Custom Attributes: Enhancing Segmentation and Personalization

Custom Attributes: Enhancing Segmentation and Personalization

Custom Attributes: Enhancing Segmentation and Personalization


NotesReading time: 3 minutes

Introduction:

The Custom Attributes feature in Azeer allows businesses to create unique data fields, extending customer information beyond standard attributes. This feature enables tailored segmentation and personalized engagement, helping organizations optimize marketing strategies and customer service.

Key Benefits

Dynamic Data Management

  • Create attributes suited to specific business needs, such as "Preferred Language" or "Purchase Frequency."
  • Supports various data types, including text, dates, numbers, and boolean values.

Improved Customer Insights

  • Enrich customer profiles with nuanced data.
  • Track evolving customer behaviors and preferences dynamically.

Data-Driven Personalization

  • Utilize custom attributes in communication workflows to deliver personalized experiences.

Use Cases

1. Targeted Segmentation

Custom attributes help in dividing customers into meaningful groups for more effective communication and marketing campaigns.

Example:

  • Attribute: Purchase Frequency
  • Use: Segment customers into "High-Frequency Buyers" and "Occasional Buyers" for targeted offers.

2. Personalized Engagement

Leverage customer-specific details to enhance interaction quality.

Example:

  • Attribute: Preferred Language
  • Use: Automatically send messages in the customer’s preferred language for seamless communication.

3. Automation and Conditional Workflows

Trigger workflows based on attribute values.

Example: Send loyalty rewards to customers who cross a specific "Lifetime Spend" threshold.


NotesStep-by-Step Guide: Creating and Managing Custom Attributes

Accessing the Feature

Navigate to the Apps section from the sidebar and select Custom Attributes.

Adding New Attributes

  • Click on Add Custom Attribute.
  • Fill in the following fields:
    • Display Name: The label for the attribute (e.g., "Loyalty Tier").
    • Key: The technical reference for backend use (e.g., loyalty_tier).
    • Description: Provide details about the attribute.
    • Type: Select the data type (e.g., Text, URL, Checkbox, Date).




InfoIntegration with Customer Profiles

Once created, attributes appear in customer profiles and can be updated dynamically.

InfoUsing Attributes in Conversations

View and edit attributes directly in the Contact Details panel during live interactions.

InfoCustom Attributes in Broadcast Management

1. Recipient Selection

Custom attributes are integrated into the Recipient Selection step of creating a broadcast. This ensures precision in defining your target audience.

Custom Fields Filter:

  • Use custom attributes such as "Customer Segment" or "Region" to narrow down your recipients.
  • Example: Target customers with a test_segment attribute set to "VIP" for a loyalty campaign.

2. Adding Custom Filters

  • Navigate to Custom Fields in the Recipient Selection panel.
  • Select the relevant attribute from the list (e.g., "test segment" or "test for custom").
  • Define the condition to match the attribute value (e.g., Text = "Exclusive Offer").

3. Dynamic Updates

Custom attributes can dynamically adjust recipient lists based on the latest data, ensuring real-time relevance for broadcasts.


Best Practices

  • Define Clear Attribute Names: Ensure display names are intuitive for seamless use across teams.
  • Keep Data Up-to-Date: Regularly update attributes to maintain accuracy.
  • Combine Attributes for Deep Segmentation: Use multiple attributes (e.g., "Location" + "Purchase Frequency") for granular targeting.

Conclusion

Custom Attributes empower businesses with rich data collection, enabling precise segmentation and impactful personalization. By leveraging this feature, organizations can deliver targeted campaigns and tailored customer experiences that drive loyalty and engagement.


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