Summary
Adding custom attributes to your contacts is a straightforward process that allows you to store additional information about each contact. This feature can be particularly useful when working with large lists of contacts or when specific fields are essential for your business or personal needs.
Instructions
Step-by-Step Guide
1. Accessing the Edit/Delete Column
To add custom attributes, start by clicking on the ✏️ edit/delete column of a contact in your list. This will open the contact's details page.
2. Adding Custom Attributes
Click the + icon to the right of "Custom Attributes" to create a new attribute.
3. Creating New Attribute
Click the "Add new attribute+" button to add a new custom attribute.
4. Configuring Parameters
Select "+ ADD NEW" from the parameters dropdown to specify the name and value for your new attribute.
5. Saving Changes
Fill in the required information and click "Save" to apply the changes.
Best Practices
When adding custom attributes, consider the following best practices:
Use descriptive names for each attribute.
Keep attribute values concise and relevant.
Regularly review and update existing attributes as needed.
Frequently Asked Questions (FAQs)
General questions
1. What are custom attributes in WATI?
Custom attributes are additional fields that allow you to store extra information about contacts, such as preferences, statuses, or other relevant details.
2. Why should I use custom attributes?
Custom attributes help organize and categorize contacts efficiently, making it easier to filter, segment, and personalize communication.
Adding & managing custom attributes
3. How do I add a new custom attribute to a contact?
Click on the ✏️ edit/delete column for a contact, go to the Custom Attributes section, and click the + icon to add a new attribute.
4. What is the "Add new attribute+" button used for?
This button allows you to create a new custom attribute by specifying its name and value.
5. Can I edit or delete a custom attribute after adding it?
Yes, you can modify or remove an attribute by accessing the contact’s edit/delete column and making the necessary changes.
Configuration & best practices
6. How do I configure parameters for a custom attribute?
Select "+ ADD NEW" from the parameters dropdown and enter the name and value for the attribute before saving.
7. What should I consider when naming custom attributes?
Use clear, descriptive names to ensure consistency and easy identification across all contacts.
8. How often should I review and update custom attributes?
Regularly review attributes to remove outdated ones and ensure the data remains relevant and useful.