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: do you have an unhappy customer? tag them so that they can be a part of a campaign in the future.

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.

Response Data: Statistics on how they performed with the Email campaigns they received.

Website Interactions: Their browsing history with your website. Most viewed pages and products, and searches.

 

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 three different communication channels: Email, Cookies and SMS. To the right of the name you'll see the icons representing which channels are associated with the profile:

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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...).

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. Does this sound confusing? Read more about importing profiles...

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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 linked they clickedin relation to the amount of Emails they opened.

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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.

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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, and here's where that is done!

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 customer sends an Email with a complaint and returns a product, their profile can be tagged as "unhappy customer"; in the future, that customer will receive all communications sent to those who have the "unhappy customer" tag."

To add a tag to the profile, simply enter the tag and click add. Need more information? Head over to Profile Tags.

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.

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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 Delete if the individual behind the data wishes to be removed from your Audience. Once profiles are deleted from APSIS One, they can never be created again.

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Response Data

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 three different communication channels: Email, Cookies and SMS. To the right of the name you'll see the icons representing which channels are associated with the profile:

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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 linked they clicked in relation to the amount of Emails they opened.

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

 


 

Profile Activity

Take a look at Profile Activity below to keep track of how and when they interact with you. These are based on their response data, which refers to all the interactions they've performed with your Emails, SMS, website, etc. They will be colour-coded so that you can quickly recognise which channel or tool they're related to.

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If you wish, you can filter the type of profile activity by clicking the filter drop-down.

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Click Load more to see the visitors' older actions.

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Click on an action and take a look at the popout.

Read more about the types of response data below.

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Types of Response Data Events

These are the events that will be shown under Profile Activity. When you click a specific activity, you will see a popout with more information. Click on an item below to read more about what the different events are and the types of data associated with them.

  Have you read about Segmentation yet?

The purpose of gathering event data in profiles is for you to be able to communicate more efficiently with the members of your Audience, and that's where segmentation comes in.

If you would like to read more about segments and segmentation, or if need more specialised, practical, information about events, we suggest you jump to our Segmentation page.

 

Email Tool Events

Click on an item below to expand:

Sent

You've sent them an Email. Here's the type of data associated with this event:

activityId: The ID for the particular activity that is considered the source of the event.

Delivered

An Email you've sent has been successfully delivered. Here's the type of data associated with this event:

activityId: The ID for the particular activity that is considered the source of the event.

Opened

They opened an Email you've sent them. Here's the types of data associated with this event:

activityId: The ID for the particular activity that is considered the source of the event.

device: Refers to the device the event took place.

location: The IP address of where the event originated.

Click

They've clicked a link on an Email you've sent them. Here's the types of data associated with this event:

activityId: The ID for the particular activity that is considered the source of the event.

device: Refers to the device the event took place.

location: The IP address of where the event originated.

id: Refers to the id of the link in the content associated with the event.

url: Refers to the specific URL associated with the event.

title: The title of the link associated with the event.

Bounced

An Email you've sent them wasn't delivered, it bounced. Here's the types of data associated with this event:

activityId: The ID for the particular activity that is considered the source of the event.

bounceReason: The occurrence, associated with the Email client or provider, that caused the Email to bounce.

Unsubscribe

They've decided to unsubscribe from your communications, through the unsubscribe link in an Email you've sent. Here's the types of data associated with this event:

activityId: The ID for the particular activity that is considered the source of the event.

TopicIds: The ID for the Topics that the profile unsubscribed from.

Forward

They've forwarded an Email you've sent them to another contact. Here's the types of data associated with this event:

activityId: The ID for the particular activity that is considered the source of the event.

device: Refers to the device the event took place.

location: The IP address of where the event originated.

Report Spam

They've reported an Email you've sent them as spam. Here's the types of data associated with this event:

activityId: The ID for the particular activity that is considered the source of the event.

TopicIds: The ID for the Topics that the profile unsubscribed from.

targetId: The ID for the Consent list that is associated with the event.

 

SMS Tool Events

Click on an item below to expand:

Sent

You've sent them an SMS. Here's the type of data associated with this event:

activityId: The ID for the particular activity that is considered the source of the event.

maFlowId: The name of the tool that initiated the activity.

