Attributes

What is it?

The Attributes section is where you will manage both your built-in attributes and your custom attributes. This is where your built-in attributes are configured and where any custom attributes can be added.

How to Access

Navigate to Database >  Attributes

Configuring Built-In Attributes

Built-in attributes are the standard set of fields assigned to every profile. Built-ins include: Name, Contact Name, Email Addresses, Addresses, Phone Numbers and Organization. Attributes can and should be set up as built-ins whenever possible. For each built-in attribute, you can set whether or not the attribute should be required in member profiles by toggling Required to “ON.”

The following is a breakdown of how to configure each of the built-in attributes.

• Name should be a member’s proper first and last name. This built-in can also be configured to include middle name, middle initial, a prefix, or a suffix. To edit the settings, click on “Edit Settings” next to Name. This is where you will be able to enable the prefix, middle name, middle initial, and suffix. To enable these, you will toggle to “ON” next to each item you would like to enable. 

Once Suffix and Prefix are enabled, you will add the list of prefixes and suffixes individuals will be able to choose from by typing them into the box to the right of each of these and clicking add. You can re-order your list of prefixes and suffixes by dragging them up or down, or you can delete any prefixes or suffixes by clicking the delete button next to each of these on the right-hand side under the Actions heading.

Once Middle is enabled, you will be able to choose from the drop-down on the right-hand side whether you want to track middle names or middle initials in profiles. 

• Contact Name is initially populated from the profile name, but can used as the member’s nickname. There is not a toggle to make Contact Name required because a contact name is automatically generated for each profile. Blank Contact Names are automatically populated with the first and last names from the built-in name attribute. When you click “Edit Settings” next to Contact Name, you will see the option to include prefix, middle name, and suffix when the contact name is generated by toggling those to “ON.” You will only be able to toggle these options to “ON” if you’ve chosen to include these elements in the Name built-in described above.

• Email Address contains a member’s email addresses which are assigned to a set of customizable labels. You can create up to five customizable email labels (e.g. Work Email or Home Email). Each email address in a profile must be assigned to an email label, and each label can be applied to only one email address. The order of the list from top to bottom determines the order by which email addresses are automatically assigned as the primary email address. This means that in our list below, Home Email would be assigned as the primary email address. A member can choose to override this order and designate the primary email address in their own profile.

To enter in new labels for your email address built-in, click “Edit Settings” next to Email Address, enter in the name of the new label in the box titled “Add an Email Label” and click the Add button. To re-order your labels, click on the blue arrows that appear to the left of the labels. To delete any labels, click on Delete under the Actions heading to the right of each label. You cannot delete any labels that are currently used by a profile.

• Similar to the Email Address built-in attribute, Address contains a member’s addresses which are also assigned to a set of customizable labels. Each address in a profile must be assigned to an address label and each label can be applied to only one address. The order of the list from top to bottom determines the order by which addresses are automatically assigned as the primary address. A member has the option to override this order and designate the primary address in their profile.

  If you change an existing label's name, this will also change the label name for any profiles using that label. You cannot delete any labels that are currently used by a profile. You can configure the address to include U.S. states or Canadian provinces, and choose to display the full name or abbreviation. 

• The Phone Number built-in contains a set of the members phone numbers, which each have their own customizable label. You can create up to five customized phone labels. Each phone number in a profile must be assigned to a phone label and each label can be applied to only one phone number. The order of the list from top to bottom determines the order by which phone numbers are automatically assigned as the primary phone number. A member has the option to override this order and designate the primary phone number in their profile. 

If you change an existing label's name, this will also change the label name for any profiles using that label. You cannot delete any labels that are currently used by a profile. 

• Finally, the Organization built-in contains the organization name associated with the profile.

Configuring Custom Attributes

Custom attributes can be created based on a predefined set of types and are assigned to profiles by member type. You can create as many custom attributes as needed, although we recommend using built-in attributes when possible.

1. To configure a new custom attribute, click Add Custom Attribute.

2. Give the new attribute a name, then choose the Attribute Type from the dropdown on the right. This drop-down includes options for Country, Date/Time, File, Image, Number, Selection Set, State/Province, Text, and Website.

3. For this selection set type attribute, you have the opportunity to choose the Selection & Display Options. The options are:

• Single Selection: Radio Buttons
• Single Selection: Dropdown Menus
• Multiple Selection: Checkboxes
• Multiple Selection: Select Box

4. Finally, use the "Add a Selection" box to add options to your selection set. When presented to the user, all single-selection sets that are not set as "required" will have a (None) selection initially. In the case of required single-select dropdown menus the initial selection will change to "Make a selection" instructing the user that they must choose an option before moving on. 

5. Save.

Once the new custom attribute has been added, toggle the required option ON if the attribute should be required in member profiles.