Every member club can have its own set of attributes. Attributes are extra information about the club's members. Some functions, Member Campaigns and Offers, for example, make use of the attributes for statistics and as triggers for offers and promotions. There are different types of attributes and they have different lookup types.
To set up attributes for club members
- Click the
icon, enter Member Attribute, and select the relevant link. - This page shows an overview of all attributes that you can specify for the club's members.
- Click the New action menu to specify a new set of attributes for the members in a club..
- Fill in the fields as described in the following table.
Field Description Code This is the unique identifier for an attribute. Description Here you can enter a description of the attribute. Visible Type The available options here are:
Private. This attribute is displayed in the member's Loyalty app or in eCommerce when the member is viewing the account information.
System. This attribute is not displayed in the member's Loyalty app or in eCommerce when the member is viewing the account information.Linked To The options here are Account, Contact, or Both. Depending on how you choose, the attribute will be available on the Member Account card, the Member Contact card, or on both cards. Attribute Type The available options are:
Text. Use this type for text or code fields.
Integer. Only integer numbers can be used.
Decimal. The input must be numeric.
Date. The input must be a valid date.
Boolean. The input can be 0, 1, YES, NO, FALSE, TRUE.Lookup Type This field validates the input and provides lookup options. The lookup options are:
None. No lookup or validation. The system will only validate the attribute type.
Options. All valid inputs are inserted into the Member Attribute Lookup table (click Lookup Setup on the Related action menu.
Range. This works the same way as Options, but the Attribute Lookup Table will only include 2 records, the lowest and the highest valid values. It is, for example, possible to have two entries, 1 and 99. This would allow all values between 1 and 99.
Table. This will result in a lookup in the table you specify in the Table Setup ID column.
Auto. Transfer. When you select this type, you must select the transfer from a table and which field you want to transfer. The transfer will be automatically maintained by the system.
Dynamic Query. This lookup type is linked to a Dynamic Query. When the query runs, it will return a value, and that value will be the attribute value.
Campaign. A system attribute. This lookup type is inserted automatically when you create a member campaign. The type has the same ID as the campaign.Table Setup ID You can only use this field if the lookup type is Table. Here you specify which dynamic lookup you wish to use to validate the input and lookup of values. Transfer from Table You can only use this field if the lookup type is Auto. Transfer. Here you specify the table you want to transfer from. The options are:
Member Account, Member Contact, and NAV Contact.Transfer Field ID The number of the field you want to transfer automatically to the attribute table. Mandatory If you select this check box, the system will automatically display the attributes in the Attribute Setup on the Member Account and Member Contact cards. The value specified in the Missing Attribute Handling field on the Member Management Setup card determines whether the system will display a warning or an error message if this attribute is not filled in. Allow Blank You can only edit this field when the Lookup Type is None. This attribute tells the system whether the attribute value can be left blank. Default Value If you want the system to set an initial value when a record is inserted, you should specify this value here. Test Input This field is only used to test the setup. Here you can test both the lookup and the validation of the input. This will work the same way as it does in the system.
The actions on the Member Attribute card let you work even further with member attributes. The Related action menu contains the Lookup Setup
A lookup type can be Option or Range.
If it is Option, the system only accepts input to the Member Attribute Values that are specified here.
If the lookup type is Range, the system will accept all values between the two values specified here, including Start and End., Dynamic Query When the lookup type is Dynamic Query, you must fill in the Query form. The result from this attribute type is not saved in the Attribute Entry table, instead it is calculated dynamically from the data in the system., Valid in Clubs Here you can specify where this attribute can be used. You can limit its use to one or more clubs (via Attribute Setup on the Club Card)., and Attribute Entry Opens a form showing all member attribute entries that have been created for each attribute. actions (click the Attribute menu).