Culture Intelligence

This article has been divided into three different section

If you have not added any participants to a survey

To update the attribute name or attribute option for existing participants

To add new the new attribute(s) to existing participants

1. If you have not added any participants to a survey
2. To update the attribute name or attribute option for existing participants
3. To add new the new attribute(s) to existing participants
    

1. If you have not added any participants to a survey, please follow these articles:

<a href="https://help.cultureintelligence.io/en/articles/5421802-how-to-assign-attributes-to-a-customer">How to assign attributes to a customer?</a>

<a href="https://help.cultureintelligence.io/en/articles/5436020-how-to-add-participants-to-a-survey">How to add participants to a survey?</a>

- <a href="https://help.cultureintelligence.io/en/articles/5421802-how-to-assign-attributes-to-a-customer">How to assign attributes to a customer?</a>
- <a href="https://help.cultureintelligence.io/en/articles/5436020-how-to-add-participants-to-a-survey">How to add participants to a survey?</a>

2. To update the attribute name or attribute option for existing participants:

Once you are inside the customer information section, you will be able to see 4 or 5 different tabs based on the role you have.

- Once you are inside the customer information section, you will be able to see 4 or 5 different tabs based on the role you have.

Click on Dynamic attributes. You will see the list of attributes that are in use. Click on edit icon on the right hand side for the attribute that you want to edit.

- Click on Dynamic attributes. You will see the list of attributes that are in use. Click on edit icon on the right hand side for the attribute that you want to edit.

Click on the attribute name / attribute option that you want to change and make the changes.

Click on "Save Attribute" button after you have made the changes.

- Click on the attribute name / attribute option that you want to change and make the changes.
- Click on "Save Attribute" button after you have made the changes.

The changes made on attribute name/attribute option will be updated on all the participants that have been assigned to it.

3. To add new attributes to existing participants.

Add attribute to a customer as shown in the article <a href="https://help.cultureintelligence.io/en/articles/5421802-how-to-assign-attributes-to-a-customer">How to assign attributes to a customer?</a>

After adding a new attribute, Go to Customers &gt;&gt; Edit current customer

- Add attribute to a customer as shown in the article <a href="https://help.cultureintelligence.io/en/articles/5421802-how-to-assign-attributes-to-a-customer">How to assign attributes to a customer?</a>
- After adding a new attribute, Go to Customers &gt;&gt; Edit current customer
- Click on Participants tab.

For the newly added attribute, you will see attribute option as "N/A" for all the participants as shown in the image below.

Click on the edit icon next to the participant to update the attribute option.

- Click on the edit icon next to the participant to update the attribute option.

Click on the attribute option drop-down list of the attributes that you want to update as shown in the image below:

- Click on the attribute option drop-down list of the attributes that you want to update as shown in the image below:

Select the attribute option you want to assign to the participant.

Click on "Update Participant" button.

- Select the attribute option you want to assign to the participant.
- Click on "Update Participant" button.