Profile-Based Automations Overview (window)
This window shows all of the profile-based automations in your system.
A profile-based automation is an automated modification of contacts' profiles in Engage. A profile-based automation uses the value stored in one or more source attributes to determine the new value written to a target attribute.
What can I do in this window?
Create a new profile-based automation.
Apply a profile-based automation to change contact profile data.
Activate or deactivate a profile-based automation.
Delete profile-based automations that you no longer use.
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.
Available Actions
New Automation: Creates a new profile-based automation.
Apply Automations: Applies all automations with the current status Active or Applied to all contacts in the system. You cannot apply profile-based automations individually. The priority determines the order in which the profile-based automations are applied. When the automation is finished, the owner receives a notification email.
Activate: Activates the selected automation. Activation does not apply the automation or change contact profiles.
Delete: Permanently deletes the selected automation after a confirmation.
View: Opens the selected automation in view mode.
Edit: Opens the selected automation in edit mode. When you change a existing profile-based automation with the status Applied, Engage does not automatically re-apply the automation to all existing contacts. Click the Apply Automations button to manually reapply the automation.
Copy: Creates a copy of the automation.
Change Priority: Opens a window where you can change the priority of the automation. The priority determines the order in which the profile-based automations are applied.
Available Information
Priority: Displays the priority of the automation. The priority determines the order in which the profile-based automations are applied.
Name: Displays the name of the automation.
Type: Displays whether the automation is an operation or a mapping.
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.
Operation: An operation consists of a programming expression applied to a profile attribute with the data type string, number or date. You can use an operation to extract or modify data stored in an attribute.
Owner: Displays the owner of the automation. You cannot change the owner. When the automation is finished, the owner receives a notification email.
Status: Displays the status of the automation. A profile-based automation has one of three states: Inactive, Active or Applied.
Inactive: This profile-based automation is not applied by Engage.
Active: An active profile-based automation has not yet been applied to all contacts in the system. To apply the profile change to all contacts in the system, click the Apply Automations button. This immediately affects all contacts in the system. The priority determines the order in which the profile-based automations are applied.
Applied: This profile-based automation has been applied at least once. Click the Apply Automations button to manually reapply the automation. You can use a time-based or event-based automation with the job Execute Profile-based Automations to reapply all profile-based automations with the status Applied.
Creation Date: Displays the date and time when the automation was created. This information is displayed in the Details area.
Activation Date: Displays the date and time when the automation was activated. This information is displayed in the Details area.
Target Attribute: Displays the attribute where new values are stored. This information is displayed in the Details area.
Change Display Options
Setting | Description |
|---|---|
Show | Controls whether the table displays active or archived entries. |
Filter | Filters the entries according to the values in the filter fields. It is possible to combine multiple filter criteria. |
Remove Filter | Removes all filters and displays all available entries. |
Visible Rows | Changes the number of rows displayed per page. |
| Navigates to the next or previous page of results. The arrows appear when not all entries can be displayed on one page. |
Select All | Selects all visible entries. |
Archive | Archives any selected entries. Archived entries cannot be used, but remain stored in the system. |
Delete | Deletes any selected entries, after an additional confirmation question. |
