Individuals
The Individuals view consolidates customer data into a single interface for reviewing profile details, attributes, and activity. It aggregates data from supported sources to present a unified profile for each individual.
The dashboard includes both anonymous individuals (visitors without identifying information) and known individuals (identified users), centralizing identifiers, attributes, and behavioral data to support analysis, segmentation, and decision-making.
To access the dashboard, click Individuals in the People section of the menu.
The Individuals list displays all profiles stored in Liferay Data Platform. At the top of the page, three cards show the total number of individuals and the breakdown between known and anonymous individuals.
The list contains known and anonymous profiles:
Known profiles: identified users synced from Liferay DXP or Salesforce.
Anonymous profiles: users without identifiable information.
Anonymous profiles are removed after 30 days of inactivity.
Profile Information
The table includes these data columns:
| Column | Description | Data Logic |
|---|---|---|
| Member Name | Email | Primary identifier for the profile. | Known: Name and Email Anonymous: Anonymous ID |
| Account Name | Associated company or account. | Known profiles only. |
| Country | Geographic location associated with the profile. | Synced from connected data sources. |
| First Seen | When the profile was first established. | CRM (with activity): First activity date CRM (without activity): First sync date Anonymous: First activity date |
| Last Active | Most recent tracked event. | Blank if no activity has been recorded. |
| Profile Type | Indicates whether the profile is known or anonymous. | Known or Anonymous. |
You can search, filter, and sort profiles from the Individuals list. These filters are available, in the order they appear in the Filter menu:
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Country: Narrows the list to profiles in one or more selected countries. This filter appears only when a connected data source supplies country data.
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Active Individuals: Narrows the list by when a profile was last active.
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Individual Type: Narrows the list to Known Individuals or Anonymous Individuals.
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Account Type: Narrows the list to Known Accounts or Unknown Accounts.
Click an individual’s name to open the detail view.
The detailed view is organized into these tabs:
Activities Tab
The Activities tab displays the individual’s engagement history and session details across connected sites.
This includes:
- Device and browser information
- Geographic and language data
- Unique identifiers from connected systems
- Activity trends over time
- A chronological timeline of events, grouped by day, session, and page
Use the date-range drop-down menu on the Individual Events chart to change the period shown. Submit a search in the box above the chart to filter the tab to matching events.
Each day of the timeline holds its activity in a Timed Activity section. Within it, activity is organized by session, then by page entry and event. Unlike on an account’s Activities tab, there is no individual level, because the tab shows one individual.
Within a session, events on the same page are grouped into one page entry, even when the individual visits that page several times in the session. A page entry shows the page title, the page URL, and the number of events recorded there. Page entries appear in order of their most recent event, newest first.
Expand a page entry to see the events on that page, and expand a session or an event to see its attributes. Events from an external data source, such as Marketo or HubSpot, have no associated page, so they appear directly under the session.
A day can also hold a Day Level section, which lists the Salesforce campaigns for which this individual has a member entry dated that day.
The Day Level and Timed Activity sections, the Campaign Touch and Experience labels, and the Details panel work the same way as on an account’s Activities tab.
A Became Known label marks the session in which the individual went from anonymous to known.
Profile Tab
The Profile tab shows the individual’s attributes, the associated account’s attributes, and a summary of the content the individual engages with.
Individual attributes include fields such as name and email. The Known Since Date field shows the date the individual first went from anonymous to known. Account attributes include company-related data, such as industry, sourced from Salesforce.
Each attribute row shows its data source and last modified date.
The Engagement Summary section shows the Top Pages, Top Assets, and Top Asset Categories and Tags cards for this individual alone, like the Engagement Summary on an account’s Overview tab.
Interests Tab
The Interests tab displays topics and search activity inferred from the individual’s engagement across connected sites.
Interest data is generated from page metadata such as titles, descriptions, and keywords, combined with individual interaction patterns.
Interest rankings evolve over time as additional interactions are recorded.
Segments Tab
The Segments tab displays all segments an individual has been associated with over the last 30 days.
This includes both real-time and batch segments.
| Column | Description |
|---|---|
| Segment Name | The title of the segment. Clicking the name opens its detail page. |
| Type | Indicates if the segment is Real-Time (updated instantly based on behavior) or Batch (updated on a schedule). |
| Date Added | The specific date the individual met the criteria and was added to the segment. |
| Date Created | The date the segment was originally created in the Liferay Data Platform. |
Real-time segments update continuously, while batch segments update on a scheduled basis.
