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Getting Around
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Business AdvantagesThe Magento 2 Customer Attributes is an extension for perfect merchants who are willing to understand their particular customers, and get a hold of their individual and clear-cut needs. The module allows getting customer profiles as complete as required, enriching them with data from new or edited customer and customer address attributes. It works on the front as well as backend, and enables both merchants and customers pumping a Magento store with necessary information, due configuration provided. Moreover, a few built-in options for integrations further extend the functionality of the module to realize a variety of use-cases and address urgent business needs. What Makes It Different
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M2 Customer Attributes Use
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The extension does not have any particular settings for operation but for the configuration of customer attributes themselves. The frontend use of the created/edited attributes does not differ from utilization of any other common types of input fields, which are universally known. Therefore, the present manual focuses on the backend use of customer attributes and customer address attributes, with occasional examples of display on the storefront when need be. Customizing AttributesCustomer Attributes GridTo get access to all customer attributes in the store please proceed to Customers > Customer Attributes. The page shows a grid of the following columns:
You can delete attributes individually with the help of the Select box or in bulk with the help of the Actions drop box field on the top left above the grid. Editing is only possible for each individual attribute. Create / Edit AttributesTo create a new attribute click the Add New Attribute button on the top right of the page. The Edit Attribute page looks the same as the New Attribute page, but for the Attribute Code, Input Type and Values Required properties blocked. The pages are split into four sections: Attribute Properties, Storefront Properties, Manage Labels and Manage Relations. Configuring attribute propertiesThe Attribute Properties section contains essential parameters for customization of an attribute, mainly:
Properties set-up depends on the business concept and application needs of each unique attribute, and therefore cannot be advised herein but for some sample use-cases.
Selecting an input type opens up extra properties for configuration of the attribute, for example:
Below is the description of the extra properties:
Configuring storefront view propertiesThe Storefront Properties section contains three parameters for customization of the view of an attribute, mainly:
You may be the only user of the newly-created/edited attributes, or you may let customers submit some more information about themselves too. In the former case, to create attributes for internal use ('secret' or 'hidden') select 'No' in Show on Storefront, otherwise opt for 'Yes'. This will make the attribute availalble on the storefront.
Managing Labels / OptionsThe Manage Labels / Options section is divided into two parts: Options and Labels.
Managing RelationsThe Manage Relations allows connecting the given attribute to the dependent ones, if any.
Make sure you have created dependent attributes first to see them in the Dependent Attribute field as alternatives for choice. The Option field shows the options for dropdown (Yes or No, in case of the Yes/No type) as indicated on the previous step.
Customer Address Attributes Grid and PagesTo get access to all customer address attributes in the store please proceed to Customers > Customer Address Attributes. The reason behind the two groups of attributes available in the extension lies in the compliance with the native Mangento architecture of frontend forms and algorithms of collecting and storing relevant attributes which split the attributes this way. The Customer Attributes and Customer Address Attributes pages look the same. The Edit/New Address Attributes pages are similar to the described above pages for customer attributes with the only two differences:
Attributes in ActionDisplay in the Customers and Orders GridShould due properties be set-up on New/Edit Attribute page the attributes will be available in the Customers and/or Orders grids. You will then be able to browse them in the grids and use as options for columns layout, filtering or search. To get access to the information on all customers in the store please proceed to Customers > All Customers. In the example below you may see that the entries in the grid were filtered against the custom attribute Black Label, the values of which you may see/edit in the grid too. Display on the Orders View PageShould due properties be set-up on New/Edit Attribute page the attributes will be available in the Customers and/or Orders grids. You will then be able to browse and edit them, for example on the Admin Checkout Page. To get access to the Orders View pages please proceed to Sales > Orders, pick up an order and click on the correspondent row for editing. In the example below you may see the Admin page for Order Address Information with two custom fields available PO Box and VAT Number. Display in email templatesTo display custom attribute in email template use following line:
where $customer - customer object in email template, if available; Integration with Customer SegmentationNewly created attributes become available in scope of all store attributes for rule-making in the Customer Segmentation extension. In the example below you may see a rule for segmentation conditioned against the two custom attributes 'How did you hear about us?' and 'Social Media'. The rule segments customers who got to know the shop via Facebook. |
Uninstalling M2 Customer Attributes
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