People and their profiles

In Customer.io, you’ll store information about your audience. We show your contacts on the People page, including the data that you have about people, the events they’ve performed, their message history, and so on.

When you go to the People page, you’ll see a list of people you’ve identifiedThe Customer.io operation that adds or updates a person. When you identify a person, Customer.io either adds a person if they don’t exist in your workspace, or updates them if they do. Before you identify someone (by their email address or an ID), you can track them anonymously..

the people page
the people page

From here, you can click on any individual person to see their profile—all the data that you have about a person. The Overview page shows you a summary of a person’s data.

An example person in Customer.io
An example person in Customer.io
  1. Subscription Preferences: if you use our Subscription CenterCustomer.io’s subscription center feature provides a way for customers to subscribe to, or unsubscribe from, specific topics. This helps you manage your audience’s preferences and make sure that they only get the messages they’re interested in., you’ll see what topics a person is subscribed to or unsubscribed from.
  2. identifiersThe attributes you use to add, modify, and target people. Each unique identifier value represents an individual person in your workspace. and attributesA key-value pair that you associate with a person or an object—like a person’s name, the date they were created in your workspace, or a company’s billing date etc. Use attributes to target people and personalize messages. Attributes are analogous to traits in Data Pipelines.: the things you know about them, like their email address, name, interests, birthday, etc.
  3. Recent Activity: including changes to their attributes, the eventsSomething that a person in your workspace did. Events can trigger campaigns, add people to segments, etc. You can access event properties in liquid with {{event.<property>}} they’ve performed, and the messages they’ve received.
  4. Deliveries: the messages they’ve received.
  5. segmentsA segment is a group of people in your audience that you want to target with campaigns, messages, etc. You can join groups of people manually, or by attribues and event data.: the segments the person belongs to.
  6. Devices: A person’s phones, tablets, and so on.
  7. Relationships: the things they’re related to (commonly known in Customer.io as objectsNot to be confused with a JSON object, an object in Customer.io is a non-person entity that you can associate with one or more people—like a company, account, or online course. You can use objects to message people based on changes to their company, account, or course itinerary.)—like the companies they work for or the accounts they belong to. In the example above, this person is related to a company called Acme, Inc.

Subscription Preferences

If you’ve enabled our Subscription CenterCustomer.io’s subscription center feature provides a way for customers to subscribe to, or unsubscribe from, specific topics. This helps you manage your audience’s preferences and make sure that they only get the messages they’re interested in., you’ll see each person’s subscription preferences on their profile. This helps you understand what topics your audience is interested in, and what they’ve opted out of.

At the top of the profile, you’ll also see Status—“subscribed” or “unsubscribed.” This tells you if a person unsubscribed from emails, push notifications, or SMS messages all together.

Attributes

Attributes are pieces of data you know about a person—typically information they tell you, like their name, email address, or birthday. You can use attributes to personalize messages, segment your audience, and trigger campaigns. While we show a number of attributes on a person’s profile, the Attributes tab shows a complete list of a person’s attributes and other attributes in the system that you might want to apply to (or request from) a person.

Recent Activity

On a person’s profile Overview, we show what a person has done recently—like the events they’ve performed, messages they’ve received, attributes that changed, and so on. Go to the Activity tab to see, and search through, a person’s historical activity.

Most Recent Deliveries

Recent Deliveries shows the most recent messages for a person and their statuses—whether they’ve been sent, delivered, etc.

 Why is it deliveries instead of messages?

In Customer.io, a message is what you set up in a campaign, but a delivery is the instance of a message that we send to a person—complete with personalized information, links, and everything.

Segments

Segments are the groups that your audience belongs to. You’ll use segments to target members of your audience for campaigns, broadcasts, and so on.

The Segments section shows the segments that a person belongs to. We separate this section into Data-driven and Manual segments.

  • Data-driven segments are groups that people join when they meet your criteria and leave when they stop meeting your criteria. They’re a key part of automating campaigns in Customer.io.
  • Manual segments are groups of people that you maintain on your own. You add people to, and remove people from, manually—like a group of people you met at a trade show.

Devices

If you use our mobile SDKs, the devices area shows a person’s devices—their phones, tablets, and so on. It can help you understand your audience’s mobile footprint.

You can see more information about each device, like the device’s app version, on the Devices tab.

Relationships

Relationships shows the objectsNot to be confused with a JSON object, an object in Customer.io is a non-person entity that you can associate with one or more people—like a company, account, or online course. You can use objects to message people based on changes to their company, account, or course itinerary. that a person is related to—like companies they work for, accounts they belong to, or classes they’re enrolled in. Objects can be any kind of non-person thing, and this section shows you the things a person is affiliated with.

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