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Configuring Custom attributes

Overview

This section will help you understand how to configure & manage custom attributes/properties in CustomerSuccessBox. Any data that is not a part of standard CustomerSuccessBox attributes, you can create custom attributes. You can choose to use these attributes in the rule engine, creating lists, you can map data from other systems to CustomerSuccessBox using Custom attributes.

Who is this for?

This article is primarily for admins responsible for setting up CustomerSuccessBox and developers who are working on mapping the system.

What will I be able to achieve?

  • Setting up custom attributes in CustomerSuccessBox

  • Use Case for Custom Attributes in CustomerSuccessBox

  • How do I map the custom attributes during integrations?

  • How do I map custom attributes while importing data?

  • Can I use custom attributes for sending product telemetry data?

Setting up custom attributes in CustomerSuccessBox

Custom Attributes allow you to capture your unique business data. When you create a custom field, you can control where you want it to appear and where you would populate information into the same. 

A custom attribute can be defined at an Account, User, and Subscriptions level, depending upon the information you want that attribute to hold. Every attribute has an API Name and a Data Type.

You need to follow the below steps to create Custom Attributes.

  • Click on the Gear icon present on the top right bar of the CustomerSuccessBox dashboard. Then click on the Custom Attributes option.

  • Select/Switch to the object pane where you want to define the attribute at i.e. Account/User/Subscription.

  • Click on the Add New button to create a new custom attribute.

  • Provide the below details,

    • Attribute Name

    • Description: Write the description so that your team knows what is mentioned in the field.

    • Data Type: Different data types that are available are,


Data type

Description

Single Line text

Best suited for attributes that have to hold 3-4 words. For example, Name, Alias, etc.

Multi-Line text

Best suited for attributes that have to hold information displayed in more than one line. Example, Addresses.

Pick List

Best suited for attributes that have to hold value from a limited set of options. For example, Regions, Product Plans.

Multi-Select Pick List

Best suited for attributes that have to hold multiple values from a set of pre-defined options or lists. For example, Features, Add Ons, etc.

Date

Best suited for attributes that have to hold date values. For example, Renewal date, Client activate on a date, etc.

Time

Best suited for attributes that have to hold a timestamp. For example, Preferable contact hour/time, etc.

Date Time

Best suited for attributes that have to hold a date timestamp. For example, Last contacted date and time, Deal expires on, etc.

Integer(positive)

This data type can be used where you want the attribute to hold a positive numerical value like 2, 33, 79, etc. For example, Storage availed, Points earned, etc.

Boolean

Best suited for attributes that have to hold true/false values. For example,  Warranty availed, premium user, etc.

URL

Best suited for attributes that have to hold a site URL. Example, Instance URL, Support URL, etc.

Team Member

This attribute will allow you to select your team members as a value to the attribute. This attribute will help in internal team marking and place your internal team data from your tech stacks(mainly CRM) into CSB.

Currency

Use this attribute to add in any currency type custom fields such as One Time Implementation Fees, Site visit charges, etc.

Decimal/Float

 This attribute will help store floating decimal point values such as data consumed, % of the total value, etc. The limit of numbers stored after the decimal is 5.

Default(Optional)

The value is assigned to the custom attribute if no value is explicitly assigned.

  • Click on the Save button to finish.

Use Case for Custom Attributes in CustomerSuccessBox

  • Creating Segments:
    You can use custom attributes to segment your accounts or users. When you create any custom attributes, it adds up in segment configuration options so that you can club your users or accounts, as per the information provided in the attribute. Learn more about how to create segments here.

  • Reporting:
    When creating a Metabase report to utilize the available information, you can create a dashboard to visualize the segmentation/current condition of the accounts. You can use the information associated with the custom attribute at the account/user/subscription level.

  • Creating Lists:

    You can use custom attributes to create lists for your accounts or users. When you create custom attributes, it adds up in list configuration options so that you can group your user or accounts, as per the information provided in the attribute. Learn more about how to create lists here.

For frequently asked questions on custom attributes, please refer to this article.

Contact Us

In most cases, you would have a dedicated Customer Success Manager who will be your point of contact for any queries or assistance. You can always:

  1.  Initiate a chat directly from within your CustomerSuccessBox. Use the Chat option from the Chat icon in the left-side navigation bar.

  2. Create a conversation from here.

Send an email to the Support team.


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  1. Anu Dudhat

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