Profiles: Concepts

A profile enables you to add a group of audience members who meet specific criteria to an activity or lead process. Profiles are specific to the activity or lead process in which you create them.

Note:
This feature is available in Aprimo Marketing Studio 9.1 only.

You can configure profiles to run automatically on schedules you specify. The first time a profile runs, it adds all audience members who meet the criteria to the activity or lead process. On subsequent runs, the profile adds any audience members that have met the criteria since the last time the profile ran.

Example:
You want to associate all audience members who are female and at least 16 years old with an activity named Hair Appreciation Newsletter. In the activity, you create a profile to search for the audience members who meet this criteria, and you set the profile to run once per week. Each time the profile runs, the application adds these audience members to the activity:
  • New audience members who are female and at least 16 years old
  • Existing female audience members who turned 16 years old within the last week
Notes :
  • Inactive audience members are automatically excluded from profiles.
  • You cannot configure a profile to remove audience members from an activity or lead process.

Key Fields

Details

Field Description

Status

Select whether the profile is active.

Inactive profiles do not add audience members to activities, lead processes, or interactions.

Group Name

Select the group to which the profile adds audience members who meet the criteria.

You can select a group to add audience members to an interaction in an activity or lead process. Choose an easy name for users to identify.

Schedule Information

Profiles process audience member records on a scheduled basis. The schedule information determines when and how often the profile runs. You must configure the schedule information before you can start a profile. For more information, see Schedule Information.

Expression

The first step in configuring an expression is to define the profile's criteria, which specify the characteristics an audience member must have to qualify for the profile. You specify this information when you define criteria:

  • Attribute
    Determines the attribute of an audience member, contact history record, or product history record to which you want to apply criteria.
  • Operator
    Specifies the logical operation applied to the value. See the Criteria Operators Reference.
  • Value
    Specifies the value to which the operator's logic is applied.

For more information about the types of criteria you can create, see these sections:

Note:
You can add or remove criteria from a profile at any time. However, adding or removing criteria without editing the expression might cause the profile to function incorrectly.

After you create the profile's criteria, you must build an expression. An expression is a logical statement that defines the relationship among the criteria you created. The expression defines the exact set of characteristics audience members must have to be added to the group the profile creates.

You use these items to build an expression:

  • The criteria you specified for the profile
  • The AND, OR, and NOT operators
  • The opening and closing parentheses that combine statements in the expression and set the order in which the statements are processed
Note:
You must build the expression, even if you define only a single criterion for the profile. You cannot start a profile until you build the expression.
Example:
You want to create a profile that contains all prospects and customers from the Southwestern sales region. You specify these names for the three criteria you define:
  • Type equals Prospect
  • Type equals Customer
  • Region equals Southwest

This is the expression for the profile:

( Type equals Prospect OR Type equals Customer ) Region equals Southwest

Audience Member Criteria

You define audience member criteria to find audience members who have similar characteristics, such as age or geographic location.

Example:
You want to create a profile to find only the audience members who live in the town of Economy, Indiana. You configure two rows of audience member criteria to create this group:
  • Criteria Row 1
    • Attribute: City
    • Operator: is equal to
    • Value: Economy
  • Criteria Row 2
    • Attribute: State
    • Operator: is equal to
    • Value: IN

For more information about the attributes that you can choose for an audience member, see Master Audience Member List.

Tip:
You can select additional fields that are configured for audience members as attributes.

Contact History Criteria

You define contact history criteria to find audience members who have similar contact history information.

Example:
You want to create a profile that contains only audience members who submitted an inbound form named Product Catalog Request during the month of July. You configure this contact history criteria to create this group:
  • Record Type: Inbound Form Completed
  • History Type: Completed Date
  • Operator: is between
  • Value: 07/01/2010 AND 07/31/2010
Field Description

Record Type

Select the type of contact history record to use as criteria in a profile. The record type determines the contact history attributes available to select.

You can select any contact history record type, including custom types.

Product History Criteria

You define product history criteria to find audience members who have similar product history information.

Field Description

Record Type

Select the type of product history record to use as criteria in a profile. The record type determines the product history attributes available to select.