Client Attributes

Customer attributes are additional data you can add to customer profiles to improve segmentation, personalization, and analytics.

This may include information about preferences, interests, purchase history, demographics, and anything else you need to better understand your customers and their behavior.

In this article we will look at how to set them up.

Please note: Attributes settings are only available in the Professional version and above.

Creating Attributes#

Go to the Jivo app , section "Manage" > "Attribute settings".

Click "Add attribute" and fill in all the fields.

• Attribute Name – The name that will be displayed to the visitor. Can contain from 3 to 25 characters.
• Attribute ID – will not be displayed to the visitor on the site. Used for internal identification. From 3 to 60 characters. May contain only Latin letters, underscores and hyphens.
• The name and ID must be unique for each attribute.
• Field type - currently only two options are available: string and number.

After filling in, click "Create". You can add up to 10 attributes in total.

Editing Attributes#

In this section you can also edit or delete attributes by clicking on the pencil or trash can icon that appears when you hover over them.

Once you create an attribute, you can only change its name, which is displayed to visitors.

Important: If you delete an attribute, all user information that was transferred via it will be deleted.

Adding attributes to the site#

To do this, in the Jivo application , select the section "Mange" > "Channels" > "Settings" (to the right of the desired channel) > "Contact form".

You can display up to four fields in the contact form on the site. The attributes you create will be located at the end of the list. Check the boxes that you need.

Please note: You can add a maximum of three attributes for each site. At least one of the fields must be standard: name, phone or email.

After selecting the desired fields, click "Save" to apply the changes.

In this section, you can change the attribute name displayed to the visitor by clicking on the pencil icon that appears when you hover over it.

This is how the specified attributes will look in the widget on the site:

The agent in the application will also see these fields. They will be displayed in the client information panel.

The employee will be able to fill in these fields independently or change the information in them.

Done! Now you can add the desired client attributes.

We wish you happy chats!