---
schema_version: "1"
id: 208e854a69db22b90656bf3cfeb8b4931e013b286e525466cd477e786d65b53b
title: Create Engagement Attributes
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/engagement_attribute_create.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.engagement_attribute_create.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 445683b6da96d1ef73917f4920122074ccd624246ea1a5701d8ea8c963a98361
description: Create Loyalty Program Engagement Attribute records to define the attributes that you want to track for your members. When defining engagement attributes, decide the members' target for the attribute and when the members' progress is reset for the attribute.
products:
  - Loyalty Management
release: "264"
---
# Create Engagement Attributes

Create Loyalty Program Engagement Attribute records to define the attributes that you want to track for your members. When defining engagement attributes, decide the members' target for the attribute and when the members' progress is reset for the attribute.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>,&nbsp;<strong>Performance</strong>, <strong>Unlimited</strong>, and&nbsp;<strong>Developer</strong>&nbsp;Editions with Loyalty Management</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d63171e72">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d63171e72 ">To create an engagement attribute:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d63171e72 ">Loyalty Management</td>

          </tr>
        </tbody>
      </table>

Before you create an engagement attribute, understand how some key fields in a Loyalty Program Engagement Attribute record work.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:50%">
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        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d63171e109">Field</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d63171e112">Details</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d63171e109 ">Status</td>

            <td data-label="Details" class="slds-cell-wrap" style="vertical-align:top;" headers="d63171e112 ">You can only edit the end date of an attribute whose status is either Active or
              Inactive. Ensure that you correctly defined your attribute before you change its status from
              Draft to Active.</td>

          </tr>
          <tr class="">
            <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d63171e109 ">Start and End Dates</td>

            <td data-label="Details" class="slds-cell-wrap" style="vertical-align:top;" headers="d63171e112 ">Decides the lifespan of an attribute. A member's progress is only tracked for an
              attribute during this lifespan.</td>

          </tr>
          <tr class="">
            <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d63171e109 ">Value Reset Frequency and Reset Value On</td>

            <td data-label="Details" class="slds-cell-wrap" style="vertical-align:top;" headers="d63171e112 ">
              <p>Decide the length of each period.</p>
              <ul>
                <li>Value Reset Frequency: Decide the frequency at which new periods are created.</li>
                <li>Reset Value On: Specify the exact day on which a new period is created.</li>
              </ul>
              <p style="margin-bottom:0;">For example, if the reset frequency is Monthly and the value is 15, it means that
                the first period lasts from the start date to the 15th of the next month. The second period
                starts from the 16th of the next month and ends on 15th of the month after.</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d63171e109 ">Default Value</td>

            <td data-label="Details" class="slds-cell-wrap" style="vertical-align:top;" headers="d63171e112 ">Enter the default value that's provided to members for the engagement attribute during
              the start of each period and after the member's value is reset after they achieve the target
              during a period.</td>

          </tr>
          <tr class="">
            <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d63171e109 ">Target Value</td>

            <td data-label="Details" class="slds-cell-wrap" style="vertical-align:top;" headers="d63171e112 ">Enter the value that a member must achieve to be eligible for a reward.</td>

          </tr>
          <tr class="">
            <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d63171e109 ">Maximum Reset Count Per Period</td>

            <td data-label="Details" class="slds-cell-wrap" style="vertical-align:top;" headers="d63171e112 ">
              <p>Enter the number of times that a member's progress is reset to zero after they achieve
                the target during a period.</p>
              <p style="margin-bottom:0;">For example, if you want to reward a member up to two times
                for achieving the target during a period, enter the target value as 2.</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d63171e109 ">Overwrite Attribute Current Value</td>

            <td data-label="Details" class="slds-cell-wrap" style="vertical-align:top;" headers="d63171e112 ">
              <p>Select whether you want to track a member's progress for each period individually or
                for the complete lifespan of the attribute.</p>
              <p style="margin-bottom:0;">For example, if you select the checkbox, one
                Loyalty Program Member Attribute Value record is used to track the member's progress during
                the attribute's lifespan. If you don't select the checkbox, a Loyalty Program Member
                Attribute Value record is created for each period. </p>
            </td>

          </tr>
        </tbody>
      </table>

1. On the Loyalty Program tab of the Loyalty Management app, select the program for which you want to create an engagement attribute.
2. Click **Setup**.
3. On the Loyalty Program Engagement Attributes related list, click **New**.
4. Define your engagement attribute.
    
    If you want to use engagement attributes as resources in conditions of loyalty program process rules, ensure engagement attribute names don’t contain special characters.
5. Save your changes.

![Example](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-loyalty_management-264-0-0-production-enus/0590ce3e-5a09-45ab-8e5e-68f359c35886/images/icon_example.png)

Example

An engagement attribute tracks the number of times that members purchase from the company's app each month and every member's progress is tracked for each month individually. The target value is three and members can be rewarded for achieving the target twice a month. Here are more details about the engagement attribute:

- Name: App Purchases Per Month
- Start Date: January 1, 2022
- End Date: December 31, 2023
- Value Reset Frequency: Monthly
- Value Reset On: 31
- Target Value: 3
- Maximum Reset Count Per Period: 2

After you create engagement attributes, use these actions in Loyalty Program Process Rules to update members' progress for the engagement attributes:

- Update Current Value for Member Attribute
- Get Member's Attributes Values

- **[Associate Engagement Attributes with Promotions](https://help.salesforce.com/s/articleView?id=xcloud.engagement_attribute_promotion.htm&release=264.0.0&type=5)**  
    You can create engagement attributes that track member engagement for a specific promotion. For example, you can create an engagement attribute that tracks the number of items that members purchased during a promotion that runs every year on Cyber Monday.