Profile View

Profile Navigation

APSIS One provides you with the opportunity of taking a close look at the Profiles created for those who provide you their consent. This allows you to have a thorough understanding of their interest in your brand or services, as well as to better categorise and sort through different types of customers or prospects.

Not only is it possible to view and analyse Profiles, but you can also perform different administrative tasks that help you stay GDPR compliant, like exporting and forgetting Profiles.

Don't forget to Tag! Tagging Profiles you have any contact with can benefit your organisation greatly in order to communicate with them.

Click on a heading on the left side navigation to jump to any other part of this article.

Here's some basic information about what you can see in a 360° Profile view.

Click on an item below to expand:

Accessing a Profile

How to Access a Profile

1. Make sure you're in the Profiles tab on the top left side of the page.

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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.

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You'll see the Unknown and Known Profiles gathered in a list.

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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.

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You'll see something like this:

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4. Take a look at the left side menu. There you will see the following tabs:

Details: All the essential information about the Profile, like Channel Consent and their Attributes.

Response Data: Here you can find all the information about a Profile's response to your communications, sent via the Email or SMS tool. Opens, Clicks, and even Bounces.

Forms & Pages Events: All Profile interactions related to your Forms & Pages Landing pages, Sign-up forms, Pop ups and more.

Achievements: Points and other data they earned by reaching an Achievement node in a Marketing Automation flow. Achievement Events are created and logged into Profiles whenever they perform a positive action related to your Marketing efforts--with the Marketing Automation tool, for example--effectively turning them into Sales, Marketing or Product leads. The types of Achievement Events reflect whether they’re a Sales, Marketing or Product qualified lead and, as additional Event data, a numeric value is added to the Event in order to reflect the value of their interaction.

Consent Timeline: A comprehensive timeline of a Profile's channel consent (opt-in, confirmed opt-in and opt-out) in relation to your APSIS One activities.

Ecommerce: If you have the Expand Ecom license, these Events will reflect the Profile's Ecom-related interactions with your website. Read more about Expand Ecom...

Website Interactions: Website Interactions reflect all of the Profile's browsing behaviour in your domains, a timeline containing page views, product views, and cookie consent for example. This data is a result of your Website tool activities.

 

5. Click on one of the tabs to see the Profile information that corresponds with it.

Expand another part of this drop-down to read more about a specific tab.

Profile Details

Basic Information  

The first thing you'll see is the Profile owner's name and Email address.

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They have the option to provide consent to different communication channels. To the right of the name you'll see the icons representing which channels are associated with the Profile.

Review when their Profile was added to your Audience and when they were last active with your website or brand (opened an Email, browsed through your website...).

 

Attributes

Have they provided their phone number for SMS consent yet? Their Mobile phone number will appear here. So will their CRM ID, which is their unique internal customer id, as long as it's been added through your API or a manual file import. Read more about Attributes...

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Engagement Scores

How do they engage with your brand?

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Opened stands for the amount of times they opened your Emails.

Open rate refers to how many Emails they opened in relation to the amount they received.

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Click rate refers to how many Email links they clicked, in relation to the amount of Emails they opened. Unique clicks/opens is the number of links that they have clicked or emails opened, regardless of how many times. 

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Revenue is the amount of money they've invested in your brand.

 


 

Consent lists & Topics

From About Profiles:

"Visitors may belong to more than one Consent list, depending on how you decided to organise your Topics. If, for example, your business has a wide range of products (anything from home appliances to products for house pets) you may create a Consent list for each and then add Topics within the lists to keep track of their preferences (kitchenware, home decor, rabbit food and premium bedclothes)."

So, since your visitor may have provided different types of consent for different Topics, their channel preferences will be listed here as well. For example, they might be interested in receiving SMS communications for women's sportswear, but in the case of sports equipment they only wish to receive Emails.

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Profile Address

If your visitor has provided their home or work address, it will show up here.

This information may come from them completing their Profile information as you requested in your website, or from completing a purchase, yet as of now it fully depends on your API or a manual file import. Learn more about importing Profiles...

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Segmentation

Where does this Profile belong in your communications? Take a look at how your visitors compare with each other and get to know the details behind each segment.

