Creating Custom Attributes/Meta Data for a Customer Profile

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 profile, first go to Developer section, then Meta Data tab. then. Click Customer from the options at the top of the screen and then click "Add Customer Meta Data".

customer meta data

Select a title for your attribute. For an example, I'll create an attribute for logging a customer's spouse's name. I'll title my attribute "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. We offer 11 different data types. Because names are unique, I'll use a text box for mine.

Decide whether or not you want your attribute to be a required field. Not every customer will have a spouse, so I wont make my attribute required.

Finally you can set the sort order. The sort order determines the order your customer attributes will appear in on a customer profile. 

Click "Add Customer Meta Data" when you're finished building your attribute.

Customer meta data 2

Now You can go over to a customer's profile to test it out.