Understand user profiles

Who can use this feature?

  • All users
  • Available on all plans and license types

A user profile is a single page view of customer data about a person. A user profile may represent a business contact at the company or a user of your products. Use a user profile to track user attributes, survey responses, campaign activity, and usage (if available). 

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Key areas of a user profile

A user profile consists of the following areas:

  • Profile header: View key user attributes and survey responses, unrelated to the account or product associated.
  • Accounts: Each user must belong to at least one account and can have different attributes under each one. Expand the account to view, add, or clear user attributes.
  • Campaigns: See a summary of campaigns sent, viewed, engaged, and whether the goal was achieved. A snapshot of the most recent campaigns are available for quick access.
  • Usage (per account): View a real-time stream of usage by module and activity (if available).

What you need to know

  • Users are uniquely identified by a User ID.
  • Users must be associated with at least one Account ID. Users can be associated to multiple accounts.
  • If a contact is created from the account profile (Contacts widget) or via integration, a user profile is automatically generated for that person with the user attribute of "Contact" = yes.
  • Users are not required to be contacts. Users do not appear on the account profile (Contacts widget) unless they are denoted as a contact or key contact.
  • Use the search bar to locate users by name, email address, or User ID.
  • Admins cannot customize the layout of the user profile. 
  • Admins can define the set of accounts available to view, which includes associated users.

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