The Unified Customer Database (UCD) starts to collect data with your first integration. Once the Unified Customer Database (UCD) starts to collect data, the User Profiles page becomes available.
Personally Identifiable Information (PII) visibility on the User Profiles page
The User Profile page is now accessible to all users by default. However, only users with Personally Identifiable Information (PII) permissions can view this page with complete PII data. Users without PII access still see the page in the side menu and access the listing, but all PII-related fields (such as email, phone number, etc.) will appear masked.
The Administrator role will have PII access by default and is the only role that can grant others similar access. If you have the Administrator role, you can follow the instructions on Invite a User to grant access to new users and Edit a User to change an existing user's access.
All users can access and view the listing page of User Profiles. However, only users with the Administrator role and users authorized by a user with the Administrator role can reach the Profile View Page and see the details.
The User Profiles listing page
To reach the listing page, navigate to Audience > User Profiles.
This page allows you to view user identifier information, created date, and to search users by their profile IDs (Insider ID), email address, phone number, or UUID.
Identifiers listed in the search dropdown (email address, profile ID, etc.) and names of the columns on the User Profiles listing page vary based on the order set on the Identity Resolution page.
When using the Profile ID search, enter the complete profile ID in the search box.
Insider uses caching on the listing page, which refreshes itself daily. You can refresh the cache by entering inputs in the search field or clicking the refresh icon after the total count box.
Filter Users
You can use the Filters button to search for users that match specific attributes or identifiers. This allows you to focus on users who meet certain conditions (e.g., opted-in, visited within the last 30 days, purchased particular items, etc.).
To narrow down your users, click the Filters button.
Choose the audience, and click the Apply button.
Once you've applied filters, you can take further actions on the filtered users:
Add to Static Segment
Add the filtered users to an existing static segment. After selecting this action, you can track the progress on the Static Segment page. A confirmation email will also be sent when the process is complete.
Create a Static Segment
Create a new static segment with the filtered users. This new segment can then be used in campaigns. Similar to the above, you can track progress and will receive a notification upon completion.
For those actions:
A static segment can include up to 10 million users.
You can create or add users to static segments up to three times per hour.
Export as CSV
Export the filtered users into a CSV file for offline analysis or other operations.
Customize Columns
You can customize which columns are shown on the listing page. This includes identifiers (e.g., Email, UUID) as well as attributes. Selected columns are also searchable and help with quick filtering.
