--- title: "Profiles" slug: "profiles" updated: 2026-04-22T13:03:44Z published: 2026-04-22T13:03:44Z canonical: "help.csgi.com/profiles" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.csgi.com/docs/llms.txt > Use this file to discover all available pages before exploring further. # 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.** ![](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/profile list(2).jpg?sv=2026-02-06&spr=https&st=2026-10-26T12%3A26%3A29Z&se=2026-10-26T13%3A26%3A29Z&sr=c&sp=r&sig=KXD2%2FFYn3IFU3NRz0VVaVxROLuP6ylP44X4BPyR0DC0%3D) - 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** ![](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/View import history.jpg?sv=2026-02-06&spr=https&st=2026-10-26T12%3A26%3A29Z&se=2026-10-26T13%3A26%3A29Z&sr=c&sp=r&sig=KXD2%2FFYn3IFU3NRz0VVaVxROLuP6ylP44X4BPyR0DC0%3D) - **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. ![](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/Profile import modal(1).jpg?sv=2026-02-06&spr=https&st=2026-10-26T12%3A26%3A29Z&se=2026-10-26T13%3A26%3A29Z&sr=c&sp=r&sig=KXD2%2FFYn3IFU3NRz0VVaVxROLuP6ylP44X4BPyR0DC0%3D) 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%) ![](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/unsubscriptions(1).jpg?sv=2026-02-06&spr=https&st=2026-10-26T12%3A26%3A29Z&se=2026-10-26T13%3A26%3A29Z&sr=c&sp=r&sig=KXD2%2FFYn3IFU3NRz0VVaVxROLuP6ylP44X4BPyR0DC0%3D) ## 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. > ![Note](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/Note.png?sv=2026-02-06&spr=https&st=2026-10-26T12%3A26%3A29Z&se=2026-10-26T13%3A26%3A29Z&sr=c&sp=r&sig=KXD2%2FFYn3IFU3NRz0VVaVxROLuP6ylP44X4BPyR0DC0%3D) > > 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. > ![Note](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/Note.png?sv=2026-02-06&spr=https&st=2026-10-26T12%3A26%3A29Z&se=2026-10-26T13%3A26%3A29Z&sr=c&sp=r&sig=KXD2%2FFYn3IFU3NRz0VVaVxROLuP6ylP44X4BPyR0DC0%3D) > > 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. ![](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/data schema modal.jpg?sv=2026-02-06&spr=https&st=2026-10-26T12%3A26%3A29Z&se=2026-10-26T13%3A26%3A29Z&sr=c&sp=r&sig=KXD2%2FFYn3IFU3NRz0VVaVxROLuP6ylP44X4BPyR0DC0%3D) **Unique Identifier section** The **Unique Identifier** section displays the primary attribute used to uniquely identify each customer profile. > ![Note](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/Note.png?sv=2026-02-06&spr=https&st=2026-10-26T12%3A26%3A29Z&se=2026-10-26T13%3A26%3A29Z&sr=c&sp=r&sig=KXD2%2FFYn3IFU3NRz0VVaVxROLuP6ylP44X4BPyR0DC0%3D) > > - 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. > ![Note](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/Note.png?sv=2026-02-06&spr=https&st=2026-10-26T12%3A26%3A29Z&se=2026-10-26T13%3A26%3A29Z&sr=c&sp=r&sig=KXD2%2FFYn3IFU3NRz0VVaVxROLuP6ylP44X4BPyR0DC0%3D) > > 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. ![](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/schema details(1).jpg?sv=2026-02-06&spr=https&st=2026-10-26T12%3A26%3A29Z&se=2026-10-26T13%3A26%3A29Z&sr=c&sp=r&sig=KXD2%2FFYn3IFU3NRz0VVaVxROLuP6ylP44X4BPyR0DC0%3D) - 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. ![](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/Edit Schema.gif?sv=2026-02-06&spr=https&st=2026-10-26T12%3A26%3A29Z&se=2026-10-26T13%3A26%3A29Z&sr=c&sp=r&sig=KXD2%2FFYn3IFU3NRz0VVaVxROLuP6ylP44X4BPyR0DC0%3D) ## 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: > ![Note](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/Note.png?sv=2026-02-06&spr=https&st=2026-10-26T12%3A26%3A29Z&se=2026-10-26T13%3A26%3A29Z&sr=c&sp=r&sig=KXD2%2FFYn3IFU3NRz0VVaVxROLuP6ylP44X4BPyR0DC0%3D) > > Exporting