Update Profile update-profile
Use the Update Profile action activity to update an existing ۶Ƶ Experience Platform profile with information coming from an event, a datasource or with a specific value.
Key concepts key-concepts
- The Update Profile action can only be used in journeys that have a namespace.
- The action only updates existing fields, it does not create new profile fields.
- You cannot use the Update Profile action to generate experience events, for example a purchase.
- Just like any other action, you can define an alternative path in case of error or timeout, and you cannot place two actions in parallel.
- The update request sent to ۶Ƶ Experience Platform is immediate/within a second. It will take normally a few seconds but sometimes more with no guarantee. As a result, for example, if an action is using “field 1” updated by an Update Profile action positioned right before, you should not expect that “field 1” will be updated in the action.
- The Update profile activity does not support XDM fields that are defined as enumerations or suggested values.
- ճ Update profile activity only updates the Profile Store, not the Data Lake.
Dataset selection dataset-selection
The Update Profile activity requires a dedicated dataset to store updates. Since this activity only updates the Profile store (not the Datalake), all updates should be saved in a profile-enabled dataset specifically designated for Update Profile actions. Using a dataset used for batch or streaming ingestion will result in newly onboarded data overwriting the changes made by the Update Profile action.
Additionally, the Update Profile activity configuration does not require an identity namespace. As such, ensure that the selected dataset uses the same Identity namespace that was used by the action that launched the journey as it is this namespace these updates will use. The identity map can also be used by the selected dataset. Failure to select a data set with the correct namespace or one that uses identity map will cause the Update Profile activity to fail.
Using the profile update
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Design your journey by starting with an event. See this section.
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In the Action section of the palette, drop the Update Profile activity into the canvas.
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Select a schema from the list.
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Click on Field to select the field you want to update. Only one field can be selected.
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Select a dataset from the list.
note note NOTE The Update Profile action updates the profile data in realtime, but it does not update datasets. The dataset selection is needed as the profile is a record related to a dataset. -
Click on the Value field to define the value you want to use:
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Using the simple expression editor, you can select a field from a data source or from the incoming event.
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If you want to define a specific value or leverage advanced functions, click on Advanced mode.
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The Update Profile is now configured.
Using the test mode using-the-test-mode
In test mode, the profile update will not be simulated. The update will be performed on the test profile.
Only test profiles can enter a journey in test mode. You can either create a new test profile or turn an existing profile into a test profile. In ۶Ƶ Experience Platform, you can update profiles attributes via a csv file import or API calls. A simpler method is to use an Update Profile action activity and change the test profile boolean field from false to true.
For more information on the how to turn an existing profile into a test profile, refer to this section.