1.0 - Dynamically Populating an Attribute with Other Attribute Values - Vantage Customer Experience

Vantage Customer Experience User Guide

prodname
Vantage Customer Experience
vrm_release
1.0
category
User Guide
featnum
B035-3800-099K
You can create special attributes—dynamic attributes—that reference other attributes. These dynamic attributes (personalization attributes) can be linked to channels and messages but cannot be used in criteria (except message-only criteria).

The most common use case for defining dynamic attributes is to include personalized information with offers sent to the channel. Because Vantage CX does not store personal customer information in its contact history, the values that populate dynamic attributes for individual customers must come from the channel itself.

You also might use a dynamic attribute to reference another attribute that has a value that changes frequently. For example, if you know that store names are changing, you might have an attribute called storename and reference it from dynamic attributes so you only need to change the value of storename in one place when the name finally changes.
You cannot include dynamic attributes within other dynamic attributes.
  1. Complete the steps for creating an attribute up until you select a value type. See Creating or Editing Attributes.
  2. When you define a dynamic attribute, select an attribute group that has the owner Messaging. You can select other owners for the attribute group of any reference attribute.
  3. On the VALUES page, select the dynamic attribute value type: Dynamic - String, Dynamic - Numeric, Dynamic - Numeric - Expression, or Dynamic - String - Expresion. The Dynamic Value Formula builder displays.
  4. [Optional] For Dynamic - Numeric - Expression and Dynamic - String Expression, the Dynamic Value Formula builder displays a free form text box. You can type anything into the box and include as many attributes as you choose. To include a string attribute, you must concatenate the keynames for the owner, attribute group, and attribute and then wrap the fully qualified attribute name in @@; for example, @@customer.demographics.age@@. For a numeric-expression dynamic attribute, enclose the fully qualified attribute in square brackets; for example, [customer.financialprofile.creditrating].
    Contents of the text box are not validated. Be careful when typing the value for inferred dynamic attributes. Type mismatches result in invalid attribute definitions; for example, a String type of attribute referring to an Integer type of attribute.
    Linefeeds at the start or end of the free form-text field are stripped.

    Dynamic attributes can include attributes owned by Corporate, Marketing, or Customer as well as Context attributes. Reference attributes owned by a channel or Messaging are not processed.

  5. [Optional] For Dynamic - String, select a single attribute from the Reference Attribute drop-down list. The reference attribute may be simple or complex; the Dynamic Value Formula builder displays only valid choices. Attributes owned by Customer, Corporate, or Marketing are available.
  6. [Optional] for Dynamic - Numeric, type text into the builder and double-click attributes from the column on the left to build the formula. Attributes owned by Customer, Corporate, or Marketing are available; Context attributes are also available.
  7. Click CREATE.

    If attribute values are not available for substitution into the dynamic attribute, Vantage CX returns default values. If there are no default values set for the attributes being substituted into the dynamic attribute, Vantage CX returns a null string.

    Here are some usage rules for creating dynamic attributes:
    • These operators are allowed for numeric attribute definitions:
      • + addition
      • - subtraction
      • * multiplication
      • / division
      • ()-> parentheses
    • This is the order of precedence for the operators:
      • Parentheses
      • Multiplication
      • Division
      • Addition
      • Subtraction

    The values for the reference attributes in dynamic attributes must be available in the Vantage CX data store at the beginning of the customer session. Once the values in a dynamic attribute are set during an interaction, their values never change within the interaction. To minimize the performance impact, dynamic attribute calculation occurs for the messages that are being returned to the channel, and only for the attributes selected to be returned with each message. Dynamic attributes are never added to session data, and are not available for criteria, arbitration, or any other functionality within Vantage CX.