Automated Contact Attributes

Automated Contact Attributes are an extension of Contact Attributes. Automated Contact Attributes are used for the same purpose as Contact Attributes. The only difference between regular Contact Attributes and Automated Contact Attributes is that the latter are associated with a Contact automatically once a Contact fits the criteria associated with each Automated Contact Attribute

Example 1: Staff attribute is typically configured as an Automated Contact Attribute because a school can set up criteria that any Contact associated with an active staff record should have Staff attribute. By taking advantage of the built-in automation, a school can streamline its data processes and increase data accuracy.

Example 2: If a school wants to establish different membership levels, it may consider creating Automated Contact Attributes. For instance, a school may have Silver Level attributed assigned automatically to any Contact who gives greater than $500 and less than $2500 during the current fiscal year for Annual Campaign.

See also
Contact Attribute    Campaign    Contact    DAT   
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