In this article, we will describe the importance of the historical customer attributes and how it influences the information shown on the Dashboard and Feedback pages.
You can filter the attributes on the Dashboard page in the "Attributes" filter and on the Feedback page in the "Feedback" filter. Both filters work only with historical data.
For more information on filters please see the Dashboard and Feedback filters management
The properties and the tags are registered in the feedback given by a respondent. They can be changed, but on the Feedback page, the customer will be able to view the properties and tags from the moment the survey was taken.
The purpose of having historical customer attributes and feedback tags instead of live ones is to be able to view in Retently what customer segment the respondent was in and what attributes and customer tags s/he had after taking that specific survey.
This is useful for example when a Retently customer has stores in different locations and one of their clients made purchases in both places. For one location the client can give a Promoter score and have specific feedback tags and attributes and for another location, the score can be different with updated attributes and feedback tags.
You can see the historical attributes on the Feedback page beneath the survey respondent's name.
However, there might be cases when you might need to update the historical attributes in feedback and outbox records to match the data that the customer currently has.