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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:

  1. Sign in to Personalization, and then click the Configure tab.
  2. 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:

  1. Sign in to Personalization, and then click the Configure tab.

  2. From the lower-left menu, click the Customer Data link.

  3. 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.

  4. 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 check box: Select this check box 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 check box is selected.

    • API Authentication section: Select the check boxes for the API calls you want to enable for use from the Personalization REST API:

      • 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 check box 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.

  5. Click Save to save your changes.

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 account
AMP Accelerated Mobile Pages (AMP) unique identifier amp
Email address Visitor’s email address email
Facebook ID Visitor’s Facebook ID facebook
Name Name of person name
Purged Randomly-generated tracking ID, generated when a person is purged by the purgePerson API 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

Adding custom identifier types

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:

  1. Sign in to Personalization, and then click the Configure tab.

  2. From the lower-left menu, click the Customer Data link.

  3. 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.

  4. From the Customer Details webpage, in the Person Identifier Types section, click the Add new person identifier type link.

  5. 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? check box: Select this check box if the identifier type refers to unique visitors, and clear the check box 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).

  6. Click OK to return to the Customer Details webpage.

  7. Click Save to save your new custom identifier type, along with any other changes you made to the settings on the Customer Details webpage.

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