Member Details Tab Overview - Custom Objects

Custom Objects are a special type of table in the Loyalty platform, designed to extend the Member Profile with data structures specific to the client’s business. The intended use of Custom Objects is to store information that doesn't otherwise fit into other Loyalty tables, like Orders, Activities, or Lookups. Custom Objects contain their own set of Attributes, and can be used for segmentation, personalization, and analytics.

Note: Custom Objects are an optional feature that must be enabled in your Loyalty account. Speak with your Zeta representative for details on enabling this feature.

A Custom Object record can have Activity data associated with it, but Custom Objects and Activities serve two different purposes. Activities capture discrete actions taken by a Member, and function primarily as an historical record. Custom Objects store the detailed, structured data related to those Member actions, and can store information that may change over time.

For example, let's say you're using Custom Objects to store hotel reservations. The action take by the Member (making the reservation) is captured as an Activity, but the information about the reservation itself (date, price, status, special requests, and so forth) is stored on the Custom Object table. Activities don't provide the necessary functionality to adequately capture this information, because Activities are intended to provide a historical log of Member actions, not to track ongoing, changeable details, like "status."

Feature	Custom Objects	Activities
Editable	Yes	No
Purpose	Ongoing data storage	Event history
Examples	Reservation details	"Member booked hotel"

Custom Objects also differ from Lookups in that a Custom Object is directly associated with a Member, and is part of the Member Profile. Lookups are best suited for non-person related reference data, like store locations, products, etc.

Feature	Custom Objects	Lookups
Tied to a Member	Yes	No
Purpose	Member-specific data	Reference data
Examples	Reservations, devices	Stores, products

 

The Custom Objects tab of the Member Details screen displays all the Custom Objects defined in your Loyalty account as expandable / collapsible panels. To see the details of this Member's records within a Custom Object, click a panel to expand it.

To view additional details of a Custom Object, click the Go To icon next to the Custom Object name. The Custom Object Details screen is displayed.