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Profile properties

Create the custom fields you want to store on your visitor profiles, such as birthday, membership level or favourite store.

Profile properties are the custom fields you store on your visitor profiles, for example Birthday, Membership level or Favourite store. You create them once, and then fill them from forms, CSV imports or JavaScript.

Profile properties are included in all plans except Essential. You need admin rights on the account to manage them.

Where to find them

Go to Settings > Customization > Profile properties (open in Triggerbee). The list shows each property's Name and Key.

Create a profile property

  1. Click Add new Profile Field.

  2. Enter a Key. This is the technical name used in imports and code. Only alphanumerical characters are allowed.

  3. Enter a Display name. This is the name you see in Triggerbee.

  4. Click Create.

Each name and key can only be used once. If you try to reuse one, you'll see Profile property with such name or key already exists.

Edit or delete a profile property

Open the menu on a row and choose Edit or Delete. Built-in properties can't be deleted.

Fill profile properties with data

There are three ways to save values on your profiles:

  • Triggerbee forms: map a form field to a profile property in the field's settings in the campaign editor. You can also create a new property directly from there. Read more in How to Create an Onsite Experience.

  • CSV import: import a CSV file with columns named after the property keys. Read more in Profiles.

  • JavaScript: set profile properties for visitors on your website. Read more in Identifying Visitors.

Where profile properties are used

  • Profiles: the values show on each profile.

  • Quiz outcomes: a quiz outcome can save its result to a profile property.

  • Automations: send profile properties to your CRM.

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