Data storage in BlueConic

BlueConic has five core data storage mechanisms:

How does customer data storage work in the BlueConic customer data platform CDP?

This example data structure shows the interrelationships among profile, group, and event data in BlueConic.

BlueConic-data-storage-architecture.png

Let's look at each type of data storage in detail.

Profiles

In BlueConic, a profile is equivalent to a web visitor or customer.

Profiles

  • Always have a BlueConic assigned UUID
  • Can be anonymous (only the BlueConic UUID is available)
  • Can be known (additional identifiers are available)
  • Can be looked up at the Profile Tab

Profile properties

Profiles consist of Profile properties, which:

  • Can be defined in the Profile Properties tab
  • Have an internal ID
  • Are a key/value combination, and can have multiple values
  • Can be an Identifier (e.g. email address); consequently, a profile can have multiple identifiers
  • Can be set to be used for segmentation
  • Have a type (datetime, number, text, currency, decimal, email)

Viewing individual profiles

To see the data stored in a profile, choose Profiles from the BlueConic navigation menu. In the list of existing profiles, select a profile to view and scroll through the profile properties in the All profile properties panel.

How do I view individual profiles in BlueConic?

In the BlueConic Profile Overview panel, you can see quick facts and statistics for a selected profile.

How do I see my first-party customer data in the BlueConic customer data platform (CDP)?

Managing profile properties

Use the Profile Properties tab to view, create, or edit profile properties.

how do I manage profile properties in BlueConic?

See the Profiles section for more information.

 

Groups

A BlueConic group is a set of specific profiles that belong together, for example, if you group them by household (the Smith family), or by company or account (employees at Microsoft). A group type is a type of group, such as company, account, household, etc.

Group types

  • You can create new group types to suit your business (in the Group settings area of the Settings > General page). By default no group types are configured in BlueConic.
  • Every group is identified by an ID you define when you set up the group.
  • Profiles can belong to only one group per group type (one household, one company, etc.).
  • You look up groups using the Profile and Groups tab.

See Creating and managing groups for details.

Managing group type properties

Once you have created a group type, you can view and manage group type properties, choose Profiles & Groups from the BlueConic navigation bar. Select a group type from the sub-navigation bar (this menu appears only after you've set up groups).

How do I manage group, household, account, and company properties in BlueConic?

Finding group members

To find all the members in a group open the Group page for your group type, for example companies.

How do I find out which profiles are in a group, household, or account in BlueConic?

Select Profiles in group in the left-hand panel of the Group page to see individual profiles that are members of this group.

Where do I see which profiles are grouped into a company, group, household, or account in BlueConic?

Note: Existing BlueConic customers can use the Group feature free of charge as long as your total data storage remains smaller than the amount that is allotted to your subscription. Please contact your Customer Success Manager at support@blueconic.com if you intend to use this feature, to ensure your subscription can accommodate your intended usage. We'll discuss your requirements and upgrade your subscription as necessary.

Events

A BlueConic Timeline event is equivalent to a single historical event that happens for a specific profile. A BlueConic Timeline belongs to a profile and includes the set of all Timeline events belonging to that profile.

Events

  • Have an ID, either created by BlueConic or set externally.
  • Can be added through APIs or through Connections.
  • Can be used for setting Profile properties using AI Workbench.
  • Can be viewed on the Profiles tab.
  • Are of a specific Timeline event type.

Event types

A Timeline event type defines the additional data ('context') that relates to an event and consists of:

  • An internal ID and a name
  • A priority (low/high), for cleanup purposes
  • Properties with an ID and type (text, number, decimal, Boolean, date time)

For example, the default Order event type contains properties to store order event and product data. Contact your BlueConic Customer Success Manager to learn more about using the default Order event type.

Viewing an individual Timeline of events

How do I find events on a timeline for a customer profile in BlueConic?

Note: Existing BlueConic customers can use the Timeline events feature free of charge as long as your total data storage remains smaller than the amount that is allotted to your subscription. Please contact your Customer Success Manager at support@blueconic.com if you intend to use this feature, to ensure your subscription can accommodate your intended usage. We'll discuss your requirements and upgrade your subscription as necessary.

Content store

A BlueConic content store is a database for storing all content metadata.

Content stores

  • Can be managed directly through an API or through a Content Collector, which scrapes content from a website
  • Can be used in the BlueConic recommendation engine
  • Can be used in AI Workbench for additional algorithms.

Content stores consist of articles, and they:

  • Have an internal ID
  • Have name, description, text, URL, image, imageURL, creation/last modified/publication date fields
  • Can have additional custom fields of type String
  • Can be retrieved either using ID or through filterqueries

Learn more about the Content Collector and creating content recommendations in BlueConic.

Product store

In BlueConic, a product store is a database for storing all product metadata.

Product stores

  • Can be managed directly through an API or through a Product Collector, which scrapes content from a website
  • Can be used in the BlueConic recommendations engine
  • Can be used in AI Workbench for additional algorithms

Product stores consist of products, and they:

  • Have an internal ID
  • Have name, description, text, URL, image, imageURL, creation/last modified/publication date fields
  • Can have additional custom fields of type String
  • Can be retrieved either using ID or through filterqueries

Learn more about the Product Collector and creating product recommendations in BlueConic.