Attributes of Activities

You as the administrator create the attributes and assign them to the activity typeClosed A template for activities that defines what attributes are available and required, and what workflows are associated with the activity. groups and activityClosed Any targeted action or measure taken by a company to promote its products or services, attract customers, or increase sales. types. Each activity thus receives the attributes of its type and the possibly assigned group. Users can see and edit these attributes in an attribute's Details panel.

For a detailed example of attribute assignment to groups and types, see Activity Type Group.

In the hierarchyClosed The organizational structure of folders, sub-folders and investment plans in Spend., activities additionally and invisibly inherit in the background all attribute values of their ancestors. To avoid inconsistencies due to multiple defined values for an attribute, an attribute can only be used once in a path. Therefore, you will not be able to create a rule where a child activity is assigned the same attribute as the parent. Consider this when creating a concept for the attributes you need.

You can use different types for activity attributes.

Type

Description

Example

Date

A date / calendar attribute

Start or End Date

Drop-down list

A drop-down list is a predefined list of options that users can choose from. In Uptempo, a drop-down list helps track attributes for your marketing spend data. We recommend using drop-down lists to help keep data clean and consistent for reporting purposes.

Regions

Multi-select list

A preset list of options where multiple options can be selected and the attributionClosed The process of identifying which marketing efforts contribute to sales or conversions. percentage can be weighted.

Marketing Objectives

Number or Metric

A non-currency numeric input

Expected Impressions

Text or Reference #

A text input field that accepts letters, numbers, and symbols. This field is utilized for any entry that requires all printable characters such as unique IDs, descriptions, notes, etc. The character limit is 255 characters.

Description

In addition to the type, attributes have the following properties:

  • Name

  • Help description: The configured help text is shown when users hover over the info icon ⓘ.

  • In the case of the dropdown list and multi-select list types: List options

Note

You cannot subsequently change the type of an attribute.

The Data Category and Date Range fields are also displayed in the details of the attribute properties. These properties currently have no function. Please do not edit these fields.

AttributesClosed Specific properties are assigned to activities, investments, or other system elements. These can include dates, text, drop-down options, or numeric values. They help categorize, describe, and analyze marketing efforts and can be customized to meet an organization's unique needs and reporting requirements. are displayed in the Details panel according to their order in > Activities > Settings > Attribute Definitions. You can change the display order of the attributes on the Attribute Definition page using drag-and-drop.

Users may have to select values from several or extensive lists when creating the activities. If these lists are logically related, you as an administrator can set up a dependency.

For more information see Simplifying Data Entry.