Profiles & Profile lists

In this article, you’ll learn how to:

• view and manage profiles;
• import, export, and add new profiles;
• create and manage profile lists;
• add profiles to profile lists.

Profiles overview

The Profiles tab in HoodEngage represents a repository of data on both subscribed profiles (subscribers) and non-subscribed profiles (visitors).

To access Profiles, navigate to Audience > Profiles.

When you click on it, you will find the list of all profiles in a tabular form.

Profiles location overview

Above the table, there are search filter, option to search by channel, country and join date.

To view specific profile or unsubscribe it, click on the 3 dots next to the profile on which you want to perform these actions.

Unsubscribe profile

Also, on the same dashboard, in the top right corner, you will find options to Import, Export, or Add profile.

• For Import, supported formats are .csv and Excel.
• For Export, supported formats are .csv, XLSX, and JSON.

Add new profile

To add new profile, click on the Add profile in the top right corner.

Add new profile

Then, enter profile’s information next to the appropriate fields. Click Confirm to save the input.

Add single profile

Profile details

To learn more about a specific profile, click on it.

Profile details tabs

Here, you will find:

• Icons under the profile ID: a visual representation of the channels this profile subscribed to.
• Engagement tab: a history of all interactions between a profile and a campaign, such as sent messages, opened, delivered, clicked, etc.
• Attribution tab: shows how deals were managed for this profile and how the profile interacted with the campaign. 
• Custom Properties: shows an insight into which custom data has been set for the profile. 
• App analytics: a log of actions taken by the profile on your app or website.
• Profile updates: shows activities performed on the profile by the user of the app (e.g., included in a campaign, added to a list, merged profile, etc.). 

Profile actions

In the top right corner, there’s Profile actions button.

By clicking on it, you will get a list of actions you can perform on that spectific profile.

Profile actions

The actions you can perform on a specific profile are:

• Edit profile info
• Merge
• Export
• Add to do not contact
• Unsubscribe
• Delete profile

Click on the Edit profile info button to:

• Edit profile’s phone number and/or email;
• Add profile to a specific profile list;
• Add profile to a specific organization;
• Add new organization, and then add profile to the recently-added organization.

Edit profile info

Click on Merge to join this profile with another one. Choose the profile to merge the selected profile with.

Merge profile

Click Export profile to export profile as Export as .csv, XLSX, or JSON file.

On the left, you can select which properties you want to export and also save your choice for further exporting actions.

Export profile

Finally, under the same button, you have options to unsubscribe that profile or delete it.

Profile lists

To access Profile lists, navigate to Audience > Profile lists.

Here, you will find an overview of all profile lists with the list name, description, time of creation, and time of update.

Profile list location

To edit an existing profile list, click on the Edit icon next to the list you want to edit.

Edit profile info

To create a new list, click on the Add button in the top right corner.

Add new profile list

Add profile to profile list

To add profile to a profile list, go back to Audience > Profiles.

Click on the profile you wish to add, and in the top right corner, click Profile actions > Edit profile.

Profile actions

In the edit profile form, click on Lists, and choose a list to which you want to add profile.

Add to list

Click Confirm to save the changes.

Using Profile lists for audience targeting

You can use profile lists to target audience.

Go to Campaigns > Add (top right corner) > choose a channel and a respective template > Target audience.

Click on the cog button in the top right corner of the Target audience sections.

Target audience campaigns

Choose Profile lists.

Target audience profile lists

Then, under Profile lists, choose IS or IS NOT, and then one or more profile lists you want to include or exclude.

Profile lists pick list

Click Confirm to save changes.