Customer Parameters
Store structured information about customers including system-generated attributes and custom data fields
Customer Parameters store structured information about a customer.
Parameters allow organizations to record both system-generated attributes and custom data fields for each customer.
Parameters are shared across the entire organization and are available wherever customer data is used throughout the platform.
Examples include:
- Marketing consent
- Language preference
- Marketing source
- Device information
- Custom attributes defined by the organization
Parameters make customer data structured, searchable, and usable for segmentation, analytics, and automation.
System Parameters
System parameters are automatically created and managed by the platform.
These parameters track core customer information and behavioral data generated through platform activity.
Examples include:
| Parameter | Description |
|---|---|
| Customer Number | The unique identifier assigned to the customer |
| UUID | The globally unique identifier used internally by the platform |
| Created | The date and time when the customer profile was created; customer activity never changes this value |
| First Active | The date and time of the customer's first qualifying activity; this may be later than Created for imported or staff-created profiles |
| Source | How the customer was acquired |
| Campaign | The marketing campaign associated with the customer acquisition |
| Medium | The marketing medium used to reach the customer |
| Browser | The primary browser used by the customer |
| Device | The primary device type used by the customer |
| Location | The geographic location associated with the customer |
| Language | The customer's preferred language |
| Date of Birth | The customer's recorded birth date |
| Marketing Opt-In | Indicates whether the customer has opted into marketing communications |
| SMS Opt-In | Indicates whether the customer has opted into SMS notifications |
System parameters are automatically populated based on platform activity and integrations.
Created and First Active are separate system values. They are equal when a customer creates their own account and is immediately active. Activities performed by staff, systems, integrations, or imports do not make an existing profile First Active; the value remains empty until qualifying customer activity occurs.
Favourites Parameter
A customer's preferred products, services, product categories, service categories, or sublocations can be saved to their profile as Favourites. Staff can add favourites manually for reference and quick access, such as a regular's usual product, preferred service, or frequently used sublocation.
For products and services, Tiquo can also surface suggested favourites based on order and booking activity. These suggestions help staff spot the items a customer returns to most often.
Marketing Interests
Marketing Interests describe what a customer wants to hear about in future marketing.
They are used for marketing targeting at the sublocation level, such as venues, spaces, branches, studios, treatment areas, or other parts of the business the customer has shown interest in.
This is different from Favourites. Favourites represent the specific things a customer likes, such as a particular product or variant, a specific table at a restaurant, a preferred massage type, or another exact item, service, category, or sublocation that staff want to remember on the customer profile.
Staff can edit Marketing Interests directly from the customer profile's Parameters section. When editing, Tiquo suggests sublocations based on the customer's previous order history, helping staff quickly add areas of interest that are relevant for future outreach.
Marketing Interests are useful for:
- Targeting marketing by the parts of the business a customer wants to hear about
- Recording interest in specific venues, spaces, branches, or departments
- Keeping marketing preferences separate from specific customer favourites
- Giving staff context about what future communications may be relevant to the customer
Custom Parameters
Organizations can create custom parameters to store additional information about customers.
Custom parameters allow businesses to adapt the CRM to their specific operational needs.
Examples include:
- Membership tier preferences
- Customer interests
- Loyalty identifiers
- Dietary preferences
- Internal segmentation fields
Custom parameters are shared across all customer profiles within the organization. Once created, they can be applied to any customer.
Using Parameters as Tags
Custom parameters can also be used as tags. When a parameter is marked for tag display, the parameter value appears next to the customer's name at the top of their profile, giving staff at-a-glance context without opening the Parameters section.
This is useful for the parameters staff most need to see immediately, such as VIP status, dietary requirements, or a sensitive operational note.
Parameter Types
When creating a custom parameter, the parameter type must be selected.
Supported types include:
| Type | Description |
|---|---|
| Text | Stores free-form text values |
| Dropdown | Allows selection from predefined options |
| Multi-Select | Allows multiple options to be selected |
| Date | Stores date values |
| Compound | Allows grouped structured values |
These parameter types allow organizations to structure customer information in different formats.
Editing Parameter Values
Parameter values can be edited directly within the customer profile.
Staff can update parameter values at any time.
Changes take effect immediately and are reflected across the platform wherever customer data is used.
Parameters and Platform Features
Customer parameters are used across several platform features.
These include:
- Marketing segmentation
- Customer analytics
- Marketing automation
- Customer filtering and search
Because parameters are structured fields, they allow organizations to organize and analyze customer data efficiently.
Summary
Customer parameters allow organizations to store structured data about customers.
They include both system-generated attributes and custom fields defined by the organization.
Parameters support:
- Structured customer data
- Segmentation and targeting
- Analytics and reporting
- Operational workflows
Customer parameters allow the CRM to adapt to the specific data needs of each organization.