Configuring Derived Attribute Rules

To configure derived attributes, you have the option of uploading lookup tables or defining derived attribute rules. To determine which method works the best for your situation, see Configuring Derived Attribute Lookups.

To configure a derived attribute rule

1. Click Admin in the upper-right corner of the screen.

2. In the Response Management section, click Derived Attribute Rules.

3. Click New Rule.

There are two ways to derive attribute values: lookup-based and set absolute value.

Lookup-Based Rule

This rule means: derive the value of attribute X (ZIP or postal code) by looking up attribute Y (city) in the key of a lookup table. For more information on uploading a lookup table, see Configuring Derived Attribute Lookups.

For example, the lookup table for cities and their postal codes in USA might be as follows.

Key	Value
Abbeville	36310
Abernant	35440
Adamsville	35005
Addison	35540

Set Absolute Value Rule

This rule means: set the value of attribute X as a static value that you define in a rule based on another attribute.

For both of the previous examples, you can specify additional conditions that have to be evaluated before deriving the value. The values are derived only if the conditions are true. Conditions are defined using a condition builder, in the same way when defining target list conditions.

To define conditions

1. Select the profile, profile attributes, and operators from the lists.

2. Under the Value section, enter the value, and click Save.

Example: Derive Attributes Using Value

If a prospect is associated with an account, and if Sales is in the final stages of closing an opportunity, then you might want to set the Hands off Attribute value to True whenever XYZ Company is listed in the contact record.

Example of Deriving an Insight Category Attribute Using a Lookup Table

To derive the insight category attribute, District, from the demographic category, Country, create a lookup table, such as the following:

Key	Value
Colombia	South America
Venezuela	South America
Peru	South America
Argentina	South America

Example of Deriving an Insight Category Attribute by Defining a Rule

You can also accomplish the same derived attribute by defining a rule.

To define an insight category by defining a rule

1. Define an insight attribute for District.

2. You can edit, delete or copy a rule by clicking the appropriate icon.

   A rule cannot be deleted if it is active. First it must be deactivated and then deleted.