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:
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
To edit a customer entry’s settings, complete the following steps:
Sign in to Personalization, and then click the Configure tab.
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 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:
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.
Click Save to save your changes.
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 |
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:
Sign in to Personalization, and then click the Configure tab.
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:
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.