At times, preparing a .csv profile for just one or two profiles can be unnecessary and time consuming. For these times, manually creating a single profile in Releva might be the best option so let’s check how that’s done!
The first step would be to navigate to the Data Platform section and select Profiles from its options.
On that page, click on the button ‘Add Profile’ to proceed to the next step:
When the new page loads, you will be greeted by the fields that comprise a standard user profile in Releva. Here’s a brief description for all of them:
| Column | Description |
|---|---|
| First name | The first (given) name of the user. |
| Last name | The last name of the user. |
| The email address of the user. Required unless phone number is set. | |
| Phone number | The phone number of the user including country code, for ex. +12345. Required unless email is set. |
| Registration Date | If the user is a registered user, this should be a date in the ISO-8601 format. Leave blank otherwise. |
| Subscribe Date | If the user has given consent to receive marketing communication, this should be a date in the ISO-8601 format. Leave blank otherwise. |
| Subscriptions | Comma-separated list of subscriptions, if you let your visitors subscribe to multiple types of communication (e.g. newsletters,promotions or email,sms). You can later use this field to build segments from your client’s profiles. |
| Tags | Comma-separated list of tags that will help you identify this import – for ex. customer_list__01_12_21. You can later use this field to build segments from your imports. |
As mentioned in the table above, it’s mandatory to enter either email or phone number for the user creation to be successful. All other fields are optional but helpful to have.
Once you are happy with the entered information, click on the purple button Save at the bottom right corner.
Doing so will save all of the information you have entered and redirect you to the previous page where the newly created user will be located on-top of the already existing profiles.
