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            Create a User Profile Object

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            Create a User Profile Object

            Create user profile objects and their relationships to better define your Personalization users. Once created, you can use these objects in segmentation and campaign targeting to improve cross-channel personalization. You update, add, and remove user profile object data profile with the User Profile Object ETL.

            Required Editions

            Permissions Needed
            To create a user profile object: A role with Configure permissions

            Before you add user profile objects, decide what type of data you want to track. Examples of user profile objects are: vehicle lease, home mortgage, credit card ownership, banking accounts, subscriptions, loans, mortgages, product registrations, service cases, and event attendance.

            1. From the main navigation, select Settings | Catalog and Profile Objects.
            2. Click the + next to User Profile Object Types.
            3. Enter a name for the user profile object that is 3–30 characters, all letters, and starts with a capital letter.
              Note
              Note Personalization uses the name in the sitemap, and for ETL data storage and updates. You can’t change the name after you save the user profile object. User profile objects and catalog objects can’t have the same name.
            4. Enter a Label. Label text represents the user profile object in the Personalization application. For example, if the user profile object name is CustomerCreditCard, the label can be Credit Card.
              The label is cosmetic. It doesn’t affect data capture or storage.
            5. Enter a Description of up to 200 characters. The description to describe the user profile object and its purpose.
              Note
              Note Personalization replaces any characters beyond 200 with an ellipsis (...).
            6. To add a custom attribute for the user profile object, in the Attributes section, click New Attribute.
              You can reference user profile object attributes in segmentation and web campaign rules.
              1. Enter the Attribute Name. Use only alphanumeric characters. Spaces and other special characters are not allowed.
                Personalization uses the attribute name in the sitemap, and for ETL data storage and updates.
              2. Enter the Label.
                The label is cosmetic and represents the attribute in the Personalization application.
              3. Select the attribute Type.
              4. Click the checkmark icon.
            7. To associate an existing catalog object with this user profile object, in the Related Catalog Objects section, click Add Related Catalog Object.
              1. Select the Related Catalog Object.
              2. Select its Relationship Cardinality.
              3. Confirm your selections in the Output/Preview column.
              4. Click the checkmark icon.
            8. Turn on the Enabled option.
            9. Save your work.
              After you configure and enable your user profile objects, you upload data for them using the User Profile Object ETL. You can then use user profile objects in segmentation and web campaign targeting to help improve cross-channel personalization. User profile objects appear as one of the detail tabs at the bottom of a Unified Customer Profile.
            Example
            Example

            Lease User Profile Object

            For a vehicle lease, you can use profile object attributes to describe the lease terms that are unique to each user, such as start date, end date, and mileage. Then you can use related catalog objects, such as make, model, and year, to describe the lease.

            Product Registration User Profile Object

            For a product registration, you can use profile attributes to describe a user’s registration date. Then use a related catalog object to assign the product ID of the registered item in the catalog listing.

            See Also

             
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