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
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The only difference between custom and standard attributes is standard data attributes automatically get updated.
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Custom data attributes are the information you attached to conversation/customers, like how many times they’ve ordered a product, when they signup, or what plan they’re on. So you can set whatever attributes you want to understand your customer/conversation better, and it will all show in Peasy Sales.
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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.
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Click on Add custom attributes button available on the top right corner of the page, which will open a modal as shown below.
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