Team's Custom Attributes

  • Updated

Team Custom Attributes apply to every contact. These Team Custom Attributes are commonly used to store general information about your business to include dynamically in messages, for example your business’ name, a manager’s name, and the business address. The Team Custom Attributes can be used as Message Variables in Campaigns, Templates, or in Message Hub.

 

Viewing Team Custom Attributes

The Team Owner is the only person who can view Team Custom Attributes. If you are not the Team owner and need to view the Team Custom Attributes, please contact the Team Owner or the Voxie Support team.

If you are the Team Owner, here are the steps on how to view the Team Custom Attributes:

  • While logged into your Voxie team, click on the upper right corner where your name or business name is.

  • Select Team Settings from the dropdown menu.

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  • On the new page on the left side, select Custom Attributes from the list of settings sections.

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  • The table displayed contains your existing Team Custom Attributes.

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  • To view a specific Team Custom Attribute, use the Actions dropdown button and select View.

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  • You can view all the variables associated with the selected Team Custom Attribute in the box at the top of the page.

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Adding a New Team Custom Attribute

The Team Owner is the only person who can add a new Team Custom Attribute. If you are not the Team Owner and need to add a new Team Custom Attribute, please contact the Team Owner or the Voxie Support team.

If you are the Team Owner, here are the steps on how to add a new Team Custom Attribute:

  • On the page where you are viewing the Team Custom Attributes, use the + Custom Attribute box at the top of your screen to add a new Team Custom Attribute.

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  • You will need to fill out 4 fields to create your Team Custom Attribute:

  1. Key: This is the field that is the name or category of information you will store. Name the Team Custom Attribute something easy to remember, like “Store Phone Number” or “Location” or “Manager Name.”

    1. The Key is what will be selectable when you use the custom attribute as as Message Variable. 

    2. The Key cannot be changed or edited once saved. Make sure you are giving it the name you want to keep forever before you click Create.

    3. Spaces cannot be used in the Team Custom Attribute Key. We recommend using an underscore or dash to separate words.

  2. Value: This is the field you want to dynamically populate when you use the Team Custom Attribute, so add in your main information here. For example, if you were to create the “Store Phone Number” custom attribute, you would populate the phone number in this field.

  3. Label: This is a secondary field that you can use to dynamically populate additional information. you can add extra information here that further details the Value. For example, if you were to create the “Store Phone Number” custom attribute, you could add a sentence with instructions in this field, which you might wish to insert into a text message after the phone number.

  4. Description: This field is for you to reference later and is a good place to add additional narrative information related to the Team Custom Attribute you have created.

  • Click Create to save the Team Custom Attribute.

When the Team Custom Attribute Value and Label is used in a text, it will look like this in the text body:

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And it will look like this when sent:
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Editing Team Custom Attributes

The Team Owner is the only person who can edit a Team Custom Attribute. If you are not the Team Owner and need to edit a Team Custom Attribute, please contact the Team Owner or the Voxie Support team.

If you are the Team Owner, here are the steps on how to edit the Team Custom Attributes:

  • On the page where you are viewing the Team Custom Attributes, find the Team Custom Attribute you want to edit.

  • Click the Actions drop-down box and click Edit.

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  • The current values associated with the Team Custom Attribute will appear in the top portion of the page.

  • The Key cannot be edited, but the other three values can be changed.

  • Click Save to save any edits made to the Team Custom Attribute.

Deleting Team Custom Attributes

The Team Owner is the only person who can delete a Team Custom Attribute. If you are not the Team Owner and need to delete a Team Custom Attribute, please contact the Team Owner or the Voxie Support team.

If you are the Team Owner, here are the steps on how to delete the Team Custom Attributes:

  • On the page where you are viewing the Team Custom Attributes, find the Team Custom Attribute you want to delete.

  • Click the Actions drop-down button and click Remove.

    • Deleting a Team Custom Attribute is permanent. Be careful and double check that you have selected the correct custom attribute that you want to delete, AND that you do not have any text messages going out on an ongoing basis using this custom attribute, or the values will not populate.

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  • When you click Remove, a pop-up window will appear asking if you are sure.

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  • If you want to delete the Team Custom Attribute, click I am aware, delete the attribute!

  • If you do not want to delete the Team Custom Attribute, click Cancel.