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Custom Study Attributes

Billy Dowell Updated by Billy Dowell

Use Custom Study Attributes to better organize and categorize your and your team's studies.

Custom Study Attributes, much like candidate attributes, are used to help add details, sort, and filter your studies by using key terms that will help you compile and share your data and findings.

Both Admins and Creators can add attributes to studies. Only Admins can access, edit, and remove attributes from the Custom Attributes > Study Attributes page.
Custom Study Attributes View

How to Add Study Attributes within a Study

Custom Study Attributes Button
  1. Click on the study that you want to update.
  2. In the top right corner, click on the button to the right of the ⋯.
  3. Once the side panel appears, click on +Add attribute.
  4. Type in the name of the attribute.
    1. If there is no attribute, select Enter or create new attribute to create a new one. Then fill out the Label and Type in the pop-up.
    2. If the attribute you searched for does exist, select it.
  5. Fill in the value of the attribute.
  6. The value automatically saves when clicking away from the text area.

How to Add Study Attributes within the Account

Custom Study Attributes Page
  1. Admins, navigate to your account settings.
  2. Click Custom Attributes.
  3. Click Study Attributes.
  4. Click New Attribute.
  5. Give it a name (key will automatically generate).
  6. Select the attribute type (number, text, etc.)
  7. Optional: Check the boxes to indicate PII or if you would like to use the attribute as a URL parameter.
  8. Click Create.

How to Manage Study Attributes within the Account

  1. Admins, navigate to your account settings.
  2. Click Custom Attributes.
  3. Click Study Attributes.
  4. Click edit next to the name of the attribute you want to change.
  5. Update the name.
  6. Click Save.

Important Notes:

  • Two attributes cannot have the same name.
    • Ex: “Product Type” can only be used once and can only have one key.
  • An attribute’s key cannot be changed. A new attribute would need to be created. Then, either the name of the previous attribute can be changed, or deleted if it is no longer needed.

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