With Profiles you can follow and analyse all customer interactions. Identify Unknown website visitors through cookies and gradually populate your Profiles with behavioural data from all of your channels and touchpoints.
What are Profiles?
Profiles are containers of data created and assigned to individuals that interact with your brand, which can either be Unknown or Known. They contain four types of data: Attributes, Events, Tags and Consent lists and Topics. All personal data, of course, has been provided with explicit consent.
For more practical information, expand an item below:
How to Access a Profile
1. Make sure you're in the Profiles tab on the top left side of the page.
2. Select the Section you'd like to see by clicking on the drop down menu on the right side, on top of the list. You will only see the Sections you've been granted access to, and no Section options if you only have permission for one Section.
You'll see the Unknown and Known Profiles gathered in a list. You will see a maximum of 25 Profiles at a time. To see more, choose a Consent list and a Topic and export the Profiles.
3. Double-click on a Profile from the list, or search for one by using the search bar. This search is, of course, Section-specific.
You'll see something like this:
4. Take a look at the left side menu. There you will see the following tabs:
Details: All the essential information about the Profile.
Website Interactions: Their browsing history with your website. Most viewed pages and products, and searches.
Response Data: Statistics on how they performed with the Email campaigns they received or Marketing Automation flows they entered.
Achievements: Points and other data they earned by reaching an Achievement node in a Marketing Automation flow.
Consent Timeline: All Consent Events associated with the Profile are displayed here.
Ecommerce: Event data associated with your Ecommerce integrations, such as Product Purchased and Product View.
Forms & Pages Interactions: All interactions with your website's Forms & Pages activities.
Unknown Profiles are those created for visitors who, despite not giving any personal or contact information, have given you consent to collect their cookies. They do not contain an email address, phone number or a CRM-id.
The data belonging to these Profiles is collected via their cookie consent, so despite them not having completed any steps that would allow you to acquire personal information (like completing a purchase and providing an Email, name, address, etc.) the data associated with their browser history and website interaction can be saved and associated with a Profile. APSIS One users can communicate with Unknown Profiles through existing and upcoming Website tool activities.
These are created for visitors who contain an Email address, phone numbers or a CRM-id. Contrary to Unknown Profiles, Known Profiles are not dependant on cookie consent; if they do provide cookie consent, their engagement with your website will be recorded as well.
These are the types of data that you will be able to see in each Profile:
Attributes are the containers of the essential information provided by an individual that has interacted with your brand, like a name, location, phone number, Email address, etc. Once attributes have been added to a Profile, they can be used for segmentation and personalisation purposes (e.g. a segment containing Profiles of only those who live in Australia; an SMS including the value of an attribute: "Hi ##firstname##" = "Hi Anita!"). You might have imported these from another system, or they may have come from sign-ups in APSIS One.
With APSIS One, data stored in several Profiles can be associated to belonging to the same visitor thanks to something we call Profile merging, which occurs when two Profiles contain the same Email, phone number or customer id.
Tags are internal markers that can be manually applied to Profiles.
These are the main differences between attributes and Tags:
- Tags, themselves, do not contain data. Attributes can be understood as being something like "type of data = data" (gender = female) while Tags are more like "Label = on / off" (either label is applied or it isn't).
- Profile Tags can be applied manually. Attributes, on the contrary, gather the data automatically and feed it into the Profile. In order for a Profile to have a Tag, a user must apply the Tag. Alternatively, if a file containing Profile data is uploaded, they can be Tagged in advance.
- Tags are internal and the relevance of a Tag depends on its creator. For example, if a user imports Profiles with the File Import Wizard and Tags them as "Special Import 19", then it will be possible to filter the recipients of an email send-out to make sure only those Profiles Tagged receive the email.
Events are visitors' behavioural data. They're divided between Response Data, Achievements and Website Interactions.
This data can be recorded from an online action like completing an online purchase, logging in, a page view, etc. or from an offline action like completing a purchase in a physical store and using their member's card or attending a seminar where they are required to check-in. Also, Achievements will be recorded in Profiles that go through a Marketing Automation flows that contain an Achievement node, after reaching the node.
For more information about Profile Event data, go here.
Consent lists & Topics
Consent lists are made to keep track of your subscribers' consent and organise them, and Topics are created within lists to be able to categorise them according to their preferences.
In Profiles, you will be able to see on which Consent lists the Profile has opted in and which Topics they've subscribed to. Don't forget that SMS and Email opt-in always occurs in Topic level. Read more about Consent lists and Topics...
About Double Opt-in and Pending Status
If you have an active Website tool Signup bar, visitors can opt-in to your communications as they browse through your website. In the Signup bar messaging settings, you have the possibility to enable Double Opt-in, which allows you to confirm the subscription of those Profiles who opt-in to your communications by providing their Email consent. Read more about consent...
For your confirmation email and page to match your branding guidelines, you must head over to Account Settings and adjust your Double Opt-in options under Sections.
Once a visitor has provided their email consent they will receive an email message where they are asked to confirm their subscription.
Until they've confirmed their subscription, their Profile will show their email channel consent as pending.
Profiles with a Pending Opt-in Email type of consent will not receive any of your sendings until they confirm their subscription.
To access this part of the Profiles tab, make sure you've selected Profiles on the drop-down menu.
You can access the File Import Wizard from the main Audience page, just click Add a New Profile.
Hop over to the Import History tab to see your previous file imports.
If you're looking for detailed information about APSIS One Profiles, head over to Profile View.
Import History tab
To access this page, click the Profiles tab on the Audience page and then select Import History. In this tab you'll be able to see an overview of your ongoing and previous file imports. You may also export a file containing the Profiles you imported in File Import Reports.
Click Import Profiles to access the File Import Wizard. Read more about the File Import Wizard...
Your file imports will appear gathered in a list, where you can see details on your previous and ongoing imports.
Did your File Import fail? Please contact Support.