Creating Attributes
Attribute Filters allows you to tag the marketing materials you make available in your library with different types of criteria. Once the assets are tagged with your custom attributes, you can use this information for two main purposes.
First, attributes can be used as filters to allow your partners to quickly locate marketing materials in Campaigns or the Library.
For example, you can setup attributes for a specific language, audience or product type. The partner simply checks on/off the filters to narrow the results in their library to view tactics only in that language. In addition to filtering, attributes can also be used for reporting purposes, to measure and compare different tactics or campaigns based on their attributes.
Tag Marketing Materials
Tag the materials in your library with criteria such as language, audience, or product type.
Filter Content
Partners check filters on and off to quickly narrow the results in Campaigns or the Library.
Report on Attributes
Measure and compare tactics or campaigns based on their attributes.
Navigation Path
Attributes
Create a new attribute
Open the sections below to choose a field type, decide where the attribute is used, and add its options.
Creating New AttributesStart a new attribute and choose its field type.
In order to create new Attributes, navigate to the Program Manager and select Setup Content tab from the Current Program dropdown at the top of the page. From the menu, select Settings → Attributes. A list of existing Attributes will appear.
To add a new attribute, click the New Attribute button.
A list of fields will display. The options available to select from are:
- Single selection → Dropdown
- Single Selection → Radio Button
- Multiple Selection → Scrollbar
- Multiple Selection → Checkbox
Choose the appropriate field type for the attribute. If you need to set more than one value choose a multiple selection option. Selecting an option loads the attribute details screen.
Every attribute type will prompt you to provide a name, description and choose if it is a required field.
Where the Attribute Will Be UsedChoose where the attribute applies and which programs can use it.
Decide where the attribute will be used. You have the following options:
- Tactic settings → This attribute can be applied to individual tactics.
- Library filtering → This attribute is applied to individual tactics and can be used by partners to filter tactics in the Library tab.
- Campaign Start Marketing Filtering → This attribute is applied to individual tactics and can be used to filter the tactics within campaigns.
- Campaign Settings → This attribute can be applied to campaigns.
- Campaign Filtering → This attribute can be applied to campaigns and can be used by partners to filter campaigns on the Campaigns tab.
- Plans → This attribute can be applied to marketing plans.
- Campaign Settings → This attribute can be applied to individual campaigns within a marketing plan.
- Plan Settings → This attribute can be applied to a marketing plan.
If this attribute should be available for multiple programs, select the programs from the list.
Adding Options and SavingEnter the attribute's options, then save.
Enter the Options for the attribute. For example, if the attribute is Language, your options may be English, Spanish, and French. As you add options, an additional field is automatically added.
When finished entering this information click Save. This creates the attribute and adds it to the list available when creating content.