Create Profile-Based Automation (window)

In this window you create a new profile-based automation.

What can I do in this window?

Create a new mapping. A mapping consists of one or more expressions or a Engage function. You can use a mapping to assign one of several possible values to a contact. This is based on an analysis of the data in his profile. A mapping allows you to perform a more complex analysis of profile data than Selections or the Selection Builder.
Create a new operation. An operation consists of expression language applied to a profile attribute with the data type string, number or date. You can use an operation to derive or calculate a new attribute value.

You cannot combine an operation with a mapping in the same profile-based automation.

Navigation Path

In the Main Navigation, click Automation.
⇒ The Whiteboard Overview window opens.
Click the Profile-based tab.
⇒ The Profile-based Automations Overview window opens.
Click the New Automation button.
⇒ The Create Profile-based Automation window opens.

Name: Defines the name of the automation. The name is used to identify the automation in the system. It appears on the Profile-based Automations Overview window.
Description: Defines an optional description. Use this field to enter text that reminds you what the automation does. A description is helpful if the expression language you use to create the automation is very complex.
Type: Defines whether the automation is a mapping or operation. You cannot combine an operation with a mapping in the same profile-based automation.
- Mapping: A mapping consists of one or more expressions or a Engage function. You can use a mapping to assign one of several possible values to a contact.
- Operation: An operation consists of expression language applied to a profile attribute with the data type string, number or date. Use an operation to derive or calculate a new attribute value.

Target Attribute: Selects the attribute where new values are stored. The target attribute is enumerated or Boolean.
When: Defines the mapping rule. There are two ways to create a mapping:
- Use Selection: Opens a window where you can select a selection. When you use a selection to create a mapping, Engage creates the programming expression for you. Not every type of selection can be used for a mapping. The selection must be based on profile attribute data or related data. You cannot use a selection based on group data or recipient activity data.
- Enter expression language directly in this field. You can also use relevant Engage functions in this field.
Drag the bottom-right corner of the field to make it bigger.
Remove Condition: Deletes the condition from the mapping.
Add Condition: Adds an additional condition to the mapping.
If there is more than one condition in a mapping, Engage processes the conditions in the order in which they appear on the interface. If the condition matches for a contact, the remaining conditions are skipped for that contact. This means that the target value is only changed once per applied mapping.
Then: Defines the value added to the target attribute when the condition is true.
Default: Defines the value added to the target attribute when none of the conditions in the mapping is true for a contact. If you leave this field blank, the existing value in the target attribute is not changed.

Target Attribute: Selects the attribute where new values are stored. The target attribute cannot be an enumerated attribute or a Boolean attribute. The data type must be string, number or date.
Operation: Defines the operation. Enter expression language directly in this field. You can also use relevant Engage functions in this field.
Delete target attribute when result is null: Defines that if the product of the formula is null (empty), the existing value in the attribute is deleted. If this check box is not selected, an operation that results in an empty field does not change the existing value.