How do I Create Custom Attributes in Direct Campaigns?

Updated on May 27, 2021 07:15AM by Admin

Custom attributes are nothing but the fields which are unique on your direct campaigns app which can be created, modified, and customized. You will also find your attributes of different data types such as text, numbers, date, currency, etc., Master layouts in direct campaigns app allow you to add up the custom fields as per your requirement.

For instance: Consider an employee, who wants to add a custom section “Additional Information” with the custom fields “Follow up Date” and “Category”. In that case, he can add these additional attributes by customizing the master layout.

Steps to Create Custom Attributes

  • Go to Direct Campaigns App.
  • Click on the “More (...)” icon and select “Settings”.
Create Campaign

  • On the Settings page, click on the“Customize App” and select “Master Layout”.
Settings

Note: If you are a standard plan user, then you need to upgrade your account to use this master layout feature. You will be notified with a popup as below:

Premium plan
  • Drag the “Two Column” section from the “Palette” and drop it on the specified location.
Section

  • Click on the section name and rename it as “Additional Information” in the “Inspector” tab.
Inspector Tab

  • Now, to insert attributes, drag and drop the attributes from the “Attributes” section under “Palette”.
  • Click on “Save” to save the changes made.
Save

  • Thus, you have created custom attributes in direct campaigns.
Create Campaign

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