This job executes all profile-based automations in the system with the current status ​Applied​. A profile-based automation changes the attribute data of recipients in the system.

Only profile-based automations with the status ​Applied​ are executed with this job. An automation has the status ​Applied​ when it has been executed at least once.

There are two types of profile-based automations: mappings and calculations. This job is used to execute both types.

Hint:

It is not possible to execute profile-based automations for individual users with this job. The profile-based automations are applied system-wide or group-wide

Use Case​

When a profile-based automation is applied, the system executes the mapping or calculation for all recipients in the system who match the defined criteria. Thereafter, the system executes the mapping only when it detects a corresponding profile change. Adding new members to the system or to a group does not automatically trigger mapping or calculation for the new recipients. This job can be used to ensure that the mapping or calculation is applied to new members, as well.

Hint:

The designation (C) means contact-related. In general, you only combine contact (C) events with contact (C) jobs. For more information, see Contact (C) vs. System (S) Automations​


Recommended Automations​

An automation is a combination of an event plus a resulting job. The following combinations are recommended. It is possible to create other combinations, as well, but not all combinations of events and jobs result in meaningful system behavior.

  • Address Import Finished (S) + Execute Profile-based Automations (S): This automation executes all profile-based automations in the system with the current status ​Applied​ as soon as an address import is finished. This ensures that all existing profile-based automations are applied to newly imported addresses, as well.

  • Time-based Automation Finished (S/U) + Execute Profile-based Automations (S): This automation executes all profile-based automations in the system with the current status ​Applied​ as soon as a time-based automation is finished.

General

​Name​

Displays the name of the automation that is defined in the ​Edit Event​ window.

​Description​

Displays the description of the automation that is defined in the ​Edit Event​ window.

​Event​

Displays the event that is defined in the ​Edit Event​ window. Every time this event occurs, Engage executes the dependent job.

​Job​

Defines the job. Engage executes this job automatically every time the event occurs. For a list of all available jobs, see ​All Available Event-Based Jobs​.

Define Job​

This area defines the specific parameters of the job.

  • Group Name: This field selects a group. Use the symbol to search for a specific group.
    If a group is selected, the profile-based automation is applied only to group members. If no group is selected, the profile-based automation is applied to all recipients in the system.


Additional Information​

One of the following messages is displayed in this area:

  • The following profile-based automations are currently applied and will be reapplied. This status message informs you that one or more profile-based automations has the status ​Applied​. Beneath this message appears a list of these automations.

  • There are currently no profile-based automations with the status applied. This status message informs you that no profile-based automations have the status ​Applied​ in the system. You must create and apply profile-based automations before using this job.

Define Delay​

In this area, you can define a time delay between the event and the resulting job. If you define a delay, the system waits the specified amount of time after the event takes place before executing the event-based job. If you do not define a delay, the system executes the job immediately after the event takes place.

Hint:

Engage calculates the selection for an event-based job when the job is executed, not when the event takes place. When you define a delay, the selection is calculated after the delay


  • ​Delay:​ Defines whether there is a delay between the event and the resulting job.

    • ​No: ​There is no delay between the event and the resulting job. When Engage registers the event, the system executes the job immediately.

    • ​Yes: ​Creates a delay between the event and the resulting job.
      ​Unit:​ Defines the unit of time with which Engage calculates the delay.
      ​Value:​ Defines the duration of the delay.

Actions

The following actions are available: