimalattribute10
  • c_customerdateattribute01 until c_customerdateattribute10
Transaction(30 attributes)
  • c_transactionstringattribute01 until c_transactionstringattribute15
  • c_transactionintegerattribute01 until c_transactionintegerattribute05
  • c_transactiondecimalattribute01 until c_transactiondecimalattribute05
  • c_transactiondateattribute01 until c_transactiondateattribute05
TransactionItem(30 attributes)
  • c_transactionitemstringattribute01 until c_transactionitemstringattribute15
  • c_transactionitemintegerattribute01 until c_transactionitemintegerattribute05
  • c_transactionitemdecimalattribute01 until c_transactionitemdecimalattribute05
  • c_transactionitemdateattribute01 until c_transactionitemdateattribute05
Event(30 attributes)
  • c_eventstringattribute01 until c_eventstringattribute15
  • c_eventintegerattribute01 until c_eventintegerattribute05
  • c_eventdecimalattribute01 until c_eventdecimalattribute05
  • c_eventdateattribute01 until c_eventdateattribute05
Product(30 attributes)
  • c_productstringattribute01 until c_productstringattribute15
  • c_productintegerattribute01 until c_productintegerattribute05
  • c_productdecimalattribute01 until c_productdecimalattribute05
  • c_productdateattribute01 until c_producttdateattribute05
ProductCategory(30 attributes)
  • c_productcategorystringattribute01 until c_productcategorystringattribute15
  • c_productcategoryintegerattribute01 until c_productcategoryintegerattribute05
  • c_productcategorydecimalattribute01 until c_productcategorydecimalattribute05
  • c_productcategorydateattribute01 until c_productcategorydateattribute05
Message(30 attributes)
  • c_messagestringattribute01 until c_messagestringattribute15

  • c_messageintegerattribute01 until c_messageintegerattribute05

  • c_messagedecimalattribute01 until c_messagedecimalattribute05

  • c_messagedateattribute01 until c_messagedateattribute05

Dispatch(30 attributes)
  • c_dispatchstringattribute01 until c_dispatchstringattribute15

  • c_dispatchintegerattribute01 until c_dispatchintegerattribute05

  • c_dispatchdecimalattribute01 until c_dispatchdecimalattribute05

  • c_dispatchdateattribute01 until c_dispatchdateattribute05

Campaign(30 attributes)
  • c_campaignstringattribute01 until c_campaignstringattribute15

  • c_campaignintegerattribute01 until c_campaignintegerattribute05

  • c_campaigndecimalattribute01 until c_campaigndecimalattribute05

  • c_campaigndateattribute01 until c_campaigndateattribute05

Organization(30 attributes)
  • c_organizationstringattribute01 until c_organizationstringattribute15

  • c_organizationintegerattribute01 until c_organizationintegerattribute05

  • c_organizationdecimalattribute01 until c_organizationdecimalattribute05

  • c_organizationdateattribute01 until c_organizationdateattribute05

Application availability

The following entities support data types such as string, date, integer, and decimal to ensure versatile data capture and presentation:

