Profile and Preference Attributes

Profile/preference management is an advanced feature; If it is not enabled, you will not see the Profile Management and Preference Management sections in your navigation pane and will not be able to preview the Profile Center and Subscription Center.

You must understand the purpose of the Profile Center before you begin using profile and preference attributes.

If you use the ExactTarget integration with Salesforce, see Attributes for Salesforce Leads and Contacts for details on setting up your ExactTarget attributes

What Are Profile and Preference Attributes

A profile attribute may contain information to characterize a subscriber profile. For example, each subscriber may be asked to provide their gender, birth date, and email address.

A preference attribute characterizes how a subscriber prefers to receive email. These are specified as "yes or no" choices to a declarative statement. For example: "The subscriber prefers to receive email as HTML."

First you must create the profile or preference attribute in your account so there is a place for the system to store the data. You also specify whether an attribute is required information for every subscriber and whether subscribers can see and edit their own attributes in the Profile Center (a link to the Profile Center is included in every email).

NOTE: If a subscriber uses the forward button in their email client instead of the Forward to a Friend feature to forward your email, the profile center link will still point to the original subscriber's profile center. For example, if Lee forwards your email to Ali, and Ali clicks the Profile Center link in the footer of the email, Ali will see Lee's information. To protect your subscribers' privacy, you should not include sensitive attributes in the Profile Center.

You populate the information in profile and preference attributes when you import subscribers using the import subscriber wizard or the import activity, create a subscriber in the user interface, or otherwise add subscribers to your account, such as through a Smart Capture form. The system processes the information and adds it to your account according to the parameters that you set up.

Once you've defined your attributes, you can use them to create groups and drive personalized and dynamic content.

If you use the ExactTarget integrated with SalesForce, see ExactTarget integration with Salesforce.

Why Use Profile and Preference Attributes

Use a profile attribute to store information that is important to segregating your subscribers into lists or groups.

Use preference attributes to specify preferences for your subscribers. Once specified, you may build lists and groups based on these preferences.

To help consolidate what you know about your subscribers, you can create profile attributes to manage demographic information, and you can leverage preference attributes to capture information such as how often.

Profile attributes offer you flexibility in allowing a variety of data to be captured but also controlling the type of data that's collected. Preference attributes offer the simplicity of capturing "yes or no" information (for example, does the subscriber want to receive emails in HTML format?).

Scenario for the Profile Attribute Dialog Box

Northern Trails wants to create a profile attribute for several of their subscribers. They make their way to the Attribute Properties Dialog Box. See How To Use the Attribute Properties Dialog Box for step-by-step instructions. 

Starting in the General tab, Northern Trails fills in the information of the attribute they want to create.

File:Profile_and_Preference_Attributes/attributesPropertiesDialogBox.png

In the Data tab, they select Text for the Data Type because the Gender attribute will only contain text.

File:Profile_and_Preference_Attributes/datatab.png

Northern Trails clicks the Values tab and adds Male and Female as values for the Gender attribute.

File:Profile_and_Preference_Attributes/valuesTab.png

The values are entered, but Northern Trails wants Female to appear first. They highlight the Female value and click Move Up.

File:Profile_and_Preference_Attributes/moveUp.png

They click OK and the attribute is added to the attribute list. 

Scenario for the Preference Properties Dialog Box

Northern Trails wants to create a preference that will allow subscribers to opt-in or out of receiving a monthly newsletter. 
They navigate to the Preference Properties Dialog Box. See How To Use the Preference Properties Dialog Box for step-by-step instructions. 

They enter the information for their preference.

File:Profile_and_Preference_Attributes/preferencePropertiesDialogBox.png

They click OK and the preference appears in the preference list.

How To Create Profile and Preference Attributes

Every account includes a standard set of basic profile attributes. You can create a number of attributes (your limit is specified in your account contract) and manage them in the Profile Management and Preference Management sections.

The steps for creating a profile preference attribute are the same. Profile attributes are created and accessed from the profile management workspace, and preference attributes are created and accessed from the preference management workspace, both of which are in the Subscribers area of the application.

