Schema Configuration

Use this procedure to define a customer profile schema. The schema ensures data is structured correctly so profiles can be created and used across channels.

 Before you begin ensure that:

You have a CSV file containing customer profile data.

The CSV file includes at least one unique identifier per profile (for example, profile_id, email address, or phone number).

• From the left navigation bar, select the Profiles icon (represented by a person icon on the left side of the screen).

• The Profiles landing page is displayed.

• If no profiles exist, the page shows:

 No profiles found.

Set up schema and upload a CSV file to import customer profiles.

• Select Get Started at the bottom of the page.

• You are redirected to Prepare and import data.

• At the top of the page, a progress indicator shows:

  Step 1: Schema Definition (active)

  Step 2: Profiles Import (inactive)

Unique Identifier

• In the Unique Identifier section an attribute such as profile_id is displayed by default.

 A unique identifier is mandatory and is used to distinguish one profile from another.

• Review the following columns:

Attribute – The field name used as the unique identifier.

Type – String by default.

Format – Not selected by default.

Action– Click Primary email or Primary Phone number. The selected option gets highlighted.
The Primary Phone Number label is used for mobile communication channels such as SMS.

 The Type, Format and Action are interdependent and vary as per the choice of selection from the Type dropdown menu.

• Scroll to the Schema Configuration section.

• Select + Add to add profile attributes.

  

   The attribute Format is used for Date, DateTime, and List types, and indicates how to parse the input from a CSV file (e.g., YYYY-MM-DD)

• For each attribute:

  • Enter the Attribute name (must match the CSV column header).

  • Select the Type (for example, String, Number). The default type for an attribute is String.

  • Select a Format, if required.

• To delete a row click on the trash icon in the extreme right side of the row.

• Add all fields that exist in your CSV file and should be stored as part of the profile.

• Review all configured attributes for accuracy.

 Attributes can be deleted only before saving. After an attribute is saved to the schema, it cannot be deleted to maintain data integrity, since existing data dependencies cannot be verified.

• Select Save and Continue. You are taken to Step 2: Profiles Import.

• If the Save and Continue button is disabled, ensure:

  • A unique identifier is defined.

  • At least one attribute has been added.