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“Customer Attributes” are attributes that we can apply to customer accounts to add further definition for special uses, such as marketing campaigns, or Discounts.We can configure Customer Attribute values to display only in “Admin”, or in both “Admin” and on the “Storefront”. We can also specify whether the definition or selection of associated values can be done by shoppers, administrators, or both. We can choose various input and data types with various input parameters. “Customer Attributes” are attributes that we can apply to customer accounts to add further definition for special uses, such as marketing campaigns, or Discounts. We can configure Customer Attribute values to display only in “Admin”, or in both “Admin” and on the “Storefront”. We can also specify whether the definition or selection of associated values can be done by shoppers, administrators, or both. We can choose various input and data types with various input parameters. To navigate to the “Customer Attributes” menu, in the left menu, on the “SYSTEM” tab, click “Schema”, then click “Customer Attributes”. To navigate to the “Customer Attributes” menu, in the left menu, on the “SYSTEM” tab, click “Schema”, then click “Customer Attributes”. This is the Customer Attributes menu. All previously configured Customer Attributes will be listed here. To “Edit” or “Delete” an attribute, click the “Ellipses” on the far right next to that attribute. Alternatively, to “Edit” an attribute, we can click directly on it. This is the customer attributes, menu, all previously, configured customer attributes will be listed here. To edit or delete attribute, click the ellipses on the far right next to that attribute, alternatively to edit an attribute, we can click directly on it. To create a new Customer Attribute, click the “Create New Customer Attribute” button on the top right. To create a new Customer Attribute, click the “Create New Customer Attribute” button on the top right. On the “Create New Customer Attribute” page, we’ll start by entering in the “Attribute Label”. The “Administration Name” and “Attribute Code” will be created by the system based on the “Attribute Label”, but those fields can be manually edited, if needed. Keep in mind that this may appear on the storefront if we specify it to display there with the next step.In this example, we’ll create an Attribute called “Preferred Communication Method” to track how customers would prefer to communicate with a retailer. On the “Create New Customer Attribute” page, we’ll start by entering in the “Attribute Label”. The “Administration Name” and “Attribute Code” will be created by the system based on the “Attribute Label”, but those fields can be manually edited, if needed. Keep in mind that this may appear on the storefront if we specify it to display there with the next step. In this example, we’ll create an Attribute called “Preferred Communication Method” to track how customers would prefer to communicate with a retailer. Next, we’ll select a “Display Group”. This field determines whether the Attribute displays in the “Admin UI” only or in both the “Admin and Storefront”. Next, we’ll select a “Display Group”. This field determines whether the Attribute displays in the “Admin UI” only or in both the “Admin and Storefront”. We’ll then choose a “Value Source” to determine whether this Attribute’s “Value” can be set via the “Admin UI” and/or “Storefront”. If we chose the “Admin Only” Display Group in the previous step, then “Admin Entered” will be the only valid Source. Will then choose a value source to determine whether this attributes value. Can be set via the admin UI and or storefront. if we chose the admin only display group in the previous step, then admin entered will be the only valid source Now we’ll select the “Input Type” that will define the method of Data entry. The “Input Type” options available here are similar to other Attributes that we can configure in the KIBO system. The options include:“List”, to provide predefined selections.“Text Box”, for free-form entry.“Text Area”, for longer free-form entries.“Yes or No”, for simple binary choices.And “Date”, for date-specific information.When the Input Type is set to “List”, the “Allow Multi Select” option becomes available. Enabling this option means that multiple “Values” can be selected for the Attribute on the Customer Account page. If this option is not enabled, only a single “Value” can be chosen from the “List”. Now we’ll select the “Input Type” that will define the method of Data entry. The “Input Type” options available here are similar to other Attributes that we can configure in the KIBO system. The options include: “List”, to provide predefined selections. “Text Box”, for free-form entry. “Text Area”, for longer free-form entries. “Yes or No”, for simple binary choices. And “Date”, for date-specific information. When the Input Type is set to “List”, the “Allow Multi Select” option becomes available. Enabling this option means that multiple “Values” can be selected for the Attribute on the Customer Account page. If this option is not enabled, only a single “Value” can be chosen from the “List”. Depending on the “Input Type” selected, we then specify the “Data Type”. The options are “Text”, “Number”, or “Product”, which links to a specific product. Depending on the “Input Type” selected, we then specify the “Data Type”. The options are “Text”, “Number”, or “Product”, which links to a specific product. For this example, we will set the “Input Type” as “List” to provide predefined choices. The “List Values” section appears, allowing us to define the available “Values” for the Attribute. For our “Preferred Communication Preference” attribute, we will include three options: “Phone”, “SMS”, and “Email”. We’ll type these options into the “Values” field, and press “Enter” to add them to the “List”. For this example, we will set the “Input Type” as “List” to provide predefined choices. The “List Values” section appears, allowing us to define the available “Values” for the Attribute. For our “Preferred Communication Preference” attribute, we will include three options: “Phone”, “SMS”, and “Email”. We’ll type these options into the “Values” field, and press “Enter” to add them to the “List”. We can manage the order and content of the “List Values”. To reorder the “Values”, we can click and drag using the grabber bar on the left of the “Position” number, or click the “Ellipsis” menu on the far right of the “Value”. The “Ellipses” menu allows us to:Move the value to the top;Move the value to the bottom;Move the value to a specific position within the list;Remove the value;Or Remove all values from the list. We can manage the order and content of the “List Values”. To reorder the “Values”, we can click and drag using the grabber bar on the left of the “Position” number, or click the “Ellipsis” menu on the far right of the “Value”. The “Ellipses” menu allows us to: Move the value to the top; Move the value to the bottom; Move the value to a specific position within the list; Remove the value; Or Remove all values from the list. Lastly, we can select whether to make this Attribute available for use in other menus.Enabling “Available for Discounts” makes this Attribute available for use in the “Discounts” Admin, if applicable.Enabling “Available as Order Routing Filter” allows us to use the Attribute in the Order Routing filter setup. Lastly, we can select whether to make this Attribute available for use in other menus. Enabling “Available for Discounts” makes this Attribute available for use in the “Discounts” Admin, if applicable. Enabling “Available as Order Routing Filter” allows us to use the Attribute in the Order Routing filter setup. When we have configured all necessary fields for the new Customer Attribute, we’ll click the “Save” button in the top right-hand corner. When we have configured all necessary fields for the new Customer Attribute, we’ll click the “Save” button in the top right-hand corner. If an Attribute is set to either “Admin Entered” or “Admin & Shopper Entered”, we’ll navigate to the Customer Account Detail page to apply or manage the Customer Attribute.On the Customer Account page, we’ll scroll down to the “Customer Attributes” section. There, we can manage the Customer Attributes data. When we have configured as necessary, we’ll click “Save”. If an Attribute is set to either “Admin Entered” or “Admin & Shopper Entered”, we’ll navigate to the Customer Account Detail page to apply or manage the Customer Attribute. On the Customer Account page, we’ll scroll down to the “Customer Attributes” section. There, we can manage the Customer Attributes data. When we have configured as necessary, we’ll click “Save”.

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Customer Attributes

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Customer Attributes

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