Why This Matters
Accurate trait configuration ensures that Accoil can:
Link users to the correct accounts
Display account and user names meaningfully in the UI
Determine account and user tenure
Enable accurate scoring, segmentation, and reporting at both the user and account level
Without this configuration, you may experience:
Placeholder IDs instead of account or user names
Inaccurate attribution of user activity
Incomplete or misleading analytics
How to Configure Traits in Accoil
Navigate to Settings → Data Configuration.
You'll see two sections:
Account Configuration
User Configuration
🔹 Account Configuration
Define how Accoil identifies and tracks accounts (such as companies, organizations, or workspaces).
Fields to Configure:
Name
Choose the trait that represents the account’s display name (e.g.,name,account_name).
This is shown in dashboards and throughout the UI to help you easily recognize accounts.
Created At
Select the trait that captures when the account was created (e.g.,createdat).This powers tenure-based filters like "new vs. long-standing accounts" and enables account aging insights.
🔹 User Configuration
Define how Accoil tracks users and associates them with the correct accounts over time.
Fields to Configure:
Account ID
Select the trait that identifies which account the user belongs to (e.g.,group_id,account_id,org_id).Typically, this is
group_id, which comes from group calls sent via analytics tools like Segment. This is essential for connecting users to the right accounts.
Created At
Choose the trait that indicates when the user was first created (e.g.,createdat).This helps you track user tenure and enables time-based user insights.
✅ Save Your Configuration
After selecting the correct traits in each section, click Save Configuration to apply your settings.
Can’t Find the Trait You Need?
If a trait you expect isn’t showing up in the dropdown:
Ensure the relevant data has been sent to Accoil via your data source (e.g., Segment, RudderStack).
Contact your developer or data team to verify that the correct properties are being passed.
Refer them to developer.accoil.com for integration guidance.
Summary
Trait configuration is a foundational step that ensures Accoil works properly across your workspace. By correctly mapping account and user traits:
Product managers get reliable activation and engagement insights.
Sales and success teams can segment and prioritize accounts more effectively.
Support teams can understand account history and user context.
Marketing can target campaigns based on account age and engagement.
Take a few minutes to set it up right—you’ll unlock far more value across your teams.