Delivered

An SMS you've sent has been successfully delivered. Here's the type of data associated with this event:

activityId: The ID for the particular activity that is considered the source of the event.

maFlowId: The name of the tool that initiated the activity.

Bounced

An SMS you've sent them wasn't delivered, it bounced. Here's the types of data associated with this event:

activityId: The ID for the particular activity that is considered the source of the event.

maFlowId: The name of the tool that initiated the activity.

bounceReason: The occurrence, associated with the mobile number, phone carrier, etc., that caused the SMS to bounce.

Unsubscribe

They've decided to unsubscribe from your communications, through the unsubscribe link in an SMS you've sent. Here's the types of data associated with this event:

activityId: The ID for the particular activity that is considered the source of the event.

maFlowId: The name of the tool that initiated the activity.

Topic: The ID for the Topic that is correlated with the event.

 

Website Interactions

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 three different communication channels: Email, Cookies and SMS. To the right of the name you'll see the icons representing which channels are associated with the profile:

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Website Interactions

Take a look at Interaction below to keep track of what your visitor interacts with, and when.

Of course, you can also filter the type of activity by clicking the filter drop-down.

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Click Load more to see the visitors' older actions.

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Click on an interaction and take a look at the popout.

Read more about the types of website interactions below.

 


 

Types of Website Interaction Data Events

These are the events that will be shown under Website Interactions. When you click a specific interaction, you will see a tooltip with more information. Click on an item below to read more about what the different events are and the types of data associated with them.

  Have you read about Segmentation yet?

The purpose of gathering event data in profiles is for you to be able to communicate more efficiently with the members of your Audience, and that's where segmentation comes in.

If you would like to read more about segments and segmentation, or if need more specialised, practical, information about events, we suggest you jump to our Segmentation page.

 

Sign-Up Bar Interactions

Click on an item below to expand:

View

They navigated into a page where you placed a sign-up bar. Here's the types of data associated with this event:

activityId: The ID for the particular activity that is considered the source of the event.

referrer: The website where the website traffic originated, or where the profiles were before reaching the domain associated with the event.

url: Refers to the specific URL associated with the event.

domain: The domain where the event took place.

Submit

They submitted their Email address to you via your sign-up bar. Here's the types of data associated with this event:

activityId: The ID for the particular activity that is considered the source of the event.

referrer: The website where the website traffic originated, or where the profiles were before reaching the domain associated with the event.

url: Refers to the specific URL associated with the event.

domain: The domain where the event took place.

Email: The Email the person associated with the profile provided with their explicit consent.

Return Offer Click

They clicked on the CTA/button link on your sign-up bar. Here's the types of data associated with this event:

activityId: The ID for the particular activity that is considered the source of the event.

referrer: The website where the website traffic originated, or where the profiles were before reaching the domain associated with the event.

url: Refers to the specific URL associated with the event.

domain: The domain where the event took place.

offer-url: Refers to the URL associated with the Return Message CTA of the Sign-up bar they clicked.

 

Cookie Banner Interactions

Click on an item below to expand:

View

They navigated into a page where you placed a cookie banner. Here's the types of data associated with this event:

activityId: The ID for the particular activity that is considered the source of the event.

referrer: The website where the website traffic originated, or where the profiles were before reaching the domain associated with the event.

url: Refers to the specific URL associated with the event.

domain: The domain where the event took place.

Submit

They submitted their cookie consent via your cookie banner. Here's the types of data associated with this event:

activityId: The ID for the particular activity that is considered the source of the event.

referrer: The website where the website traffic originated, or where the profiles were before reaching the domain associated with the event.

url: Refers to the specific URL associated with the event.

domain: The domain where the event took place.

 

Auto Collect Data

Click on an item below to expand:

  Did you enable auto-collect?

This type of events will only be displayed if you chose to enable auto-collect in your cookie banner settings. This setting allows you to track data from integrations with Google Analytics, Google SEO/SEM, as well as page views data.

Read more about how to enable auto-collect in a cookie banner...

Page view

They viewed or browsed a page in your website. Here's the types of data associated with this event:

activityId: The ID for the particular activity that is considered the source of the event.

referrer: The website where the website traffic originated, or where the profiles were before reaching the domain associated with the event.

url: Refers to the specific URL associated with the event.

domain: The domain where the event took place.

name:The name of the product viewed by the profile upon browsing your website.

category: The product category that was viewed by the profile upon browsing your website.

price: The price of a product that was viewed by the profile upon browsing your website.

image: The image URL of a product that was viewed by the profile upon browsing your website.

