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Documentation for version v74

From Profile

Profile data is the main information about a subscriber that can be used for precise audience segmentation. This section combines everything: from name and email to system labels and subscription statuses.

Main Fields​

Main fields include standard profile data such as Email, Phone, First Name, Last Name, Date of Birth, and others. These fields can be of different types, and each type has its own comparison operators.

Operators​

For most fields, the following operators are available:

  • Equals / Does not equal — exact match of the subscriber's field to the segmentation rule. The value in the rule is set manually or selected from a list.
  • Exists / Does not exist — checks whether the field is active for a specific profile. An existing field can be empty or contain a value.
  • Empty / Not empty — checks whether an existing field contains any value.
  • In file in column / Not in file in column — the rule looks for a match of the field in a column of a tabular file (CSV, xls) that can be attached to the rule.
  • In data table / Not in data table — the rule looks for a match of the field in a query to an external SQL database.
  • In response to post url in field / Not in response to post url in field — the rule looks for a match of the field in the response of a post method request to an external API.
  • In list / Not in list — the rule looks for a match of the field in a list that can be copied into the data input area. Values must be separated by a line break (pipe).

Field Types and Their Operators​

String Fields​

String fields store any values: letters, numbers, special characters. These include: First Name, Last Name, Registration Link, City, Region, Zip Code, and Provider.

For string fields, an additional set of operators is available:

  • Begins with — search based on the beginning of the field value.
  • Contains / Does not contain — search based on a part of the field value (case-insensitive). The "Does not contain" operator consumes a lot of system resources.

note

The standard Phones field has the same set of segmentation rules as string fields. However, this field can only store phone numbers in the format +71234567890.

Email Type Fields​

The Email field is used to identify a profile and has a special set of operators related to domains and domain groups.

  • Domain group equals / does not equal — search for email addresses of a selected domain group (mail.ru, yandex.ru).
  • Domain equals / does not equal / contains — search by the domain of subscribers' email addresses or part of it (bk.ru, list.ru, ya.ru, organizational domains).

Integer Fields​

Integer type fields can contain positive and negative whole numbers. Available operators: Equals / Does not equal / Greater than / Less than.

Floating Point Fields​

Floating-point fields can contain positive and negative decimal values. Available operators: Equals / Does not equal / Greater than / Less than.

Date​

Date type fields store dates in RFC 3339 format (e.g., 2018-02-22T21:00:00Z). These include: Registration Date and Date of Birth.

Date fields have an extended set of segmentation operators:

  • Greater than / Less than — selection by date after or before the specified one.
  • Date in range — selection by date falling within the specified period.
  • Date/age relative to current date — selection by a moment in the past or future.
  • Month equals / does not equal / same as today — selection by month.
  • Day of month equals / does not equal / greater than / less than / same as current — selection by day of the month.
  • Day and month equal / do not equal / greater than / less than / same as current — selection by day and month (without year).

tip

Dynamic segmentation by a date field is excellent for trigger reminders (e.g., about the end of a service term). To do this, set up a daily regular mailing based on such a segment.

IP Address​

IP Address type fields store addresses in IPv4 format. These include IP Address and Registration IP Address. For IP addresses, only the equals / does not equal and exists / does not exist operators are available.

note

For IP, network mask search is implemented:

  • equals — find subscribers whose IP addresses are within the specified subnet (e.g., 127.0.0.1/25).
  • does not equal — find subscribers whose IP addresses are not within the specified subnet. To search by range, combine two rules with the AND condition.

Tags​

The Tags field is a list separated by commas. These can be, for example, purchased products.

Tag segmentation operators:

  • One of — the field contains at least one of the values from the rule.
  • None of — the field does not contain any of the values from the rule.
  • All of — the field contains all values from the rule.
  • Not all of — the field does not contain some of the values from the rule.

Boolean Field​

A field containing logical YES/NO (true/false). Convenient for statuses or presence of characteristics. Operators: equals true / equals false.

List (Enumeration)​

A field containing one of predefined values. Among standard fields, the Sex field has this type.

Operators can only compare the value with one selected from the list or check for the existence of the field.

Custom (Additional) Fields​

You can create your own fields in the database structure to store specific information. The same operators are available for segmentation as for main fields, depending on the field type.

Object​

The field contains an arbitrary object for storing complex data structures.

Available conditions: exists / does not exist, as well as checks in lists and external sources.

If necessary, specify the path to a specific property of the field. The type of the property will be determined automatically, but you can override it by changing the value in the "Interpret as" field.

Array of Objects​

The field contains an array of arbitrary objects for storing a sub-table (e.g., a list of contracts).

Available conditions: exists / does not exist, as well as checks in lists and external sources with the specification "all", "at least one", or "none".

You can also specify the path to the property and its type.

System Fields​

System data available for segmentation includes fields automatically filled by the platform.

Profile Status​

Contains only the global profile status, which determines the possibility of communication with the client. Select the required status from the dropdown menu.

Profile Identifier​

A unique identifier for each customer profile. Options available: equals/does not equal, as well as checks for presence/absence of the identifier in lists and external sources (file, SQL, API).

Browser and Operating System​

The Browser and Operating System fields are automatically filled when a client opens an email or performs an action on the site (using the User agent header).

Options available: equals/does not equal, exists/does not exist, empty/not empty, as well as checks in lists and external sources.

Geolocation Data​

Location data (Country, Region, City, Zip Code, Time Zone) can be imported manually or determined automatically by IP address at the moment of opening an email or clicking a link.

Use standard string field operators for segmentation by geolocation.

UTM​

UTM labels are used to track traffic sources. The following fields are available:

  • UTM mailing — the name of the mailing.
  • UTM Source — the traffic source (advertising system).
  • UTM Medium — the type of mailing (contextual, banner, etc.).
  • UTM Content — additional information for differentiating ads.
  • UTM Term — the keyword.

For UTM fields, the following operators are available: Equals / Does not equal, Starts with, Contains / Does not contain, Empty / Not empty, Exists / Does not exist, as well as checks in lists and external sources.

Subscriptions​

Segmentation by subscription data allows you to determine the possibility of communication with clients through various communication channels and set up omnichannel mailings.

Subscription​

Allows selecting profiles by the presence and status of a subscription to a specific resource and communication channel.

  • Does not exist — the profile does not have a subscription to the selected resource and channel.
  • Subscribed — the profile has active subscriptions ("Subscribed" status).
  • Not subscribed — the subscription exists, but its status does not allow sending messages ("Unsubscribed", "Complainer", "Hardbounced", "Not confirmed", "Paused", "Invalid").
  • Specific status — selection by one of the statuses: "Unsubscribed", "Complainer", etc.

Email Subscription​

Allows isolating groups of subscribers by email provider or finding specific emails. The set of operators is similar to the main Email field:

  • Equals / Does not equal — exact match of the address.
  • Contains — search by part of the email address.
  • Domain group equals / does not equal — search by domain group (mail.ru, yandex.ru).
  • Domain equals / does not equal / contains — search by domain or part of it.
  • Standard operators for searching data in lists and external sources.

SMS Subscription​

Segmentation by data contained in the SMS subscription. Selections by exact or partial match are available: equals / does not equal, contains / does not contain, as well as checks in lists and external sources.

Push Subscription​

Segmentation by data contained in the Push subscription. Selections are available only by full match equals / does not equal and operators for searching data in lists and external sources. Additionally, you can specify the push notification service provider.

tip

Detailed information about field types in the database and permissible values can be found in the separate article.

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