Under Segments, you can see the segments that this Profile matches according to its Attributes, Tags, response data, website interactions, etc.

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Remember that segmentation feeds from multiple channels! If you have some doubts about how this works, read more about segmentation.

 


 

Profile Tags

Tags are internal markers that can be manually applied to Profiles.

From About Profiles:

"Tags are internal and the relevance of a Tag depends on the creator of the Tag. Attributes reflect the reality of the data in the Profiles, while Tags don't have to. 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."

 

Can I make pre-defined Tags?

Good question! Let's head over to Account Settings.

 


 

GDPR Options

Being GDPR compliant shouldn't be a hassle. In each Profile you'll get a shortcut to your GDPR related actions.

 

1. Scroll down to the bottom of the Profile, and click on the GDPR button.

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2. Click on the option that best describes your needs:

Choose Export Data if you wish to export the data from the platform and send it to its owner.

Click Lock if the individual behind the data wishes to be removed from your Audience. Once Profiles are locked in APSIS One, they can never be created again.

 

Attributes

About Profile Attributes

Attributes are the containers of essential Profile information belonging to an individual that has interacted with your brand, like a name, location, phone number, Email address, customer status, 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!").

To learn more about Custom Attributes, head over to the Admin Users section and take a look at this article.

To learn more about default and Ecommerce Attributes, head over to this article.

Events

About Profile Events

Events are logged into your APSIS One Profiles when they perform an action related to an existing APSIS One activity. There are four types of Events:

Response Data Events: Here you can find all the information about a Profile's response to your communications, sent via the Email or SMS tool. Opens, Clicks, and even Bounces.

Achievement Events: Points and other data they earned by reaching an Achievement node in a Marketing Automation flow. Achievement Events are created and logged into Profiles whenever they perform a positive action related to your Marketing efforts--with the Marketing Automation tool, for example--effectively turning them into Sales, Marketing or Product leads. The types of Achievement Events reflect whether they’re a Sales, Marketing or Product qualified lead and, as additional Event data, a numeric value is added to the Event in order to reflect the value of their interaction.

Forms & Pages Events: All Profile interactions related to your Forms & Pages Landing pages, Sign-up forms, Pop ups and more.

Consent Timeline: A comprehensive timeline of a Profile's channel consent (opt-in, confirmed opt-in and opt-out) in relation to your APSIS One activities.

Ecommerce Events: If you have the Expand Ecom license, these Events will reflect the Profile's Ecom-related interactions with your website. Read more about Expand Ecom...

Website Interaction Events: Website Interactions reflect all of the Profile's browsing behaviour in your domains, a timeline containing page views, product views, and cookie consent for example. This data is a result of your Website tool activities.

To learn more about the specific data that is collected and stored for each Event, head over to this article.

 


 

Profile Tags

Tags are internal markers that can be manually applied to Profiles. They can be created from your Account Settings.

To read more about how to create Tags from your Account Settings, go to this article. Only Admin Users may access the account settings.

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 = yes / no" (either Tag is applied or it isn't).

- Profile Tags are 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. Attributes reflect the reality of the data in the Profiles, while Tags don't have to. 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.

 


 

GDPR Options

Individuals always have the option to unsubscribe or opt-out from your communications, they also have the right to request that you share their data with them as well as that you erase it.

This part of the Profile view allows you to export or lock Profiles.

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Click on an item below to expand:

Exporting Profile Data

How to Export Profile Data

1. Locate and open the Profile you would like to export data from.

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2. Scroll down until you see the GDPR button.

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3. Click Export data.

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4. A file download will begin. The data will be exported in JSON format.

 

Locking Profile Data

How to Delete Profile Data

This option will allow you to manually lock data from a single Profile.

1. Locate and open the Profile you would like to lock.

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2. Scroll down until you see the GDPR button.

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3. Click Lock Profile.

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4. You will see a popup. Are you sure you would like to lock this Profile?

Deleting a Profile is permanent. Moreover, if the same person with the same email or phone number attempts to opt-in again, APSIS One will block the attempt and they will not be able to opt-in again to your communications. You will not be able to import the Profile with the same email address or phone number either.

If yes, click Confirm. Otherwise, Cancel.

 

 


 

 

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