Master profiles

This article explains the definition of master profiles and how to use these in your Datatrics project.

Xander Wijering avatar
Written by Xander Wijering
Updated over a week ago

Definition

When importing and/or synchronizing profiles from different sources, there is a substantial chance that several of the same profiles with the same email addresses will be imported to your Datatrics project.

Before the end of May 2022, those profiles from different sources were different profiles in our interface. They were linked before but displayed separately as aliases. Nowadays, profiles having the same emails will be stored under one profile: the master profile.

The introduction of master profiles is intended to give you more tools to work with profile information. Besides that, master profiles improve and create a better overview in the audience section. Instead of seeing profiles from different sources in a segment, you will only see one merged profile with the different sources. This will create a 360 degrees profile of your profiles. Master profiles will also improve the time of building audience segments.

Before:

After:

Edit source orders in the audience section

When importing profiles from different sources, there is likely to be overlap between profile fields. People might submit different names or addresses per source. Also, profileIDs will probably differ per source.

Therefore, you can now edit the source order by clicking on the dedicated button on the right in the audience section. The following specified source fills fields not available in the first source.

After changing the source order, the changes immediately apply to the master profiles, and you are able to see the changed profile fields. Therefore, profile fields in touchpoints {{profile.*}} will return the value of the master profile.

Check the image below for an example of how Datatrics can build up a master profile.

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