Introduction
In this tutorial, you'll learn how to create new attributes for profiles in your workspace on Customer.io.
Problem
You may be unsure about how to add new attributes to profiles within your workspace, which you need to enhance your ability to tailor messages and content to your users. Whether you're new to the platform or need a refresher, don't worry, we've got you covered.
Solution
There are a few ways you can create new attributes for profiles in your workspace, which you can find in our documentation here: https://customer.io/docs/journeys/identifying-people/#ways-to-add-people.
If you're updating only a few profiles, you can add attributes directly from the user interface. First, navigate to the profile you want to add attributes to, click on the attributes tab at the top of the page, then click on the edit attributes button. Next, scroll down to the bottom of the page and click on the create new attribute button. After clicking the create new attribute button, a new field will be added where you can add the attribute name and value.
Access attributes from a profile:
After clicking edit attributes, you should see a new button named create new attribute at the bottom of the page:
Another option is to import a CSV containing a column with identifiers for the profiles that you want to update and a new column for each attribute you want to add to the profile. There are a few requirements for importing a CSV, which you can find in our documentation along with a link to an example Google Sheet to help get you started.
A third option that might work well for you is to segment the profiles you want to update and use the segment to trigger a campaign that uses a create or update people action in the workflow. As profiles trigger the campaign and go through the create/update action, their profiles can be updated with new attributes.
The other methods are a little more technical and you can find them all here:
- API: https://customer.io/docs/api/track/#operation/identify
- Javascript snippet: https://customer.io/docs/sdk/web/getting-started/
- And a few more can be found here: https://customer.io/docs/journeys/identifying-people/#ways-to-add-people