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People nowadays mostly conceive of marketing as just about getting ‘the word’ out, and not about reaching out to their best customers — the people who can drive their business forward. Too often than not, marketing gets reduced to getting more leads or customers; where the focus is always on ‘more’. However, getting more and more people through the door and not caring about whether or not they ever come back, does not make much sense in the long run.

Instead of perceiving marketing as a way to get the word out, generate leads, or even get customers, marketing needs to be considered as a way to filter out the people you don’t want to work with. Marketing needs to be a way for you to find your best customers.

All of the subscribed customers and their information are stored in the Zeta Marketing Platform database and it is as easily viewable as could have been.

Single View of the Customer

Clicking on a user ID opens the single view of the customer, which shows a summary of the following:

  • General info

  • Contact values with their status

  • Journey

  • Properties associated with the person

  • Segments and Lists the person is a member of

  • An exact copy of each message the person has received

  • Product Recommendations

People can be manually unsubscribed using the option next to the relevant contact value.

Profile Photo Details

The profile avatar can be derived by following these instructions:

  • People can upload an attribute by the name {{avatar_url}} to a given person’s profile to render images (or add as an explicit property using the interface).

  • Square images (aspect ratio 1:1) will render the best. Note that if {{avatar_url}} exists on a profile, the default behavior of lookup from gravatar is overridden.

Contact Preferences

Contact Preferences allow you to assign categories to contacts for specific types of mailings.

In the ZMP, a single person may have multiple email addresses or phone numbers. With contact preferences, you can assign these categories so that you can use specific emails or phone numbers when messaging.

For example, John uses for most emails but then uses for all billing emails. Contact preferences furthermore allow you to ensure all billing messages go to "johnbilling".

There are two possible ways to apply contact preferences to people:

Method 1

Go to SettingsMessagingContact Preferences to create contact preferences.

A maximum of 10 preferences are allowed per account

The required fields to be filled out are:



Contact Type

The name by which you can select the contact preference for a campaign

Email Contact Property

The property you may import or write to that will save with this email contact.

Phone Contact Property

The property you may import or write to that will save with this phone contact

Method 2

An example of a JSON payload - It should be a “preferences” array:

{"user_id": "100","first_name": "john","contacts": [{"contact_type": "email","contact_value": "","subscription_status": "active","preferences": ["standard", "ohp", "jms"]},{"contact_type": "email","contact_value": "","subscription_status": "inactive","preferences": ["jms"]},]}  

Make sure at least one of the contacts has standard included in preferences, otherwise the people will only get the campaigns that have a preference selection.

When uploading a CSV, the pattern is to use email_ohp, email_jms, etc., and supply the value of the email under that column.

To Select a Contact Type in a Campaign

When setting up a campaign, navigate to Campaign SettingsContact Preferences

You will be presented with a listing of the available contact types, select one to ensure that those contacts are the ones being used in your campaign.


This section will display the contact value(s) for this person, along with their contact preference and status, you may click a contact to see more details. You can toggle a contact on or off (subscribed or unsubscribed) if you have sufficient privileges to do so.

With the right permissions, you will be able to create/edit/delete contacts for a customer.


These are the unique identifiers for this person, if there are other properties stored on your user profile that should be displayed in this section, reach out to your Account Team to have these mapped in your account(s).

Key Properties

Key Properties are the people properties that are most useful to you but which are not unique identifiers, some examples may include name, address, or other demographic info. These properties can be configured, please reach out to your Account Team to have these mapped in your account(s).


If your account has a sub-account structure, you will see the sub-accounts that this user belongs to.

Summary Tab

The Summary tab contains an interests chart, scores stored as properties, and top activities. If your Summary Tab is not configured, it will not be displayed and you will start instead on the Journey Tab


The interests chart will display up to 5 interests and their trends for the last several months. Click on an interest name in the top right to highlight that specific interest and hover over data points to see percent and change against the previous date. To have interests mapped to your account(s), please reach out to your Account Team.


Scores that are stored as properties for your customers can be mapped into this section. Please reach out to your Account Team to have your user scores mapped.

Top Activity

Top activities are important events that should be highlighted for your customer, some examples may include purchases, returns, or new subscriptions. These can be mapped from your existing events, please reach out to your Account Team to have this section configured.

Journey Tab

The Journey Tab contains all the events on your customers' journey, and is displayed as a chart showing the frequency of these events and a listing of said events.

Clicking on a specific event will display the event payload which can then be copied as needed, and clicking on a campaign event will display the message the user received.

Some events will be grouped into Sessions which can be expanded by clicking on them, further clicks to the events within a session will display the payload as normal.

Events displayed in the user journey can only be tracked down for a maximum of 6 months.

Data Tab

The Data Tab is the source for all of the information on your customer. This tab has a chart view to display the Implicit Properties for this customer’s milestones, for example, when they signed up or when they last opened a message.

There are two categories of properties:

  • Explicit: Properties that the client tells us. Information like the customer’s name or account id can be considered explicit.

  • Implicit: Properties that our system infers about a member. These properties show recent details of the customer including their last open timestamp, preferred browser, and last seen timestamp among others. Properties prefixed by “ns_” are derived from the most recent site activity as well as email opens and clicks.

There are 4 sub-tabs within the Data Tab:


The Properties tab displays the Explicit Properties for your customer. You can search for properties, and add new ones directly within this tab. For properties with nested values, the first level down will be displayed by clicking on the property name; for further nested values, simply click View Details and you will be able to see the remaining values in the right slide-out panel.

Zeta Properties

The Zeta Properties tab will display Implicit Properties for your customer, these include the profile statuses for their contacts, their location, if available, and their device information, if available.

Segments & Lists

The Segments & Lists tab will display the segments and lists that your customer belongs to and their total sizes. Clicking on a segment will open a new tab in your browser with that specific segment. This section will also display the Zeta Interests segments that your customer belongs to, please reach out to your Account Team to have this section configured.


The Primetime tab will display the days and times that your customer is most active.


The Recommendations Tab will display the top resources, if available, for your customer. Clicking a resource will show you a preview of the resource payload.

Email Address Syntax Validation

Following are the requisites for the default email address syntax validation:

  • One or more valid characters before '@'.

  • A required '@' symbol.

  • One or more valid characters after the '@'

  • Valid special characters before the @ symbol include: .!#$%&'*+=?^_`{|}~-

People Search

The People page has search functionality allowing you to get faster and more precise search results using the following qualifiers:

  • user_id:

  • email:

  • contact:

  • first_name:

  • last_name:

  • name:

  • bsin:

  • unique client ids (if configured)

    • users can type any of their unique client IDs, like loyalty_id:

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