As a Personalization customer, your customer settings contain information about your subscription, including information about your time zone, API authentication requirements, and any custom identifier types you want to use.
To view the customer information available for you to access, complete the following steps:
From the lower-left menu, click the Customer Data link.
The Manage Customers webpage displays the list of customers and their configurations available to you as a table. Typically, you will only see one result—your own subscription.
Note
Personalization Standard customers must contact Acquia Support to retrieve your API Key and Secret Key.
As a Personalization Starter Premium or Premium user, you can view this page only if you have the Manage Customers Link permission. For more information, see Managing permissions.
Editing customer settings
To edit a customer entry’s settings, complete the following steps:
From the lower-left menu, click the Customer Data link.
On the Customer Data webpage, find the customer you want to configure, and then click its Account ID value.
The Customer Details page displays for the selected customer.
Review and change the following settings based on your requirements:
Name: A descriptive name for the customer, which is displayed on the Manage Customers webpage in the Name column
Description: A description of the customer, which is displayed on the Manage Customers webpage in the Description column
Time Zone: The time zone for the customer
Mask Last Portion of IP Addresses checkbox: Select this checkbox to change the final IP address value for visitors to zero (0) when storing the value. This setting applies to both IPv4 (xxx.xxx.xxx.0) and IPv6 addresses (xxxx:xxxx:xxxx:xxxx:xxxx:xxxx:xxxx:0), and modifies addresses that are collected and stored only during the timeframe that this checkbox is selected.
API Authentication section: Select the checkboxes for the API calls you want to enable for use from the Personalization REST API:
Default identifier types
Personalization contains the following default identifier types you can use to identify and track visitors to your websites:
Identifier type
Description
API identifier name
Account ID
Generic customer identification, assigned to a user for a Customer Relationship Management (CRM) or other internal system identification—by default, used by Marketo and Eloqua connectors
You can add additional, custom identifier types to your customer subscription information to identify your visitors. For example, if your website has a high percentage of business-related traffic, you could add a custom identifier type for visitors’ LinkedIn account information.
Important
You cannot edit or delete any identifier types after they are associated with a customer subscription, including both standard and custom identifier types.
To add a new custom identifier type to your customer subscription, complete the following steps:
From the lower-left menu, click the Customer Data link.
On the Customer Data webpage, find the customer you want to configure, and then click its Account ID value.
The Customer Details page displays for the selected customer.
From the Customer Details webpage, in the Person Identifier Types section, click the Add new person identifier type link.
Enter values for the custom identifier type in the following fields:
Identifier Type: Descriptive name of the custom identifier type, used for display in Personalization
API identifier name: The name of the custom identifier type as used by the Personalization service, which accepts only characters, and no spaces, numbers, or special characters
Description: Longer, descriptive information about the custom identifier type
Is this identifier resolvable? checkbox: Select this checkbox if the identifier type refers to unique visitors, and clear the checkbox if the identifier type is not unique between visitors. For example, the standard identifier type of email is unique to a specific person, and therefore resolvable, while the name is not (as many visitors can share a name with another person).
Click OK to return to the Customer Details webpage.
Click Save to save your new custom identifier type, along with any other changes you made to the settings on the Customer Details webpage.
Reviewing your AWS-related information
The Customer Details page also includes AWS-related information that (depending on your subscription) you can use as you access your visitor data stored on the Personalization service.
Each set of customer details includes the following values (which you can’t change):
AWS Access Key ID: Part of your Amazon Web Services access key, used for accessing your allocated AWS resources (such as your Amazon S3 directory)
AWS Secret Access Key: Part of your Amazon Web Services access key, used for accessing your allocated AWS resources (such as your Amazon S3 directory)
S3 Bucket URL: The location of your Amazon S3 directory, used by the Personalization service for bulk file imports and exports
Updating your customer details
As a Personalization customer, your customer settings contain information about your subscription, including information about your time zone, API authentication requirements, and any custom identifier types you want to use.
To view the customer information available for you to access, complete the following steps:
From the lower-left menu, click the Customer Data link.
The Manage Customers webpage displays the list of customers and their configurations available to you as a table. Typically, you will only see one result—your own subscription.
Note
Personalization Standard customers must contact Acquia Support to retrieve your API Key and Secret Key.
As a Personalization Starter Premium or Premium user, you can view this page only if you have the Manage Customers Link permission. For more information, see Managing permissions.
Editing customer settings
To edit a customer entry’s settings, complete the following steps:
From the lower-left menu, click the Customer Data link.
On the Customer Data webpage, find the customer you want to configure, and then click its Account ID value.
The Customer Details page displays for the selected customer.