data… This may take a few minutes. > > Wait while the system processes the export. ![](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/Export profile(2).gif?sv=2026-02-06&spr=https&st=2026-10-26T12%3A26%3A29Z&se=2026-10-26T13%3A26%3A29Z&sr=c&sp=r&sig=KXD2%2FFYn3IFU3NRz0VVaVxROLuP6ylP44X4BPyR0DC0%3D) - Once the export completes, a confirmation toast appears: > ![Note](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/Note.png?sv=2026-02-06&spr=https&st=2026-10-26T12%3A26%3A29Z&se=2026-10-26T13%3A26%3A29Z&sr=c&sp=r&sig=KXD2%2FFYn3IFU3NRz0VVaVxROLuP6ylP44X4BPyR0DC0%3D) > > 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. ![](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/Exported profile.jpg?sv=2026-02-06&spr=https&st=2026-10-26T12%3A26%3A29Z&se=2026-10-26T13%3A26%3A29Z&sr=c&sp=r&sig=KXD2%2FFYn3IFU3NRz0VVaVxROLuP6ylP44X4BPyR0DC0%3D) ## 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). > ![Note](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/Note.png?sv=2026-02-06&spr=https&st=2026-10-26T12%3A26%3A29Z&se=2026-10-26T13%3A26%3A29Z&sr=c&sp=r&sig=KXD2%2FFYn3IFU3NRz0VVaVxROLuP6ylP44X4BPyR0DC0%3D) > > 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.![](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/Search profile.jpg?sv=2026-02-06&spr=https&st=2026-10-26T12%3A26%3A29Z&se=2026-10-26T13%3A26%3A29Z&sr=c&sp=r&sig=KXD2%2FFYn3IFU3NRz0VVaVxROLuP6ylP44X4BPyR0DC0%3D) - 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** > ![Note](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/Note.png?sv=2026-02-06&spr=https&st=2026-10-26T12%3A26%3A29Z&se=2026-10-26T13%3A26%3A29Z&sr=c&sp=r&sig=KXD2%2FFYn3IFU3NRz0VVaVxROLuP6ylP44X4BPyR0DC0%3D) > > 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. ![](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/Profile details(2).jpg?sv=2026-02-06&spr=https&st=2026-10-26T12%3A26%3A29Z&se=2026-10-26T13%3A26%3A29Z&sr=c&sp=r&sig=KXD2%2FFYn3IFU3NRz0VVaVxROLuP6ylP44X4BPyR0DC0%3D) ### Delete Profiles from the Table > ![Note](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/Note.png?sv=2026-02-06&spr=https&st=2026-10-26T12%3A26%3A29Z&se=2026-10-26T13%3A26%3A29Z&sr=c&sp=r&sig=KXD2%2FFYn3IFU3NRz0VVaVxROLuP6ylP44X4BPyR0DC0%3D) > > 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:** > ![Note](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/Note.png?sv=2026-02-06&spr=https&st=2026-10-26T12%3A26%3A29Z&se=2026-10-26T13%3A26%3A29Z&sr=c&sp=r&sig=KXD2%2FFYn3IFU3NRz0VVaVxROLuP6ylP44X4BPyR0DC0%3D) 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. ![](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/Delete Profile(1).gif?sv=2026-02-06&spr=https&st=2026-10-26T12%3A26%3A29Z&se=2026-10-26T13%3A26%3A29Z&sr=c&sp=r&sig=KXD2%2FFYn3IFU3NRz0VVaVxROLuP6ylP44X4BPyR0DC0%3D) - **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**”. > ![Note](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/Note.png?sv=2026-02-06&spr=https&st=2026-10-26T12%3A26%3A29Z&se=2026-10-26T13%3A26%3A29Z&sr=c&sp=r&sig=KXD2%2FFYn3IFU3NRz0VVaVxROLuP6ylP44X4BPyR0DC0%3D) > > This action is permanent. The user will be removed and no longer available in the system. - Click **Cancel** if you do NOT want to proceed. - The modal closes. No profiles are deleted; the Profiles table remains unchanged (previous selections may still be active so you can adjust them). - If you DO want to proceed with deletion click the red **Delete** button. - System processes the deletion. The modal closes. - The selected profile(s) are removed from the Profiles table. - The bottom toolbar disappears because there are no longer any selected rows. - If a **Total Profiles** count is displayed on the Profiles screen, it is reduced to reflect the deleted profile(s).