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.

 

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. 

 

Response Data

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 popover 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 are 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 are 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 are 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 are 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 are 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 are 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.

 

Marketing Automation Tool Events

Click an item below to expand: 

Enter Flow

The profile entered a Marketing Automation flow. Here are the types of data associated with this event:

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

dstNodeId: Refers to the ID of the destination node, or the ID of the specific node that the profile moved onto. In this case, the ID corresponds with the node that follows the Listen Node in this particular flow.

Move Profile

The profile moved, in a Marketing Automation flow, from one node to another. Here are the types of data associated with this event:

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

srcNodeId: Refers to the ID of the source node, or the ID of the specific node that the profile moved from.

dstNodeId: Refers to the ID of the destination node, or the ID of the specific node that the profile moved onto.

Exit Flow

The profile left the Marketing Automation flow. Here are the types of data associated with this event:

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

points: The abstract numeric value assigned to the profile upon reaching the Finish node and completing the flow.

reason: The reason that the profile left the flow:

  • Finished: The profile reached the Finish Node and completed the flow.
  • Match tags: The profile matched the tag specified in the Flow Settings under Terminate.
  • Over limit: The profile has entered the flow the maximum amount of times specified in the Flow Settings.
  • Missing consent: The profile has withdrawn their consent. Either they opted out or they have been deleted from Audience.
  • Reset: The profile was removed from the flow when pausing and reactivating the flow.

srcNodeId: The ID of the specific node that the profile left the flow on.

Achievement Earned

The profile earned an achievement set by an Achievement Node in a Marketing Automation flow. Here are the types of data associated with this event:

achievementId: A unique ID for the achievement associated with the Achievement Node.

type: What type of achievement the profile earned: MQL, SQL or PQL. The type of achievement is a part of the Achievement Node settings.

points: The abstract numeric value assigned to the profile upon reaching the Finish node and completing the flow.

value: The numeric monetary value assigned to the profile upon reaching the Finish node and completing the flow.

sourceType: The tool considered as the source for this event. In this case, it's the Marketing Automation tool (For now this is the only source creating achievements, but we'll let you know when other tools start doing it too).

sourceId: The ID for the specific activity that corresponds with the achievement.

Third Party Events

Whenever an email is sent through the Marketing Automation tool, the events are then part of the Email tool domain. Check the Email tool events for more information.

 

Website Interactions

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 are 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 are 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 are 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 set up Auto-Collect?

This type of events will only be displayed if you have created an Auto-Collect activity. This activity allows you to track data from integrations with Facebook ads, Google Analytics, Google SEO/SEM, as well as page views and site search data.

Read more about Auto-Collect...

Google Analytics

These interactions are fed into APSIS One if you have a Google Analytics integration. here are 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 are 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.

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.

Site search

They performed a search 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.

term: The search term used by the profile.

Facebook Ad Referral

They reached your website from a Facebook ad. 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.

term: The search term used by the profile.

type: (Coming soon...)

 

Product Views

Click on an item below to expand:

Product Views Data

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 are 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 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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