Profile

A profile is the collection of all information about a single person or a company, gathered by the application. Along with personal information, the profile presents the whole record of activity in the context of the application and your website, such as the list of events (a page visit, adding a product to the cart, and so on) or the analytical segments the profile belongs to. Moreover, it’s a place where you can perform certain actions: send a message, manually generate an event for a customer, add tags, and so on.

A profile of a customer
An exemplary profile

Personal information


A profile of a customer
An exemplary profile

All basic information, such as the name of the profile and its ID, can be found on the upper left side.

A profile of a customer
An exemplary profile

Personal information includes the birthday, location of the user, the phone number, the email address, and more. The scope of information depends on you and the way you collect data about the visitors to your website.

Tags


Tags assigned to a profile
Tags assigned to a profile

Below the personal information, you can find tags assigned to a profile. You can add them manually on the profile or you can add them while importing the profiles to the Synerise portal.

Tags allow you to mark profiles and you can filter them. The consistent usage of tags will let you keep order in profiles and segment the database. You can find the list of all tags assigned to customers in Assets > Customer Tags.

Activity list


The activity list in the profile
The activity list in the profile

The activity contains the history of events which occurred in the context of a profile. By clicking a single event, you can view its details.

An event describes either an activity perfomerd by an individual (for example, visit to a website, submitting a form, adding an item to the cart, starting the workflow, and so on) or an activity performed for the individual (for example, sending an email/SMS/mobile push/web push, displaying dynamic content, and so on).

In this section of the profile, you can generate an event for an individual manually. You can find the instruction here.

Tip: You can find more information about events here.

Messages


The Messages tab on the profile
The Messages tab on the profile

You can send any type of message to a person directly from a profile. Before you send an email, SMS, or a push notification, you must configure sending accounts.

To send:

After sending any type of message, an event is generated on the list of activities. However, it won’t be visible on the list in the Communication module.

Notes


Adding a note in the profile
Adding a note in the profile

You can add a note to a profile, if there is a non-standard piece of information about this person to be saved.

Statistics


Predefined statistics in the profile
Predefined statistics in the profile

A profile contains predefined statistics about transactions, email messages, web push notifications, mobile push communication, and display of dynamic content.

You can create a dashboard (in the Analytics module) and add it to the profile.

Analyses


List of analyses in the profile
List of analyses in the profile

The profile contains a list of analyses that are calculated for every individual customer such as aggregates and expressions. If you create an aggregate, expression or a segmentation a particlar customer falls into, it will be displayed on the profile, only if you mark it to be displayed in the profiles.

Aggregate wizard
Creating an aggregate. Option of displaying of the analysis in the profile is on the upper-right side
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