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 ID (a user trait that links users to their accounts)
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 this configuraiton to:
Link user activity to the right account
Display readable account names across the platform
Determine account age (based on Created At date)
Enable account-level scoring, segmentation, and reporting
Without these mappings, you may see issues like:
Placeholder account IDs in dashboards
Misattributed user activity
Incomplete or incorrect account-level analytics.
How to Configure Account Traits
Navigate to Settings → Configuration.
You’ll see three fields to map:
Account ID | Select the user trait that identifies which account the user belongs to (e.g.,
Accoil defaults to using |
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.