User attributes are pieces of information about your users that help define audience membership. Audiences are essential for delivering the right information to the right people. You may also hear user attributes referred to as audience attributes when discussed in this context.
In addition to audience creation, user attributes can be used to create more personalized campaigns. For more details on how to apply them, see Personalization Attributes and Personalized Fields.
Before You Start
This article assumes you are signed in to Creator Studio and have a role with permissions to manage user attributes.
User Attribute Types
Firstup supports two types of attributes: standard and custom. There is a limit of 80 attributes total and note that attribute names will be truncated after 60 characters.
Standard
There is some information that we know about your users simply because they are part of the community. For example, profile information. Are they registered? Do they access the community through Android, iOS, or web? These are considered standard attributes.
Note: All of the profile attribute data, as well as the basic Email attribute data can be created by the customer via API or CSV import. All other standard attribute data is automatically generated by Firstup.
Profile
Start Date - Date employment started (YYYY-MM-DD)
Anniversary - Month and day of work anniversary, based on Start Date (MM-DD) (
Date of Birth - Date of birth (YYYY-MM-DD)
Birthday - Month and day of birth (MM-DD)
Business Unit - All users that are in a specific Business Unit
City/Locality - All users within a particular city or locality
Cost Center - All users that are in a specific Cost Center
Country - All users in a specific Country
Department - All users in a specific Department
Division - All users in a specific Division
Employee ID - Users with a specific employee ID
Employee Name - Find one or more employees by name
Employee Type - Find a selection of employees by type such as full time, part time, or contractor
Gender - Find users of a particular gender
Job Title - All users with a specific Job Title
Language/Locale - All users that speak a particular language
Manager - All users with a particular manager
Organization - All users with in a particular organzation
Preferred Language - All users with a specific preferred langauge
Promotion Date - Date of promotion (YYYY-MM-DD)
State/Region - All usres within a particular state or region
Requisition Approval Date - Date role position was approved (YYYY-MM-DD)
Timezone - All users in a particular timezone
Universal Identifier - Select one or more users by universal identifier
Username - Select one or more users by username
Work Location - All users that are in a specific work location
Permissions
Roles - A user's communuty role indicates the level of permission to access your community - Member experience only (Member), or Experience and Creator Studio (Content Creator, Content Publisher, Community Admin, Brand Super Admin, or any custom roles)
Classic Role - A user's program role indicates the level of permission to access your program - Member experience only (Member), or Experience and Classic Studio (Analyst, Topic Manager, Publisher, Program Manager, or Administrator)
Audience
Audience Name - Find one or more audiences by name
Status
Experience Status - The user's member experience status
Provisioning Status - The user's provisioning status
Email - Users with an email, primary or not, that matches any of the criteria chosen. Note that only Primary Email values are used in communications.
Primary Email - Users with a primary email that matches any of the audience criteria. Note that Primar Emails are used to send communications.
Verified Email - An email supplied by the organization or supplied by the user and confirmed via email confirmation.
Email Domain - The domain of an email
Mobile App
Mobile App ID - Target users by mobile app ID
Mobile App Identifier - Target users by mobile app identifier
Name - Target users by mobile app name
Platform - Target users by mobile app platform, iOS or Android
Version - Target users by a specific app version
Reach
Reachable - All reachable users
Reachable via Notification Center - Users who can receive messages in Notification Center, including on either web or mobile app. The user must be registered.
Reachable via Email - Users who can be contacted by email. The user must have a valid primary email address that is not suppressed or unsubscribed.
Reachable via Mobile App - Users who can be contacted by mobile app. The user must be registered, have the mobile app installed, and have at least one mobile app session.
Reachable via Push Notification - All users reachable by push notification. These are users that are in state registered and have push notifications enabled.
Topics
Topic Name - Find all users that are following a particular topic
Topics Followed - Find users by the number of topics they follow
User Activity
Created Date - User accounts created in a particular time frame
Registered Date - Users that registered for the member experience in a particular time frame
Inactivated Date - Users that were inactivated in a particular time frame
Shares
Count All Time Find users by the number of shares they have completed in all time
Count Last Month - Find users by the number of shares they have completed in the last month
Count Last Quarter - Find users by the number of shares they have completed in the last quarter
Count Last Week - Find users by the number of shares they have completed in the last week
Count Last Year - Find users by the number of shares they have completed in the last year
Count This Month - Find users by the number of shares they have completed this month
Count This Quarter - Find users by the number of shares they have completed this quarter
Count This Week - Find users by the number of shares they have completed this week
Count This Year - Find users by the number of shares they have completed the year
Channels
Preferred Channel - The channel with the most activity by the user over the last 90 days
Usage Location - Users in a particular location, generated by IP
Custom
To take personalization to the next level, you can provide additional information about your users in the form of custom attributes. Custom attributes can be completely unique and customized by you. Attribute updates depend on your deployment method.
