In the BlueConic Settings > General section, you define general settings for the BlueConic installation.
This section shows the numbers in your BlueConic subscription versus the activity in your BlueConic universe. You can also view BlueConic Insights and the BlueConic Home tab to see other detailed information about your BlueConic installation.
The BlueConic Authentication process sends a unique verification code to each user that they must enter in order to be allowed to log in to BlueConic. Enter the email address that appears in the "From" field of the email message containing the verification code as Default mail sender. If you leave this field blank, the "From" email address that the user sees is "firstname.lastname@example.org", however, it is strongly recommended that you enter the email address of the person responsible for BlueConic user management. By doing so, you make it possible for your BlueConic users to easily contact the person who can help them access BlueConic in case of a problem.
The e-mail address that you enter here must be known to the Amazon Simple Email Service (Amazon SES). After you select the [Save] button, the email address is sent to Amazon SES. If the address is unknown to Amazon SES, the email address will receive an email from Amazon SES asking for confirmation of the registration. To confirm, you will need access to the email address. You will only need to perform this procedure once.
This is where you define what kind of access to your environment you want BlueConic Customer Success Managers to have.
In the Profile clean up section, you can create rules that determine when a visitor profile is removed from the BlueConic database. The rules are based on a specific period of inactivity and you can enhance them by adding criteria based on one or more empty profile properties. Any visitor profile that matches a clean up rule is removed. The clean up of visitor profiles does not happen at a specific time — it is a continuous process.
All clean up rules are based on a period of inactivity. The start time of the period of inactivity is the last visited date/time. The minimum period of inactivity that a clean up rule can have is 90 days. If you create more than one clean up rule, they have an "OR" relationship with each other which means that multiple rules can be in force at the same time.
To create a clean up rule, follow these steps:
- Select [Add Rule].
- Enter a number, 90 or higher, in the input field. This is the number of days that the visitor profile must be inactive in order to satisfy the rule and trigger a clean up. To the right of the clean up rule, the number of visitor profiles that will be affected is shown along with the percentage of the total number of visitor profiles this represents. For example:
If the number of visitor profiles affected by the clean up rule is more than 1% of the total number of profiles, the number of profiles affected and its percentage of the total appear in red as a warning to you that the rule will affect a significant number of visitor profiles. For example:
- Select [Save]. The clean up rule is saved. The number of profiles affected will no longer be shown.
Adding constraints to a clean up rule
You can enhance a rule that triggers a clean up based not just on a specified period of inactivity but with the further constraint that one or more profile properties must be empty. In this case, the clean up rule can be, for example, "Purge all profiles that haven't been active for 150 days and the profile property E-mail is empty". This makes it possible to be much more specific regarding the circumstances under which a visitor profile is deleted.
To add a constraint to a clean up rule, follow these steps:
- In the clean up rule, select the "there are no further constraints" link.
- Select whether to only purge profiles that are non-identifiable or those that have an empty value for profile properties you choose.
- Select one or more profile properties that must be empty in order for the rule to be triggered. To search for a profile property, type a full or partial string in the text field or choose Advanced search. Note: Profile properties that are not selectable in the Segments tab appear in the list(s) of available profile properties in italic font. Typically these are profile properties that are not filterable such as email addresses, first and last names, and so forth.
- Select [Save]. The clean up rule and its constraint(s) are saved. For example:
- To modify a constraint, click the link to it in the rule.
Exporting profiles to be cleaned up
Visitor profiles that are to be cleaned up can be exported in comma separated value (CSV) format. This makes it possible to examine the profiles in external applications. The export file contains the profile properties and their values for all visitor profiles that will be cleaned up. The Export function is only able to export a maximum of one million profiles.
To export the visitor profiles that will be cleaned up as a result of the defined rule(s), follow these steps:
- Click the "export" link that appears in the statistics at the far right of the clean up rule. Note: This can only be done prior to saving the clean up rule.
- Select where you want to save the file. By default the name of the export file is
"BlueConic_Export_cleanup_[date (yyyymmdd)]_[time (hhmm)]".
Deleting a clean up rule
To delete a clean up rule, hover the mouse over it and click the Delete icon that appears to the right of the rule.
Installation and legal information
Here you find information about the installation your BlueConic is using.
- Click the view status link to see the status of all BlueConic systems.
- Click Third party software licenses to download the licenses of third-party software that BlueConic uses.
- Click the link to read the privacy statement.
See Priority settings for all details.
See Language Settings for all details.
See Creating and managing groups for information on creating and using groups in BlueConic, for example to group profiles by accounts, companies, or households.