List of profiles

The profle list contains a list of companies and profiles (for example, a customer can be a profile). The list is filterable and searchable.

The list below contains all actions you can perform on the list of profiles:

• Add new profiles
• Add new companies
• Edit and delete profiles
• Search
• Filter
• Import
• Export

Prerequisites

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To perform actions on the profile list, you must import or add your profiles/companies first.

Note: It’s possible to create a profile through API after an interaction.

Adding profiles

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You can add a new profile to your database manually.

1. Go to .
2. At the top of the list, click Add new.
3. From the dropdown list, select Profile.
4. Fill in the required fields:
   • email address,
   • first name,
   • last name
5. Optionally, you can add attributes (properties) to the person you add:
   1. Click Add property.
   2. From the dropdown list, from the properties available in your business profile, select the name of the property.
   3. In the Value text field, enter the value of the property (for example, New York for the City property).
   4. To add more properties, click Add property.

Defining properties

6. Optionally, you can define new properties.

   1. Click New property.
   2. In the Source parameter field, enter the name of the parameter as sent by the SDKs/API.
   3. In the Property name field, enter a human-readable label for display in the Synerise portal.
   4. Optionally, in the Description field, you can add an explanation about the purpose of this property.
   5. From the Property type dropdown list, select the format of the property value as sent by the SDKs/API.
   6. Confirm by clicking Save.

      

   Result: The property is available in Data Management > Params Manager.

7. To save a new profile, click Save.

Adding companies

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1. Go to .
2. At the top of the list, click Add new.
3. From the dropdown list, select Company.
4. Fill in the required fields:
   • email address,
   • company name
5. Optionally, you can add attributes (properties) to the company you add.
   1. Click Add property.
   2. From the dropdown list, from the properties available in your business profile, select the name of the property.
   3. In the Value text field, enter the value of the property (for example, New York for the City).
   4. To add more properties, click Add property.

Defining properties

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6. Optionally, you can add new properties.

   1. Click New property.

   2. In the Source parameter field, enter the name of the parameter as it is sent by the SDKs/API.

   3. In the Property name field, enter a human-readable label for display in the Synerise portal.

   4. Optionally, in the Description field, you can add an explanation about the purpose of this property.

   5. From the Property type dropdown list, select the format of the property value as sent by the SDKs/API.

   6. Confirm by clicking Save.

      

   7. The property is available in Data Management > Params Manager.

7. To save a new company, click Save.

Editing and deleting profiles

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1. Go to
2. Next to the item on the list, click .
3. From the dropdown list, select the action.
   • Preview - Redirects you to the preview of the profile
   • Edit - Allows you to add/modify properties.
   • Delete - Removes a profile from your business profile.
     WARNING: Removal is permanent.
   • Mark as company - Changes the type of the profile to company (this is one-way change).

Searching for profiles

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You can search for a specifc person or company by using their attibutes such as name, email, phone number, city, UUID, ID, or a tag assigned to the person.

Important: The query you enter here is not removed automatically after logging out. So when you log back in, the list displays the result of your previous query.

1. Click the search box.
   Result: You will see a list of recent searches below.
2. Below the recent queries, you get the list of attributes you can use to search.

Filtering profiles

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You can filter the items on the list in two ways:

• by displaying recognized, unrecognized, or all profiles
• by preparing a segmentation - this way you can use any attribute or event to filter out a group of people/companies who share the same quality.

Important: The filter is not removed automatically after logging out. So when you log back in, the list displays the result of the filter.

Filtering recognized/unrecognized profiles

1. Go to
2. At the top of the page, click Recognized.

   

3. Select an option.

Filtering by a segmentation

1. Go to

2. At the top of the page, click .

3. Click the Choose filter button.

4. Define the conditions by selecting events and/or attributes.

5. To narrow down the scope of data, you can use the date filters.

   

6. Confirm by clicking Apply.
   Results: The list presents the filtered results and the filter icon is marked with the red dot:

Tip: Read more information about building segmentations.

Importing profiles

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You can import profiles to your business profile in three ways:

• through API
• through webhooks
• upload a file
  The following file types are allowed:
  • .CSV
  • JSON
  • Google Merchant XML

To import profiles, at the top of the page, click the Import button.

Note: The full instruction about importing profiles to Synerise is available here.

Exporting profiles

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You can export a chosen group of profiles or companies to a .CSV file.

1. Go to
2. Select profiles on the list by ticking the checkboxes on the left.
3. Click the Export button.
4. On the pop-up:
   1. Enter the name of the export.
   2. Select the attributes to be included in the exported file.
   3. Confirm by clicking Apply.

      

   Result: You are redirected to the list of exports.

   

Example: Exporting customers who subscribed to a newsletter

To get the CSV file with a group of customers who subscribed to a newsletter in the defined period:

1. Go to
2. At the top of the page, click
3. Click Choose filter.
4. From the list, select the newsletter.subscribe event.
   
   Important: In your business profile, the name of event that signifies newsletter subscription can be different.
5. From the calendar, select the time period.

   

6. Confirm by clicking Apply.
7. Select all filtered customers.

   

8. Click Export.
9. On the Export form, select the attributes you want to include in the CSV.

   

10. Confirm by clicking Apply.
    Result: A pop-up appears.
11. On the pop-up, click Go to Reports.
12. Find your export on the list and download it.

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