Creating and updating profile information based on mobile application data
Overview
This page describes the steps to develop a workflow which creates/updates profile data after a Mobile Application sends Collect PII data, on a scheduled basis.
- PII stands for 鈥淧ersonally Identifiable Information鈥. It can be any data, including information that does not appear in the Profile table from your Campaign database like, for example, Analytics for Mobile Points of Interest. The PII is defined by the Mobile App Developer, usually with a Marketer.
- Collect PII is an HTTP-POST operation to a Rest API in 蜜豆视频 Campaign Standard from a Mobile App.
The goal of this use case is to create or update a Campaign Standard profile, if the PII data returned by a Mobile Application contains profile-related data.
Prerequisites
There are several configuration steps to follow to enable push notifications in Campaign Standard, before Profiles can be created or updated based on Mobile App Subscription data:
Step 1 - Extend the Profile resource for Push Notifications/Subscriptions
To be able to create or update the Profile resource with PII data, you must first extend the Profile resource with the desired fields. To do this:
- Identify the PII fields that are sent by the Mobile Application.
- Identify the field to use for reconciliation to associate the PII data with the Profile Data.
In this example, the Fields section reflect the PII data sent by the Mobile Application. The Link to profiles section indicates the field that is used to associate the PII with the Profile Data, where cusEmail maps to @email.
The mapping for Profile Data while extending the Subscriptions to an Application resource is READ-ONLY. It is used for reconciliation. The profile must be entered into the system with the necessary data to reconcile the profile with the PII data. In our case, an email address for the profile must match an email from the Collect PII in order for the reconciliation to occur:
- Collect PII is received from a Mobile App for a user where their First Name is "Jane, Last Name is 鈥淒oe鈥 and Email address is janedoe@doe.com.
- Separately, the Profile Data must exist (for example, the data must be manually entered or already come from some other resource) where the profile鈥檚 Email address is janedoe@doe.com.
Related topics:
Step 2 - Create the workflow
Using a Workflow in Campaign Standard allows an Administrator to uniquely identify and synchronize data between the AppSubscription (Subscriber) data and Profile or Recipient data. While a workflow-based update does not synchronize profile data in real time, it should not cause any undue database locks or overhead.
The main steps to build the workflow are:
- Use a Query or Incremental query activity to get a list of the latest subscriptions.
- Use a Reconciliation activity to map the PII data with the profile.
- Add some verification process.
- Use an Update data to update or create the profile with the PII data.
The following requirements are assumed in this workflow:
- Any/All fields that have been extended should be available to create/update the Profile Table.
- The Profile table can be extended to support fields that are not natively supported (for example, T-Shirt Size).
- Any field from the AppSubscription table which is blank should not be updated in the Profile Table.
- Any record that has been updated in the AppSubscription table should be included in the next run of the Workflow.
To build the workflow, drag and drop the following activities into the workspace and link them together: Start, Scheduler, Incremental query, Update data.
Then follow the steps below to configure each activity.
Configure the Scheduler activity
In the General tab, set the Execution frequency (for example, 鈥淒aily鈥), the Time (for example, 鈥1:00:00 AM鈥), and the Start (for example, Today鈥檚 date).
Configure the Incremental query activity.
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In the Properties tab, click the Select an element icon of the Resource field, then select the Subscriptions to an application (
nms:appSubscriptionRcp:appSubscriptionRcpDetail) element.
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In the Target tab, drag the Mobile application filter, then select a Mobile application name.
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In the Processed data tab, select Use a date field, then add the Last modified (lastModified) field as Path to the date field.
Configure the Update data activity.
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In the Identification tab, make sure that the Dimension to update field is set to 鈥淧rofiles (profile)鈥, then click the Create element button to add a field as a reconciliation criteria.
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In the Source field, select a field from the appSubscrsiptionRcp table as a reconciliation field. It can be the profile鈥檚 email, crmId, marketingCloudId, etc. In this example, use the 鈥淓mail (cusEmail)鈥 field.
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In the Destination field, select a field from the profile table to reconcile the data from the appSubscriptionRcp table. It can be the profile鈥檚 email, or any extended field such as crmId, marketingCloudId, etc. In this example, we need to select the 鈥淓mail (email)鈥 field to map it with the 鈥淓mail (cusEmail)鈥 field from the appSubscriptionRcp table.
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In the Fields to update tab, click the Create element button, then map the fields that are coming from the appSubscriptionRcp table (Source field) with the fields that you want to update in the Profile table (Destination field).
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In the Enabled if field, add an expression to ensure that the corresponding field in the Profile table is updated only if the source field contains a value. To do this, select the field from the list, then add the 鈥!=鈥樷欌 expression (if the Source field is
[target/@cusEmail]in the Expression editor make sure to type[target/@cusEmail] != ''").
In addition, settings in the Fields to update tab determine what fields are inserted or updated under specific conditions. These settings can be unique for each application or customer.
Take care when configuring these settings as there can be unintended consequences, as updating records in the Profile based on appSubscriptionRcp data can change users personal information without validation.
When all of the fields to insert/update in Profile have been added, click Confirm.
Save the workflow, then click Start to execute the Workflow.
