Overview

The Atlas platform allows you to configure and control the attributes you want to see across different use cases on the tenant. As we have about 20,000 buying signals in the Lattice Data Cloud, Marketers often feel they want to curate the buying signals that are most important to them based on the use case. From the Attribute Admin, you may

• Activate premium attributes that you have licensed
• Enable your activated attributes for Segmentation, Export, Talking Points and Company Profile

 

All attributes acceptable for Modeling are included during model building by default. This is controlled by Atlas. As a user, you only have the permission to exclude attribute from specific models. You may do this using “Refine and Clone”.

 

 

 

You may access this page from the My Data page as shown below. Keep in mind, that the icon becomes visible only if the tenant has uploaded data in it. You will have to import at least your Accounts data to access the Attribute Admin page.

 

Activating and Enabling an attribute are two different actions and have different effects on Atlas. When you activate an attribute, you make that attribute available for use on your tenant. When you Enable an attribute, you do it for a specific use case, such as Segmentation. The Atlas platforms tries to make this user friendly by making some decision, such as activating and enabling all the Custom Account Attributes on Segmentation and Talking Points. That makes them readily usable after you import your data.

 

Data License Limit and Restrictions

The Atlas platform enforces some limits and restrictions depending on the data licensed and tenant capacity. You will also have certain restrictions enforced depending on the use case. The following table provides the information.

Attribute Category	Maximum Limit	Comments
Intent	License Driven. Default limit is 20 topics. Note: If you have not licensed this category at all, you will see a limit of 0.	The number of attributes allowed on the tenant is driven by your Data License. If you have purchased 200 Intent attribute, you will be allowed to use 200.
Technology Profile	License Driven. Default limit is 12 technologies. Note: If you have not licensed this category at all, you will see a limit of 0.	The number of attributes allowed on the tenant is driven by your Data License. If you have purchased 200 Technology attribute, you will be allowed to use 200.
Website Keywords	License Driven. Default limit is 200.	The number of attributes allowed on the tenant is driven by your Data License. If you have purchased 200 Website Keyword attributes, you will be allowed to use 200.
My Account Attributes	500	This limit is fixed.
My Contact Attributes	500	This limit is fixed.

 

Also note that these limits are enforced only on Activation page. Only is the attribute is activated, will you be able to enable the attribute in a use case. Certain attributes have special restrictions established due to data sharing agreements. Shown below

 

Attribute Category	Restriction	Comments
Firmographics	Certain Firmographics have View only and Analytic rights. No Export rights.	You have all the Firmographic attributes available for Segmentation and Modeling. Certain Firmographics will not be available for Export.

 

And finally, there are use case driven restrictions shown in the table below

 

Use Case	Limit	Comments
Segmentation	No restrictions	All activated attributes are available for Segmentation
Talking Points	No restrictions	All activated attributes are available for Talking Points
Export	1000	You may export only upto 1000 attributes. This limit is fixed.
Company Profile	200	You may use only upto 200 attributes. This limit is fixed.

 

User Roles and Permissions

There are some action specific restrictions enforced based on the role of the user. This is important to learn before taking any action on Atlas as some action cannot be easily reversed. These restrictions are put in place as drives the usage across many different features. It is good practice to gather your thoughts before making any high-impact decisions. The table below gives you the information.

 

User Role	Activation	Deactivation	Enable	Disable
External User	N	N	Y	Y
External Admin	Y	N	Y	Y
Lattice Admin	Y	Y	Y	Y
Lattice Super Admin	Y	Y	Y	Y

 

Activating Attributes

Activation of an attribute means you are making it available for use across your tenant.

As mentioned in previous sections, you will to activate the attribute before you enable. This section will cover the information you will need to utilize this feature.

 

Activation does not control the usage of the attribute in Modelling. All attributes allowed for modeling will be included during the model building process by default.

 

 

Planning Stage

Before, we look at activating the attributes, let us re-look what the Atlas platform makes available to use by default. Customers are advised to plan the set of attributes before activating them on the Atlas platform. This informs what actions we need to take.

 

Attribute Category	Default Activated	Maximum Limit
Intent	0	License Driven
Technology Profile	0	License Driven
Website Keywords	0	License Driven
My Account Attributes	All the account attributes imported under the maximum limit	500
My Contact Attributes	All the contact attributes imported under the maximum limit	500

 

The above table is an important reason why you will need to plan before activation. The other important reasons to plan are

• Attribute Admin has a high impact of the rest of the things you will do on Atlas
• Deactivation is not allowed and you will need your CSM’s help to do it for you
• Deactivating an attribute may lead to lot of other implications
• Every time you activate, Atlas will need to run a Process and Analyze job in order to make changes to your tenant

You will need Lattice Professional Services and Customer Success Managers to help you plan the attributes. Before finalizing the attributes, you will be allowed to test the attributes on a demo tenant.