Note: If the attribute is a yes or no value, create a preference attribute. If the attribute requires more complexity, create a profile attribute.

Follow these steps to add a new profile or preference attribute to your account:

  1. In the navigation pane, click Subscribers.
  2. In the Subscribers area of the navigation pane, click Profile Management or Preference Management.

Remember: If the advanced profile/preference management feature is not enabled in your account, you can't see these sections in the navigation pane.

If you're creating a profile attribute, all profile attributes defined in your account appear in the profile management workspace on the right. If you're creating a preference attribute, you see the preference management workspace on the right, with all preference attributes that are defined in your account.

  1. In the profile/preference management toolbar The action buttons displayed above the workspace. The toolbar is specific to the active workspace. at the top of the workspace, click Create Attribute, which opens the Attribute Properties dialog box.
  2. Define the properties for this attribute.

Note: In addition to basic alphanumeric characters, certain special characters can be used in the values that you enter as a subscriber value for an attribute. The special characters represented by the ASCII decimal ( dec) codes 32 through 254 are supported.

  1. Click OK in the Attribute Properties dialog box when done.

This attribute is now available for use in defining groups, dynamic content, and personalized substitution strings.

Note: If you marked the new attribute as a required field, all subscriber imports now must include this field. You may want to include a default value so that records can be saved even if a value isn't provided.

If you use the ExactTarget integration with Salesforce, see Attributes for Salesforce Leads and Contacts for details on setting up your ExactTarget attributes.

How To Modify an Attribute

To modify a profile or preference attribute, open the profile or preference management workspace and either double-click the attribute that you want to edit or click the attribute and then click View Properties in the profile/preference management toolbar. The same attribute properties dialog box that you see when creating an attribute appears.

Note: The only characteristic of the predefined Email Address profile attribute that you can modify is whether it's hidden or read-only in the Profile Center.

How To Delete an Attribute

To delete a profile or preference attribute, click the attribute (to highlight it) in the profile/preference management workspace and then click Delete in the profile management toolbar. The attribute no longer appears in any attribute listing, and all values entered in subscriber records for this attribute are lost.

Note: If any of your active emails had been using this attribute in personalized substitution strings or dynamic content, you need to edit the email to remove the reference to this attribute.

Note: Any groups that were based on the deleted attribute are unaffected by the deletion. The subscribers in the groups are still members of the groups even though they no longer possess the attribute value that enabled their group membership.

How To Use the Attribute Properties Dialog Box  

To access this dialog box:

  1. Click the Subscribers tab.
  2. Click Profile Management.
  3. Click Create Attribute.

The Attribute Properties Dialog Box appears.

Note: You can open the Attribute Properties Dialog Box to edit an existing attribute by double clicking the attribute.

When creating or modifying a preference, you'll have the following fields to complete:

 

 
General Tab

File:Profile_and_Preference_Attributes/name_icon.png

 

 (name)

Enter the external name for this attribute. The name is what you'll see when you choose attributes for personalization in emails and for group creation. Unless the attribute is defined as hidden, subscribers will also see this name in the Profile Center.

When you import subscribers, you will be able to map subscriber data fields to attribute fields manually. If the data field name in your subscriber data exactly matches the profile name you enter here, the application will be able to default the mapping of those fields to each other.

Note: The first character of an attribute name must be alphabetic (A to Z). Do not begin an attribute name with a number or any other kind of nonalphabetic character.
 

Description

Enter an internal description of the attribute. This description is displayed in the profile management workspace only and is not exposed to subscribers.

Note: Descriptions are limited to 200 characters.
 

Display Order

The Display Order field reflects this attribute's placement among the profile attributes when displayed to subscribers in the Profile Center and also when displayed within the application in attribute drop-down lists (for personalization in emails and for group creation).

Note: In the navigation pane of the application, the attributes are always displayed in alphabetical order; not in the customizable display order.

To change this attribute's placement in the list of attributes, click the Change button beside the Display Order field. The Profile Display Order dialog box that appears shows all the profile attributes in display order. Use the Move Up or Move Down buttons to move this attribute up or down in the list.

