Customer Profiles
Persons
Create person profile

Create person profile

EARLY ACCESS

To manually create a person profile, follow these steps:

  1. In the Persons page, select Create profile.
  2. Contact information: Enter phone number(s) and/or email address(es).
  3. Basic information: Add basic information like a person name, city, address, and other optional information. This is optional, but it is best to provide as much detail as possible. Select the person type: Customer or Lead. Learn about the differences in person types.
  4. Tags and custom attributes: Add any tags or custom attributes that you want linked to this profile.
  5. Select Create person.

You are redirected to the profile details page where you can view and manage the profile information.

For bulk profile creation, use import person data to upload multiple profiles from files.

For programmatic profile creation and synchronization via API or SDKs, see Create and synchronize person profiles.




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