Profile Explorer
The Profiles section lets you explore the individual users unified in your CDP.
It has two pages:
Profile Explorer: a listing of all unified users, with statistics, filters and search.
Unified Profile: a detailed, read-only card for a single user, organized into four tabs: Identities, Segments, Activities and Attributes.
Both pages are read-only: no data can be edited or deleted from this section. They are designed to explore and verify data - for example to check how a user is identified, segmented, enriched and tracked.
This is the first version of Profiles. More capabilities will be added over time.
Availability and permissions Profiles is available to clients on the CDP offer.
Access is governed by two separate permissions, because the Unified Profile exposes sensitive personal data:
Profile Explorer: access to the listing
Unified Profile: access to the detailed user card
A user can be granted the Profile Explorer without the Unified Profile.
Default access by system profile:
Administrator
Yes
Yes
Technical
Yes
Yes
Marketing
Yes
Yes
Read-only
Yes
No
For custom profiles, the two permissions are set independently under the Profiles permission section (Yes/No each).
Consider that the Profile Explorer and Unified Profile pages include read permissions for variables, segments and user-attributes.
Accessing Profiles
In the main menu, go to Customers > Profiles > Profile Explorer. Select a user to open their Unified Profile.
Profile Explorer
The Profile Explorer shows all unified users, ordered by most recent activity. Use the search field - Search by ID, name or email - to find a specific user. The last filter applied is kept while you navigate within the same account, and the listing is paginated.
Activity is any interaction with the brand (website, app, offline). Technical actions - such as entering or leaving a segment, or device reconciliation - are not counted as activity.
Statistics banner
A banner summarizes the population currently displayed. The figures update when filters are applied:
Total number of user
Identified users (count and % of total)
Reconciled users - cross-device (count and % of total)
Active users - activity in the last 30 days (count and % of total)
Purchasing users - order in the last 30 days (count and % of total)
Columns
Status - a green (active) or grey (inactive) dot. A user is active when an activity is recorded in the last 30 days
Main identifier - the PID for anonymous users, name and email for identified users
Devices - icons of the user's reconciled devices
Consent
Last activity - date and nature of the activity
Last order - amount and date
Segments
Filters
Identity - All (default), Identified, Anonymous
Activity - All (default), Active, Inactive
Segment - the account's segments; none selected by default
Device - All (default), Desktop, Tablet, Mobile
Consent - categories. When sub-categories exist, there are displayed below the main categories. IAB categories are not included in this version.
Unified Profile
The header shows an Identified/Anonymous badge, an Active/Inactive badge, the user's main identifier and a link back to the listing. The profile is organized into four tabs.
Identities
Basic information is displayed in three rows:
User ID, full name, email
Master ID - the user's PID
Phone, postal address, birthday
Each field is fed by a CDP variable.
When no value is mapped, the field shows Unmapped / Unspecified variable - a reminder to follow the Commanders Act normalized mapping so the profile populates correctly. If the value is not specified for a user (not sent), the field will also show Unmapped / Unspecified variable.
User ID
user_id
First name
person.first_name, person.firstname
Last name
person.last_name, person.lastname
user_email, person.email
Phone
person.phone, phone
Postal address
person.address, address, person.city / state / zipcode / country
Birthday
person.birthday, person.birthdate
Consent categories
user_privacy_categories
Top page categories
env_template
The tab also includes:
Devices - identified devices.
Consent categories - for each category, it can be clearly seen if consent was given or not. Main categories are shown by default and can be expanded to display sub-categories
Top page categories - a donut chart of the most viewed page categories over the last 30 days, shown as percentages
Engagement score (LAB) - a score out of 100 split into three levels (low, medium, high)
Monthly revenue - revenue per month over the last 6 months
About the engagement score: it is based on the RFM model (Recency, Frequency, Monetary), a standard marketing framework that rates a user's behavioral value on three axes: how recently they were active, how often they buy and browse, and how much they have spent. These three axes are combined into a single score from 0 to 100, then mapped to three levels: High (70 and above), Medium (40 to 69) and Low (below 40).
This score is currently under beta version (indicated by the LAB label)
If the Conversion Universe is not activated, the Monthly Revenue widget is not available. The engagement score calculation is also affected if this universe is not activated.
Segments
Lists all the segments the user belongs to, with the number of users and the associated destinations. Segments with an active destination are shown first. Select a segment to open it. To create and manage segments, see Segment.
Activities
First activity - the oldest date between the first visit and the first order, with its nature and date
Last activity - the most recent date between the last visit and the last order, with its nature and date
Last 30 days - statistics for page views, product views and purchases, plus the top page categories
Activity timeline (last 30 days) - events grouped by session : date, action, and the count of page views, product views and purchases, with page titles for page views. The latest session is shown; the rest can be expanded
Purchase history (all time) - total purchases and revenue, first order, and last order with its amount and date.
Last 6 months - number of orders, total revenue and average order value (AOV)
Revenue chart - monthly revenue as bars and monthly AOV as a line over the last 6 months
If the Conversion Universe is not activated, the Purchase section is not available.
Attributes
Lists the Augmented User Attributes computed for the user, grouped by type and displayed in this order: Flags, Boolean, Rolling Count, Rolling Sum, Calculus, Copy. The 5 most recently created or modified attributes of each type are shown by default; expand a type to see the others. A search field helps locate a specific attribute.
Benefits
See, in one place, all the data the CDP unifies for a given user
Validate that a user is correctly identified, reconciled, segmented and qualified for a campaign
Investigate a user journey
Explore audience composition from the Profile Explorer and its statistics
Last updated
Was this helpful?