Picture of Customer Attributes | BG_057

Customer Attributes | BG_057

Customer Attributes are additional pieces of information that can be assigned to customers, should that information not be available elsewhere. For example, you may require information on a Customer's job title. If this isn't available elsewhere in the customer inputs, then a Customer Attribute could be created named "Job Title". A unique value could then be defined for each customer related to this Customer Attribute.

Tutorial Video Transcript

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Customer

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attributes are additional pieces
of information that can be assigned to

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customers should that information
not be available elsewhere.

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For example, you may require information
on a customer's job title.

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If this isn't available elsewhere
in the customer inputs,

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then a customer attribute could be created
named job title.

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The unique value could
then be defined for each customer

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related to this customer attribute.

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So we'll start off by navigating
to the distinct area

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of Infigo containing customer attributes.

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So this is under additional customer

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attributes.

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So let's go ahead and click
Add new record.

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That adds a new line to this table here

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where we can start
by adding a new attribute name.

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It won't accept entries in here
that include spaces.

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So if we go for something
like sample customer attributes

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course
you can name that whatever you like.

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And then going further to the right hand
side,

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we have a few additional options
that we can specify.

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So we'll focus on a couple of these show.

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My account will display the attributes
in the customer's my account area

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for them to view and then edit my account

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will allow them to modify the field
from within their My account area.

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So these are both customer facing.

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Once complete, I can go ahead

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and click insert

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and that's it.

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The attribute is now created.

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Next, we'll take a look
at how to manually assign a value

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for this customer attribute
on a specific customer's account.

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So we start by navigating to where
all of our customer information is listed.

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So customer management

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create or edit a customer.

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And then once you're in here,
you'll see that there's an additional tab

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at the end here,
which is additional attributes.

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The customer attribute

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that you created will be displayed
automatically

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but will currently not
have a value associated with it.

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We can amend the value
associated with this attribute

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for this particular customer
by clicking, edit

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and entering that value

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once.

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Don't click on update.

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Make sure you save that before continuing

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the next.

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Let's take a look at how the customer
would see this on the front end

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with that specific configuration
of settings.

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So log in as or impersonate

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that particular customer
for which you've created the attribute

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and then navigate to their
my accounts area.

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The customer

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attributes information will be detailed
under the additional information section,

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which will appear at the bottom of
the screen, and you can see that given the

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arrangement of settings that I specified

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for this particular attribute,
I have the ability to both view

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and to modify this
from a customer side of things.

 

Incomplete
Step by Step Guide

Customer Attributes | BG_057

Customer Attributes are additional pieces of information that can be assigned to customers, should that information not be available elsewhere.

For example, you may require information on a Customer's job title. If this isn't available elsewhere in the customer inputs, then a Customer Attribute could be created named "Job Title".

A unique value could then be defined for each customer related to this Customer Attribute.

Creation Date: Jan 05, 2024
Created By: Sam Webster

1. Navigate to Additional Customer Attributes

Navigate to Additional Customer Attributes

2. Click on Add new record

Click on Add new record

3. Enter an attribute name

Enter an attribute name

4. Additional options

Additional options are available for selection when specifying a Customer Attribute.

These give you the option to make these attributes customer facing.

Show My Account: will display the attribute in the customers "My Account" area for them to view.

Edit My Account: will allow them to modify the field from within the "My Account" area.

Additional options

5. Click on Insert

Click on Insert

6. The attribute is now created

The attribute is now created

7. Click on Customer Management

Next, we'll take a look at how to manually assign a value for this Customer Attribute on a specific Customer's account.

Click on Customer Management

8. Create or edit a Customer

Create or edit a Customer

9. Click on Additional Attributes

Click on Additional Attributes

10. The Customer Attribute you created will be displayed, but will currently not have a value. Click on Edit.

The Customer Attribute you created will be displayed, but will currently not have a value. Click on Edit.

11. Enter a value for the Customer Attribute

Enter a value for the Customer Attribute

12. Click on Update

Click on Update

13. Click on Save and Continue Edit

Click on Save and Continue Edit

14. Click on My Account

Next, let's take a look at how the Customer would see this on the front end.

Log in as or impersonate a Customer and navigate to the My Account section

Click on My Account

15. The Customer Attribute information will be detailed under the Additional Information section

The Customer Attribute information will be detailed under the Additional Information section
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