For the complete documentation index, see llms.txt. This page is also available as Markdown.

Contact Attribute Settings

Contact attributes are used to store a contact's basic information, source, tags, and interaction status. With contact attributes, you can view customer information in the contact list and contact details, and use attributes for filtering, segmentation, and follow-up operations.

Contact attributes include system attributes and custom attributes:

  • System attributes: Automatically generated or updated by YCloud, such as nickname, phone number, source, create time, and last contacted time.

  • Custom attributes: Created by team members based on business needs, such as customer level, purchase intent, store location, or business type.

Common System Attributes

Common contact attributes include:

Attribute
Description

Nickname

The contact's original nickname, usually synced from WhatsApp profile information.

Phone number

The contact's primary phone number, usually synced from WhatsApp or entered manually.

Email

The contact's email address.

Country / Region

The country or region associated with the contact, usually identified based on the phone number or profile information.

Source

The contact source, used to indicate whether the contact came from a message, link, import, API, ad, or another entry point.

Source ID

The unique identifier of the contact source, usually used to record the original ad source or channel source.

Source URL

The original URL associated with the contact source, such as an ad, campaign, or entry link.

Tag

Tags assigned to the contact for classification, filtering, and follow-up operations.

Owner

The email address of the team member responsible for managing the contact.

Create time

The time when the contact was first created in the system.

Last contacted

The most recent time when an interaction occurred with this contact.

Last connected number

The WhatsApp Business number or channel number most recently used to communicate with this contact.

Attributes marked as System are system attributes. They are usually generated or updated automatically by YCloud based on contact information, source, conversations, imports, or integration data.

Source

Source, also known as Contact source, is one of the most commonly used system attributes for contacts. It indicates where the contact first entered YCloud, and can be used to identify acquisition channels, analyze ad performance, or filter contacts from different entry points.

Source may include the following enum values:

Source
Description

Inbound message

The contact connected with your WhatsApp number by sending an inbound message.

Link / QR Code

The contact connected with your WhatsApp number through a link or QR code.

Manually added

The contact was manually added by a team member.

File import

The contact was added through file import.

Shopify

The contact was synced from your Shopify store to YCloud through the Shopify integration.

API added

The contact connected with your WhatsApp number through the YCloud API.

AD

The contact connected with your WhatsApp number through Meta Click-to-WhatsApp ad traffic. Learn more about Meta CTWA Ads.

TikTok AD

The contact connected with your WhatsApp number through TikTok Messaging Ads. Learn more about TikTok Messaging Ads.

Post

The contact connected with your WhatsApp number through Facebook posts or similar entry points.

Calling

The contact connected with your WhatsApp number through WhatsApp Calling.

WhatsApp Business App

The contact connected with your WhatsApp number through WhatsApp Business App.

Unknown

The system cannot identify how the contact connected with your WhatsApp number, or the source was not recorded in historical data.

For example, if you want to view contacts generated by TikTok ads, you can filter by "TikTok AD". If you want to view contacts synced or created through Shopify, you can filter by "Shopify".

Add a Custom Attribute

If system attributes do not meet your business management needs, you can add custom attributes.

  1. Log in to your YCloud account.

  2. Go to Contact > Settings > Attributes.

  3. Click Add Attribute.

  4. Enter the attribute name and select the attribute type.

  5. Click Add to finish

Edit or Delete an Attribute

After an attribute is added successfully, you can view it on the Contact > Settings > Attributes page. You can also edit or delete it as needed.

Before editing or deleting an attribute, check whether it is being used in contact filters, segments, automation workflows, or other operational scenarios, to avoid affecting existing contact management workflows.

Last updated

Was this helpful?