Peasy Sales supports custom attributes other than standard data attributes (a default set of data about your conversations/contacts like Name, Email, Location, etc.). A custom attribute tracks facts about your contacts/conversations. The custom attribute can be anything, E.g.:
- Subscription plan
- Subscribed date
- Signup date
- Most ordered item
- Ordered product link
- Last transaction date
Add A New Custom Attribute #
To add a new custom attribute, navigate to the Custom Attributes by clicking on Settings -> Custom Attributes from the sidebar.
Click on Add custom attributes button available on the top right corner of the page, which will open a modal as shown below.
These are the inputs required to create the custom attribute:
| Input | Description |
|---|---|
| Applies to | Attribute type (Conversation/Contact) |
| Display name | Act as a label while rendering custom attribute |
| Description | Description about the custom attribute |
| Type | Type of data it will store. Currently supports Text, Number, Link, and Date |
| Key | Unique identifier attach to the custom attribute |
You cannot create a custom attribute with the same key twice in the account.
Once you enter the details, click on the Create button. If the request is successful, a message “Custom attribute added successfully” will be displayed.
