Customer attribute

Learn more about customer attributes; pre-defined customer attribute and creating custom customer attributes.

In Xoal, Customer Attributes are data points that define and personalize each customer's profile. These attributes are essential for segmenting audiences, personalizing messages, and triggering automation based on customer data.

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Types of Customer Attributes

Xoal provides a combination of System-Managed Attributes, Predefined Attributes, and Custom Attributes that you can define based on your unique business needs.

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System-Managed and Predefined Attributes

These attributes are automatically handled by Xoal and offer essential fields for customer management:

• usid: A unique system-generated identifier for each customer.

• email: The customer’s primary email address.

• contact_type: Identifies the customer type. Possible values:

  • unidentified

  • lead

  • user

• first_name: The customer’s first name.

• last_name: The customer’s last name.

• phone: The customer’s phone number.

• language: The customer’s preferred language, useful for localizing content.

  • Input: Must be an ISO language name (e.g., English, Igbo, French).

  • Setup: Ensure the language is enabled in Settings > Message Configurations > Language Settings to access it when creating messages.

• timezone: The customer’s timezone, used to personalize message delivery times.

  • Usage: If the “Users’ Timezone” option is enabled in Project Settings, emails and messages will be sent according to the customer’s local time. timezone must be a valid TZ identifier.

• created_at: The date and time the customer was created in Xoal. Defaults to the current date and time if not provided.

• joined_date: The date the customer registered or signed up for your product/service.

• last_active: The last date and time the customer was active. Automatically calculated based on the last event but can be manually overridden.

• added_via: Tracks the source through which the customer was added. Possible values:

  • app

  • api

  • upload

  • data-flow

  • chat

  • form

  • roadmap

  • workflow

  • imported

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Custom Attributes

You can create custom attributes to capture additional data that suits your specific business needs.

How to Add Custom Attributes

1. Go to Settings > Customer Fields and click Add Attribute.

2. Define the attribute name and type (e.g., text, number, date).

3. Save the custom field for use in segmentation, personalization, and automation.

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Using Attributes in Xoal

1. Personalizing Messages

   • Insert attributes directly into emails, SMS, and push notifications.

   • Example: “Hi {{first_name}}, your last login was on {{last_active}}.”

2. Segmentation

   • Create customer segments based on predefined or custom attributes.

   • Example: Segment users by language to send localized content.

3. Triggering Automations

   • Use attribute changes to trigger workflows.

   • Example: Trigger a journey when contact_type changes from lead to user.

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By leveraging system-managed, predefined, and custom attributes, you can tailor your customer engagement strategies and automate workflows with precision. These attributes allow Xoal to deliver personalized, timely, and context-aware messages that resonate with your audience.