Contact Profile

Pippa Updated by Pippa

Conversations help you learn about your users. Let’s show you how to view and edit a user's contact profile when having a conversation.  

You can view and edit your user's contact profile from the Inbox view on Turn.io.

  1. Step 1: Log in to your Turn.io account and navigate to the “Inbox” tab on the left-hand side.
  2. Step 2: Click on All Chats

View your user's profile

Once you are in a conversation you can see the user's TURN PROFILE and CUSTOM PROFILE in the Profile Panel on the left-hand side of the screen. Simply scroll down to see all the fields.

Turn Profile
This section contains default fields created for each contact you engage with on Turn.
Custom Profile
This is your space to add the custom data you want to collect on your users.

Edit data in your user's profile

Click EDIT next to the TURN or CUSTOM PROFILE titles. You will see all the fields in the relevant section become editable.

  1. EDIT the data for the relevant fields.
  2. Click SAVE (at the top of the section) to save your data.

You will note that some fields are not editable. It you hover on the information tooltip the reason will be explained.

Add a new custom field

To create a Custom Field, navigate to the Settings > People, click on the plus ➕ icon next to the Custom fields section:

  1. Select the field type from the following options:
    1. TEXT: A text field. Operators can edit this field by typing text.
    2. NUMBER: (whole, e.g. 1)
    3. NUMBER: (decimal, e.g. 0.1)
    4. DATE: A date field. Operators can edit this field using a Calendar Picker.
    5. TRUE/FALSE: A boolean field with only yes/no answers. Operators can edit this field by selecting Yes or No from a dropdown.
    6. PRE-DEFINED OPTIONS: A set of pre-defined options you create when adding the field. Operators can edit this field type by selecting one of the options from a dropdown.
  2. Click ADD to save your new field.

Fantastic! 🎉 You’ve just saved some data on your users! Now use this to give them a more personalised experience.

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