Creating and Managing Contact Profiles

Creating a Contact Profile

Procedure

1. Go to Audience > Contact Management > All Contacts.

2. Click Create.

3. Select the identifier type for the contact:

   • Email: Uses the contact’s email address

   • Mobile Number: Uses the contact’s phone number

   • Mobile App Alias: Uses the alias generated by a mobile app

4. Enter the required information.

5. Click Create to save the profile.

Note:

• Each contact must have a unique identifier. If the identifier already exists, the creation fails.

• New contacts are not automatically assigned to a group. Until added to a group, they only receive system messages or single messages for which they match segmentation criteria.

Editing a Contact Profile

Background Information

Contact profiles are usually updated through imports. However, you can manually adjust data for individual profiles, for example, when managing test recipients.

Procedure

1. Go to Audience > Contact Management > All Contacts.

2. Next to the contact you want to edit, click the Edit icon.

3. Update the information as needed.

   Note: You cannot edit member attributes here. These can only be managed within the context of a group under Memberships.

4. Click Save in the header of the Contact Profile window.

Anonymizing a Contact Profile

Procedure

1. Go to Audience > Contact Management > All Contacts.

2. Open the contact profile you want to anonymize.

3. Click Anonymize in the top right.

Important Information

• The action is immediate and has no confirmation step.

• Once anonymized, the system:

  • Displays a success message

  • Sends a confirmation email

  • Irreversibly hashes the contact’s email, profile data, and history (using SHA-3)

  • Deletes the contact from the system

• The anonymization is permanent. The contact cannot be restored.

• If re-added later, the system creates a new Contact ID with no link to previous data.

Deleting a Contact Profile

Procedure

1. Go to Audience > Contact Management > All Contacts.

2. Select the check box next to the contact entry.

3. Click Delete.

4. Confirm the deletion when prompted.

Note:

• Deleting permanently removes the address, profile data, and message history.

• The action cannot be reversed.

Exporting a Contact Profile

Procedure

Note: If necessary, filter the contacts to find your contact. For more information, see Filter Options.

1. Go to Audience > Contact Management > All Contacts.

2. Expand the context menu in the Actions column and click Export Contact.

3. A message confirms the export has been scheduled. You will also receive an email with a link.

4. Click the link in the email to open the export page.

5. Click Export to download the file as a CSV.

Export File Contents

Depending on your system, the export file contains the following contents.

Standard Systems

• Identifiers

• Channel Addresses

• Standard Attributes

• Related Data rows for tables linked to the contact profile

• All events for the contact since the contact entered the system

Mobile App Integrated Systems

For each app installed by the contact:

• AppName_Opt_In
  This is the date the opt-in for the app took place.

• AppName_Opt_Out
  This is the date the user opted out of the app.

• AppName_Last_Open
  The date the app was last opened.

• AppName_Push_Sent
  The date the app sent a notification.

• AppName_Last_Activation
  The date the app was last used.