Meta Data
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      Creating Custom Attributes/Meta Data for a Customer Address

      Below are the steps for creating a custom attribute that can be collected in the Customer Address area.

      1. To create an attribute for a product, navigate to Developer > Meta Data
      2. Click the Customer Address tab from the options at the top of the screen and then click Add Customer Address Meta Data
        Screen Shot 2023-02-09 at 4.30.42 PM
      3. Select a Title for your attribute.
        For an example, “Building Type”
      4. Code is just a reference point for doing API calls. You do not need to change this, but you can if you'd like. 
      5. Next select your Data Type. There are 11 different data types available. 
        Learn more about the Data Types here.
      6. Decide whether or not you want your attribute to be a Required field. If it's required, it will need to be entered in order for the Customer Address to be saved.
      7. Finally you can set the Sort Order. The sort order determines the display order your Customer Address attributes will appear.
      8. Click Add Customer Address Meta Data when you're finished building your attribute.

      Test It Out

      Click on CRM > Customer and choose any Customer.

      Choose the Profile tab > and click the Edit button for one of the addresses on file.

      Screen Shot 2023-02-09 at 4.38.02 PM

      Scroll down in the modal until you see the Meta Data field you created. Choose one and Save.

      Screen Shot 2023-02-09 at 4.38.22 PM

      Before You Save, Choose Your Option Titles Wisely!

      If you have chosen a 'text' Data Type such as 'Radio', 'Checkbox', or 'Select', make sure to carefully select your option title. Once saved, if you later edit the title, you will only be able to filter using the new title.

      Screen Shot 2024-03-27 at 3.09.41 PM

      Example using Order Meta Data:

      1. You have Order Meta Data for "Source" and your options are: Social, Friends & Family, and Google. 
      2. You select the value of "Social" on Order #1012. 
      3. You change your Order Meta Title to rename "Social" to "Social Media".
      4. Order #1012 that has "Social" selected will not have "Social Media" selected. (This is because the backend doesn't know that "Social" and "Social Media" are the same thing. Since the text doesn't match, it thinks that it's a different value).
      5. If you filter by the Order Meta Data of "Social Media", the Order with "Social" selected will not be included in the results. (Note that unfiltered Order Exports will contain both). 

       

      FAQ

      1. Oh no! I edited my Option Title after I'd already begun using the old Title. How can I report on Customers containing both the old and new option titles? Unfiltered Customer Exports contain both. You can download and sort on the applicable Meta Data column.
      2. Can I re-order the Options after the fact? Yes! As long as the text matches, there are no issues with changing the display order.