letters “a - z” / ”A - Z
“plan” , “ID”, “Company”
numbers 0 - 9
009, 49, 1234, 200.13
underscores ( _ )
“region_024”, “company_name"
spaces ( )
“Plan Name”, “company name”
Characters NOT accepted:
dollar signs ($)
“MRR$”, “$plan”
periods (.)
“MRR.1”, “plan.name”
percentage signs (%)
“%revenue”, “% of data”
Ampersand (&)
“Address & Phone”
Dates as Attribute Values
Date/times must be in the “yyyy-mm-ddThh:mm:ss” format (“ISO 8601” format) to be recognized as dates.
✔ Correct:
2017-09-23
2017-09-23T15:25
2017-09-23 15:25
2017-09-23T15:25:45
2017-09-23T15:25:45Z
X Incorrect:
9-23-17
9/23/17
23/09/17
2017-9-23
09-23-2017
Uploading attributes via CSV file
When uploading your .csv file, all additional columns besides the email, first name, and last name will automatically be uploaded with your contacts as attributes.
Case Sensitive
Attribute names and values are case sensitive. Be consistent in naming and formatting your attributes.
Ex: "Plan" and "plan" are seen as two different attributes.
If you need to clean up any duplicate attributes, this can be done in the Attributes management section of your account.
Uploading attributes via API
Attributes can also be attached to your contacts via the API when using the 'Survey a contact' or 'Add/update a contact' call under the 'attributes' section.