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👤 Getting Started with Users

Welcome to Jarvis’s guide to understanding your Users — the heart of your marketing strategy.

✉️ Let’s Get You Started with Users

This guide is designed to help you understand what users are, how Jarvis identifies them, and how you can use that data to craft personalized, high-impact experiences.

👤 Who is a User?

📘 Definition
At Jarvis, anyone who has interacted with your business at least once is considered a User.
This includes visits to your mobile app, website, offline store, or any digital interaction.

How does Jarvis detect users?

Once your platforms (e.g., app, website, CRM) are connected to Jarvis, we begin automatically tracking and collecting basic user data in real-time.

You’ll find this data under:

• 🧾 Users – Basic user info like device, location, OS, etc.
• 📊 Events – Actions like login, app open, purchases, etc.

You can also manually upload historical or offline data via the Data Management section.

🕵️ Unknown and Known Users

Users are divided into two types:

• Unknown Users — Anonymous visitors
• Known Users — Identified by unique details like email, phone, or customer ID

Once a user shares this information, Jarvis automatically upgrades them from unknown to known.

🆔 Unique Identifier

A Unique Identifier helps Jarvis recognize each user individually — usually an email, phone number, or customer ID.

For example:

If you define email as the identifier, anyone who shares it becomes a Known User. Others remain Unknown until they provide it.

🚧 Setup Tip
Follow our Identifying Users guide for step-by-step help.
👨‍💻 Involve your tech team for smooth integration.

📌 User Attributes

User attributes help you build a complete user persona — from preferences to purchase habits.

There are two types:

🛠 System Attributes

Collected automatically by Jarvis:

• Location 🌍
• OS and Device 📱💻
• App version 🧮
• Gender, DOB (if available) 🎂

No extra work needed — we handle this!

🧩 Custom Attributes

You define these, based on what matters to your business. Examples:

• 🪙 Reward Points
• 🆔 Loyalty Tier (Gold, Silver, etc.)
• 📅 Subscription Renewal Date
• 🛍 Customer Category

🚧 Setup Tip
Check our technical documentation for adding custom attributes.
Again, this is best done with help from your developers.

📂 User Profiles

A User Profile is a detailed record of every interaction and trait of a user — whether known or unknown.

If a user shares an identifier later, Jarvis merges their old anonymous data with the new known profile — giving you a full 360° view.

1️⃣ Basic Information

Includes core info such as:

• 📇 Name, Email, Phone
• 🕰 First Seen, Last Seen
• 📍 Last Known Location
• 📢 Acquisition Source
• 📌 Campaign History
• 🧩 Segments they belong to

2️⃣ Attributes

These are personal characteristics that shape user behavior:

• 🎂 Birthday
• 👰 Marital Status
• 🛍 Purchase History
• 🪙 Reward Points
• 🎓 Education
• 🧬 Gender

3️⃣ Devices

Lists all devices the user used to interact:

• Web 💻
• Android 🤖
• iOS 🍏

Each device record includes:

• 🆔 Device ID
• 🌐 Browser Info
• 📊 Session Count
• 🕓 First/Last Seen

4️⃣ Channels

Channels = Touchpoints for your messages:

• 🔔 Push Notifications
• 📱 In-App Messages
• 💬 SMS
• 📧 Email
• 📊 Web Popups, Surveys

Track each user’s:

• 📡 Reachability
• 📨 Messages Sent
• 📈 Campaigns Received
• ✅ Conversions
• 🕓 Last Message Interaction

5️⃣ Events

🚧 Want a deep dive into Events?
Head over to our Events Guide

Every action = an event. Think of these like footprints users leave behind.

Example events:

• 👀 View Product
• 🛒 Add to Cart
• ✅ Checkout
• 🚪 Session Ended

Each event includes:

• 🕓 Timestamp
• 🌍 Location
• 🖥 Browser
• 🧭 Page or Screen Name
• 📢 Campaign Name

🚧 Analyzing User Profiles
Explore our detailed guide to get the most out of every profile.

🧠 What’s Next?

Now that you’re familiar with how users are structured and tracked in Jarvis — let’s level up! 🧗‍♂️

Next, explore how to:

• 🔍 Analyze behavior
• 🎯 Personalize campaigns
• 🧪 Run experiments

➡️ Analyzing Users ➜