Editing Customer Profile
- Procedure
- In the
page, click the profile name of the record
you want to edit.
When the profile record opens, the Profile Description option is selected, and the Profile Description configuration panel is open.
- Change the name or description or both, as appropriate, to reflect
the purpose of the customer profile record.
- In the Profile Name field, enter a name that is unique and succinct.
- In the Internal Description field, provide internal notes (optional).
- Click Save.
- Click the name of a targeting dimension that you wish to define
for the current profile, and specify the details of that dimension.
When you click the name of a dimension, the corresponding dimension configuration panel is displayed. This panel provides the tools you can use to define the details of the dimension (also known as the "conditions" of the dimension). Each dimension configuration panel provides different tools. For details about the different dimensions, their configuration panels and tools, and how to apply them, see Profile Dimension: Definitions.
- When you finish defining a dimension, click
Save.
Note: The best practice is to click Save after defining each condition associated with a dimension, that is, after you complete any subtask in the course of defining a dimension. Do not click another dimension until you have clicked Save, otherwise you lose any unsaved work on a dimension. Do not click Done unless you want to save and close the current profile with all the dimensions in their current state.
- Repeat steps 4 and 5 for each dimension you want to define for the profile.
- When you finish defining all the dimensions for the profile, click Done to save and close the profile.
ResultThe
page is displayed again, and the
Profile Attributes column reflects any new or
deleted dimensions in the profile you worked on.
Note: Do not click
Done until you have finished the process of
defining all the dimensions or you want to end the session in its current
state.