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Data storage in BlueConic

The BlueConic CDP stores your customer data securely, giving gives access to unified, actionable, and consented first-party data that offers both confidence and utility whenever and wherever you need it.

BlueConic has five core data storage mechanisms:

BlueConic data structure for events, profiles, and groups

This example data structure shows how BlueConic customer profiles can also have related event timelines, and how profiles can be part of groups such as households, companies, or accounts.

Profile Data Model.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 customer profiles in BlueConic?

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

profile-9.png

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 multiple groups of the same group type through either a single profile property or separate profile properties.
  • You look up groups using the Profiles 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 by choosing Profiles & Groups from the BlueConic navigation bar and selecting a group type from the sub-navigation bar. (This bar 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 (e.g., 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, as well as the specific properties on each profile with this group as a value (e.g., “Employed by”).

Managing CDP profile groups in BlueConic, including households, accounts, and teams

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. 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. Learn more about BlueConic Timeline events.

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 profile's Timeline of events

For profiles that have transactions or orders stored as Timeline events, you can view the Timeline by choosing Profiles from the main menu and selecting the Profile timeline.

Managing Timeline events in BlueConic

Note: BlueConic customers can use the included amount and size of Timeline events (up to 250 combined High- and Low-priority events that are up to 1 kb in size), as long as your total data storage remains smaller than the amount included in your subscription. 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.

What is a content store for customized personalization in the BlueConic CDP? How does the content store work? content store; product store

Content stores

  • Can be managed directly through a Content Collector, which scrapes content from a website.
  • Can be used in the BlueConic recommendation engine to create personalized content recommendations.
  • 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. See the CDP use case for delivering 1:1 content recommendations.

Product store

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

Product stores

  • Can be managed directly through a Product Collector, which scrapes content from a website.
  • Can be used in the BlueConic recommendations engine to create personalized product recommendations.
  • 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. See the CDP use case for delivering 1:1 product recommendations.

 

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