CSV via SFTP – Specify certain attributes as audience attributes when configuring your SFTP deployment. Attributes are updated whenever a new CSV file is uploaded (recommended at least daily).
API integration – When using the User Sync API, any user attributes sent through the API can be designated as audience attributes. Updates may occur almost immediately, as soon as new data is received.
SSO SAML – All attributes passed via a SAML claim attribute statement are processed as audience attributes, including first name, last name, and email. These attributes update each time a user signs in.
Once you send audience attributes to Firstup, we can generate audiences for you automatically or you can create audiences yourself. More details below.
User Attributes and Audience Creation
All user attributes will be available as attribute criteria when creating custom audiences (including country, department, title, and email), whether creating a basic custom audience or an advanced custom audience.
Refer to Custom Date Attributes for more details on using custom date attributes.
Using System Date Attributes
To aid in a wide range of use cases, including birthdays and anniversaries, Firstup supports both YYYY-MM-DD and MM-DD date formats. When Firstup is provided 'Start Date' or 'Date of Birth' in the (YYYY-MM-DD) format, we will automatically provide the MM-DD version of those fields ('Anniversary' and 'Birthday', respectively). The value of those fields will be in the (MM-DD) format of the provided 'Start Date' / 'Date of Birth'
'Start Date' / 'Anniversary' Ex.
'Date of Birth' / 'Birthday' Ex.
Applying Date Operators
Both system and custom date attributes utilize the same date operators:
-
On, Before, or After - These operators will select a single day from the calendar drop-down. In the screenshot below, this audience would include all users who started at the company on the selected date. You could also change the operator to 'Before' or 'After' to include all users who started before or after the selected date.
-
Between - Use the dual calendar drop-down to select your date range. In the screenshot below, this audience would include all users whose birthdays were between the selected dates, including the selected dates.
-
Last or Next - Select the number of days, weeks, months, or years from the value drop-down. In the screenshot below, this audience would include all users who will start at the company in the next five days, including today. If today is the 18th, it will select today through the 23rd. The same would apply to weeks, months, and years, with the first day selected being today.
-
Relative - Choose one or more time frames from the drop-down that the date attribute should be relative to. In the screenshot below, this audience would include all users who have a birthday during the current week (Sunday through Monday).
(Last/This/Next) Week - Starts the Sunday of and ends the Saturday of
(Last/This/Next) Month - Starts first day of month and ends last day of month
Today - Starts and ends today
Tomorrow - Starts and ends the day after today
Yesterday - Starts and ends the day prior to today
User Attribute Recommendations
Not all attributes are useful for creating audiences. Before sending an audience attribute, ask:
- Will there be at least two audiences for this attribute?
- Will there be more than one person in each audience?
- Does our content strategy include targeting these audiences?
Required Attributes
- First Name
- Last Name
- UniqueID (such as: EmployeeID)
Common Attributes
These attributes are so common that we can easily map them to filters in Insights and use them for audiences. However, you should still ask if this information will result in useful information for your community and your strategy.
- Email - Strongly recommended, if available
- Work Location
- (City, State, Building)
- Department
- Division
- Business Unit
- Region
- Country
- Employee Type (Contractor, Full-Time vs Part-Time, Union)
- Is Manager (y/n)
- Is ELT (Executive Leadership Team) (y/n)
- Birthdate (arbitrary year)
- Hire Date (include year) / Anniversary
Helpful Attributes
The following attributes can be helpful for audience creation depending on your organization and content strategy.
- Job Title
- Gender
- Language
Unhelpful Attributes
We recommend against sending the following because this data is too specific to create useful audiences. For example, there is no useful way to audience users by phone number - each phone number would have an audience with a count of one user.
- Display Name
- Phone Number
- Home Address
Comments
0 comments
Article is closed for comments.