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Contact Traits

General contact traits are for detailed information about customers, including their demographic data, preferences, behavior, and interactions. These traits help in understanding and segmenting personas for targeted marketing and personalized experiences.

Updated over 2 weeks ago

Prerequisites:

Required Permissions:

Audiences are available to users with the following permissions:

  • Analyst

  • Marketing

  • Marketing Analyst

  • Operator

  • Owner

Audience Limits by Plan:

All plans include 10 pre-made audiences. In addition, each plan supports the following number of custom audiences:

  • Starter: up to 10

  • Pro: up to 500

  • Enterprise: up to 1,500


Contact Traits for Audiences

Trait Name

Trait Description

Selection Options

Flow re-entry?

Name

The name of the persona.

is unknown, has any value, starts with, ends with, contains, does not contain, matches regex

No

Age

The age of the persona.

more than, exactly, less than, is unknown, has any value, in range

No

Gender

The gender of the persona.

is unknown, has any value, starts with, ends with, contains, does not contain, matches regex

No

First Seen

The date when the persona was first seen.

after, on, before, between, in last, in next

No

Last Seen

The date when the persona was last seen.

after, on, before, between, in last, in next

Yes

Lifecycle Stage

The current lifecycle stage of the persona

Requires PRO Analytics

is unknown, has any value, starts with, ends with, contains, does not contain, matches regex

No

Won Back

Indicates if the persona has been won back.

after, on, before, between, in last, in next

Yes

is loyalty member

Whether the persona is a loyalty member.

is true, is false

No

Total loyalty points

The total number of loyalty points the persona has.

more than, exactly, less than, is unknown, has any value, in range

No

Total legacy loyalty points

The total number of legacy loyalty points the persona has.

more than, exactly, less than, is unknown, has any value, in range

No

Is their birthday

Indicates if today is the persona's birthday.

is true, is false

Yes

Is their birthday month

Indicates if this month is the persona's birthday month.

is true, is false

Yes

Is their birthday (relative)

Indicates if a specific date is relative to the persona's birthday.

after, on, before, between, in last, in next

Yes

Is medical customer

Indicates if the persona is a medical customer.

is true, is false

No

Is recreational customer

Indicates if the persona is a recreational customer.

is true, is false

No

Favorite Store

The favorite store of the persona.

is unknown, has any value, starts with, ends with, contains, does not contain, matches regex

No

Favorite Store ID

The ID of the persona's favorite store.

more than, exactly, less than, is unknown, has any value, in range

No

Email

The email address of the persona.

is unknown, has any value, starts with, ends with, contains, does not contain, matches regex

No

Email list

The email list the persona is subscribed to.

{typeahead chooser}

No

Phone

The phone number of the persona.

is unknown, has any value, starts with, ends with, contains, does not contain, matches regex

No

Phone List

The phone list the persona is subscribed to.

{typeahead chooser}

No

Phone Carrier

The phone carrier of the persona.

is unknown, has any value, starts with, ends with, contains, does not contain, matches regex

No

City

The city of the persona.

is unknown, has any value, starts with, ends with, contains, does not contain, matches regex

No

State/Province

The state or province of the persona.

is unknown, has any value, starts with, ends with, contains, does not contain, matches regex

No

Zip/Postal code

The zip or postal code of the persona.

is unknown, has any value, starts with, ends with, contains, does not contain, matches regex

No

Country

The country of the persona.

is unknown, has any value, starts with, ends with, contains, does not contain, matches regex

No

Valid Mailing address

Indicates if the persona has a valid mailing address.

is true, is false

No

Signed up via referral

Indicates if the persona signed up via referral.

is true, is false

No

Timezone

The timezone of the persona.

is unknown, has any value, starts with, ends with, contains, does not contain, matches regex

No

Browser

The browser used by the persona.

is unknown, has any value, starts with, ends with, contains, does not contain, matches regex

No

IDFA

The IDFA of the persona.

is unknown, has any value, starts with, ends with, contains, does not contain, matches regex

No

Contact ID

The persona ID.

is unknown, has any value, starts with, ends with, contains, does not contain, matches regex

No

Contact IDs

The persona IDs.

{typeahead chooser}

No

Government ID

The government ID of the persona.

is unknown, has any value, starts with, ends with, contains, does not contain, matches regex

No

Signup URL

The signup URL used by the persona.

starts with, ends with, contains, does not contain, matches regex

Yes

Multiple Signups

Indicates if the persona has multiple signups.

more than, exactly, less than, is unknown, has any value, in range

No

Medical ID Expiration

The expiration date of the persona's medical ID.

after, on, before, between, in last, in nex

Yes

Viewed URL

The URL viewed by the persona.

starts with, ends with, contains, does not contain, matches regex

Yes

Medical ID is Known

Indicates if the Medical ID of a customer is known or unknown

is true, is false

No

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