Attributes are the defined fields for your data and are powerful tools to segment and report on your customers and KPI. The purpose of this document is to get you familiar with the various attribute types, the system default Totango Named attributes and attribute settings.
Attributes are either related to Account Information (account attributes), User Information (end user attributes) or Totango User Information. And these can be organized into attribute Dimensions which you define.
- Attribute Data Types
- Lifecycle Status'
- Account Roles as Attributes
- Attributes for your Totango Users
- Totango Named Attributes
- Attribute Settings
- Attribute Sources & API Names
Attribute Data Types
Totango supports the followings Attribute Data Types:
Text - Supported as Account or User Attributes
- The attribute can contain any textual data.
- Totango will show the value as is
- Totango will identify a link, and will show the text as linkable
- Limitation: up to 255 characters
Numeric - Supported as Account or User Attributes
- The attribute can contain any numeric value
- Positive and negative values are supported
- Both integer and decimal values are supported
- Limitation: comma is not supported (i.e., values should be sent as 1000 instead of 1,000)
Date - Supported as Account or User Attributes
- Display Date values
- Values should be sent with complying with ISO 8601 (i.e., it should have following date format: "yyyy-mm-ddThh:mm:ss.sZ" or ""yyyy-mm-dd")
Currency - Supported as Account Attributes only
- Choose the currency to display from a list of 100+ global currencies
- Decide on EU or international format
- Select the number of digits to display after the decimal
List - Supported as Account Attributes only
- Create a list of predefined options
- Drag & drop to resort list at any time
- Supports any combinations of text, numbers or special characters
- Totango does not currently support multi-select list attributes
Lifecycle Status' - Supported as Account Attributes only
- Support pre-defined set of values (called Stages)
- Totango will automatically track time between Status Stages
- Set an End Stage to denote the end of this part of the Lifecycle journey (in the below example, 'Closed Won' and 'Confirmed Canceled' would both be end stages to the Renewal Probability)
- Note: the values sent should match the Attribute Stages and are case sensitive
- For more details please refer to Lifecycle Status
Account Assignment Roles can be used like any other attributes for the purposes of creating segments, dynamic fields in campaigns, reports and SuccessPlay tasks. You can create as many Account Assignment Roles as you like and Totango provides Success Manager and Sales Manager by default (see Totango Named Attributes). You can populate the values of these roles from any data source, just like any other attribute.
Please keep in mind that the name of the values (names) for the Account Assignment Roles should match the exact spelling of the name of the associated Totango User. For example, if Jonathan Doe (email@example.com) is the Success Manager of Account A, but his Totango User is created under John Doe, then the Success Manager value should be brought into Totango as John Doe.
Totango User Attributes
Your Totango Users have a lot of HR and demographic information that is important for making better decisions. Viewing this information helps managers make smarter information-based decisions. By creating Totango User Attributes, you can create Totango User Pools to better analyze Totango User data on the Totango Users page and Team Spotlight. You can also Dynamically assign SuccessPlays Tasks.
Totango Named (Default) Attributes
You can define any account attributes you want for filtering and segmentation purposes. In addition, Totango supports a number of named attributes for which it defines special functionality. Adding data to these attributes is required in order to get full functionality from your Totango instance. Here is a list of these attributes and supported syntax.
When creating or editing attributes, you also have settings for:
- Edibility - Do you want this attribute to be able to be edited in Totango? You may want deselect this option when the attribute is being populated by another source, which should remain the source of truth.
- Visibility- You can mark the attribute as 'Privileged Access' meaning it is sensitive data that should not been seen by all Totango Users.
- Default Value - You can set the behavior of the attribute value in the case that it is uploaded empty via a CSV file.
Attribute Sources & API Names
When creating an attribute, you can select it's source - either Salesforce or through API (which denotes all other sources). If an attribute is set up as Source=Salesforce, it cannot be updated from any other source (API or CSV) and Totango will ignore the data sent by to this attribute, without showing an error.
Once you defined an attribute, the API name cannot be changed so if you would like a custom API name make sure you define it at this point, otherwise Totango will automatically use the Display Name as the API name.
Note: the API name is the attribute identification you need to use in order to update it's value from any source.
Note: Totango does not support special characters in the API name of attributes (Examples: .,#,?,*..), only underscore "_".