Creating profiles creating-profiles
In ÃÛ¶¹ÊÓƵ Campaign, profiles are used by default to define the main target of messages.
Discover how to import profiles using a workflow in video
To create or update a profile in Campaign, you can:
- Import a profile list from a file, via a workflow
- Collect data online, via landing pages
- Create bulk via REST API
- Synchronize profiles from Microsoft Dynamics
- Enter data using the user interface, as explained below
As an example, to create a new profile directly in the user interface, follow the steps below:
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From the ÃÛ¶¹ÊÓƵ Campaign home page, click the Customer Profiles card or the Profiles tab to access the list of profiles.
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Click Create.
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Enter the profile data.
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The contact information, such as first name, last name, gender, date of birth, photo, preferred language (for multilingual emails) helps better personalize deliveries.
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The profile’s Time zone is used to send deliveries at the profile’s time zone. For more on this, refer to this section.
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The Channels category, which contains the email address, mobile phone number, opt-out information, lets you know on which channel the profile is reachable.
note note NOTE Mobile phone numbers must always be in international format ( +<country><number>
) format in the profile table. -
The No longer contact category is updated as soon as the profile unsubscribe to a channel.
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The Address category contains the postal address that needs to be filled along with the Address specified option to send direct mail to this profile. If the Address specified option is not checked, this profile will be excluded from every direct mail delivery.
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The Access authorization category indicates the profile’s organizational units to manage permissions. To add the organizational fields to your profiles, refer to the Partitioning profiles section.
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The Traceability category automatically updates with information concerning the user who created or modified the profile.
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Click Create to save the profile.
The profile will now appear in the list.
Tutorial video video
This video shows how to import profiles with a workflow.
Additional Campaign Standard how-to videos are available here.