The Profiles report summarizes user Profile data. Each Profile is presented in a list view with some basic information, and clicking a specific Profile will allow you to analyze the information stored in detail.
To navigate to Profiles, select Profiles from the sidebar (listed under Marketing).
Setting Profiles
There are several ways to update Profile information—each is detailed below, but at a high level the 4 options are:
- The Localytics SDK
- .csv upload
- Profile API
- Profiles Import API
The Localytics SDK may be configured to capture Profile information while your app is in use. For example, each time a session starts it will record the App Version, Timezone, and Language from the device. Additionally, it may custom Profiles such as Last Purchase Date or Last Article Read.
Documentation for each platform below:
Importing Profile Data
Sometimes, it may be helpful to import information about users from other systems as well so those data may be used to better target and engage users. An easy way to do so is to upload a .csv file with the customer ID in the left-most column and the information associated with each user in the additional columns.
To upload a CVS, navigate to the Profiles page of your dashboard. From there, select Actions and choose the Upload CSV option.
Each additional column header represents the Profile, ie. Favorite Team, while below are the values associated with each user (represented by the customer ID) such as Red Sox, Yankees, Cardinals, Dodgers.
For example:
| customer ID | Gender | Birthday | Favorite Team | Age |
|---|---|---|---|---|
| 100 | male | 1/13/81 | Bruins | 34 |
| 201 | female | 6/11/80 | Predators | 35 |
| 322 | female | 11/23/94 | Capitals | 21 |
| 410 | male | 8/16/87 | Maple Leafs | 28 |
Uploading Rules
A few specifics in regards to uploading:
| Rule | Description |
|---|---|
| Data organization | The first row of your CSV must include Profile Attribute names that either already exist or that you wish to create, except for the left-most column which must have the name customer ID. Make sure the names are written and capitalized exactly as you want them to appear in the Dashboard. |
| Special attributes (e.g. $email) | If you are uploading special Profile Attributes ( $email, $first_name, $last_name, or $full_name), be sure to prepend the $ so they are treated appropriately. |
| Data types | Profile Attributes must be either dates, integers, or text strings. Do not send arrays. For more, see data types & limits. |
| Date format | Dates must be formatted as YYYY-MM-DD. |
| Quotations | You may send text strings either in quotes or without quotes. Be sure to close your quotes. |
| Deleting data | Profiles Attributes cannot be deleted once they're uploaded. If you want to delete a value, replace the value with a blank or null in your CSV file and upload it again. You can also use the Profiles API to edit or delete Profiles. |
| User permissions | To upload Profiles data via CSV, you need to have Org Admin, Org Creator, App Owner, or App Marketer permissions. |
| File size | Your CSV file cannot be more than 100MB. |
Similarly, you may programmatically upload information from other systems via Localytics’ API’s which is great for data being captured outside of Localytics (ie. point-of-sale data) which are updated regularly.
The Profile Import API is used for bulk uploads, ie. a list of multiple users, as a .csv or .json file. Conversely, the Profile API may be used to update information about an individual user.