Explore profiles in the Adobe Campaign Web User Interface

Transcript

Hello and welcome to our demo on exploring profiles in Adobe Campaign Web UI. In this video, we will walk you through the process of accessing, managing, and exploring profiles using the Adobe Campaign Web User Interface. Before we delve into the details, let’s try and understand what are the learning objectives of this particular video. Here they are. Before we jump in, let’s try and understand what profile in Adobe Campaign means. Profiles represent individuals targeted to receive messages via Adobe Campaign. Profiles can be managed and updated within both the interfaces of Campaign namely, Client Console and the Campaign Web User Interface. Certainly, there are consistencies maintained across both the interfaces. However, changes made in either the Campaign Client Console or the Campaign Web UI are reflected in both the interfaces. Please note that some recipient settings and advanced parameters may be exclusive to the Campaign Client Console. Let’s understand the changes in terminology. In Campaign Web UI, the term recipient has been replaced with profile. What does this mean? This means that the recipient on Client Console is synonymous to profile on Campaign User Interface. Similarly, feed addresses on Campaign Client Console are referred to as test profiles in Campaign Web User Interface. Accessing and exploring profile and its details in Adobe Campaign Web User Interface can be done in a couple of ways. Let’s jump right into the application to see how this can be achieved. Once you are in the application, profiles can be accessed and edited in Adobe Campaign Web UI via the Customer Management profile section in the left navigation. Here, you can find comprehensive list of profiles available. In addition, profiles can be accessed from Explorer view under Profiles and Target, Recipients. Users can browse, create, and manage folders or subfolders as well as check associated permissions from the Explorer view. Let’s navigate back to Customer Management profile section. In this section, we will go through filtering and querying profiles. To make navigation easier, we can filter the profiles list using the search field here or by applying advanced filters from the Show Filter button. We can restrict results to specific folders or add additional rules using the Query Modeler. A quick note of the number of profiles available on this particular instance by clicking the Calculate button. We can also take quick actions on a given profile by clicking into the three dots to view the actions available. Here, as you can see, duplicating a profile and deleting a profile are the quick actions available. Now, let’s take a look at a given profile. For that, we’ll search for a profile. Once we search for the profile, we’ll click into the profile name. We can access detailed information about the individual here in the Details tab. As you can see, we can view and explore all the profiles built-in and custom attributes. Editing attributes is quite simple. Just make changes in the desired field and click the Save button. Going to the Subscriptions tab, we gain insight into the services the profile is subscribed to in this particular tab. Now, let’s explore the profiles interaction history. By clicking on the Lock button in the upper right corner, we can view sending logs, exclusion logs, and tracking logs. From here, we can also review the offers presented to the profiles in the Propositions tab. And that concludes our demo on exploring profiles in Adobe Campaign.