User Profile View
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To open the full profile for a user:
Navigate to the Profiles page.
Click on any user row in the list — this will open that user's dedicated profile page.
Or, use the search bar at the top to find profiles by UserID.
This section shows user attributes, as selected and available from your data warehouse.
The workspace admin can configure the profile view to include certain attributes from user tables, related tables or traits (calculated or dynamic).
Common examples for fields include:
Name: User’s full name.
Email: Email address linked to the profile.
User ID: Unique identifier from your backend system.
Sign-Up Date: When the user first registered.
Other Fields: Custom fields like “Number of Rides with Low Rating” or campaign-specific metadata may also appear.
💡 These fields provide a snapshot of who the user is and are often used in personalization and segmentation.
Dynamic traits are calculated fields that reflect user behaviors or statuses, updated in near real-time. These are primarily used in journeys as variables to store and manage information.
🔁 These traits simplify data handling and managing real-time events with warehouse data.
Across the top of the profile, you’ll see multiple tabs:
Events History – For user activity/event tracking
Subscriptions – To manage opt-in/opt-out preferences
Each tab provides deeper insights into specific aspects of the user’s interaction with your platform.
Event history provides a chronological log of all events associated with a user, including campaign events and other real-time events. This allows you to track user actions, engagement, and interactions across campaigns and channels.
This is a powerful tool for troubleshooting and understanding user engagement at an individual level.
Example scenario:
A marketing manager wants to confirm whether a recent promotional email was successfully delivered to a user and whether the user engaged with it.
Steps:
The manager navigates to the Profiles page, searches for the user using their User ID, and opens their profile.
Inside the Event History tab, they review recent events for that user.
The log shows:
Email delivered event on 1 May 2025 at 10:47 AM
Processed event at the same time
Success event at the same time
Since the Email delivered event appears, the manager confirms that the email reached the user’s inbox.
However, no Email opened or Link clicked event is present, indicating the user hasn’t yet engaged with the email.
Based on this insight, the manager can inform the team for setting up re-engagement campaign for similar users directly within Sortment.
Subscriptions tab provides visibility and control over a user’s current subscription status across communication channels such as Email, SMS, and WhatsApp.
Required
Users are automatically subscribed; cannot opt-out for compliance
Opt-in
Users are unsubscribed by default and must opt-in explicitly
Opt-out
Users are subscribed by default but can choose to opt-out
Channel tabs: Easily switch between Email, SMS, or WhatsApp to view and manage the user’s subscription status across different communication channels.
Subscription groups: Within each channel, subscriptions are grouped by category (e.g., Promotions for marketing messages, Updates for transactional notifications).
Subscription type: Each group displays its subscription type (Opt-in, Opt-out, Required), determining how the user can subscribe or unsubscribe.
You can manually update the subscription status of a user.
For Required subscriptions (e.g., Ride Updates), you can manually subscribe the user back if they were unsubscribed (e.g., to restore access to critical notifications like payment receipts).
For Opt-out or Opt-in subscriptions (e.g., Promotions), once a user unsubscribes (opt-out) or has not opted in (opt-in), you cannot manually subscribe them on their behalf. The user must opt back in themselves via subscription preferences link – to comply with consent and regulatory policies.
Each user’s subscriptions are organized into (e.g., Ride, Promotions, Updates), with each group mapped to a subscription type:
