Attributes used to tag a Contact with specific properties or values which can be used to group Contacts together for the purpose of contacting or reporting.
Attributes are grouped by a specific 'Attribute Type'. We recommend planning an attribute structure that reflects your current or planned organisational practices/processes.
Creating an attribute type
To create an attribute type you will need to have a user account with administrative access. Navigate to the admin panel and click on the 'Attributes' option. You will be taken to the Attribute Type Maintenance page. Vega has several attribute types already available and you can view these on the 'Attribute Type' section located on the left side of the screen.
By default this section displays the last created attribute type, to reorder click on the column tittle 'Name' to arrange the list by alphabetical order.
Creating an attribute
To select an attribute type that you would like to add the attribute to click the 'View' button, this will trigger the attribute options on the right side of the page.
Add the name of the new attribute on the text box. The field 'Short Code' is optional and the 'Sequence' can be used to specify the order in which this attribute is displayed in a dropdown list within the contacts defined fields and the widget forms.
The 'Is Active' and 'Is Visible' options are required to be able to see and use the attributes. Deselecting the 'Is Active' checkbox will make the attribute inactive and it can no longer be used. Deselecting the 'Is Visible' option will hide the attribute in Vega. Note that if the 'Is Visible' option is deselected then you will not be able to modify it or add it to contacts in Vega.
The Show On Contact Dashboard functionality, when enabled or ticked, allows you to display the attribute on the Key Attributes section within the contact dashboard.
When the option Is-Unique and the Show on contact dashboard functions are used together the attribute become or can be used as a journey, donor pipeline or a series of tasks you actioned on an individual contact.
The 'Is Unique' option is used to make this attribute unique. When an attribute is unique it's status will change to 'Closed' when another attribute of the same attribute type is added to the contact. Likewise, when an attribute that is unique is added to a contact all other attributes which have the same attribute type will be closed.
To access the attribute options click 'More' on the right side just above the edit button. This will give you access to the Attribute Details section where you can find more advanced options.
The 'Is Foundation' option is used to add this attribute to all new records added to Vega. The 'Auto-Renewal' option is used to add the ability for the attribute to renew automatically when the end date is reached.
The 'Collation' text box can be used to specify the order in which this attribute is displayed in a dropdown list. the lower the number the further up the list it will appear. Note that Vega uses 100 by default.
The 'Sub Type' dropdown list should be set to 'none'. This option allows you to add new mail status and entity status attributes and specifies if they should be displayed when the 'is-active' is selected or not selected on the Contacts page.
The 'Security Level' dropdown list allows you to set the permission level of the attribute.
The 'Add Attribute Rule' button on the top right of the page is used for adding a workflow to this attribute and is covered in the 'Setting up Workflows' article which can be found here. Note that you must save a new attribute before you add a workflow to it.
Once you are finished click the 'Save' button to save the changes.