Customers and custom attributes 

In this section, you’ll set up everything needed to import customer data into ExpertSender CDP. You can also define customer attributes and manage how you collect their communication consent.

Each of these options has its own tab:

Customers

This tab helps you configure the basic settings for importing customer data into ECDP.

1. Required customer information fields – these are the key data points needed to identify your customers in the system. This info helps recognize returning customers, for example, someone shopping in your store without logging in. You must select at least one of the following:
   • Email,
   • Phone number,
   • CRM ID, a unique ID assigned to the customer by your CRM system.

2. Required customer information fields amount – choose how much information must be included in each record for a successful import:
   • All of the above – all selected fields must be present in the import file.
   • Any of the above – at least one of the selected data must be present.

3. Default matching mode – pick the customer identifier that will be used by default when importing files and generating reports. This also helps map file columns during import:
   • Email,
   • Phone number,  
   • CRM ID,
   • GUID. Learn more about what GUID is. 

4. Duplicates in import – decide how duplicate customer records in your file should be handled:
   • Ignore duplicates – only the first instance of each duplicate will be imported; the rest will be skipped.
   • Process all – one final record will be created from all duplicates. Data from later duplicates will overwrite earlier ones.

What is GUID?

GUID (Globally Unique Identifier) is a unique string of letters and numbers assigned to each customer in ExpertSender CDP. It helps identify each customer and correctly link their data from your website, emails, and automation scenarios.

GUID is especially useful when your CRM IDs are duplicated or missing. It guarantees that all behavior and profile data in ECDP goes to the right customer, even if other IDs fail.

Custom attributes

Customer attributes let you personalize your communication. These include things like gender, clothing size, or birthday, and they’re essential for building audience segments for emails, pop-ups, and scenarios.

In this tab, you can define the attributes relevant to your business. Attributes are listed in a table with the following columns:

• ID – a unique number used internally to identify the attribute.
• Name – a custom name for the attribute.
• Display name – this is the name shown to customers in the Preference Center.
• Type – the data format: number, text, date, etc.
• Description – notes about how and where the attribute is used.
• Actions – options to edit or delete the attribute.

You can filter any column by clicking its name. To open the filter window, click the funnel icon.

Add custom attributes 

Click the Create new customer attribute buttonin the topright corner. Fill in the following fields: 

1. Name – enter a unique name to identify this attribute internally.
2. Display name – this is the name shown to customers in the Preference Center.
3. Type – choose the data type that best fits this attribute:
   • String – short text values (up to 256 characters), like clothing size, gender, delivery method.
   • Text – long-form text (up to 2048 characters), e.g., browser type, product description. Note: Text fields can’t be used in segmentation.
   • Number – whole numbers (range: -2,147,483,648 to 2,147,483,647).
   • Money – numeric values with decimals, shown in your selected currency (range: -999,999,999,99 to 999,999,999,99).
   • Date – calendar date. Its format depends on your business unit language, e.g., 15/04/2025 or 04/15/2025
   • Date and time – full date with time, useful for timestamping actions like first purchase, e.g., 15/04/2025 1:55 PM.
   • Single select – lets you add a predefined list of values, e.g. loyalty card types.
   • URL – a website address.
4. Description – add details about when and why to use this attribute, e.g., which campaigns it supports.
5. Visible in the Preference Center – check this if customers should see and edit this attribute in their preferences.
6. Once everything’s filled in, click Save.