What a contact's built-in attributes mean, like Channel, Anonymous and Total points received
Besides the custom attributes you create, every contact has a set of attributes Leat fills in by itself: from their points transactions, from how they were created, and from where they've earned or spent points. You'll find them as columns on the contacts overview (add one with Edit columns), under Select an attribute when you build a filter, and a few on the contact's Summary.
Some have a slightly different name in a filter than in a column. Where they do, both names are below.
Points
These all come from the contact's points transactions: earning points, and spending them on a reward.
- Points balance: the points the contact can spend right now. Points held for a reward redemption that's still waiting to go through aren't included.
- Total points received: all the points the contact has ever received, added up. Spending points on a reward doesn't lower it. Taking points away by hand, with a negative number under Manually set points, does.
- Purchase amount (as a column: Total purchase amount): the total of the amounts the contact's points were worked out from, usually the amount they spent. It counts the amount, not the points, so bonus points from your earn rules don't change it.
- Number of transactions: how many points transactions the contact has had, earning and spending together.
- Last transaction date: when the contact's most recent points transaction happened, earning or spending. It isn't the date of their last order.
- First loyalty transaction date (as a column: First transaction date): when the contact's first points transaction happened.
- Last transaction points: the number of points in the most recent transaction.
- Previous points balance (as a column: Previous loyalty balance): the balance just before the most recent transaction.
A transaction that was reversed doesn't count towards Total points received, Purchase amount or Number of transactions.
Prepaid balance is money on the contact's account, not points. See Adding and correcting a contact's balance.
Where the contact came from
- Channel: how the contact was created, for example Business app, Business dashboard, Import, Forms, Widget, Shopify or Lightspeed K-Series. It's set when the contact is created and doesn't change after that. OAuth API and Register API mean another system created the contact through the Leat API, usually an integration you've connected.
- Anonymous (as a column: Is anonymous, showing Yes or No): Yes means the contact was created from a loyalty card or another identifier without an email address, for example a card that was scanned before anyone linked an email address to it. Leat gives such a contact a placeholder email address. It changes to No once the contact gets a real email address.
- Created at and Updated at: when the contact was created, and when it last changed.
- Present in imports: the contact imports this contact was part of.
- List memberships: the contact lists the contact is in right now.
Associated shops
Associated shops lists every business profile where the contact has had a points transaction. A business profile is added the first time the contact earns or spends points there.
Only points transactions add one. A contact who was imported, signed up through a form, or only redeemed a voucher has no associated shops until their first points transaction. An empty field doesn't mean the contact isn't yours.
To filter on it, choose Contact, then Relations and Associated business profile. It's also under Select an attribute as Associated shops.
Other built-in attributes
- Age: worked out from the contact's birthdate. It's empty when there's no birthdate.
- Tier: the tier the contact is in now.
Leat also has system attributes you switch on yourself, such as Locale and Has been referred. See Custom attributes: what they are, how to create one and where to use them.