Meta Data
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      Creating Custom Attributes/Meta Data for Club Membership

      To create an attribute for a club membership, first navigate to Developer section, then select Meta Data tab. 

      1. To create an attribute for a product, navigate to Developer > Meta Data
      2. Click the Club Membership tab from the options at the top of the screen and then click Add Club Membership Meta Data
        Screen Shot 2023-02-09 at 4.13.48 PM
      3. Select a Title for your attribute. For an example, "How did you hear about us?"
      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 Club Membership to be saved.
      7. Finally you can set the Sort Order. The sort order determines the display order your Club Membership attributes will appear.
      8. Click Save Club Membership Meta Data when you're finished building your attribute.

      Test It Out

      Click on Clubs > Memberships

      Click on a Member and Choose the Meta Data tab. You will see your Attribute there.

      Screen Shot 2023-02-09 at 4.26.11 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 Memberhips containing both the old and new option titles? Unfiltered Membership 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.