開始使用輪廓 profiles-gs

在此頁面上:​瞭解Adobe Journey Optimizer中的即時客戶設定檔如何將線上、離線和協力廠商來源的客戶資料整合為單一檢視,以及如何存取設定檔儀表板。

關於輪廓

善用 Adobe Journey Optimizer 的即時客戶輪廓,透過合併來自多個管道 (包括線上、離線、CRM 和協力廠商) 的資料,全面瞭解每個客戶。 輪廓​可讓您將客戶資料合併成統一的檢視畫面,針對每個客戶互動提供可採取行動且附有時間戳記的說明。

➡️ 在影片中探索此功能

即時客戶設定檔{​1} — 將來自線上、離線和假名的客戶屬性和事件整合到單一整合的設定檔中。​使​用設定檔在多個接觸點之間提供個人化的即時體驗,藉此吸引客戶。 ​

資料擷取 — 連線至各種資料來源,以擷取行為、異動、財務和營運資料。 即時或透過批次上傳擷取資料,以持續更新設定檔。 設定檔不會直接在Journey Optimizer介面中建立 — 系統會在擷取資料時,在Adobe Experience Platform中自動建立或更新設定檔。

NOTE
擷取資料時,電子郵件區分大小寫。 這意味著可能會建立重複的輪廓 (例如,John.Greene@luma.com 是一個輪廓、john.greene@luma.com 是另一個輪廓),並在您的 Journey Optimizer 歷程和行銷活動中定位對應的收件者時使用。

身分圖表 — 使用客戶身分結合來自不同來源的資料,例如忠誠度識別碼或CRM系統ID。 透過​對應品牌資料集中不同身分之間的關聯性,建立客戶的完整檢視。 ​

客戶參與度 — 使用即時客戶設定檔來提供情境式個人化體驗,例如鎖定目標的選件和訊息。 透過各種管道與客​戶互動,包括行銷活動、客戶支援和交易更新。 ​

資料共用 — 與Amazon Web Services、Microsoft Azure和Google Cloud等頂級雲端儲存提供者共用客戶設定檔。 使用共用的設定檔,透過商業智慧工具進行報告、資料封存或更深入的分析。

參與設定檔與授權使用情況 engageable-profiles

可參與的設定檔​是代表個人資訊的記錄,該資訊儲存在設定檔服務中,且已由歷程或行銷活動參與。 這是Adobe Journey Optimizer的金鑰授權量度。

主要特性:

  • 12個月的滾動期間:此計數反映了您在過去12個月嘗試使用Journey Optimizer的編寫、決策、傳送、實驗或協調功能參與的不重複設定檔。

  • 每個沙箱計算一次:在沙箱中進入多個歷程或行銷活動的設定檔將計為該沙箱的單一可參與設定檔。

  • 根據您的可定址對象:可參與的設定檔是根據您的可定址對象所計算。 此計數代表過去12個月使用任何Journey Optimizer功能參與的受眾(在可定址的受眾總數中)。

  • 量度行為:可參與的設定檔計數:

    • 當新設定檔透過歷程或行銷活動參與時,可能會增加
    • 除非未與某些設定檔進行超過12個月的互動,否則無法減少
    • 當假名設定檔連結到已知設定檔時,可能會減少
TIP
使用傳入管道(例如,網頁、應用程式內或程式碼型體驗)來鎖定目標為假名設定檔(未驗證的訪客)時,請考慮設定自動刪除設定檔的存留時間(TTL),以管理可參與設定檔的計數和相關成本。 進一步瞭解傳入頻道護欄

隨時從​管理 > 授權使用情況​監視您組織的可參與設定檔計數。 如果您發現計數突然尖峰,請參閱疑難排解區段以取得詳細指引。 進一步瞭解授權使用儀表板

設定檔儀表板

若要存取設定檔,請導覽至左側導覽窗格中的​客戶 / 設定檔​功能表。

NOTE
如果貴組織是初次使用 Adobe Journey Optimizer,且尚未建立作用中的輪廓資料集或合併原則,則​ 輪廓 ​儀表板不可見。 總覽​標籤會顯示Adobe Experience Platform檔案的連結,以協助您開始使用即時客戶個人檔案。 若要瞭解如何使用​設定檔儀表板,以及有關儀表板中顯示之量度的詳細資訊,請參閱本節

