You can easily add data to the contact profile for an entire group of contacts by using the Add/Update Profile function. This function can be accessed anywhere you see the blue people icon at the top of the screen. This includes the View > Subscribed Contacts screen, the Message Analytics Report, or in you Conductor analytics.

On many reports you will also see an Edit Filter button that allows you to narrow down the group of contacts based on filter criteria such as purchases and email engagement. You can use this function to limit the contacts who will have new profile data added into their profile.

When adding data you will need to identify a profile field group and profile field to fill with the specific data. You can create new field groups and new fields or use existing field groups and fields.

⚠️ If you select a field that already contains data the existing data will be overwritten.

You can find your current field groups and fields under Contacts > Profile Fields. Follow one of the guides below based on if you are creating or re-using field groups and fields.


Adding Data to an Existing Profile Field Group and Field

This option should be used cautiously because you will overwrite the data that already exists in the field. Use this if you want to completely change the data you are collecting (e.g. renaming a loyalty program tier).

1. Click the people icon to Add/Update Profile Data.

2. Select the Field Group from the drop-down menu.
3. Select the Field Name from the drop-down menu.

4. Select a data type that you would like to capture.
5.. Enter a Value.
6. Click Save.

The action is processing and the status can be viewed at any time in the Progress Monitor.

7. Click Close.


Adding Data to an Existing Profile Group and New Profile Field

This is a common type of bulk update when resending emails to based on past email engagement because an existing field group allows you to keep data organized, while a new field keeps different sub-groups separate.

1. Click the people icon to Add/Update Profile Data.

2. Select the Field Group from the drop-down menu.
3. Select <Add New Attribute> from the drop-down menu.
4. Select the desired data type from the second drop-down menu.

💡 Select the data type based on your goal, for example first name would be collected as a text field to allow any value to be added.
5. Enter a name for the field. 

6. Click Add.
7. If applicable, select a default value.

💡 Default values can be added for options such as checkboxes and radio buttons to apply the same value to all contacts.
8. Click Save.

The action is processing and the status can be viewed at any time in the Progress Monitor.


Adding Data to a New Field Group and New Profile Field

This type of bulk update is common when you identify a new group of contacts that you want to create a permeant identification for by saving it into their profile.

  1. Click the blue people icon to Add/Update Profile Data.

  2. Select <Add Field Group> from the "Choose a Field Group" drop-down menu.

  3. Enter a name for the field group.

  4. Click Add.

  5. Select <Add New Attribute> from the "Field Name/Description" drop-down menu.

  6. Select the data type from the second drop-down menu.

  7. Enter a name for the field. 

  8. Click Add.

  9. If applicable, select a default value.

    • 💡 Default values can be added for options such as checkboxes and radio buttons to apply the same value to all contacts.

  10. Click Save.

The action is processing and the status can be viewed at any time in the Progress Monitor.

Scenario 1: How to create an iOS Email Contact Filter

Use the following steps to create a segment of iOS email contacts that could be used in any Listrak filter. Learn more about the benefits of identifying your iOS 15 users.

  1. Navigate to Analytics > Contact Analytics > Email Client.

  2. Select the "Email Client preferred by a contact” option from the dropdown.

  3. Click Update.

  4. Scroll to the Email Client report (at the bottom).

  5. Under the “Device Type: Phone” section > click the number in the “Apple Mail on iOS 15” row to display The Email Client Details Report.

  6. Follow steps 1-10 in the Adding Data to a New Field Group and New Profile Field section.

    💡 Suggestions for naming the Field Group/Fields:

    • Field Group - Email Client Preference

    • Field Name Attributes - select Check Box

    • Field Name - AppleMailiOS15Preferred

  7. The AppleMailiOS15Preferred checkbox field is now available to use to create a segment within any Listrak filter

  8. Under the "Device Type: Tablet" section > click the number in the "Safari Mobile" row to display the Email Client Details Report.

  9. Follow the instructions above to add data to an existing field group.

    • Select the field group: Email Client Preference

    • Field Name Attributes - select Check Box

    • Field Name - SafariMobileTabletPreferred

  10. The SafariMobileTabletPreferred checkbox field is now available to use to create a segment within any Listrak filter


💡 A Few Helpful Tips

  • To keep the segment up to date, you may want to repeat this process on an ongoing basis.

  • Repeat the above steps if you would like to group contacts based on other device types such as Desktop or Tablet.

  • More about the 3 main filter options:

    • Email Client Preferred by a contact option references the most used device in the past three months. If there have been no opens with the last three months, this defaults to the device most used historically.

    • Email Client Ever used by a contact option references all devices ever used.

    • Email Client Last used by a contact references the last device used.

After you've set up your groups, click here to learn more about applying them to messages.

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