Profile: Profile is a collection of fields that you (as a business) can define to collect useful data from your customers. A profile consists of the following sets of fields:
It is here that you add all the required data fields that will be used to collect customer data. It acts as the master profile. Make sure that you have a reason for collecting any data from a customer. For example, you can collect DOB, Gender, country of residence to build personas. Favorite color, favorite brand, and Age group for marketing campaigns etc.
When defining your customer profile:
-At least one unique identifier should be mandatory (we recommend you use phone as the mandatory field)
-Any field types other than open text are filterable in your dashboards, etc.
Sub-profile is an extension to the main profile where you can have additional information that are not part of the main profile details. For example: In case you have a field name by Parents, you can create Children as the sub profile. You can also set Sub Profile Conditional to On and Off based on answers to the main profile questions. For example: If the customer specifies in the main profile that she has Children, then sub profile will be displayed to collect information about children.
In certain scenarios such as campaigns and events, you may want to capture only selected information about your customers. Example, you may want only Email, name, country of residence, and nationality for a campaign or an event. In such cases, you clone the main profile (create a copy) and choose only the fields that you need based on your business requirement. Thus, creating versions of profiles that can be used to link to Registration Web Apps.
In scenarios where you want customers to initially register, set minimum number of mandatory fields (example: FN* LN* Phone* email*) so that they are reachable and can send them a link to their microsite (personalized landing page) to fill in their profile. You can also retarget these customers with automated messages at different stages of their customer lifecycle journeys or in campaigns.
Collect from your customers only the data that you will act on. For example: you can collect customer names to personalize your communication with your customers; birth dates to send birthday wishes. The customer profile that you have created can be used for reporting purposes, campaigns, loyalty programs, Clienteling App and so on.
Name the fields intelligently and to be attractive and clear for future reference: Example- if you are collecting DOB, the field name can be “Date of Birth – a birthday gift awaits you! If you are collecting emails and have e-receipts, field name should be “Email – your e-receipt will be sent on this email”.
If all the mandatory fields in the main profile are filled, then the profile is considered filled and set. If any mandatory fields change in the main profile, you need to update the profile, so that all the Profile Set stats are updated.
In other profiles, customers cannot submit this page unless all the mandatory fields are filled.