Dimensions
    • 02 Mar 2022
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    Dimensions

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    Article summary

    Learn how to add and manage Dimensions below.

    What are Dimensions?

    Dimensions are used when you want to filter and/or add specific information to a Contact. A Dimension can be any information (Text, Date, Number, Values) you want to include. When you create a Dimension, it will appear in the Dimensions section when you Add a Contact/Subscriber.

    1. Click Contacts/Dimensions.

    2. Click Create Dimension.

    dimensionsclickcreatedimension

    1. Enter a name you want to use for the new Dimension in the Name field.

    dimensionsenterdimensionname

    1. The Slug field automatically populates with the value you entered in the Name field in Step 3 above. Leave as default or modify if needed.

    dimensionsenterdimensionslug

    1. Select the type of information (Text, Date, Numbers, Values) you want to use for this Dimension from the Type drop-down menu. Your choices include the following:
    • Text
    • Date
    • Number
    • Values

    dimensionsselectdimensiontype

    If you selected Values as the Type, you have the option to enable multiselection. This means you can select multiple values when adding a Contact/Subscriber. To enable multiselection, click the Enable multiselection toggle once.

    dimensionsvalueenablemultiselection

    1. Click Save. Note: Once you have added a Dimension and clicked Save, you cannot change the Type.

    Add Values to Dimension

    Notice the Dimensions table has a Values column. The Values column is populated when you use the Values type for your Dimension and you add the values for the Dimension:

    1. To add the values, click on the Dimension name in the Dimension column or number in the Values column.

    dimensionsaddvalues_1.png

    1. Click Add Value.

    dimensionsclickaddvalue

    1. Enter a name you want to use for the value in the Name field.

    dimensionsaddvaluenamefield.png

    1. The Slug field automatically populates with the value you entered in the Name field in Step 3 above. Leave as default or modify if needed.

    dimensionsaddvaluenamefieldslug.png

    1. Click Save.

    2. Repeat Steps 2-5 until you have added all the values you want to use for this Dimension. Notice the Values column's default zero number increased when we added two values.

    Edit Dimension

    1. To edit a Dimension, click the three dot menu located on the right side of the same row as the Dimenion you want to edit and select Edit.

    dimensionseditdimension.png

    1. Make changes to the fields Name (a) and Slug (b) only if you want to edit, then click Save (e). Note: Once you have added a Dimension, you cannot change the Type (c). This also means you cannot change the Enable multiselection setting (d).

    editdimensions


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