Profile-based Automations

A profile-based automation is an automated modification of contacts' profiles in Engage. A profile-based automation uses the value stored in one or more source attributes to determine the new value written to a target attribute. Profile-based autom...

A mapping is a type of profile-based automation. You can use a mapping to assign one of several possible values to a contact. This is based on an analysis of the data in his profile. A mapping allows you to perform a more complex analysis of profil...

An operation consists of expression language applied to a profile attribute with the data type string, number or date. You can use an operation to derive or calculate a new attribute value. The resulting value is the product of the expression an...

This window shows all of the profile-based automations in your system. A profile-based automation is an automated modification of contacts' profiles in Engage. A profile-based automation uses the value stored in one or more source attributes to det...

In this window you create a new profile-based automation. What can I do in this window? Create a new mapping. A mapping consists of one or more expressions or a Engage function. You can use a mapping to assign one of several possible values to...

Goal To activate a profile-based automation. Prerequisite You have created a profile-based automation. Background Information Engage does not process profile-based automations that have ​Inactive​ status. Profile-based automations wi...

Goal To apply a profile-based automation to change the profiles of all contacts in the system. Prerequisite Create a new profile-based automation. Activate the profile-based automation. See  Activate Profile-Based Automation​ . Backg...

You can categorize contacts based on existing profile data. This is done using a profile-based automation of the type ​Mapping​. This topic contains the following examples: Email domain categorization Regional categorization (based on po...

This topic describes how to identify contacts who are interested in a certain product category. This identification is based on the number of times they clicked a link category in the last six months. This information is added to the profiles for t...

You can use a mapping to assign one of several possible values to a contact, based on an analysis of the data in his profile. A mapping allows you to create more complex selections than the ​Selections​ or the ​Selection Builder​. Th...

Scenario This topic describes how to identify your VIP customers depending on the number of purchases they have completed and how long they have been a member of the group. Benefits Identify your most loyal customers. Send your VIP custome...

Goal To calculate a total lead score for a contact. This is the sum of the points the contact has for each open, click and purchase Background Information ​ In this example you assign a contact 1 point for every open, 2 points for every clic...

Goal To calculate the current biological age of your contacts, based on their date of birth. Background Information​ An operation is a type of profile-based automation. An operation consists of expression language applied to a profile attribute w...

Goal To calculate the total value of all purchases a contact makes in your shop. Background Information​ An operation is a type of profile-based automation. An operation consists of expression language applied to a profile attribute with the data...

Goal To capitalize the first letter of the name of all contacts in your system. Use the "corrected" data for personalisation. This ensures that your personalizations read "Dear John" instead of "Dear john". Background Information​ An operation i...