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      Execute Profile-Based Automations
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      Execute Profile-Based Automations

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      Article summary

      This job was previously called: Apply Profile Based Activity (S) or Apply Mapping.

      This job executes all profile-based automations in the system with the current status ​Applied​. A profile-based automation changes the attribute data of contacts in the system.

      Only profile-based automations with the status ​Applied​ are executed with this job. An automation has the status ​Applied​ when it has been executed at least once.

      There are two types of profile-based automations: mappings and calculations. This job is used to execute both types.

      Only profile-based automations with the status ​Applied​ are executed with this job. An automation has the status ​Applied​ when it has been executed at least once.

      Use Case​

      This job used to regularly execute all applied profile-based automations in the system.

      When a profile-based automation is applied, the system executes the mapping or calculation for all contacts in the system who match the defined criteria. Thereafter, the system executes the mapping only when it detects a corresponding profile change. Adding new contacts to the system or to a group does not automatically trigger mapping or calculation for the new contacts. This job can be used to ensure that the mapping or calculation is applied to new contacts, as well.

      The standard use case is to use the event-based job Execute Profile-Based Automations (S)​.

      Basic Settings​

      ​Name​

      This input field defines the name of the automation. The name is used to identify the automation in the system. It appears on the ​Time-based Automations Overview​ window. The maximum length is 100 characters.

      ​Description​

      This input field defines a description of the automation. The description makes it easier to identify the automation in the system.

      ​Job​

      This input field defines the job. For a list of all available jobs, see All Available Time-Based Jobs​.

      Define Job​

      This area defines the specific parameters of the job.

      • Group Name: This field defines a group. Use the  symbol to search for a specific group.
        If a group is selected, the profile-based automation is applied only to group members. If no group is selected, the profile-based automation is applied to all contacts in the system.

      Additional Information

      One of the following messages is displayed in this area:

      • The following profile-based automations are currently applied and will be reapplied. This status message informs you that one or more profile-based automations has the status ​Applied​. Beneath this message appears a list of these automations.

      • There are currently no profile-based automations with the status applied. The job will not be executed: This status message informs you that no profile-based automations have the status ​Applied​ in the system. It is necessary to set up and activate profile-based automations before using this job.

      Schedule

      ​Schedule​

      This button saves your changes and opens the ​Schedule Time-based Automation​ window. Here you define the date and time of execution. For more information, see Schedule Time-Based Automation (window)​.

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