There is, of course, user-defined data. If you chose to collect any specific data and added it as a custom field, it will appear here.

Google Analytics

These interactions are fed into APSIS One if you have a Google Analytics integration. Here's the types of data associated with this event:

activityId: The ID for the particular activity that is considered the source of the event.

referrer: The website where the website traffic originated, or where the profiles were before reaching the domain associated with the event.

url: Refers to the specific URL associated with the event.

domain: The domain where the event took place.

utmcampaign: Corresponds with a Google Analytics parameter. This one refers to the text used to identify a particular campaign.

utmcontent: Corresponds with a Google Analytics parameter. Useful to differentiate similar content or links within the same Email.

utmmedium: Corresponds with a Google Analytics parameter. Refers to the communication medium used to display the content, like whether it's an Email newsletter, a banner, etc.

utmsource: Corresponds with a Google Analytics parameter. Identifies the origin on the website interaction, if it was visited by clicking on a website, via a Google search, etc.

utmterm: Corresponds with a Google Analytics parameter. In the case of the campaigns being tagged with certain keywords, this parameter allows you to specify the keyword.

Google SEO/SEM

These interactions are fed into APSIS One if you have a Google SEO/SEM integration. Here's the types of data associated with this event:

activityId: The ID for the particular activity that is considered the source of the event.

referrer: The website where the website traffic originated, or where the profiles were before reaching the domain associated with the event.

url: Refers to the specific URL associated with the event.

domain: The domain where the event took place.

type: Corresponds with Google SEO/SEM. Determines whether the traffic comes from a paid or an organic source.

 

Website: Collect

Click on an item below to expand:

Product Views

They viewed a product page upon browsing your website. This will only appear if you have completed the Website activity Product Views in Collect. Here's the types of data associated with this event:

activityId: The ID for the particular activity that is considered the source of the event.

referrer: The website where the website traffic originated, or where the profiles were before reaching the domain associated with the event.

url: Refers to the specific URL associated with the event.

domain: The domain where the event took place.

 

 


 

Profile Tags

Tags are internal markers that can be manually applied to profiles. They can be created either from a profile or from your account settings.

To read more about how to create tags directly from a profile, stay in this article. But, if you would like to know how to do that from your account settings, go to this article instead. 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 customer sends an Email with a complaint and returns a product, their profile can be tagged as "unhappy customer"; in the future, that customer will receive all communications sent to those who have the "unhappy customer" tag.

Creating a Profile Tag

How to Create Tags from a Profile

1. Head to Audience, then find and click on the profile you'd like to tag.

Read more about accessing a profile above in Profile Navigation.

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3. You'll see the profile details. Scroll down to the Tags section of the profile.

If the profile has been tagged before, the previously applied tags will show.

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4. Click Add tag.

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5. Write your tag text in the input box.

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6. Done? Click Save. To discard, click Cancel.

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Editing a Profile Tag

How to Edit a Profile Tag 

1. In the Information Centre, open your Account Settings and navigate to Data Sections.

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2. Choose the section your tag is in and expand it.

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3. Open the Tags tab.

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4. Locate the profile tag you wish to edit.

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5. Click on the pencil icon.

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6. Make your changes.

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7. To save your changes, click Save. Otherwise, click Cancel.

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Removing a Profile Tag

How to Remove a Tag from a Profile

1. Locate the profile that contains the tag you wish to remove. To read more about accessing a profile, see Profile Navigation above.

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2. Scroll down to the bottom of the page.

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3. Find the tag you wish to remove.

 

4. Are you sure you want to remove this tag? If yes, click the X icon on the tag. If you regret removing the tag, you may add it back by following the steps on Creating Tags from a Profile.

 

Deleting a Profile Tag

How to Delete a Profile Tag

Coming soon...

 


 

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 delete 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 as a CSV file.

 

Deleting Profile Data

How to Delete Profile Data

This option will allow you to manually delete data from a single profile. You may perform this task for multiple profiles via the File Import Wizard or via your APIs.

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 Delete data. If you delete this profile's data, you will not be able to access any of the information previously contained in it.

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4. You will see a popup. Are you sure you would like to delete this data from the APSIS One server?

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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