CleverTap User Docs

Welcome to the CleverTap User Docs. You'll find comprehensive guides and documentation to help you start working with CleverTap as quickly as possible, as well as support if you get stuck. Let's jump right in!

User Profiles

Overview

After you integrate our SDK, we will create a user profile for each person who launches your app or visits your website.

A CleverTap user profile has a set of default fields, such as email, phone number, and language. You can also extend the default user profile by adding custom fields that are specific to your business.

For example, if you offer a subscription service in your app, you can create a custom profile field to track what type of plan the user purchased.

The benefit of adding more information to a CleverTap user profile is the ability to create a user segment for people that have a specific profile property you define, and then build a campaign to engage with that segment. The second benefit of adding more information to a CleverTap user profile is the ability to personalize your campaign messaging with information. The third benefit is to personalize your app based on information from that person's CleverTap user profile.

User Profile Data Model

A CleverTap user profile consists of three things:

  • Identifiers: Each user profile is given a unique CleverTap id. You can also add other identifiers to recognize the user including email, phone number, Facebook ID, Google Plus ID, or your own custom identifier.
  • Properties: This is information stored about the user. For example, this might include age, gender, device, and location. You can also extend the default user profile by adding custom fields that are specific to your business.
  • Events: This is a log of actions taken by a user in your app. For example, this might include a product viewed, a video watched, or an item added to cart.

User Profile Types

The CleverTap user profile type changes automatically depending on the information set in them. A user profile can only belong to one type.

Anonymous
Anonymous profiles do not yet contain uniquely identifiable information about the user.

Addressable
Addressable user profiles are reachable either via email or push-notifications.

Customer
When you record a purchase via the Charged event, that user will be marked as a Customer.

Updating a User Profile

There are two ways to update a user profile

Find People

To look at a specific user's profile in the CleverTap dashboard, you can go to the Segment tab and then click on Find People. In the By Identity box, you can search for a user by an identifier, such as email, phone number, or a custom identifier you define.

On the Find People page, you can also search for users that match a specific set of criteria. This criteria can include actions taken, actions not taken, and profile properties.