Create and Manage Attributes
Attribute creation and data capture involve a two-step process:
- Create the Attribute for data storage.
- Establish an Attribute Capture Point to collect data into the attribute.
Create an Attribute
In MXO, navigate to Collect and select Attributes.
Click Create and specify the attribute type: Customer Attribute or Activity Attribute.
Enter the attribute details as follows:
Field Description Name Provide a unique name. Description Optional. Describe the attribute. Data Type Choose Text, Boolean, or Number. Key Attribute For Customer Attributes, select if it's a key. API Name Assign a unique API name for key attributes. Storage Method Decide on the storage format in MXO. Confirm by clicking Save.
Edit a Customer Attribute
- In MXO, go to Collect.
- Choose Attributes.
- Select the attribute to edit and click Edit.
- Update as needed and click Save.
Important Considerations
- System attributes provided byMXO can not be edited.
System attributes and key attributes can not be deleted.
- You can not change the API name (which only applies to customer attributes marked as keys) after the attribute has been created. If the API name has changed, you will need to create a new key attribute.
- You can not change the data type selected on an attribute after it has been created.
- Altering an attribute's storage method only impacts new data entries; existing values retain their original storage format. Changing an attribute's storage method may have downstream impacts depending on how the attribute is used in eligibility rules, priority rules, data structures, and others.
Delete an Attribute
- Navigate to Collect in MXO.
- Go to Attributes.
- Select the attribute and click the Delete icon.
- Confirm deletion by clicking Yes, delete it.
Important Considerations
- You cannot delete Key or System attributes from MXO.