Note: You can change only a single attribute's placement at a time. To change another attribute's placement, you need to edit that attribute's properties.
 

Created/Modified The Created and Modified fields automatically record when the attribute was created and when it was last modified. 
Attributes

You define whether the attribute is required and whether subscribers can see and edit it.

Required or not:

  • Required: If you select this check box, the attribute must be filled in for every new subscriber. When you create or import new subscribers, this attribute will be a required field for those subscribers.

Additionally, whenever an existing subscriber who does not have a value entered for this attribute is edited, the user editing the subscriber record will be prompted to enter a value.

If you have existing subscribers at the time that you make a new required attribute, you may want to set a default value (on the Data tab) so that every subscriber has a value for this required attribute.

Hidden, read-only Data, or neither:

  • Hidden: If you select this check box, the attribute will not be displayed in the Profile Center. Subscribers will not be able to view or edit this attribute.
  • Read-only: If you select this check box, the attribute will be displayed but will not be editable in the Profile Center. Subscribers will be able to see their value for this attribute but will not be able to change it.

Do not update subscriber values with send time values:

  • If the subscriber who already exists in your system triggers a triggered send, this checkbox determines whether the system updates the attribute with the attribute values provided with the triggered send trigger.
     
Data Tab
Data Type

You have the following options for the type of data that this attribute will accept as values:

  • Text: Attributes of a text type will accept all alphanumeric characters and common symbols.

The Text type is appropriate for strings of numbers that would not be involved in calculations. Use the Text type for zip codes, phone numbers, and credit cards.

  • Numeric: Use this data type only if your attribute values will contain nothing but numbers. You will not be able to enter a dollar sign, a dash, or any other symbol or alphabetic character into a numeric field.

Note: For best results, do not use Numeric for such data as zip codes, phone numbers, and credit cards. Restrict use of the Numeric type to values on which you may want to perform calculations.

Integers are supported in numeric fields. Scientific numbers and floating decimal points are not supported.

  • Date: Attributes of a date type will accept dates in various formats, such as 1/1/2005 or January 1, 2005. All dates are stored in the format MM/DD/YYYY, and if a date is entered in a different format, the system will convert it to the proper format when storing it.

 

Default Value (see Note)

If you specify a default value for this attribute, this value will be used for all subscribers who do not have a value entered for the attribute.

Note:

  • If you're defining a set of possible values for this attribute, you must include the default value that you enter here in that list on the Values tab.
  • If you save the attribute with a default value that is then applied to all your existing subscribers, and you later delete the default value, that value will be deleted from all the subscriber records to which it was automatically applied.
Minimum Length/Value and Maximum Length/Value

For text and date attributes, you can dictate the minimum number of characters that will be accepted when a value is entered for this attribute.

For numeric attributes, you can dictate the minimum value that will be accepted.

Likewise, you can control the maximum length or value as well. (If no maximum is set, the actual maximum is 8000 characters. The application only allows 2000 characters; however, if the attribute is set up as a triggered send send-time attribute, there is no character limit.)

Note: Minimum/maximum value refers to the amount, not the number of digits in the number. If you want to control the number of digits in the entry, then the data type of the attribute should be Text rather than Numeric. For example, a zip code, phone number, or credit card number is a case where you would want to specify the number of digits in the number, not the "value" of the number; in these cases, the attribute should be marked as Text, not Numeric.

To specify a minimum and/or maximum, click the appropriate radio button and then enter the minimum or maximum in the corresponding text box.

For example, if the attribute is Year Born and you want to ensure that only four-digit years are entered, you would enter 4 as both the minimum length and the maximum length. (Note that you would need to define this attribute's data type as Text in order to specify the number of characters that can be entered and to allow for just a year, not a complete date, to be entered.)
 

Values Tab (see Note)
Add Value

To limit this attribute to a specific set of possible values, enter those values on the Values tab.

Note:

  • Once you define a value for this attribute, users and subscribers will no longer be able to type in their own value; they will only be able to select a value from the drop-down list of the values specified on the Values tab.
  • If you are defining possible values for an existing attribute that did not previously have value limitations, any values currently entered in subscriber records will be retained, even if those values are not included in the list of possible values you've defined.
  • If you entered a default value on the Data tab, you must include that value in the list of possible values on the Values tab.

