Managing User Profiles

Each user you add to one of your Iterable projects gets their own unique user profile. You can use the User Profile page to view all of the known information about a user, from one convenient place. To jump right into it, see Accessing a user's profile.

The User Profile page contains the following information about your user:

• User fields, which includes their name and sign up date, as well as any other preferences or demographic data you know about them. This data helps you tailor the messages you send.
• Events related to the messages you've sent this user, and their interactions with those messages.
• Custom events, which gather your choice of custom information. These events are often related to something the user has done on your website or in your mobile app (and that you send to Iterable using an API call).
• The message channels, message types, and lists to which they're subscribed (marketing and transactional, for all message mediums).
• This user's current Brand Affinity™ score, a value generated by Iterable AI to indicate how likely they are to engage with your brand.

These fields and events update as you send information to Iterable, and as users engage with the messages you send them.

# In this article

# Required permissions

In order to view the User Profile page in Iterable, your role must include the View User Profiles and Data permission.

# Accessing a user's profile

To view a user's profile in Iterable, go to Audience > Contact Lookup, and enter either the user's email address or their user ID (the search box will reflect the necessary field). Then, click Search Users.

# Exploring the User Profile page

The heading of the User Profile page displays the user's email address and their current Brand Affinity™ label.

On the right, the at-a-glance Recent events section shows the three most recent events, which are pulled from the History page. The Event History section further down on this page has more details.

Check out the left-hand navigation menu to explore the different types of information captured on a user profile. We'll talk more about each of these menu items in the sections below.

# Viewing a user's profile data

The User Fields section is open by default when you access a user's profile. This area displays the various user profile fields saved in Iterable for the current user, whether saved automatically by Iterable or added by you when importing or updating users.

# Finding user information

To find particular fields on this page:

• Expand and collapse user fields using the Expand All and Collapse All toggles.
• Use the search box to quickly find information for troubleshooting (field names or values).
• Toggle between JSON and non-JSON view using the switch to the right.

# Common user profile fields

You can store all sorts of interesting information on a user's profile: text, numbers, dates, arrays (lists), objects, booleans (true/false), or location. For more information and examples, see Field Data Types.

Here are a few fields you'll find on user profiles:

Field name	Description
signupSource	How the user was added to the Iterable project.
signupDate	The date on which the user was added to the Iterable project.
profileUpdatedAt	The last time the user's Iterable profile was modified.
subscribedMessageTypeIds and unsubscribedMessageTypeIds	Opt-in and opt-out message types to which the user has subscribed or unsubscribed.

# Viewing user events

Events are actions a user has taken in one of your campaigns, on your website, or in your mobile app.

The Events area on the user profile page shows information about two kinds of events:

• System events, which Iterable creates automatically as you send campaign and users interact with them.
• Custom events, which are related directly to actions a user has taken on your website or mobile app. To create custom events, you'll need to make an API call using Iterable's API.

To view a user's events, open the Events menu item, which defaults to the summary page.

# Event summary

The Event summary provides a high-level, aggregate look at events saved for the currently selected user.

You might use this information, for example, to understand how many times you've messaged the user in a given period of time (and on which message mediums), or whether they seem to be most engaged with a particular message medium.

For a deeper information dive, you can:

• Use the dropdowns to further filter and customize the results based on your needs.
• Click Export events summary at any time to download a .csv file of the table's information.

After adjusting the filters, you'll see a table and visualization that displays recent events.

# Event history

The Event history provides details about system and custom events that Iterable has saved for the user you're inspecting.

To view the Event history page, use the left navigation to navigate to Events > History.

The most recent three events here also show up on the User fields page, under Recent events.

# Searching, sorting, and filtering event history

• To open the campaign associated with an event, click the campaign's name in the Details column of the table.
• View the details of any event using the expand indicator to the right of the event's name. With the event details open, you can toggle between a table view and a JSON view.
• To search for specific information in the event history, use the search box. You can search by event name, template name or ID, and campaign name or ID.
• To sort this list, you can click any header in the Event history table. This helps you find information more easily. By default, the Time header is used to sort the list.
• Use filters to narrow down the displayed events.

# Viewing and resending messages

To view and resend specific messages, click the overflow menu next to the event's timestamp.

Iterable regenerates message content when you view a previously sent message. This means that this dynamic content might be different from what was actually sent.

# Viewing user subscriptions

The Subscriptions area shows information about which message channels, message types, and lists the user is subscribed to, and allows you to toggle these subscriptions on and off.

For double opt-in message types, the user must confirm their subscription before they receive messages from that type. These message types reflect a status of Pending in the Subscribed column until the user confirms their subscription. To learn more about double opt-in, read SMS Double Opt-In Overview.

# Searching and filtering

Use the filters and search box to look for particular message channels and types.

# Managing user subscriptions

Use the toggle on the right side of the table to subscribe or unsubscribe the user from a message channel or message type.

Channels subscriptions take precedence over message type subscriptions. When a user is unsubscribed from a channel, they won't receive any of the associated message types.

# Viewing user lists

The lists area shows the static, internal, and suppression lists that the currently selected user belongs to, and allows you to add and remove them from lists as needed.

Use the column headers to sort the table.

• To add a user to another list, click Add to existing list and choose the list.
• To remove a user from a list, click the overflow menu and select Remove from list.

# Want to learn more?

For more information about some of the topics in this article, check out this Iterable Academy course. Iterable Academy is open to everyone — you don't need to be an Iterable customer!

• Foundations: User Management