DocumentationJourney Optimizer B2BJourney Optimizer B2B Edition Documentation

Test profiles test-profiles

Last update: May 29, 2026

CREATED FOR:

  • Intermediate
  • Admin

Test profiles are required to preview and test landing page content in Journey Optimizer B2B Edition. You can define a set of test profiles by creating a schema, creating the dataset, and uploading a CSV file.

Creating a test profile is similar to creating regular profiles in Adobe Experience Platform. For more information, refer to the Real-time Customer Profile documentation.

Create a schema create-schema

To create profiles, you first need to create a schema in Journey Optimizer B2B Edition.

  1. Expand Data Management in the left navigation, select Schemas, and click Create schema at the top right.

    Schemas menu with Create schema button {width="800" modal="regular"}

  2. Select Standard as the schema creation option.

  3. Select a schema type, for example Manual, and click Select.

    Schema type selection with Manual creation option selected {width="500"}

  4. Select a schema type, for example Individual Profile, and click Next.

    Schema type selection showing Individual Profile option {width="700" modal="regular"}

  5. Enter a name (required) and description (optional) for the schema and click Finish.

    Add name and description for the schema {width="700" modal="regular"}

    The schema structure is displayed, with the Composition panel on the left.

  6. In the Field groups section, click Add and select the appropriate field groups.

    Use the search tool to locate and select the Profile test details field group.

    Search existing field groups and select Profile test details {width="700" modal="regular"}

    When complete, click Add field groups and the list of field groups is then displayed on the schema overview screen.

    Repeat this step to add additional field groups that you want to use for test profiles, such as Person Contact Details and Work Contact Details.

  7. In the list of fields, click the field that you want to define as the primary identity.

  8. In the Field properties right pane, check the Identity and Primary Identity options and select a namespace.

    If you want the primary identity to be an email address, choose the Email namespace.

    Schema fields list for selecting primary identity {width="700" modal="regular"}

    Click Apply.

  9. Select the schema and enable the Profile option in the Schema properties pane.

    Schema properties pane with Profile option enabled {width="700" modal="regular"}

  10. Click Save.

For more information about schema creation, refer to the XDM documentation.

IMPORTANT
When creating or replacing a dataset for test profile ingestion, ensure that the schema has the correct identity descriptor applied to the primary identity field (/personID) for the intended namespace. If the identity descriptor is missing or incorrectly configured, profiles ingested into this dataset may not be flagged as test profiles (testProfile = true), even if the ingestion process completes successfully.
If your test profiles are not flagged correctly after ingestion:
  1. Review the schema associated with your dataset.
  2. Confirm that the primary identity field has the correct identity descriptor for your namespace.
  3. If the descriptor is missing, update the schema to add the identity descriptor and re-ingest your data.

Create a dataset create-dataset

After you create the schema, create the dataset that is used to import the profiles. For more information about dataset creation, refer to the Catalog Service documentation.

  1. Under Data Management in the left navigation, select Datasets.

  2. At the top right, click Create dataset.

    Datasets menu with Create dataset button {width="800" modal="regular"}

  3. Choose Create dataset from schema.

    Create dataset from schema option {width="500"}

  4. Select the previously created schema and click Next.

  5. Choose a name and click Finish.

    Name and finish dataset dialog {width="700" modal="regular"}

  6. In the right panel, enable the Profile option.

Create test profiles using a CSV file create-test-profiles-csv

In Adobe Experience Platform, you can create profiles by uploading a CSV file containing the different profile fields into your dataset. This is the easiest method.

  1. Create a simple CSV file using a spreadsheet software.

  2. Add one column for each required field.

    Make sure that you add the primary identity field (personID, for example) and the testProfile field set to true.

  3. Add one line per profile and the values for each field.

    CSV file with sample test profile data {width="600" modal="regular"}

  4. Save the spreadsheet as a csv file, making sure that commas are used as separators.

  5. In Adobe Experience Platform, navigate to Workflows.

  6. Choose Map CSV to XDM schema and click Launch.

    Map CSV to XDM schema workflow option {width="800" modal="regular"}

  7. Select the dataset to use for the import and click Next.

    Dataset selection screen for CSV import {width="700" modal="regular"}

  8. Click Choose files and select the CSV file, or drag and drop the file from your system.

    After the file upload is complete, click Next.

    File upload and sample data {width="700" modal="regular"}

  9. Map the source csv fields to the schema fields, then click Finish.

    CSV field mapping interface showing source and target fields {width="700" modal="regular"}

    The data import begins. The status moves from Processing to Success.

  10. At the top right, click Preview dataset and check that the test profiles added to the dataset are correct.

    Dataset preview showing imported test profiles {width="700" modal="regular"}

    The test profiles can then be used to test landing page content.

NOTE
For more information about CSV data import, refer to the Data Ingestion documentation.
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