Profiles Page Features

  • Click Create > New Target Customer Profile to start the Create New Target Profile process.
  • The Manage Customer Profiles panel includes the following:
    • Standard navigation controls (the Show filter and the 1 2 3 page control)
    • The complete list of customer profile records.

Each row in the list represents a customer profile record, and displays a few key fields in that record. Click a column heading to sort all of the profiles in the listing by that field.

The following fields are displayed:

# (the unique profile ID number)
CRMS assigns a unique ID number to every customer profile record. If two or more profiles names (which are defined by CRMS users) are similar or identical, this number is the unique identifier.
Profile Name
The name of the customer profile as defined in CRMS, and set up as a hyperlink to the customer profile record. Click the customer profile name to open the record, either to see or edit its details.
Attributes
This column shows abbreviations for the dimensions used to define the profile. For example, if you define a customer profile to use gender and category interests as criteria, the abbreviations GND and CAT would be listed as attributes for that profile record.
Updated
The date when the customer profile was created or most recently changed. This is the field used by default to sort the profile records. When you open the Manage Customer Profiles page, the most recently updated customer profile records are displayed first.

The following functions are supported:

  • Clone : you can clone the associated customer profile record.
  • Export Email : you can generate a CSV list of opted-in customers with valid email addresses that meet the logical requirements of the associated customer profile.
  • Delete : you can delete the associated customer profile record.

Use the Customer Profiles page to do the following:

  • Create a new customer profile
  • Clone a customer profile
  • Delete a customer profile
  • Edit an existing customer profile
  • Export an email based on a customer profile.