 

Viewing Attributes for Selections

The Attribute Admin allows you to browse through all the attributes available for activation. These include the attributes that you uploaded along with the Premium attributes you licensed on the Lattice Data Cloud. You will be able to browse the attributes on the category level, sub-category level and individual attribute level. You may use the search option on the at the top to search within a category.

 

 

 

You will not see all Lattice Data Cloud categories on the Activation page. For example, you will not see Firmographics on the Activation page. That is because Atlas makes some default decisions for you. Firmographics is activated by default. Those attributes also cannot be deactivated.

 

 

Selecting Attributes for Activation

You may select a single attribute or make a bulk selection by checking a sub-category or a category. You will have to keep your license limits in mind before making these selections. The platform will not allow you to make selections if it crosses the limits.

 

Customers are advised to make selections on individual attributes to avoid unintended attribute selections that cannot be reversed by themselves.

 

 

 

There is a running count that helps you keep track of how many attributes you are allowed to activate.

 

 

Once you complete selecting all the attributes, you may save you selections. This kicks off a Process and Analyze job behind the scenes.

 

 

As soon as you hit the save, you will see all the selected attributes show up in the Enable page. This allows you to enable them immediately without waiting for the Process and Analyze job to complete. However, you will need to wait for the job to complete to take effect the first time. In short, whenever you activate an attribute, you will have to wait until the job completes to be able to use it. We will cover the Enable action in detail and you will see that you do not require to wait for the job if the attribute was already activated earlier.

 

Deactivating Attributes

As mentioned earlier, customers do not have the privilege to deactivate an attribute. However, the customer may get in touch with their Professional Services or Customer Success Managers to make these changes for them.

 

Tip: It is not a good practice to deactivate attributes once you start using them across your tenant. For example, if you use an attribute in building a segment and later decide to deactivate, it can break your segment rendering it useless.

 

Enabling/Disabling Attributes

Once you have selected the attributes on your Activation tab, you will be able to view the activated attributes on the Enable tab. You will have to select the attributes you want to use across Segmentation, Export, Talking Points and Company Profile. All the attributes activated are enabled for Segmentation and Talking Points by default. You only have to disable them if you do not want to see certain attributes in those places. Unlike Activation, you can Enable/Disable an attribute at any point of time and should be able to see the attributes immediately.

 

The attribute activation has to go through the Process and Analyze job to show up on My Data. So, even when you enable an attribute immediately after activation, you might not see it show up as it needs to go through Process and Analyze job.

 

Combine your Activation and Enable/Disable attributes planning so that you run your Process and Analyze job only once.

 

 

 

Planning Stage

As you are allowed to enable or disable attributes at any point of time, you do not need to do extensive planning. The changes also take immediate effect if the attribute has already gone through the Process and Analyze job. As a customer, the only restrictions you have are the maximum limits for Export and company Profile. The table below gives you an overview of the limits and restrictions allowing you to understand what actions you will need to take on this page.

Use Case	Default Activated	Maximum Limit
Segmentation	All Activated	No Limit
Export	Activated Firmographics allowed for Export and All Custom Account attributed	1000
Talking Points	All Activated	No Limit
Company Profile	0	200

As mentioned in the “Data License Limits and Restrictions” sections, Firmographics has special restrictions that allows only certain attributes available for Export.

 

 

Viewing Attributes for Selections

All the attributes activated are immediately available on this page separated into their respective categories and sub-categories. You will be able to view all the different data categories available in the Lattice Data Cloud and Customer Attribute imported into Atlas. You will be able to browse the attributes on the category level, sub-category level and individual attribute level. You may use the search option on the at the top to search within a category.

 

 

 

Selecting Attributes for Enable/Disable

Based on the above table in the Planning Stage, you may be required to take the following actions on this page

• Enable attributes for Company Profile and Export.
• Disable attributes on Segmentation and Talking Points, if required.

You may select a single attribute or make a bulk selection by checking a sub-category or a category. You will have to keep your limits in mind before making these selections. The platform will not allow you to make selections if it crosses the limits.

 

 

 

There is a running count that helps you keep track of how many attributes you are allowed to activate.

 

 

Disabling attributes requires the attribute to be free from any dependencies on the platform. Atlas enforces this check to make sure the user does not break any dependent workflows, such as Segments, Plays, Talking Points that are using those attributes. Whenever you try to disable an attribute or a group of attributes, Atlas will validate if the attributes are not being used anywhere on the tenant. In case the attribute is dependent, you will have to remove it from the dependent workflow before disabling.