Identifiers
Create fields that identify customers, including messaging identifiers that you can then use to contact a customer via a campaign channel in Optimizely Data Platform (ODP).
Warning
Creating identifiers incorrectly can create significant issues for client data. If there's any question, always default to setting new identifiers as "Low Confidence" or creating an identifier as a standard field on the customer object.
Customer resolution and stitching
ODP utilizes Customer Identifiers (for example, emails
, vuids
, push_tokens
) to merge users together and determine which event is associated with which customer.
Including one or more of these identifiers on an event identifies the user who performed the event and allows ODP to merge users together when enough information becomes available. See Overview of customer identity and resolution.
Default identifiers
Display Name | Field Name | Description |
---|---|---|
Last Seen Email | email | The last seen email associated with this customer. |
Phone | phone | The most recently seen phone number for this customer |
Last Seen Cookie ID | vuid | ODP's unique Cookie/Device ID used on web and mobile to identify anonymous customers. |
Zaius ID | zaius_id | A unique, ODP-generated identifier that represents a customer. |
Custom integration identifiers
Many applications and integrations (such as Shopify or Magento) create identifiers that map to an external system (such as Shopify ID) to provide improved user resolution, troubleshooting, and transparency. Some examples:
Display Name | Description |
---|---|
Last Seen Shopify ID (mystore) | shopify_mystore_id |
Last Seen Zendesk ID (mysupporteam) | zendesk_mysupportteam_id |
Note
Every identifier is also stored as an array in the plural form (with up to 25 for each identifier type). For example, the emails for a customer are stored in a field called Emails (
emails
) and Cookie IDs are stored asvuids
.
Custom external identifiers
If you have an external database, data lake, or system (for example, a point-of-sale system) that uses a unique identifier to track customers, ODP supports creating custom identifiers to ensure that known information about your customers is tracked and you can reconcile information within ODP with the external data source.
Note
Custom Identifiers are considered when merging customers together.
Important
At this time, only members of the ODP Customer Success team can create custom identifiers. Contact your Customer Success Manager or Support to learn more.
Identifier confidence
Identifiers are categorized into levels of confidence:
- High Confidence – Identifiers that, when seen, are unlikely to be shared across customers and devices (for example, Email, Phone Number, Shopify ID)
- I have high confidence that this identifier can be used to merge customers together
- Low Confidence – Identifiers that are likely to be shared across devices and cannot be confidently associated with one person when a conflict is detected (for example, Cookie ID, Browser Push Token)
- I have low confidence that this identifier can be used to merge customers together
Example 1 (shared device)
Your customers object looks like the following:
Zaius ID (zaius_id ) | Emails (emails ) | Cookie IDs (vuids ) |
---|---|---|
1 | [email protected], [email protected] | A |
2 | [email protected] | B |
You receive an event:
Event Type | Email (email ) | Cookie ID (vuid ) |
---|---|---|
pageview | [email protected] | A |
This event seems to indicate that Jane is using a browser formerly associated with John. Because Cookie ID
is a Low Confidence identifier, instead of merging these customers together, we will move the Cookie to now associate it with Jane:
Zaius ID (zaius_id ) | Emails (emails ) | Cookie IDs (vuids ) |
---|---|---|
1 | [email protected], [email protected] | |
2 | [email protected] | A, B |
If ODP merged these customers together, then every single person that shared that computer would be merged into one. So as a safety measure, the Cookie ID
was moved.
Example 2 (integration/app)
Your customers object looks like the following:
Zaius ID (zaius_id ) | Emails (emails) | Cookie IDs (vuids ) |
---|---|---|
1 | [email protected] | ABC |
2 | [email protected] | XYZ |
You receive an event:
Event Type | Email (email) | Shopify IDs (shopify_mystore_ids ) |
---|---|---|
pageview | [email protected] | ABC |
This event seems to indicate that John's Shopify account has a secondary email. Because Shopify ID is a High Confidence identifier, the customer records will be merged together:
Zaius ID (zaius_id ) | Emails (emails ) | Shopify IDs (shopify_mystore_ids ) |
---|---|---|
1 | [email protected], [email protected] | ABC, XYZ |
Create identifiers
name: customers
identifiers:
- name: acme_ios_push_token
display_name: Acme iOS Push Token
merge_confidence: high
messaging: true
Property | Definition |
---|---|
identifiers.name | The singular name of the identifier used within API and SDK calls. |
identifiers.display_name | The user-friendly name used in the ODP UI to refer to the identifier. |
identifiers.merge_confidence | High Confidence – Identifiers that, when seen, are unlikely to be shared across customers and devices (for example, Email, Phone Number, Shopify ID) I have high confidence that this identifier can be used to merge customers together Low Confidence – Identifiers that are likely to be shared across devices and cannot be confidently associated with one person when a conflict is detected (for example, Cookie ID, Browser Push Token) I have low confidence that this identifier can be used to merge customers together |
identifiers.messaging | Boolean. Whether or not this identifier can be used to contact the customer on a channel. |
All identifiers must include one of the following suffixes:
- id
- hash
- number
- token
- alias
- address
- key
When an identifier is created, three fields are created:
- The plural version of the identifier (for example,
ios_push_tokens
) on the Customer that contains a list of 25 last seen identifiers for that customer. - The singular version of the identifier (for example,
ios_push_token
) on the Customer that contains the last seen identifier for that customer. - An event audit version that is populated when an event comes in with the singular version (for example,
event_ios_push_token
).
All events and data should use the singular version of the identifier name (for example, ios_push_token
).
Updated 2 months ago