Summary
Traits in Accoil are custom attributes passed from your own systems—not metrics generated by Accoil. They describe key details about users and accounts and are critical for segmentation, personalization, and reporting. The more relevant traits you send, the more powerful your insights become.
How this helps
Enables powerful segmentation and filtering.
Supports personalized scoring and activation models.
Keeps data current and actionable.
In Accoil, traits are data points passed from your product or systems that describe users and accounts. Think of them as custom attributes—like company size, role, plan type, or signup date—that help you organize, segment, and understand your customers.
Accoil doesn’t generate traits—you define and send them from your app, backend, or data pipeline.
User Traits vs. Account Traits
Accoil supports two types of traits, depending on whether you're describing an individual person or an organization:
User Traits
Traits that describe individual users—who they are, what plan they’re on, or what actions they’ve taken.
Examples:
emailrole(e.g., Admin, Member)firstSeenteam_nameplan_type
Account Traits
Traits that describe the organization or account a user belongs to.
Examples:
name(Account display name)createdAt(Account signup date)company_sizeindustrybilling_statusvideo_count(or other product-level totals)
Traits must be passed into Accoil via your backend or data pipeline. If you don’t see the traits you expect, refer your developer to developer.accoil.com.
💡 What are Snapshot Metrics?
Snapshot metrics are point-in-time values that describe the current state of a user or account—such as total videos created, current plan, or number of integrations.
In Accoil, snapshot metrics are passed as traits from your backend or data warehouse. They’re ideal for segmentation and targeting because they’re reliable, current, and not dependent on event tracking completeness.
What Traits Are Used For
Traits are used throughout Accoil to help you filter, group, and take action on specific subsets of users or accounts. You’ll use traits to:
Where | How Traits Are Used |
Segments | Create user/account segments using specific traits like |
Activation Models | Define milestones using trait-based criteria (e.g. has |
Scoring Profiles | Incorporate traits to adjust scoring logic |
Filters | Limit users or accounts based on role, region, account size, or other characteristics |