1. Overview

• Definition: Configure the rules that determine how Mobio identifies and merges data points into a single, unified Profile.
• Benefits: Turns fragmented, isolated data points into a comprehensive 360-degree Profile for each individual — eliminating data silos.
• Users: Admin, Data Manager, Marketer.

2. Terminology & Configuration Parameters

• Identity Rules — A set of AND/OR conditions based on identifier fields (e.g., Email, Phone number), always checked using an Exact match.
• Known Profile — A Profile identified through identifier fields such as Customer ID, Email, or Phone number.
• Anonymous Profile — A Profile automatically created when a user installs an app or interacts with a website without leaving any identifying information.

3. Prerequisites

• Before you begin: Integrate your Mobile App with Mobio and retrieve SDK Configuration.
• Permissions: Your Mobio account must have the INTEGRATION RBAC permission: Settings > Data Sync > Identity Resolution. View RBAC access permission instructions here.
• Access Path: Go to Settings → Data Sync → Identity Resolution.

4. Step-by-Step Instructions

4.1. Create Identity Rules

1. Go to Settings → Data Sync → Identity Resolution, then click Create New Rule.
2. Choose how conditions are evaluated:
   • AND: All conditions must be satisfied.
   • OR: Only one condition needs to be satisfied. Mobio checks conditions from top to bottom in order of priority.
3. Select the identifier fields to check (e.g., ID Number, Profile ID in external system, Email).
4. Set the Check Type to Exact for an absolute exact match.
5. Click Save.
6. Set Identity Priority Order (Optional): If Mobio finds multiple Profiles that satisfy the same Identity Rules, configure a tiebreaker to determine which Profile gets priority for data assignment.

4.2. Assign Identity Rules to a Data Connector

Mobio automatically assigns a default set of Identity Rules (checking ID Number, Profile ID, and Email) when a Data Connector is created. You can skip this step if you don’t need to customize the rules.

To change the configuration:

1. Access your application’s Data Connector via one of these paths:
   • Settings → Data Integration → Data Flow
   • Settings → Data Integration → Connect → Data Source
2. Select the SDK connector, then click Edit sync rule.

Note: Identity Rules are critical for iOS and Android SDKs — they provide the server-side reference rules when calling the Identity or Modify functions.

5. Operational Rules

Mobio collects all user interaction data from your app. If a user has no identifying information, their interactions are recorded in an Anonymous Profile. When a user provides identifying information — such as by logging in or submitting a form — Mobio automatically upgrades the Anonymous Profile to a Known Profile.

6. Frequently Asked Questions (FAQ)

• Q: How does Mobio process Identity Rules?
  • A: Mobio evaluates rules sequentially, from top to bottom. When a match is found, Mobio merges the Profile immediately and stops checking subsequent rules.

7. Next Steps

Configure App Push Notifications on Mobio CDP.