Welcome to the OptiPromo Attributes Dashboard—your tool for ensuring promotions are powered by the most relevant and up-to-date customer data. This article will guide you through using the dashboard to manage promotional attributes effectively, explain the structure of the attributes table, and show you how to keep your segmentation sharp.
What is the Attributes Dashboard?
The Attributes Dashboard, found under Promotion Settings in OptiPromo, is where you manage customer attributes synced from Optimove. These attributes, such as purchase history or engagement metrics, are the building blocks of your promotional tiers and segmentation. The dashboard lets you:
- View all available attributes
- Check their sync status
- Enable or disable syncing with a single click
By keeping only the most relevant attributes active, you ensure your promotions are targeted and efficient.
Exploring the Attributes Table
The dashboard features a table that displays all promotional attributes. Here’s a breakdown of the table’s structure:
| Column | Description |
|---|---|
| Attribute | The name of the attribute (e.g., "Last Purchase Date"). |
| Description | A brief explanation of what the attribute represents. |
| Status | Shows if the attribute is Synced (actively updating) or Unsynced (not updating). |
| Last Sync On | The date of the most recent data update from Optimove. |
| Actions | A toggle to switch the attribute between Sync and Unsync. |
You can also use the search bar within the dashboard to quickly find a specific attribute by name.
Understanding Attribute Statuses
Each attribute in the table has a status that indicates its sync state. Here’s what each status means:
| Status | Meaning |
|---|---|
| Synced | The attribute is actively syncing and contains the most current data. |
| Unsynced | The attribute is not syncing; data is outdated and not being updated. |
| Sync in Progress | The attribute is currently updating. It will switch to Synced once complete. This may take up to 24 hours. |
Tip: You can change an attribute’s sync status at any time using the toggle in the Actions column.
How to Use the Attributes Dashboard
Follow these steps to manage your attributes and keep your promotional data fresh:
- Navigate to the Dashboard: Go to OptiPromo → Promotion Settings → Attributes.
- Search for an Attribute: Use the search bar to locate a specific attribute.
- Check Sync Status: Review the Status and Last Sync On columns to see if the attribute is active and up-to-date.
- Update Sync Settings: Use the Actions toggle to enable (Sync) or disable (Unsync) an attribute. Changes to sync status take effect the next day.
Use Case: Checking and Updating an Attribute’s Sync Status
Imagine you’re preparing a new promotion and need to confirm that the "Customer Loyalty Score" attribute is up-to-date. Here’s how you’d use the dashboard:
- Navigate to Promotion Settings → Attributes.
- Use the search bar to find "Customer Loyalty Score."
- Check the Last Sync On column. If the date is recent, the data is ready to use.
- If the Status is Unsynced, toggle the Actions switch to Sync. The attribute will begin updating the next day, ensuring your promotion uses the latest data.
This process ensures your promotions are built on accurate, timely information.
Best Practices for Managing Attributes
- Sync Only What’s Needed: Unsync attributes not used in active promotions to streamline performance.
- Review Regularly: Periodically check the dashboard to ensure only relevant attributes are synced.
- Focus on Segmentation: Choose attributes that align with your targeting goals, like customer behavior or purchase patterns.
Limitations to Know
The Attributes Dashboard is designed for sync management only. You cannot:
- Create new attributes
- Edit attribute details
- Delete attributes
For these actions, contact your Success Manager.
Ready to Get Started?
Access the Attributes Dashboard at OptiPromo → Promotion Settings → Attributes. For questions about selecting attributes or optimizing your promotions, reach out to your Success Manager.
Keep your promotions precise and powerful with the Attributes Dashboard!