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People and Their Profiles

People are the individuals in your workspace—your customers, users, or contacts. Each person has a profile that contains their identifying information, attributes, and activity history. People are central to everything you do in Conviso: they're the recipients of your messages, the subjects of your segments, and the focus of your campaigns.

What is a person?​

A person represents a single individual in your workspace. Each person has:

  • External ID - A unique identifier from your system (required)
  • Email - Their email address (optional but recommended)
  • Name - First name and last name (optional)
  • Attributes - Custom data fields that store any information about the person
  • Activity History - A record of events, messages sent, and interactions
  • Segment Memberships - The segments they belong to

Person profiles​

A person's profile is a comprehensive view of everything you know about them. You can access a person's profile by clicking on their name or email in the People table.

Profile overview​

The Overview tab shows:

  • Basic Information

    • Name
    • Email address
    • External ID
    • Date created
    • Last activity timestamp

  • Recent Activity - A timeline of recent events and interactions

  • Segment Memberships - All segments the person currently belongs to

Profile overview

Attributes​

The Attributes tab displays all custom attributes associated with the person. Attributes are key-value pairs that store any data about the person, such as:

  • Demographic information (age, location, preferences)
  • Behavioral data (purchase history, feature usage)
  • Account details (subscription status, plan type)
  • Custom fields specific to your business

Attributes can be:

  • Imported via CSV
  • Updated via API calls (identify and track events)
  • Set automatically by the system based on events
Profile attributes

Segments​

The Segments tab shows all segments the person belongs to, including:

  • Data-driven segments - Segments they match based on criteria
  • Manual segments - Segments they were added to manually

You can see when they entered each segment and view segment details.

Profile segments

Activity​

The Activity tab provides a complete timeline of:

  • Events tracked for this person
  • Messages sent (emails, push notifications, SMS)
  • Campaign interactions
  • Profile updates
  • Segment changes

This gives you a full picture of the person's journey and engagement with your platform.

Profile activities

How people are created​

People can be added to your workspace in several ways:

  1. CSV import - Bulk import people from a CSV file
  2. API calls - Automatically created when you call identify or track via the SDK or API
  3. Event tracking - Created when events are tracked for new identifiers

Identifying people​

Each person must have at least one identifier:

  • External ID - A unique identifier from your system (e.g., user ID, customer ID)
  • Email - Their email address

When you identify a person via API, you can use either their external ID or email. The system will:

  • Create a new person if they don't exist
  • Update an existing person if they're already in your workspace

Person attributes​

Attributes are flexible data fields that let you store any information about a person. Common uses include:

  • Demographics: age, gender, location, language
  • Behavioral: last purchase date, total orders, favorite products
  • Account: subscription tier, account status, billing information
  • Custom: any business-specific data you need

Working with attributes​

  • Attributes are automatically created when you:

    • Import people via CSV
    • Call identify with attribute data
    • Track events with person properties

  • You can view and search by attributes in the People table

  • Attributes can be used in segment conditions to target specific groups

  • Attributes can be personalized in messages using {{person.attribute_name}}

Person activity and engagement​

Each person's profile tracks their complete activity history:

  • Events - All tracked events (page views, purchases, button clicks, etc.)
  • Messages - All messages sent to them (emails, push, SMS)
  • Campaigns - Campaigns they've been part of
  • Interactions - Opens, clicks, conversions, and other engagement metrics

This activity data helps you:

  • Understand each person's journey
  • Identify engagement patterns
  • Personalize future communications
  • Measure campaign effectiveness

Searching and filtering people​

You can search and filter people by:

  • Email - Find people by their email address
  • External ID - Find people by their ID
  • Name - Search by first or last name
  • Attributes - Filter by any custom attribute value
  • Segments - View people in specific segments
  • Activity - Find people based on events or interactions

Best practices​

  1. Use consistent identifiers - Always use the same external ID or email for the same person across your systems
  2. Keep attributes updated - Regularly update person attributes to maintain accurate profiles
  3. Track meaningful events - Track events that provide insights into user behavior and preferences
  4. Respect privacy - Only collect and store data you have permission to use
  5. Regular cleanup - Periodically review and update person data to ensure accuracy

🎉 You're all set!
Understanding people and their profiles is the foundation for effective customer engagement. Use this knowledge to create targeted segments, personalize messages, and build better customer relationships.