On the Values tab, follow these steps to define the possible values for this attribute:

  1. Click the Add button to generate a new blank value.
  2. Type in the value.
  3. Repeat Steps 1 and 2 to add more values.
     
Reorder values

If you want to change the order in which these values appear in the drop-down list from which users (and subscribers, if applicable) will choose, click a value and then click the Move Up or Move Down button. 
 

Remove values

To remove a value from the list, click the value and then click the Remove button.

Note: If any existing subscriber record contains the value you're removing from the list, the subscriber will not be affected. That value will remain in the subscriber's record. 

SalesForce Tab
Map to Salesforce Lead Field Select the field you'd like to link to in Salesforce.
Map to Salesforce Contact/Account Field Select the field you'd like to link to in Salesforce.
Display on Salesforce Profile Center for Leads Checking this box will display the information in the Salesforce Profile Center.
Display on Salesforce Profile Center for Contacts Checking this box will display the information in the Salesforce Profile Center.

Important Information about the Values Tab and Default Values 

If you specify a default value on the Data tab and then, on the Values tab, define a set of possible values that does not include the default value you entered, the application will change the default value on the Data tab to be the first value from the Values tab.

If this attribute had already existed with the original default value, then all subscribers to whom the default value was automatically applied will be adjusted to have the new default value. Subscribers for whom a value had been entered manually by a user or by an import will not be affected.

How To Use the Preference Properties Dialog Box

To access this dialog box:

  1. Click the Subscribers tab.
  2. Click Preference Management.
  3. Click Create Preference.

The Attribute Properties Dialog Box appears.

Note: You can open the Attribute Properties Dialog Box to edit an existing attribute by double clicking the attribute.

When creating or modifying a preference, you'll have the following fields to complete:

 

 
General Tab
Name

Enter the external name for this preference. The name is what you'll see when you choose preferences for personalization in emails and for group creation. Unless the preference is defined as hidden, subscribers will also see this name in the Profile Center.

When you import subscribers, you will be able to map subscriber data fields to preference fields manually. If the data field name in your subscriber data exactly matches the preference name you enter here, the application will be able to default the mapping of those fields to each other.

Note: The first character of an attribute name must be alphabetic (A to Z). Do not begin an attribute name with a number or any other kind of nonalphabetic character.
 

Description

Enter an internal description of the preference. This description is displayed in the preference management workspace only and is not exposed to subscribers.

Note:  Descriptions are limited to 200 characters.
 

Display Order

The Display Order field reflects this preference's placement among the attributes when displayed to subscribers in the Profile Center and also when displayed within the application in attribute drop-down lists (for personalization in emails and for group creation).

Note: In the navigation pane of the application, the preferences are always displayed in alphabetical order; not in the customizable display order.

To change this preference's placement in the list of attributes, click the Change button beside the Display Order field. The Profile Display Order dialog box that appears shows all the preferences in display order. Use the Move Up or Move Down buttons to move this preference up or down in the list.

Note: You can change only a single preference's placement at a time. To change another preference's placement, you need to edit that preference's properties.
 

Default Value (Yes or No) Specify whether the default value will be Yes or No.
Attributes
  • Hidden: If you select this check box, the preference will not be displayed in the Profile Center. Subscribers will not be able to view or edit this preference.
  • Read-only: If you select this check box, the preference will be displayed but will not be editable in the Profile Center. Subscribers will be able to see their value for this preference but will not be able to change it.
  • Do not update subscriber values with send time values: If you select this check box, it prevents ExactTarget from changing the attributes of the subscriber record to new values at send time.
     
Salesforce Tab
Map to Salesforce Lead Field Select the field you'd like to link to in Salesforce.
Map to Salesforce Contact/Account Field Select the field you'd like to link to in Salesforce.
Display on Salesforce Profile Center for Leads Checking this box will display the information in the Salesforce Profile Center.
Display on Salesforce Profile Center for Contacts Checking this box will display the information in the Salesforce Profile Center.


 

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