Overview

Custom data attributes (CDAs) let you capture and organize key details about your users and leads (e.g. subscription tiers, adoption metrics, and trial dates). You can use this data to filter and create user segments, send targeted messages, and run workflows.

Example: If you're running a SaaS analytics platform, you might track data about the number of dashboards shared for each user. Then, if you want to message users who haven’t started sharing analytics yet and might need some help onboarding, you could set up a message targeted to users with "dashboards shared less than 1".

The most common CDAs set up on Featurebase are about customer development, such as:

• Subscription plan

• Subscription status

• Monthly recurring revenue

• Lifetime value

• Number of teammates added

• Date trial ends

Create custom data attributes

To create a new custom data attributes in Featurebase:

1. Go to Settings → Attributes → User Attributes (Company attributes follow the same logic and can be managed from here)

2. Click + Create attribute

3. Give your new attribute a name, a description, and select the type of data it will store

4. Save and it's ready

It won't be populated for any of your customers yet - you'll need to push values to Featurebase via code, API, or imports to populate it across users.

You can edit the description anytime. However, attribute names are locked after creation, so archive and recreate if a rename is necessary.

Make sensitive attributes secure

You can mark attributes to require secure updates by checking the ‘Require secure updates’ box.

This makes sure that only values verified by you are set for this field. We strongly recommend enabling this to avoid tampering, especially for important data.

To set it up, please follow this guide.

Updating attributes

To update your customer user data, you have a few options:

• Messenger widget - Best if you also use the support Messenger widget. You can update user data by including it in the boot function of the Messenger code.

• SDK Identification - Best for overall seamless data syncing and also authenticates users to your Feedback portal. It’s convenient because it automatically imports data as users interact with your app.

• Single Sign-On (SSO) - Best if you mainly aim to also automatically authenticate users to your Feedback portal while syncing their data. Replaces our login system with your company’s existing account system.

• API - More complex and often just used for the initial import of data, with ongoing syncing managed through the previous methods.

Supported attribute types in Featurebase

• String: Text like URLs, roles, or labels (up to 255 chars)

• Number: Integers only - no leading zeros (use strings for zip codes)

• Boolean: True or false flags

• Date: Recommend sending ISO 8601 format

Archiving attributes

Although attributes can not be fully deleted, you can archive them. Archived data won’t appear as a filter in your user or lead lists, so it’s a good way to clean up data you don’t need.

1. Go to Settings → Attributes → User attributes

2. Click ‘Archive’ next to the attribute you'd like to archive

To find and unarchive your archived custom attributes, just scroll to the bottom of the same page. You can’t completely delete custom data attributes.

CDA limits & best practices

Custom data attributes (CDAs) have workspace limits to maintain optimal performance. The limit is 250 People and Company CDAs per workspace, but you can archive unused attributes to free up space.

When creating new attributes, consider these best practices:

• Create attributes that have broad application across users.

• Avoid creating attributes for one-off situations.

• Use tags when appropriate, as they don't have the same limitations.

Regularly review your CDA usage to ensure efficient workspace management. If you need increased capacity after implementing optimization strategies, additional limit increases may be available upon request.

FAQs