When using the Audience Builder or creating reports, you may need to select the Golden Records of people who share a trait in common. Tags can answer "yes/no" questions, but sometimes it's more beneficial to have a list of possibilities. Attributes are "key, value" pairs—a single attribute ("key") can have multiple values associated with it.
For example, someone's education level could be: "high school or lower", "some college", "college degree", "graduate degree", or "doctorate". Instead of configuring five different tags which each require their own SQL query, you could set up a single attribute using just one query. In addition to being more efficient in these cases, it's also easier to find any records where the attribute's value is unknown.
To add or edit attributes,
- you must be a Power User or Admin, and
- there must be a category for the attributes.
Create an attribute
To create a new attribute, navigate to Tags & Attributes > Attributes > New Attribute. This will open a panel with a form to complete.
After entering all the details, click Save. The system will queue the attribute for processing; it will typically be ready for use after a few minutes.
On the Attributes page, you can use the star icon to add an attribute to the Favorites category. These attributes are more easily accessible within the Audience Builder.
To edit an existing attribute, click its line on the Attributes page. This opens the same side panel, but the API Name cannot be changed.
|Display Name||Short title for the attribute, up to 50 characters.|
|API Name||Simplified version of the display name that the system uses when sending to other integrations. Only letters, numbers, dashes, and underscores are allowed. This cannot be changed later.|
|Category||High level grouping for tags and attributes. Categories are managed in the Categories tab.|
|Attribute Type||Dynamic: Assigned using a SQL query.
Static: Assigned from a manually uploaded file. Ask your Success Manager for SFTP or S3 access.
|Data Type||Date, string, integer, etc...|
Method used when multiple records from the data set are connected to the same Golden Record. For example, you might create a "Total Spend" attribute and use the "Sum" method when the same person has more than one account in the data set.
Most Recent and Oldest are available for all data types. Numbers can also use the Min, Max, Sum, and Average methods.
|Description||(Optional) Up to 500 characters.|
|Data Set||(Dynamic attributes only) The data set to evaluate.|
|Schedule||(Dynamic attributes only) How frequently to refresh the data: nightly, every 2 hours, or paused.|
|Connection||(Dynamic attributes only) The service to pull data from. Currently, DWA is the only option.|
|SQL||(Dynamic attributes only) The query used to find data set records. If the results contain data set IDs that are not returned by the configured data set, they are still counted but ignored otherwise.|
SELECT texzt_id AS customerid, avg_daily AS value FROM texzt.members WHERE value IS NOT NULL AND value > 0