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Customer Profile Display

You can leverage customer profile information by linking it to our CRM. We will guide you on what customer profile information can be linked with Channel.io.

User data

Information stored by Channel.io

  • This information cannot be changed except for customer tags and consent for marketing subscriptions.

List of data saved by Channel.io

Data Key Value

Display Name

Type

Remark

lastSeenAt

Last seen

Date

memberId

Member ID

String

tags

User tag

List

city

City

String

country

Country

String

member

Member

Boolean

True/False

language

Lanugage

String

sessionsCount

Total sessions

Number

web.browserName

Browser name

String

web.osName

OS name

String

web.device

Device

String

hasPushToken

Has push token

Boolean

unsubscribeEmail

Unsubscribe email

Boolean

unsubscribeTexting

Unsubscribe SMS

Boolean

createdAt

First seen

Date

mobile.sessionsCount

App sessions

Number

mobile.lastSeenAt

Last seen on App

Date

mobile.appName

App name

String

mobile.appVersion

App version

String

mobile.osName

App OS name

String

mobile.device

App device

String

id

Channel Internal ID

String

mobile.os

App OS

String

updatedAt

Last updated

Date

When this information updates, it will affect MAU counts

web.browser

Browser

String

web.lastSeenAt

Last seen on web

Date

web.os

OS

String

web.sessionsCount

Web sessions

Number

Additional user data information

  • The data key value starts with 'profile.'.

  • You can edit, change, delete and add the customer information by yourself.

  • In order to additionally store the data in the member profile of the website in Channel.io Contacts, the actual data key value used on the website is required.

  • For web builders, only limited profile values are linked to Channel.io.

  • User Profile data can be manually added or changed. We provide the frequently used profile data by default.

A list of data that can be used immediately (additional changes are possible)

Data Key Value

Display Name

Type

Remark

profile.mobileNumber

Mobile Number

String

profile.email

Email Address

String

profile.referrer

Referrer

String

Referrer URL. Once entered, it can not be changed

profile.utmCampaign

UTM Campaign

String

Once entered, it can not be changed

profile.utmMedium

UTM Medium

String

Once entered, it can not be changed

profile.utmSource

UTM Source

String

Once entered, it can not be changed

profile.utmContent

UTM Content

String

Once entered, it can not be changed

profile.utmTerm

UTM Term

String

Once entered, it can not be changed

profile.description

User Description

String

An area where the manager can take notes

profile.lastCheckoutCompletedAt

Last Ordered

Date

profile.name

Name

String

Received name via Profile bot

Add new profile information

  • How to setup: [Channel settings] - [General] - [Customer profile data] - click [+Add new profile]

Data key

  • The data key value is where you store the user data.

  • If you bring your homepage/app member information to Channel.io, please enter the actual data key value being used on your website/app.

  • If the information you would like to store in Channel.io is not connected to your website/app, please make it an easy-to-recognize alphanumeric value.

    Script

    Required value

    YOUR_PLUGIN_KEY

    Plug-in key of your channel

    USER_MEMBER_ID

    Unique Identifier(Customer ID, etc.)

    USER_NAME

    Member's name

    USER_MOBILE_NUMBER

    Member's mobile number

Data type

  • Boolean (True/False)

  • String (text)

  • Number (Number/Decimal Number)

  • DateTime (Timestamp must be sent in millisecond format)

  • List (It is in the text form but it can be multi-selected like a tag list)

Display name

  • This is the name displayed in the Contacts or filtering list, or in the guest information area in Inbox.

Add user data

Add Lead individually

  • You can manually add a ‘Lead’ contact information one at a time.

  • By entering either the customer’s mobile phone number or email, the lead will be added to Contacts.

  • Contact information that already exists in Contacts will not be added.

  • Since the contact information is added by the manager directly, it will be saved as qualified (verified) information.

Import from the website(Built by web builders)

Only the profile values provided by each builder can be stored in the Channel.io Contacts.

  • For Shopify, the user data will be automatically linked during installation. Guide You can also import customer information on the website before installation.

  • Other builders The profile information provided by the builder will be saved.

For custom websites

1. Insert the data key value of the website’s member information into Channel.io installation script to link. (Developer Guide)

2. Please add the corresponding data in the customer profile data.

Other options

  1. Collect customer information using follow-up notifications

  2. Collecting customer information using the Support bot form

  3. Load and save customer information one by one using Open API