Summary
Explains how to configure account traits in Accoil by mapping the display name and created-at date to the correct data fields. These mappings are essential for organizing data, grouping users under the right accounts, and enabling accurate account-level insights and reporting.How this helps
How this helps
Ensure clean, readable data in dashboards and avoid issues like missing account names or inaccurate engagement metrics.
Improves both data clarity and the effectiveness of analytics in Accoil.
Configuring Account Traits in Accoil
To accurately group users under accounts and power account-level insights in Accoil, you’ll need to identify which traits represent:
The Account Name (Display Name)
The Account Created At date
These mappings ensure Accoil can properly associate users with their accounts, calculate engagement metrics, and organize your data correctly.
Why This Matters
Accoil relies on account traits to:
Display readable account names across the platform
Determine account age (based on Created At date)
Group user activity under the correct account
Power account-level scoring, segmentation, and reporting
Without these mappings, accounts may appear with placeholder IDs or missing data in your dashboards and filters.
How to Configure Account Traits
Navigate to Settings → Configuration.
You’ll see two fields to map:
Account Display Name | Select the trait that holds the name of your account (e.g.,
This is the name that will appear across the UI instead of a raw ID. |
Account Created At | Select the trait that represents when the account was first created (e.g.,
This is used to calculate account tenure and enable time-based filters or segmentation. |
Once selected, click Save to apply your configuration.
Can’t Find the Trait You Need?
If you don’t see the expected traits listed, it likely means that data hasn’t been sent to Accoil yet. Please refer your developer or data team to developer.accoil.com to ensure the correct traits are being passed through.