您可以將多個來源的資料片段放在一起,然後組合這些片段,即可檢視每個個別客戶的完整檢視。 彙總此資料時,合併原則是用來判斷資料優先順序的方式以及合併哪些資料以建立統一檢視的規則。 在此檔案中進一步瞭解​合併原則

作法影片 video

瞭解Adobe Experience Platform如何組合和更新即時客戶設定檔,以及如何存取和使用這些設定檔。

AI Knowledge Reference

This section contains structured knowledge intended to support interpretation, retrieval, and question answering related to this topic.

For complete understanding, this information should be combined with the documentation on this page. Neither source is intended to stand alone; the page describes the feature, while this section provides additional context that helps disambiguate terminology, intent, applicability, and constraints.

  • TL;DR: Real-time Customer Profile in Adobe Journey Optimizer unifies customer data from online, offline, CRM, and third-party sources into a single view, and Engageable Profiles is the key license metric counting unique profiles engaged over a rolling 12-month window.

Intents:

  • Understand how Real-time Customer Profile combines data into a unified customer view
  • Understand the capabilities that build profiles: Data Ingestion, Identity Graph, Customer Engagement, and Data Sharing
  • Learn what an Engageable Profile is and how the license metric behaves
  • Access the Profiles dashboard from the Customer / Profiles menu
  • Monitor the organization’s Engageable Profiles count

Glossary:

  • Real-time Customer Profile: Capability that integrates customer attributes and events from online, offline, and pseudonymous sources into a single, unified profile (product-specific)
  • Engageable Profile: A record of information representing an individual, stored in the Profile Service and engaged by journeys or campaigns; the key license metric for Journey Optimizer (product-specific)
  • Addressable Audience: The total audience from which Engageable Profiles are calculated (product-specific)
  • Data Ingestion: Connecting to data sources to ingest behavioral, transactional, financial, and operational data in real-time or through batch uploads to keep profiles updated (product-specific)
  • Merge policies: The rules used to determine how data is prioritized and what data is combined to create the unified view (product-specific)

Guardrails:

  • Profiles are not created directly within the Journey Optimizer interface; they are automatically created or updated in Adobe Experience Platform when data is ingested.
  • When ingesting data, emails are case-sensitive, so duplicate profiles may be created (for example John.Greene@luma.com and john.greene@luma.com) and used when targeting the recipient.
  • The Engageable Profiles count reflects unique profiles engaged over a rolling 12-month window and is counted once per sandbox (a profile entering multiple journeys or campaigns within a sandbox counts once).
  • The Engageable Profiles count can increase when new profiles are engaged, cannot decrease unless there is no engagement with certain profiles for over 12 months, and can decrease when pseudonymous profiles are stitched to known profiles.
  • If the organization does not yet have active Profile datasets or merge policies created, the Profiles dashboard is not visible and the Overview tab instead shows links to Adobe Experience Platform documentation.

Terminology:

  • Canonical name: Real-time Customer Profile — Acronym: n/a — variants: real-time customer profile, unified profile
  • Synonyms: “Engageable Profiles count” = “the key license metric for Journey Optimizer”
  • Do not confuse: “Real-time Customer Profile” (the unified customer data capability) ≠ “Engageable Profile” (a profile engaged by journeys or campaigns that counts toward the license metric)

FAQ:

  • Q: Are profiles created inside Journey Optimizer? — No, they are automatically created or updated in Adobe Experience Platform when data is ingested.
  • Q: What is an Engageable Profile? — A record representing an individual, stored in the Profile Service and engaged by journeys or campaigns; it is Journey Optimizer’s key license metric.
  • Q: How is the Engageable Profiles count scoped over time and per sandbox? — It reflects unique profiles engaged over a rolling 12-month window and counts a profile once per sandbox even if it enters multiple journeys or campaigns.
  • Q: Where do I monitor the Engageable Profiles count? — From Administration > License Usage.
  • Q: Why is my Profiles dashboard not visible? — If your organization has no active Profile datasets or merge policies yet, the dashboard is not shown and the Overview tab displays links to Adobe Experience Platform documentation.
recommendation-more-help
journey-optimizer-help