Getting Started - Admins
Creating & Mapping Custom Attributes in Acquire
No two businesses are exactly alike. Which means everyone builds out custom fields and attributes in their tech stack eventually. Map those data points into Acquire using Custom Attributes.
In this article:
- Types of Attributes
- Adding Attributes
- Capturing the Data
- Using Custom Attributes
Types of Attributes
Custom attributes can be applied to a contact or case. There are different types of attributes you can use and pass into Acquire. They include:
- Textbox: A standard text field.
- Label: Viewable data that cannot be edited. E.g. a URL or ID.
- Textarea: A text field used for longer text.
- Radio: A selection using a radio button.
- Checkbox: Represents a true or false value.
- Dropdown: Allows a single value to be chosen from a defined list.
- Department: Which department a chat was initiated in.
Navigate to Settings > Account Settings > Custom Attribute. Click ‘Add New Attribute’.
In the dialog box, enter the attribute name. This will also be the attribute key. Then use the drop downs to select the attribute type, where it’s used, and the validation type.
Create a fallback message for invalid entries and enter placeholder text for blank fields. Next, decide if the field is required or not, enter an error message, and (optionally) select a capture form.
Note: When a custom attribute is added to your account, it will be inserted into your ‘Capture User Details’ code. To automatically pass the information into your portal, be sure to update this code on your website.
Capturing the Data
There are a few methods for capturing data for Custom Attributes:
- Use the Capture User Details code, which passes attributes about your users into Acquire when they are logged in.
- Manually input information in the Contact Profile.
- Ask visitors for the information via a chat form, Sequence Bot, or during a conversation.
- Pull the information from website form fills.
Need assistance with custom attributes? Use our live chat or email email@example.com and we’ll help you out.