Use Profile Attribute Fields
Profile Attribute fields can be used to pass values into a contact's profile without requiring the contact to fill in that information on the display's form. This approach allows you to use as few form fields as possible while still collecting important information for your business. For example, when a contact submits a display, you may want to note their location, their last referring URL, or the coupon they were provided in the background.
What Information is Collected?
The information that a Profile Attribute Field collects is either manually set when creating the display or determined by a Detected Attribute. A Detected Attribute is information that is automatically pulled from a visitor's browser settings or cookies, added to the Profile Attributes field on the form, and recorded in the contact's profile in Privy when the display is submitted. The collected information can also be shared with external services, such as an email service provider, via a display automation rule.
Add Profile Attributes to Forms
To add Profile Attributes to your form:
- Navigate to the Convert > All Displays via the main navigation.
- Select a template display that includes a form.
- Select the Settings step of the display builder.
- Click Show Advanced Settings at the bottom of the page.
- Select the Profile Attributes section at the bottom of the page.
- Configure the field's name and value.
- Select the Save & Close option.
Note: If you use an external service to send messages or store contact information, it is important to map the fields to that service. The mapping(s) ensure that all the data you collect in your form and associated with your contacts appears in your database in the right spot. The mapping(s) should be done before you launch your display.
Where is the Information Stored?
A field that has been manually set by the Profile Attribute field is reviewable in two places in your Privy account:
- The Attributes section of the contact's profile.
- The signup event is in the contact's profile. Additional information about the signup, including any provided Profile Attribute field values, is reviewable by selecting the Details button.
To locate a contact's record, go to the Contacts dashboard via the main navigation and search/select a contact from the table shown.
A field that has been automatically set by the Profile Attribute field using a detected attribute is reviewable in two places in your Privy account:
- The Detected Attributes section of the contact's profile.
- The signup event is in the contact's profile. Additional information about the signup, including any provided Profile Attribute field values, is reviewable by selecting the Details button.
To locate a contact's record, go to the Contacts dashboard via the main navigation and search/select a contact from the table shown.