Understanding Transactional Attributes

Transactional attributes are special contact fields that store information related to individual transactions or interactions with your contacts.

What Are Transactional Attributes?

Unlike standard contact fields that store general information (like name or email), transactional attributes capture data about specific actions or events, such as:

• Purchase details – Order numbers, amounts, product names
• Transaction dates – When a purchase or action occurred
• Order status – Pending, completed, shipped, delivered
• Invoice numbers – Unique transaction identifiers
• Payment methods – How the customer paid

How They Differ from Regular Attributes

Regular Attributes:

• Store static information (Company, Job Title, Phone)
• Typically have one value per contact
• Change infrequently

Transactional Attributes:

• Store event-specific data
• Can have multiple values over time
• Update with each new transaction

Common Use Cases

E-commerce

Track purchase history, order amounts, and product preferences to send relevant follow-ups and recommendations.

SaaS Businesses

Monitor subscription renewals, plan upgrades, and account activity for targeted communications.

Service Providers

Record appointment dates, service types, and booking references for timely reminders and confirmations.

Using Transactional Attributes

You can add transactional data when importing contacts or updating them via the API. This information helps you:

• Send order confirmations and shipping updates
• Trigger abandoned cart emails
• Create post-purchase follow-up campaigns
• Segment customers by purchase behavior

That’s it!

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