Integration Mapping  (API or SFTP)Application Availability
*Data ModelsEntity NameData TypesActionsMetrics**360 ProfilesInteractive Query***Data Export
Base EntityCustomerN/AN/AN/AN/AN/AN/A
Summary EntitiesCustomer SummaryString1Campaign, 2Content, 3Lookup4DimensionLimitations with certain attribute expectations6All attributesAll attributes
DateCampaign, ContentDimension
Decimal/IntegerCampaign, Content5Measure
Base EntityTransactionN/AN/AN/ATransactionN/AN/A
Base EntityTransaction ItemN/AN/AN/ATransaction ItemN/AN/A
Summary EntitiesTransaction SummaryStringCampaign, Content, LookupDimensionLimitations with certain attribute expectationsAll attributesAll attributes
DateCampaign, ContentDimension
Decimal/IntegerCampaign, ContentMeasure
Base EntityProductN/AN/AN/AJourneyN/AN/A
Summary EntitiesProduct SummaryStringCampaign, Content, LookupDimensionJourney (Product Browsed)All attributesAll attributes
DateCampaign, ContentDimension
Decimal/IntegerCampaign, ContentNot considered
Summary EntitiesProduct Category SummaryStringCampaign, Content, LookupNot consideredNot consideredAll attributesAll attributes
DateCampaign, ContentNot consideredNot considered
Decimal/IntegerCampaign, ContentNot consideredNot considered
Base EntityEventStringCampaign, Content, LookupDimensionJourneyAll attributesAll attributes
DateCampaign, ContentDimension
Decimal/IntegerCampaign, ContentNot considered
Base EntityMessageStringCampaign, Content, LookupDimensionLimitations with certain attribute expectationsAll attributesAll attributes
DateCampaign, ContentDimension
Decimal/IntegerCampaign, ContentNot considered
Base EntityDispatchStringCampaign, Content, LookupDimensionLimitations with certain attribute expectationsNot consideredNot considered
DateCampaign, ContentDimension
Decimal/IntegerCampaign, ContentNot considered
Base EntityCampaignStringCampaign, Content, LookupDimensionLimitations with certain attribute expectationsAll attributesAll attributes
DateCampaign, ContentDimension
Decimal/IntegerCampaign, ContentNot considered
Base EntityOrganizationN/AN/AN/AN/AN/AN/A
Summary EntitiesOrganization SummaryStringCampaign, Content, LookupDimensionLimitations with certain attribute expectationsAll attributesAll attributes
DateCampaign, ContentDimension
Decimal/IntegerCampaign, ContentNot considered

*Some CDP data models establish relationships between a Base Entity and Summary Entities, which means they share the same dataset as aggregated summary entities. Typically, Summary Entities permit modifications to display names, which enables preferred attribute naming across all applications.

**Limited Availability of Application.

***Exclude the Snowflake Data Share application.

1Campaign - A targeted marketing initiative that uses personalized communication to engage customers.

2Content - An export attribute that populates on downstream channels.

3Lookup - A dynamic function that displays field values.

4Dimension - A type of descriptive data used for filtering, which typically includes static values such as text, dates, or unaggregated numbers.

5Measure - A form of data that is calculated or aggregated for filtering, typically involving operations like sums, averages, or counts on numeric values.

6All attributes - A representation of table availability that includes all field types.

Important considerations

  • Hardcode name: The system assigns a non-editable hardcoded name to each custom attribute. When you use Interactive Queries or Snowflake data share, the column containing your new custom attributes adheres to the standard hardcoded naming convention.

  • Feature availability: This feature is supported only in Production (PROD) and User Acceptance Testing (UAT) environments. Clients who do not have a UAT environment must conduct testing in their production environment (PROD). For detailed information about integration methods, see Custom Attributes API integration or Custom Attributes SFTP integration.
  • Self-service UI limitation:
    • CDP allows you to select multiple attributes of various types and edit or update them all in data models.

    • CDP does not support adding new fields to data models.

    • CDP allows you to only include alphanumeric characters, spaces, and hyphens when you enter the display name or description. 
      The following is a breakdown of the default category, which includes 41 symbols:

      • Numbers: 0-9. Passed.

      • Punctuations: ., ,, ;, :, ?, !, ' ,", -, _, /, |, {}, () ,[], <>. Passed. \. Failed.

      • Arithmetic and mathematical symbols: +, -, *, /, =, %. Passed.

      • Miscellaneous symbols: @, #, $, ^, &, *, ~, |. Passed.

    • The first letter of each word in the Display Name must be capitalized.

      • For example, Favorite Drinks. Passed.

      • For example, Favorite drinks. Failed.

  • Metrics limitation:

    • Custom attributes aggregate measure features in the next release for the following entities:

      • Customer Summary: data type - decimal or integer Aggregate=AVG

    • Transaction Summary: data type - decimal or integer for transaction item Aggregate=SUM

    • Product Summary: data type - decimal, or integer (not supported)

    • Product category: all data types (not supported)

  • 360 Profiles: Not supported.

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