Review and change the following settings based on your requirements:
Name: A descriptive name for the customer, which is displayed on the Manage Customers webpage in the Name column
Description: A description of the customer, which is displayed on the Manage Customers webpage in the Description column
Time Zone: The time zone for the customer
Mask Last Portion of IP Addresses checkbox: Select this checkbox to change the final IP address value for visitors to zero (0) when storing the value. This setting applies to both IPv4 (xxx.xxx.xxx.0) and IPv6 addresses (xxxx:xxxx:xxxx:xxxx:xxxx:xxxx:xxxx:0), and modifies addresses that are collected and stored only during the timeframe that this checkbox is selected.
API Authentication section: Select the checkboxes for the API calls you want to enable for use from the Personalization REST API:
Default identifier types
Personalization contains the following default identifier types you can use to identify and track visitors to your websites:
Identifier type
Description
API identifier name
Account ID
Generic customer identification, assigned to a user for a Customer Relationship Management (CRM) or other internal system identification—by default, used by Marketo and Eloqua connectors
You can add additional, custom identifier types to your customer subscription information to identify your visitors. For example, if your website has a high percentage of business-related traffic, you could add a custom identifier type for visitors’ LinkedIn account information.
Important
You cannot edit or delete any identifier types after they are associated with a customer subscription, including both standard and custom identifier types.
To add a new custom identifier type to your customer subscription, complete the following steps:
From the lower-left menu, click the Customer Data link.
On the Customer Data webpage, find the customer you want to configure, and then click its Account ID value.
The Customer Details page displays for the selected customer.
From the Customer Details webpage, in the Person Identifier Types section, click the Add new person identifier type link.
Enter values for the custom identifier type in the following fields:
Identifier Type: Descriptive name of the custom identifier type, used for display in Personalization
API identifier name: The name of the custom identifier type as used by the Personalization service, which accepts only characters, and no spaces, numbers, or special characters
Description: Longer, descriptive information about the custom identifier type
Is this identifier resolvable? checkbox: Select this checkbox if the identifier type refers to unique visitors, and clear the checkbox if the identifier type is not unique between visitors. For example, the standard identifier type of email is unique to a specific person, and therefore resolvable, while the name is not (as many visitors can share a name with another person).
Click OK to return to the Customer Details webpage.
Click Save to save your new custom identifier type, along with any other changes you made to the settings on the Customer Details webpage.
Reviewing your AWS-related information
The Customer Details page also includes AWS-related information that (depending on your subscription) you can use as you access your visitor data stored on the Personalization service.
Each set of customer details includes the following values (which you can’t change):
AWS Access Key ID: Part of your Amazon Web Services access key, used for accessing your allocated AWS resources (such as your Amazon S3 directory)
AWS Secret Access Key: Part of your Amazon Web Services access key, used for accessing your allocated AWS resources (such as your Amazon S3 directory)
S3 Bucket URL: The location of your Amazon S3 directory, used by the Personalization service for bulk file imports and exports
Enable Segment REST API HMAC Authentication
Enable Event Import REST API HMAC Authentication
Enable File Export REST API HMAC Authentication
Enable Visitor Query REST API HMAC Authentication
Person Identifier Types section:
Hashed column: Select this checkbox for each identifier type whose values you want to encrypt when saving collected visitor identifier information. Identifier information that is hashed is blocked from all users, even during data exports.
Note
The Customer Type setting cannot be modified. Its value is defaulted to Drupal to support Personalization customers who primarily use Drupal for data collection and personalization.
Click Save to save your changes.
Name of person
name
Purged
Randomly-generated tracking ID, generated when a person is purged by the purgePersonAPI after opting out of personalization (Required for European Union privacy requirements)
purged
Tracking ID
Tracking ID, generated by Personalization for a new person: also stored as a cookie
tracking
Twitter ID
Visitor’s Twitter ID
twitter
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If this content did not answer your questions, try searching or contacting our support team for further assistance.
Enable Segment REST API HMAC Authentication
Enable Event Import REST API HMAC Authentication
Enable File Export REST API HMAC Authentication
Enable Visitor Query REST API HMAC Authentication
Person Identifier Types section:
Hashed column: Select this checkbox for each identifier type whose values you want to encrypt when saving collected visitor identifier information. Identifier information that is hashed is blocked from all users, even during data exports.
Note
The Customer Type setting cannot be modified. Its value is defaulted to Drupal to support Personalization customers who primarily use Drupal for data collection and personalization.
Click Save to save your changes.
Name of person
name
Purged
Randomly-generated tracking ID, generated when a person is purged by the purgePersonAPI after opting out of personalization (Required for European Union privacy requirements)
purged
Tracking ID
Tracking ID, generated by Personalization for a new person: also stored as a cookie
tracking
Twitter ID
Visitor’s Twitter ID
twitter
Did not find what you were looking for?
If this content did not answer your questions, try searching or contacting our support team for further assistance.
Personalization