Contact attribute management

Last Updated : Jun 25, 2024 |
Attributes are properties of customer data. POM supports common attributes required to process customer data. You can filter the customer data based on the attributes. In POM, you can set up custom attributes and import data to these attributes. A typical custom attribute has the following components:

  • name

  • data type

  • read-only flag for agents

  • masked for agents flag

  • privacy flag

Depending on the campaign, you require the following custom attributes: AmountDue, DueDate, and BloodType.

If you enable the read-only for agents flag, the agent cannot edit the values of the attribute through the agent desktop. If you enable the masked for agents flag, the agent cannot see the attribute value through the agent desktop. For example, if you enable the masked for agents flag against the password field, the POM system displays the passwords as ******. The privacy flag helps you to define the visibility of an attribute in a multitenancy setup. For more details about multitenancy, see Multitenancy.

Masking of contact attributes for users

This feature enables the masking of confidential data. The data is shielded to reduce unintended exposure and misuse of the data. You can mask specific fields in customer contacts when the contacts are displayed in the user interface. This user-masking option can be enabled for the following options in Proactive Outreach Manager:

  • Contact attributes in the contact browser

  • Contact attributes in the preview campaign filter output

  • Contact attributes in the splitter filter output

System attribute to calculate age of contacts

POM provides a system attribute (addedOn) that displays the time when a new contact was imported, uploaded, or added into a contact list. This attribute is a part of all contact lists for all organizations. The value of the addedOn attribute for all the contacts imported earlier to POM 4.0.2 Service Pack 3 will be set to the time of upgrade to version 4.0.2 Service Pack 3.

With this attribute, a user can filter contacts based on their age. For example, if a user wants to filter contacts added before 30 days, the user can use this attribute to filter the records.