This page provides information about how to use custom attributes for the following scenario:
Data engineers and IT professionals want to streamline the integration of source systems by adding new columns to the data models. Following the integration of the ERP system with a loyalty program, they must be able to include specific fields from the new columns into the existing CDP integration.
Checklist for using custom attributes
Complete the following tasks to use custom attributes for the given scenario:
| S.No. | Task | Additional information |
|---|---|---|
| 1 | Choose a mapping integration method | The chosen method must align with your requirements for existing and new upstream source systems:
|
| 2 | Define and configure custom attributes | Use the CDP Studio Apps UI to complete this task. |
| 3 | Surface custom attributes | Surfacing custom attributes. |
| 4 | Verify the newly surfaced custom attributes | Verifying the newly surfaced custom attributes. |
Surfacing custom attributes
- Sign in to your CDP user interface.
Click CDP Studio.
The CDP Studio landing page only displays the features that you can access.
Click Launch Custom Attributes.
The application displays the Surface Custom Attributes page.
- In the Please select the table for which custom attributes need to be surfaced dropdown, select
customer. - In the Please select the custom attribute that you want to surface dropdown, select
c_cutomerstringgattribute01. - For the Please enter the display name for the custom attribute and Please enter a description for the custom attribute fields, do one of the following:
If system auto-populates the display name and description for the custom attribute, click Surface.
For example, the system auto-populates the display name as
Loyalty Enrollment Source.- If system does not auto-populate the display name and description for the custom attribute:
In the Please enter the display name for the custom attribute field, enter a display name ensuring that first letter of each word is capitalized.
Enter only alphanumeric characters, numbers, spaces, and hyphens for display names or descriptions. 41 symbols are classified into the following categories:
Numbers:
0-9are allowed.Punctuations:
.,,,;,:,?,!,',",-,_,/,|,{},(),[],<>are allowed and\is not allowed.Arithmetic and Mathematical Symbols:
+,-,*,/,=,%are allowed.Miscellaneous Symbols:
@,#,$,^,&,*,~,|are allowed.
In the Please enter a description for the custom attribute field, enter a description.
Click Surface.
The system displays the following notifications on completion of surfacing.
- Repeat the same steps to surface more custom attributes.
Verifying the newly surfaced custom attributes
- Sign in to your CDP user interface.
- Navigate to Actions > Campaigns.
- Click New Campaign.
- On the Setup page, provide a name and description (optional) for your campaign.
- Click Next.
In Include customers who, click the Add Group icon.
The system displays the Add Rule page.
- Click Customer Attributes.
Verify the newly surfaced custom attribute
Loyalty Enrollment Sourcebusiness filter.
For more information, see Using Custom Attributes API integration and Using Custom Attributes SFTP integration.