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 |
| First Active | The date and time when the customer first interacted with the organization |
| 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.
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.
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.