Attribute Overview

Attributes allow you to categorise and tag contacts with specific properties or values. They make it easier to organise your database and can be used to filter contacts for reporting, searches, mail merges, communications, and other processes.

Attribute Structure

Attributes are organised into a three-level hierarchy:

Attribute Group → Attribute Type → Attribute

 Note: All three levels are required when creating an attribute.

For example:

Organising attributes in this way helps keep your data structured and makes it easier to manage as your organisation grows.

We recommend planning your attribute structure before creating attributes so that it aligns with your organisation's current processes and any future reporting or communication requirements.

How Attributes Appear on a Contact

On a contact record, attributes are displayed under separate tabs based on their Attribute Group. Within each group, the Attribute Type and assigned Attribute are shown.

A well-planned attribute structure makes it easier to:

• Group similar contacts together.
• Create targeted reports and searches.
• Send communications to specific audiences.
• Maintain consistent and organised contact data.

“Some content in this article may have been developed with the assistance of AI tools and reviewed by staff.”