> For the complete documentation index, see [llms.txt](https://help.peoplevine.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.peoplevine.com/products/control-panel-overview/admin-overview/manage-custom-attributes.md). # How to Manage Custom Attributes Custom attributes let you tag CRM profiles with structured data (e.g., Allergies: Dairy, VIP client type: VIP, Amenities Preference: Pool). Use them to segment members, target communications, and sync data to integrated systems like SevenRooms. ### Before you begin (Prerequisites) * **Permissions**: You must be an **Administrator**, **Supervisor**, **Manager**, **Support**, or **Account Rep**. See: [How to Manage Users and Permissions](/products/control-panel-overview/admin-overview/manage-roles-permissions.md). ### Instructions #### View all attribute groups 1. Navigate to [**CRM > View Attribute Groups**](https://control.peoplevine.com/admin_customer_attributes.aspx). The groups list shows: | Column | What it shows | | -------------------- | ------------------------------------------------------- | | **Group** | Attribute group name (e.g., Allergies, VIP client type) | | **Unique Customers** | Number of people tagged in this group | | **Tags** | Number of distinct values in the group | | **Opted In E-mail** | People tagged who have opted in to email | | **Opted In SMS** | People tagged who have opted in to SMS | | **View** | Button to open the group detail page | Use the **Search Attributes** field to filter, and check **Filter for Active Members Only** to narrow results. #### View a group's detail page 1. Click **View** (green button) on any attribute group. 2. The detail page shows: * **Summary stats**: Total Tags, Opted In to E-mail, Opted In to SMS * **Value distribution chart**: Donut charts showing the percentage breakdown of each value (e.g., Allergies: 17% Dairy, 17% Fish, 17% Gluten, 33% None, 17% Peanuts) * **Recently Tagged**: Table of people tagged with Photo, Tag, Value, Date, E-mail Opted, SMS Opted * **Sorting Options**: Sort Alphabetically, Sort by Volume, Show All People, Show Only Active Members, Never a Member, Show Global Network Data * **Filter**: Search by name, search by value, filter by date range 3. Under **Options**, you can take action on everyone tagged in this group: * **Export Data** * **Send an E-mail Newsletter** * **Send an SMS Newsletter** * **Delete Attribute Group** #### Assign an attribute to a person's profile 1. Use the **Search** icon (magnifying glass) in the top navigation bar. Type the person's name or email and select their profile. > Alternatively, navigate to [**CRM > View People**](https://control.peoplevine.com/customers), search by name or email, click **APPLY**, and click the person's **Name**. 2. Scroll to the **Attributes** section on the profile. 3. Click **ASSIGN AN ATTRIBUTE**. 4. On the **Create an Attribute** page: * **Create Attribute**: Select an existing attribute group from the dropdown (e.g., Allergies). If the attribute group you need does not exist, you can create a new one by entering a new name. * **Value** (required): Enter the tag value (e.g., Dairy, Gluten, VIP). 5. Click **ASSIGN ATTRIBUTE**. The attribute appears immediately on the person's profile under the Attributes section, showing the group name and value with an edit icon. #### Build a segment from attributes Use this to find all people tagged with a specific attribute and value — for targeted communications or exports. 1. Navigate to [**CRM > View Attribute Groups**](https://control.peoplevine.com/admin_customer_attributes.aspx). 2. Click **BUILD A GROUP** (green button, top right). 3. On the **Customer Segmentation** page: * **Tagged With**: Select one or more attribute groups from the list (e.g., Allergies). Hold Ctrl/Command to select multiple. * **Tagged Value**: Select one or more values from the right list (e.g., Gluten). * **Filter for Active Members Only**: Check to narrow results to active members. 4. Click **APPLY FILTER**. 5. Results show: Customer, Attribute, Value, E-mail Opted, SMS Opted, Tagged date. 6. To save this segment for targeted messaging: * Enter a label in **Save Filter List to Send Targeted Message** * Click **SAVE GROUP** * A new attribute group with the label name is automatically created ### Best Practice Use consistent naming for attribute groups across your team. Attributes sync to integrated systems — by default, Peoplevine syncs the following attributes with SevenRooms: Dietary Restrictions, VIP Client Type, Client Type, Special Attention, Profession, Seating Preference, Champagne, Spirits, Water, and Wine Preferences. ### What Happens Next * **On the profile side**: Assigned attributes appear on the CRM profile under the Attributes section and can be used for segmentation, reporting, and campaigns. * **Next step**: To map form responses to attribute groups automatically, see: [How to Map Form Fields to CRM Profile or Attribute Group](/products/control-panel-overview/forms-overview/map-form-fields.md). To mark a member as VIP using the attribute, see: [How to Mark a Member as VIP](/products/control-panel-overview/membership-management-hub/mark-member-vip.md). *Last updated: 2026-05-24* --- # Agent Instructions This documentation is published with GitBook. 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