Custom Attributes

This article explains what custom attributes are and how they can help you better utilize the platform and implement your loyalty program.

What are Custom Attributes

Custom attributes in Open Loyalty are key-value pairs that allow you to store additional data beyond predefined fields, enabling you to tailor the platform to your specific needs without altering its core layout. This flexibility enhances the platform's adaptability, allowing for more personalized and efficient loyalty program management.

Availability Across Modules

Custom attributes can be utilized in the following modules:

• Members: Store extra information about members, which can later be used for targeted campaigns, segmentations, or personalized achievements.

• Campaigns: Categorize campaigns for analytical purposes or store links for display in your app, facilitating better organization and tracking.

• Rewards: Include additional validation information, such as specific redemption locations or time frames, ensuring rewards are redeemed appropriately.

• Tier Sets: Tag tier sets associated with events or specific criteria, aiding in the management and differentiation of various member levels.

• Transactions and Transaction Items: Attach extra details to purchases, enabling more nuanced validations and promotions within campaigns.

Sample Usage

• Members: By adding a custom attribute like "newsletter_opt_in," you can segment members who have opted in for newsletters and target them with specific campaigns.

• Campaigns: Assigning a custom attribute such as "seasonal" to a campaign allows you to filter and analyze seasonal promotions effectively.

• Rewards: Adding a custom attribute like "valid_region" to a reward ensures it can only be redeemed in specified locations, aligning with regional promotions.

• Tier Sets: Tagging a tier set with an attribute like "VIP_event" helps in identifying members eligible for exclusive events, enhancing personalized engagement.

• Transactions and Transaction Items: Including a custom attribute such as "promo_code_used" in transaction items allows for tracking the effectiveness of specific promotions, aiding in future campaign planning.

Implementing Custom Attributes

To add custom attributes, navigate to the relevant module (e.g., Members, Campaigns) in the Open Loyalty Admin Panel and look for the option to add or manage custom attributes. Typically, this involves specifying a key (the attribute name) and a value (the attribute data). For detailed instructions, refer to the Open Loyalty documentation.

Best Practices

• Consistency: Use standardized naming conventions for attribute keys to maintain clarity and consistency across the platform.

• Relevance: Ensure that custom attributes are pertinent to your business objectives and enhance the functionality of your loyalty program.

• Data Management: Regularly review and update custom attributes to keep the data accurate and actionable.

By effectively utilizing custom attributes, you can significantly enhance the personalization and efficiency of your loyalty program, leading to improved member engagement and satisfaction.