Creating Custom Attributes
Create custom attributes to collect more information from your visitors.
Prerequisites
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Ensure the user has:
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Permissions to use the Contact Center and Analytics Studio (CCAS).
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Group Supervisor or Manager role.
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Ensure the user is logged in to the CCAS.
TIP: Open the CCAS while following this how-to guide.
Steps
1. Open the Leads app
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In the bottom left corner of the CCAS desktop, click the icon App (
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Scroll down until you see section Management.
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Select Leads to open the Leads app.
2. Create a custom attribute
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Select the Custom attributes tab.
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Click New attribute in the bottom right corner of the Leads app window.
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Enter the new attribute information in the New attribute window:
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CUSTOM ATTRIBUTE NAME: Enter a name for the custom attribute. For example,
form_name. -
TITLE: Enter the UI name of the attribute. For example,
Form Name. The TITLE is the name of the attribute that appears in windows and panels. -
FIELD TYPE: Select the field type. For example,
String.
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Click Save in the bottom right corner of the New attribute window.
Result
After clicking Save the new custom attribute appears in the custom attribute list. You can now activate the attribute and start using it.
Custom attributes are visible in panels. You can add custom attributes to listing and metrics panels.
Note that you need to use the API to update custom attributes.