Profiles

BCE maintains its own profile database, typically populated via automated nightly replication from client data warehouses (e.g., DNA/Vantage) or manual CSV/API uploads. Access to profiles is role‑based, where users with Editor access can import, export, and modify profiles, while users with Read‑only access can view profile data without making changes.

After successfully logging in, users are directed to the Profiles page by default. They can also access the Profiles page at any time from the left‑hand navigation menu.

The page header displays Profiles and shows the Last Import status. When no profiles have been imported, the Profiles page displays an empty state indicating that no profile data is currently available. In this state, the Profiles list remains empty and reflects a total profile count of zero.

The summary cards at the top of the page display profile and unsubscribe metrics at a glance. The Profiles card displays the following details:

Total number of profiles
For example: Total 7
Increase since the last update
- For example: +5

View Import History

Click View Import History to open the Profile Imports modal opens displaying summary of the latest profile imports
Click close to return to the Profiles page.

The Unsubscriptions card displays the the following details:

Unsubscriptions count- Total number of profiles unsubscribed
Unsubscriptions percentage- The weekly percentage of unsubscribed profiles.
For example: 10 (10.0%)

View Schema

Use the View Schema option to review the structure of your configured data. This view is read-only unless you choose to edit the schema.

The schema is locked to maintain data consistency. Editing options may be restricted based on permissions or schema state.

Click the View Schema (eye icon).
A modal window opens displaying the Data Schema details.
Click Edit at the bottom-left of the modal if changes are required. Make the necessary updates according to your configuration rules.
Click Okay at the bottom-right of the modal to close the window and return to the previous screen.

This is the schema you set up. It defines how your data is structured and is now locked to ensure consistency. You can review the details below, and make any necessary changes on Edit mode.

Unique Identifier section

The Unique Identifier section displays the primary attribute used to uniquely identify each customer profile.

Customers need to match up their unique identifier with the name “profile_id” in their CSV file.
The profile_id is case-sensitive. For example, ‘Profile123’ is considered different from ‘PROFILE123.’
The profile_id appears locked, indicating that it cannot be modified.

The Unique Identifier table lists:

The Attribute name is profile_id.
The Type associated with the profile_id is String.
The Format column, which displays the data format when applicable.

Schema Configuration section

The Schema Configuration section displays the list of additional attributes included in the profile schema. Each row in the table represents a configured profile attribute. This section provides visibility into all fields configured for customer profiles.

The modal supports vertical scrolling when the list of attributes exceeds the visible area.

The table provides:

Attribute- Shows the field name in the schema.
Type- Shows the data type assigned to the field (attribute).
Format- Shows additional metadata or special flags for an attribute.
- A blank Format cell means the attribute does not have special formatting or roles beyond its Type.
- A label in the Format cell (such as Primary Email) means: The system assigns a specific role to the field. Certain features (such as sending campaigns or validating profiles) depend on this field.

In the example, the table includes these Attributes:
- birthdate
- activation_date
- current_balance
- last_name
- in_collections
- first_name
- email
In the example, the table uses these Types:
- Date – Stores calendar dates, for example, birthdate and activation_date.
- Decimal – Stores numeric values with decimal precision, for example, current_balance.
- String – Stores free‑text or alphanumeric values, for example, first_name, last_name, and email.
- Boolean – Stores true/false values, for example, in_collections.
In the example, most rows show a blank Format cell.
- The email row shows a blue pill labeled Primary Email in the Format column.
Click the Okay button to close the modal after the schema details are reviewed and return to the Profiles page.

Edit Schema

Click Edit to add more attributes in the schema.
The schema becomes editable allowing you to add more attributes in the schema
Click +Add by scrolling down the table in the schema and add more attributes.
Once you add the attribute, click Save to complete and save the changes.
Click Cancel to return to the Profiles page.

Export Profile

Click Export to open the dropdown menu.
From the dropdown menu, choose the required file format:
- Select CSV to export the data in CSV format.
- Select JSON to export the data in JSON format.
After you select the file format, a toast message appears:

Exporting data… This may take a few minutes.
Wait while the system processes the export.

Once the export completes, a confirmation toast appears:

Data Exported Successfully. Click here to download the exported data.

Click the confirmation toast to download the exported file in the selected format.
Navigate to your Downloads folder and open the CSV file.
The exported profile data appears in Excel with profile attributes and columns aligned to the configured schema.

Search

Use the search field to filter the Profiles List and quickly locate profiles that match the entered value.
Enter a keyword in the Search field (for example, rick).

The search functionality is case-insensitive.

The keyword is evaluated against the entire profile dataset, not just the currently visible page.
Open the profile attribute dropdown next to the Search field.

- By default, all attributes (columns) are selected to broaden the search across all columns, and returns profiles where the keyword appears in any selected attribute.
Check or uncheck attributes to control where the keyword is searched.
For example: Select first_name to search only within the First Name column.
If the keyword Rick exists in First Name and other columns, selecting first_name returns only profiles where Rick appears in the First Name column.
Review the filtered profiles displayed in the Profiles list.
- Only profiles matching the keyword and selected attributes are shown.
Review the result count displayed below the list
For example: 1 Profiles match your search.
After filtering, the results are paginated, and matching profiles are displayed across multiple pages if applicable.
Select the ✕ icon in the Search field to clear the search keyword; any selected attribute chips remain applied, and the Profiles list resets to the unfiltered dataset.

View profile details from the table

After a successful import, the Profiles List refreshes to display newly added or updated profiles. When no profiles are available, the Profiles List remains empty and displays a total profile count of zero.

The Profiles List displays customer records imported into Batch Communications Engine.
Each row represents one customer profile, and each column represents a profile attribute from the configured schema.
In the Profiles table, locate the row for the profile you want to inspect.
Click anywhere on that row, a side panel (Profile Details) opens on the right, showing:
- Profile Details: All profile attributes for that customer.
- Subscriptions: The customer’s subscriptions (for example, Marketing).
By default, the Profile Details panel opens in read‑only mode to avoid accidental changes.

Delete Profiles from the Table

Deletion options are role‑based and appear only for users with the Editor role.

In the Profiles table, locate the left‑most selection column. The checkbox column appears on hover.
Click the checkbox (or row selection control) for a profile you want to delete.
To select a range of contiguous rows:
Select All applies only to the rows visible on the current page. It does not select profiles on other pages.
- Click the header checkbox at the top of the left‑most selection column.
- All rows on the current page are now selected:
  - Each row is highlighted and each row’s checkbox is checked.
You can clear all selected profiles in either of two ways:
From the header checkbox
- Click the header checkbox again.
- All row selections on the current page are cleared and the bottom toolbar disappears.

From the bottom toolbar
- Click the X next to “X Profiles Selected”.
- All currently selected rows are cleared and the bottom toolbar disappears.
Once at least one row is selected, a bottom toolbar appears showing “X Profiles Selected” and a Delete button.
After selecting one or more rows, click Delete in the bottom toolbar.
You can also click the row to open the profile detail panel and use its Delete button.
System displays the Confirm Deletion modal. The title reads: “Profile – Confirm Deletion”.

This action is permanent. The user will be removed and no longer available in the system.