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Unified Customer Profile for Demand Generation
The Unified Customer Profile provides an overview of the information that Personalization collects about a particular user. The information that is shown depends on the type of business you select (demand generation).
When you have your site set up to display the Unified Customer Profile for a demand-generation business, Personalization displays the following information.
User Snapshot
The user snapshot section at the top of the Unified Customer Profile gives a quick overview of the user that includes:
| Field | Description |
|---|---|
| User’s name | The unique identifier for a user—a user ID, email address, person’s name, or a generic label for an anonymous user. |
| Location | The town or city; state, province, or region; and country for the user. |
Affinities Graph
The affinities graph at the top of the Unified Customer Profile provides a visual representation of the user’s preferences for various catalog items and types. The circle displays four color-coded types. You can hover over each type to view the user’s affinity for it. The top four items for each type display with corresponding color-coded bars that indicate the percentage or amount for each item.
The affinities graph offers these viewing options.
| Option | Description |
|---|---|
| By Views | Clicking the eye icon displays the items and types according to the user’s view history. You can hover over an item to see how many times the user viewed it. |
| By View Time | Clicking the clock icon displays the items and types according to the user’s view time history. You can hover over an item to see the view duration. |
For example, if a user looks at articles by one author more than any other, the affinities graph shows a higher affinity for that author when you select the By Views option.
Visit History
The timeline in the middle of the Unified Customer Profile displays the user’s visits to your website for all time. You can hover over a visit to view its date and duration.
Hovering over a visit adds an orange highlight. Multiple visits on the same day overlap. You can drag across the timeline to zoom in on a particular period. Clicking All Time Visits returns you to the zoomed out view.
Detail Tabs
The tabs at the bottom of the Unified Customer Profile provide additional details about the user, including:
| Tab | Description |
|---|---|
| Overview | Includes user details, such as the user ID, username, email address, lifetime value, and last visit, and any identity attributes or other associated attributes. The viewed items stream appears on the Overview tab, and lists all items the user viewed during the indicated period, starting with the most recent. If the user viewed the same item on multiple days, it appears multiple times in the stream. |
| Affinity Details | Lists the user’s affinities by selected item type along with a streamgraph that shows a visual representation of the selected affinity. You can select an entry in the list to see it visually represented on the graph. |
| Event Stream | Lists the user’s actions and visited URLs including the date for each. Selecting an entry provides more details. |
| Action Details | Lists the user’s tracked actions for your site. |
| Segment Compare | Provides details about the user when compared across your site and with any additional segments you add from the Select a segment dropdown. You can toggle between Averages and Totals data for the user. |
| Segment Membership | Lists the segments the user is a member of. |
| Profile Objects | Displays a table of all configured profile objects and their associated metadata (attributes and related catalog objects). Each tab of the table corresponds to a single profile object. If a profile object has an association with a related catalog object, that value appears as a hyperlink in the table so you can navigate to it. |
