Users, Events, AccountsUpdated 13/02/2018


Learn how to view and use the features with Hull’s unified customer profiles for Users (people) and Accounts (companies).


Users

Users are the main data object in Hull. Users represent individual people in Hull, for example:

  • Leads
  • Customers
  • Anonymous website visitors
  • Users of your product

Limits

There are no limits to the number of Users in your Hull Organization

For each User, there is a maximum of 2000 attributes per user and a maximum of 2kb per attribute value. If you exceed those limits, an error will be recorded in the Hull's Logs

How is User Identity resolved?

Users have a unique identifier in Hull to recognize individual people. Hull supports three types of User identifiers: one email, one external_id and several anonymous_id. Each of those identifiers behaves in a specific way to stitch user identities together.

Identity resolution in Hull

User Events

User Events represent actions taken by, or taken on a person. User Events are displayed in a timeline on the User Profile. Users can have any number of Events.

Hull auto-generates events like User Created User Merged Segments changed. Changes to User Attributes are tracked as Attributes Changed events.

Event retention depends on your Organization's billing plan. Events that are older than the retention period will be expired and removed.


Accounts

Accounts represent individual companies in Hull. Accounts have:

  • Account Attributes
  • Users (which represent employees of the Account company)

How is Account identity resolved?

Accounts have a unique identifier in Hull to recognize individual people. Hull supports three types of Account identifiers: one domain, one external_id and several anonymous_id. Each of those identifiers behaves in a specific way to stitch user identities together.

Limits

There is no limit to the number of Accounts in your Hull Organization.

The same limits that Users have are applied to Accounts (2000 attributes, 2kb/attribute)

Account Events are not supported today.


Where can I see the data you have on a record?

Managing Profiles

Profiles can show you exactly how each individual person and company has interacted with your brand and what data is known about them. There is one Profile per User in Hull. There is one Profile per Account in Hull

Accessing Profiles

All data about Users and Accounts is stored in Profiles which are accessible in the Hull dashboard.

When you're on the Users or Accounts tab, you can click on any Profile in the list or search for their name, domain, email or external_id in the top right search bar.

user-profiles-search

User Profile overview

The Profiles page has two columns. On the left hand side are all Attributes, and in the right hand side is a timeline of User Events (including all events to that person from data processing).

hull-profiles-overview

User data includes:

  • Data captured from external tools, databases, and imported files
  • Derived data (e.g. last_seen_at, last_known_ip)
  • Computed data from Processor code

Account data includes:

  • Data captured from external tools, databases, and imported files
  • Derived data (e.g. created_at, domain name)
  • Computed data from Processor code

Data is stored as Attributes and Events (for users only).

Attributes are displayed on the left hand column, and a timeline of Events is displayed on the right-hand column. (Accounts will show the list of associated Users instead)

Viewing User or Account Attributes on the User profile

On a User Profile (i.e. about a person) or Account profile, you can see User Attributes (specific to the User) or Account Attributes (from their linked Account).

Click the User / Account lists at the top of the left hand Attributes column to toggle between. Attributes are grouped together on the Profile. In order from the top, they display:

  • Reserved Attributes (including email, domain, IDs and segments)
  • First, latest, and signup session
  • Grouped Attributes from connectors and groups from computed Attributes. These are organized alphabetically by group name/
  • Ungrouped attributes for computed Attributes.

You can see how any Attribute has been created or updated by clicking on its right hand button. This will display the Attribute changed event, showing the source and change log for that particular update.

hull-profiles-attribute-changed

From User Profiles, you can also navigate to the full Account Profile if an account is associated, by clicking it's name on the top bar next to the User's name

View User Events on User Profiles

Events are displayed on a timeline on the right hand side of each Profile.

Each event can be clicked on to view its Event Properties and Context.

Event Properties describe an Event (such the name, email, and form fields in a Form submitted event).

Context describes data that Hull enriches each event with, including days since signup, the URL, and the session ID.

hull-profiles-event

  • Note: Manage how groups of Users are processed and synced using User Segments. You can access and manage the User Segmentation Tool via the Users tab in the dashboard.

You can access options to manage a User from their Profile menu.

Download a User

You can download single Users from the profile.

Click the Download User button. This will fetch a zipped JSON file containing the entire User profile, including all indexed User Attributes and User Events.

Delete a User

At the bottom of the same menu, you can select Delete User. You will be asked to confirm deletion.

Once you click Delete, the User will be deleted from your Hull Organization and database.

  • Warning: Deleted Users cannot be recovered
  • Note: A new User with matching identifiers (such as email) will be recreated if it exists in another tool being fetched into Hull. You will need to delete profiles in your source tools too.

Viewing linked Users on Account Profiles

You can view a list of all linked Users on the right hand column of an Account Profile. You can click through to their User Profiles. This includes anonymous Users with a matching domain if you have that enabled in your Organisation settings.

Syncing User and Account Data

When an Attribute is updated on a User or Account, or a new User event captured, or the User or Account enters or exits a Segment, then this change will be propagated to all listening Connectors. Each connector will then perform the actions it has been configured to do in it's settings. See Identity Resolution for more details

Send a single User to any connector

You can send individual Users to any Connector through their Profile (instead of creating Segments to include them, and then syncing entire Segments).

On the profile, click the Send to button to open the dropdown and select the connector you want to sync the User to. Click the confirmation dialog to confirm.

user-profile-send-to

  • Note: You can sync groups of Users to tools by creating User Segments and whitelisting Segments to sync in your Connector settings

How are Users and Accounts linked together?

Hull represents companies as Accounts. Users can belong to zero or one Account only.

Users are assigned to Accounts when one connector has established a link between those two entities:

  • On SQL Import, where you map existing stable identifiers for "Users" and "Accounts" by importing an account_id column
  • When the Link Users in Hull setting is activated in a connector's setting
  • When you write a rule in the Hull Processor to associate a user to an account

Learn more about identity resolution on Hull.