What are Custom Attributes in DMLY

Custom Attributes allow you to store additional, personalized information about your contacts beyond the default fields like name and phone number. This helps you build deeper customer profiles, improve targeting, and create more personalized campaigns.

VIDEO GUIDE:

🧩 What Are Custom Attributes?

Custom Attributes are user-defined data fields that you can attach to a contact.

They allow you to track specific information unique to your business.

Examples of Custom Attributes

• VIP Status

• Preferred Branch

• Membership Level

• Order Count

• Subscription Plan

• Last Purchase Date

• Customer Type

Instead of limiting your data to standard fields, Custom Attributes let you structure contact data based on your workflow.

➕ How to Add Custom Attributes to a Contact

1. Go to Contacts

2. Click the More Actions (⋮) button next to a contact

3. Select Custom Attributes

4. In the popup:

   • Enter the Attribute Name

   • Enter the Value

5. Click Add New Attribute (if adding multiple)

6. Click Save

You can also remove an attribute using the delete icon before saving.

📦 Attribute Structure

Each custom attribute consists of:

• Attribute → The field name (e.g., VIPStatus)

• Value → The field value (e.g., true)

Example:

🔄 Editing & Managing Attributes

• You can update values anytime

• You can remove attributes

• You can add multiple attributes per contact

• Changes save instantly after clicking Save

📊 Using Custom Attributes for Segmentation

Custom Attributes become powerful when used in segments and automation.

Example 1: VIP Targeting

Attribute:

VIPStatus = true

Create segment:

• Custom Attribute VIPStatus equals true

Example 2: Branch-Specific Campaign

Attribute:

PreferredBranch = San Francisco

Create segment:

• Custom Attribute PreferredBranch equals San Francisco

Send location-specific promotions only to that branch.

📥 Custom Attributes in CSV Import

You can also add custom attributes during bulk import.

In your CSV file, use this format:

FieldName:"value"|AnotherField:"value"

Example:

VIPStatus:"true"|PreferredBranch:"San Francisco"

Important:

• Custom fields must already exist in DMLY before import.

• Separate multiple fields using |

🤖 Using Custom Attributes in Automation

Custom attributes can be used to:

• Trigger automation rules

• Personalize messages

• Filter contacts

• Update customer data dynamically

Example:

• If OrderCount > 5 → Add VIP tag

• If MembershipTier = Gold → Send exclusive offer

💬 Personalization with Templates

You can use custom attributes inside WhatsApp templates to personalize messages.

Example:

Instead of:

Hello Customer

Use:

Hello {{PreferredBranch}} Member

This makes communication more relevant and engaging.

⚠ Best Practices

✅ Keep Attribute Names Consistent

Use clear naming conventions:

• VIPStatus (not vip, VIP, vip_status mixed together)

✅ Avoid Too Many Unnecessary Fields

Only track data that improves segmentation or personalization.

✅ Standardize Values

If using membership tiers:

• Always use: Bronze, Silver, Gold

• Avoid inconsistent spelling

✅ Use for Strategic Segmentation

Attributes work best when tied to campaigns and automation workflows.

🚀 Why Custom Attributes Matter

Custom Attributes help you:

• Build richer customer profiles

• Personalize messaging at scale

• Improve segmentation accuracy

• Trigger smarter automations

• Increase engagement and conversion

They transform DMLY from a messaging platform into a structured customer data system.