Setting Up Guide
API Documentation V2
General Guidelines
Attributes
Attributes are custom data fields where you can save any information's of your customers. For example Gender , Country , Date of Birth, Age, Address, Email , Website , Title or any informations which are related to your customers.
Attributes are very powerful tool in the Social CRM. You can further filter & segment customers based on attributes value and send personalised messages using Smart Replies, Sequences & Broadcaster
Using the attribute value you can segment and target customers through broadcaster “Segment Subscriber” like Age between 25 to 50 , Gender is Male , Website is www.pickyassist.com , Email Address isnt gmail.com etc
Creating Attributes
To Create Attribute Navigate to Social CRM -> Settings -> Attributes (Tab) -> Add Attributes (Button)
crm-attributes-adding
Give A name / label to the attribute to identify , then select the relevant type of attribute , below are the available types of attributes;
Text : Useful for saving Name, Address etc
Date : Useful for saving Date of Birth, Anniversary etc
Date & Time : Useful for saving a date which has a specific time like an appointment
Email : For saving email addresses
Website : For saving website or URL’s
Numeric : For saving digits like mobile number, age, postal code, fax etc
Choice : To select a choice from multiple data set like Male / Female – Product Interested , Country etc
Editing Attributes
You can edit the attribute name /label anytime but you cant change the attribute type. For the attribute type "choice" you can add new choices any time but not possible to change the existing value of choices.
You can also view the number of subscribers which has a particular attribute value from the attribute list “Subscribers” column as shown above.
Updating / Adding Attributes Value
All the attributes are listed in the Social CRM -> Subscribers -Profile (Tab) -> Attributes (Menu)
On Clicking “Profile” tab a popup will appear on the screen as shown below;
You can scroll to view all attributes added by you , on clicking the value column against each attribute you can update / save data.
crm-attributes-saving-value
Fall Back Value for Personalising Messages
When you use attributes value for personalising messages in smart replies, sequence automation and broadcaster you will be prompt to enter a “Fallback” Value. This value will be used if the system not able to find a value against the subscriber in the social crm , for an example if you have selected name attribute and few subscribers in your social crm dont have updated with name, in this case the date entered as “Fallback” will be used .
attribute-fall-back.png
You can personalize the response in smart replies using the attribute value which are saved in your Social CRM which will help you to to greet customer with their name or any value stored in the attribute against the customer like Age, Last Order Details, Current Plan, Address etc
smart-replies-attributes
You can personalize the response in the “Sequence Automation” using the attributes which are saved in your Social CRM which will help you to to greet customer with their name or any value stored in the attribute against the customer like Age, Last Order Details, Current Plan, Address etc
sequence-attributes
You can send personalised messages to your subscribers from the broadcaster using the Attributes value
broadcaster-attributes
Subscriber Segmentation Using Attribute Value in Broadcaster
This tool helps you to segment the existing subscribers and send messages using broadcaster. Target subscribers easily with segment filters like Subscribed Date, Last Interaction Time, Name, Number, Category, Tag and Attribute Value like Age, Gender, Email, Website etc
Segment
Last modified 2yr ago
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Contents
Creating Attributes
Editing Attributes
Updating / Adding Attributes Value
Fall Back Value for Personalising Messages
Personalising Replies with Attributes in Smart Replies
Personalising Replies with Attributes in Sequence Automation
Personalising Replies with Attributes in Broadcaster
Subscriber Segmentation Using Attribute Value in Broadcaster