Identity Fields

The Identity Fields dashboard is used to manage important identity lookup fields. Fields can be designated as keys or tags and can be multi-value or single-value. Key fields are used for grouping and merging identities while tag fields are used for generating the identity_tag field in the primary identity collection, identity_lookup_expanded. The following fields are used to generate the identity_id field: identity, first, last, and email.

To add a new, custom identity field, click the New Identity Field button. In the New Identity Field modal, enter the field name, select the required settings for the field, and enter the multi-value limit if applicable. Once complete, click the Save button to save the new field and the configuration.

The new identity field will now be shown on the table, along with the selected configuration. To edit any field’s configuration, click the Edit button in the Actions column. The name of the field cannot be changed, but all configurations can be edited. When satisfied with the field’s configuration, click the Save button to apply the changes. To delete any field, click the Delete button in the Actions column and confirm the deletion. The field will be removed.