In Commerce7, setting up meta data is a way to collect data that is relevant to your business. After creating Customer Meta Data they will appear on customer profiles and will be included in the Customer export.
Once you have set up meta data for Customers, you can use them as one of the conditions when creating an customer tag. Learn more here; How Do I Create Customer Tags?
- To create an attribute for a Customer, navigate to Developer > Meta Data
- Click the Customer tab from the options at the top of the screen and then click Add Customer Meta Data
- Select a Title for your attribute.
For an example, we are collecting 'Spouse's Name'. - Code is just a reference point for doing API calls. You do not need to change this, but you can if you'd like.
- Next select your Data Type. There are 11 different data types available.
Learn more about the Data Types here. - 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 Profile to be saved.
- Finally you can set the Sort Order. The sort order determines the display order your Customer attributes will appear.
- Click Save Customer Meta Data when you're finished building your attribute.
Test It Out
Click on the Edit link.
Scroll down in the modal and you'll see the field that you created.
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.
Example using Order Meta Data:
- You have Order Meta Data for "Source" and your options are: Social, Friends & Family, and Google.
- You select the value of "Social" on Order #1012.
- You change your Order Meta Title to rename "Social" to "Social Media".
- 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).
- 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
- 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.
- 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.