Profile-based Automations

Profile-based automations in Mapp Engage are used to modify or enrich contact profiles based on the data already stored in profile attributes.

They are ideal for tasks like scoring, categorizing, or transforming data – for example, after a file import or a form submission.

Note

This type of automation is not triggered by time or events, but by profile data itself. For an overview of different automation types, see: Automation Basics

1. Key Concepts

Profile-based automations always write a value to a target attribute, based on an expression or condition applied to one or more source attributes.

There are two types:

Operations are ideal for calculations or transformations.

Mappings are best suited for categorization based on defined rules.

Both types use expression language – a flexible syntax that allows you to reference profile attributes, apply functions, and calculate results.

For a list of supported functions, see: Mapp Engage Functions

2. Use Cases

You can use profile-based automations for a variety of backend and data management tasks, such as:

• Calculating lead scores or lifetime purchase value

• Assigning product interest or activity levels

• Capitalizing first names for better personalization

• Categorizing contacts into “Hot”, “Warm”, “Cold”

• Creating VIP segments based on purchase frequency and membership duration

You can find detailed instructions for common use cases in the dedicated How-To Section.

3. Limitations and Data Sources

• Profile-based automations work only with profile attributes (string, number, date, boolean).

• They cannot directly use:

  • Group membership data

  • Message activity (opens, clicks)

  • Related Data records

• However, you can use event-based automations to copy such data into profile attributes (e.g. store “last open date” or “group join date” as attributes) – and then use those in profile-based automations.

For details, see: Event-Based Automations

4. Activation and Application

Profile-based automations require two steps:

1. Activate

   The automation is saved and enabled. It runs when a relevant profile attribute is updated (via API or in the UI).

2. Apply

   Click Apply Automations to apply the logic to all existing contacts. This is useful after creating a new automation or after a file import.

Changes made via import do not automatically trigger profile-based automations. To apply them after an import, create an event-based automation:

• Event: Contact Import Finished

• Job: Execute Profile-Based Automations

You can also schedule this job using a time-based automation.