Get started with Customer Profiles

EARLY ACCESS

To use Customer Profiles, you need an active Infobip account.

If you do not have an account, sign up (opens in a new tab) for a free account. New users receive a 60-day free trial. For more information, see Create an account.
To upgrade to a paying account, select Add funds at the top of the page. For more information, see Paying account.

Understand profile types

Customer Profiles has two main profile types: person profiles and company profiles.

Person profiles represent individual end users. There are three types:

Leads - Profiles with contact information that has not been verified. Lead information can be changed from numerous sources at any time.
Customers - Profiles that have been verified using trusted verification channels. Modifications involve more steps to protect against unwanted updates.
Agents - Profiles that represent support or service agents.

For more details, refer to Person types.

Company profiles let you group persons that belong to the same business. You can send communication to an entire company, use profile information for analytics, and more.

For more details, refer to Companies.

Start using Customer Profiles

Once you have an Infobip account, you can start populating Customer Profiles with your data.

Create profiles manually

Go to Customer Profiles → Persons.
Select Create person profile.
Enter the required contact information and any additional attributes.
Select Save.

For detailed instructions, refer to Create person profile and Create company profile.

Import data from files

You can bulk import leads and customers from CSV, Excel, or text files.

Go to Customer Profiles → Persons.
Select Import → Start file import.
Upload your file and map the columns to profile attributes.

For detailed instructions, refer to Import person data.

Synchronize through API or SDK

For automated data synchronization, use the following methods:

Customer Profiles API - Create and update profiles programmatically.
Web SDK - Track website visitor activity and link it to profiles.
Mobile SDK - Track mobile app activity and link it to profiles.
CRM integrations - Sync data from external systems.

For detailed instructions, refer to Create and synchronize person profiles.

Organize your audience

After adding your data, organize your audience for targeted communication:

Segments - Create dynamic lists of profiles based on attributes and behaviors. Segments update automatically as profiles meet or stop meeting the criteria. Learn how to create a segment and add a segment to communication.
Tags - Apply static labels to group profiles by features or interests. Unlike segments, tags do not change automatically. Learn how to create a tag and manage tags.

Track customer activity

Set up events to track customer activities across channels and platforms. Events power timelines, segmentation, analytics, and targeted communication.

Custom events - Track customer online activities specific to your business.
Template events - Use prebuilt templates for common scenarios in e-commerce, delivery, banking, and insurance.
Web SDK - Install the JavaScript library for website event tracking.

For an overview of all event types, refer to Events.

Configure your setup (optional)

Customize Customer Profiles to match your business needs:

Person custom attributes - Add attributes beyond the standard fields.
Company custom attributes - Add custom data fields for company profiles.
Computed attributes - Calculate new attributes from existing profile data and events.
Do Not Contact list - Manage contacts who no longer wish to be contacted.

For a full overview, refer to Configuration.

Next steps

Overview Overview