Profile-Based Automations Overview (window)

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 determine the new value written to a target attribute.

What can I do in this window?

• Create a new profile-based automation.

• Apply a profile-based automation to change contact profile data.

• Activate or deactivate a profile-based automation.

• Delete profile-based automations that you no longer use.

Navigation Path​

1. In the ​Main Navigation​, click ​Automation​.

2. Click the ​Profile-based​ tab.

Available Actions​

• New Automation: Creates a new profile-based automation.

• Apply Automations: Applies all automations with the current status ​Active​ or ​Applied​ to all contacts in the system. You cannot apply profile-based automations individually. The priority determines the order in which the profile-based automations are applied. When the automation is finished, the owner receives a notification email.

• Activate: Activates the selected automation. Activation does not apply the automation or change contact profiles.

• Delete: Permanently deletes the selected automation after a confirmation.

• View: Opens the selected automation in view mode.

• Edit: Opens the selected automation in edit mode. When you change a existing profile-based automation with the status ​Applied​, Engage does not automatically re-apply the automation to all existing contacts. Click the ​Apply Automations​ button to manually reapply the automation.

• Copy: Creates a copy of the automation.

• Change Priority: Opens a window where you can change the priority of the automation. The priority determines the order in which the profile-based automations are applied.

Available Information​

• Priority: Displays the priority of the automation. The priority determines the order in which the profile-based automations are applied.

• Name: Displays the name of the automation.

• Type: Displays whether the automation is an operation or a mapping.

  • 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 a contact. This is based on an analysis of the data in his profile.

  • Operation: An operation consists of a programming expression applied to a profile attribute with the data type string, number or date. You can use an operation to extract or modify data stored in an attribute.

• Owner: Displays the owner of the automation. You cannot change the owner. When the automation is finished, the owner receives a notification email.

• Status: Displays the status of the automation. A profile-based automation has one of three states: ​Inactive​, ​Active​ or ​Applied​.

  • Inactive: This profile-based automation is not applied by Engage.

  • Active: An active profile-based automation has not yet been applied to all contacts in the system. To apply the profile change to all contacts in the system, click the ​Apply Automations​ button. This immediately affects all contacts in the system. The priority determines the order in which the profile-based automations are applied.

  • Applied: This profile-based automation has been applied at least once. Click the ​Apply Automations​ button to manually reapply the automation. You can use a time-based or event-based automation with the job ​Execute Profile-based Automations​ to reapply all profile-based automations with the status ​Applied​.

• Creation Date: Displays the date and time when the automation was created. This information is displayed in the ​Details​ area.

• Activation Date: Displays the date and time when the automation was activated. This information is displayed in the ​Details​ area.

• Target Attribute: Displays the attribute where new values are stored. This information is displayed in the ​Details​ area.

Related Topics​

Profile-Based Automations​