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Offer Attributes

Rachael Norris
Rachael Norris
  • Updated

Offer Attributes are custom fields which you can set up to store extra information about Offers on your Spektrix system.

In this article, we’ll provide some example use cases and cover how to create an Offer Attribute.

Before getting started with Offer Attributes, take a look at:

 

Why use Offer Attributes?

You can use Offer Attributes to add extra information to Offers.

Offer Attributes can be added to Offers when setting them up in the Admin Interface. You can also add Offer Attributes retrospectively by editing an Offer.  These Attributes can then be used in Reporting.

If needed, you can make the Attribute required to ensure this information is always completed when setting up new Offers.

 

Example use cases

You can use Offer Attributes to group your different Offers for Reporting purposes.

For example, you might want to group all of your Offers for Members, Community groups, or Local Residents so that you can break down Offer Reports by the Offer group.

To do this you could apply an Offer Attribute called ‘Member Offers’ to all of the Offers you want to include in the Members group. For example, Members 2 for 1, Members 20% Off, Members Multibuy Offer.

This means you can then group any Offers for Members with the ‘Member Offers’ Offer Attribute in Reports.

 

How to create an Offer Attribute

To create a new Offer Attribute, navigate to the Settings Interface > Attributes > Offers.

TIP: You'll need the Settings Administrator user role to create and edit Attributes. If you don’t have this permission, ask the administrator in your organisation.

Click the New Attribute Definition button.

 

Attribute Definition

Next, you’ll be asked to input information to define the parameters of your Attribute.

TIP: Consider if your Attribute will be visible to customers on your website when choosing the name of your Attribute.

 

Complete the following information.

  • Name: give the Attribute a clear and descriptive name. Attribute names cannot include special characters (, . - & ! / etc.). Your Attribute name cannot be longer than 50 characters.

WARNING: You cannot change the name of an Attribute once you have created it.

  • Type: choose the Attribute Type.

  • Description: use this field to make it clear to other members of your team what the purpose of this Attribute is. This description will only be visible in the Admin Interface.

  • This Attribute is visible in your API integrations: check this box to make this Attribute available to the API.
  • This Attribute is always required: check this box to make it so that this Attribute cannot be skipped or left empty.

    Required Attributes will appear with a red line. You’ll need to enter information in order to proceed:

REMINDER: Checkbox Attributes can never be set to required, as they work on a Yes/No response. This means that leaving the box unchecked is a valid response.

  • This Attribute is protected: this option is greyed out as you cannot protect Offer Attributes.

  • Length: choose the maximum characters that can be entered, or set the exact number of characters which have to be entered to proceed. A text field can contain a maximum of 255 characters.

  • Allow users to enter free text for this Attribute: this option is only available for Dropdown List Attributes.

  • Unique Value: check this box if you require a unique Value to be entered every time.

Once you are happy with the information you have entered, click Create Attribute Definition.

 

Attribute Values

If you choose a Dropdown List, you will then need to add in the Values. 

Type each of your Values for this Attribute on a separate line. Each line appears as a value in this Attribute’s Dropdown List 

 

    • Select the Attribute you want to edit. 
    • Go to Attribute Values.
    • To add a new Attribute Value click New Attribute Value.
    • You can rearrange the Values by clicking and dragging them from the grey dots on the left:

    • Clicking the grey trash can icon will delete the Attribute value.
    • Click on the name of the Attribute value to edit.

    WARNING: Editing the name of an Attribute Value will replace all existing Values with the new value. If your website integration uses this Attribute then this may prevent your website integration from working correctly.

    • Click Update Attribute Value if you are happy to proceed.

 

Offer Attributes in the Admin Interface

Once created, your new Offer Attribute will appear in the Admin Interface > Other > Offers. You’ll see the Attribute when you choose to create any type of new Offer.

In this example, you can see the Offer Attributes in the Basic Details of the Offer set up screen:


If you want to add an Attribute Value to an Offer you have already created, you can edit the Offer by clicking on the Offer you want to choose and then clicking the Edit button:

 

Further Reading

To continue learning about Offers, take a look at the following articles:

You can find more articles on Setting up and Editing Offers in the Set Up Events, Offers, Subscriptions and Merchandise section of the Support Centre.