Profile Properties

In various parts of BlueConic, you work with profile properties - the building blocks of visitor profiles. In More > Profile Properties you can manage these profile properties.

Organizing and managing profile properties

All existing profile properties are being shown in a navigation list. You can restrict the listed profile properties by searching and filtering. You can even modify the columns displayed. See "Object Navigation" for an in depth discussion of the navigation list and its options.

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Creating a profile property

To create a new profile property, click on the [Add profile property] button on the top right of the page.

Define the following settings for a profile property:

Setting Description
ID The internal identifier for the profile property. The identifier must be unique for each profile property. A valid ID may consist of letters, numbers, hyphens (-), and underscores (_) and must be at least one character long. Once saved, the ID can not be modified.
Name This is the human readable text that appears for the profile property wherever it appears in the BlueConic user interface.
Description A short description of the profile property.
Labels Assign any number of text labels to the profile property for grouping or easy retrieval.
Segmentation Specify whether the profile property will show up in the Segments tab for segmentation or not. If you do not show the profile property in the Segments tab, you cannot use it in a segment definition.
Filter type Specifies what type of data the profile property contains. The options are:
  • Text — The value stored in the profile property is in text format.
  • Number — The value stored in the profile property is in numerical format. If you select this format, select the units for number below.
  • Date Time — The value stored in the profile property is in date time format (Mon Oct 07 2013 14:07:02, for example).
Default values Enter default values for the profile property. These values will be available for building segments - even when no values have been added by listeners to visitor profiles yet.



  • Click [Save] to permanently save the Profile Property

 

Expert Settings

The expert settings for a profile property control the privacy level of the property and what happens to the value of a profile property during a merge when two or more profiles are merged. You can also assign a unique identifier to a profile property that aids in the retrieving of property values using the BlueConic API.
If you are not sure about how to configure these settings it is best to leave them at the default value or ask your consultant.

Setting Description
Permission Level Specifies what visitor permission level is minimally needed to use the profile property. The visitor permission  level is used by the Opt in - Opt out interaction to determine whether a visitor's browsing experience is personal or anonymous. There are two options:

  • Level 1 — The profile property can only store anonymous data.
  • Level 2 — The profile property can store personal data such as an e-mail address or telephone number.
Merge Strategy Specifies what to do with the value of the profile property if the visitor's profile is merged with another profile. See Profile merging for complete information on profile merging. You have the following options:

  • Value of current profile — The value of the property in the current visitor profile is kept. The current profile is the one the visitor was actively using at the time of the merge.
  • Keep both — The values from both profile properties are kept.
  • Most recently updated value — Keeps the value that was last set.
  • Sum — (number only) The values from the two matching profile properties are added together.
  • Highest — (number only) Keep the highest number from the visitor profiles as the value.
  • Lowest — (number only) Keep the lowest number from the visitor profiles as the value.
  • Most recent date — (date time only) Compare both date values and keep the most recent one.
  • Oldest date — (date time only) Compare both date values and keep the most recent one.
Unique Identifier A unique identifier that can be used to retrieve profiles with a specific value for a property, for example, an e-mail address. The unique identifier is also used for profile properties that can be used to create a "When to Merge" rule. See Profile merging for complete information.
Visitor Access Determines what access the visitor has to this profile property from the browser. Enable "Read" to allow the browser to retrieve the value for this profile property. Enable "Write" to allow the browser to write a value into this property.
Hide from UI Enable "Don’t show on Segments tab" if you do not want this profile property to show up on the user interface of the Segments tab. E.g. this is useful if you only want to be able to hand off the profile property in a connection.

 


Modifying a profile property

You can change any setting for a profile property except the ID of the profile property. When you change any of the settings of a profile, the [Save] button is enabled. By clicking the [Save] button, the profile property settings are permanently modified. Note: Profile properties that are defined in plugins by a developer are read only and cannot be modified. This is indicated in the user interface by the grayed out settings and the disabled [Save] button.

 


Deleting a profile property

To delete a profile property, click on the dropdown-arrow of the [Save] button and select [delete]. Note: Profile properties that are defined in plugins by a developer are read only and cannot be deleted. This is indicated in the user interface by the grayed out settings and the disabled [Delete] option.

 


Copying a profile property

To copy a profile property, click on the dropdown-arrow of the [Save] button and select [Save as..].
A new profile property is created with the same settings as the original profile property, but with an adapted ID. You can set a new ID or change any other setting. By clicking the [Save] button, you finalize the creation of the copied profile property.

 


Statistics

In the right hand sidebar, the "statistics"-widget is displayed. It shows the amount of profiles in your profile database that contain a value for the profile property that you are managing.
It also shows that last date/time that a value was set in any of the profiles for this particular profile property.

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Related items

In the right hand sidebar, the "related items"-widget is displayed. It shows the other objects in BlueConic that are directly related to the profile property that you are managing.
Profile properties can have the following types of related items:

    • Segments: segments that use this profile property as a filter.
    • Listeners: listeners that are configured to set a value for this profile property.
    • Interactions: interactions that are configured to set a value for this profile property or interactions that use this profile property as a filter on the "who"-tab.