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Working with user profiles

Ahmed Boghdady
Updated

Working with user profiles

User profiles contain user information added to mCommons through interactions with text-messaging campaigns, mConnect phone campaigns, mData queries, and donations, as well as web form signups and imported groups.

User profiles contain standard fields for the following user data:

  • Age
  • Date
  • Gender
  • Number
  • Text
  • Time of Day
  • Yes/No

Note: The key identifier in a user profile is the mobile phone number.

To build targeted audiences, create more detailed user profiles by adding custom fields to the profile. For more information, see Setting up custom fields.

To work with profiles:

  • Select Home Home in the left pane, and then select Profiles.

    The Profiles table opens:

    The Profiles table is sorted by First Seen Date column. To change the sort order, select Ascending order Ascending or Descending order Descending order to the right of the header.

    If the table is longer than one page, use the page-navigation options on the lower-right to select the number of rows per page and to navigate to the Next next or Previous previous page.

    Tip: To navigate directly to a specific page, select the page field, enter the page number, and then press ENTER.

From the Profiles table:

For more information, see Accessing user data.

Searching the Profiles table

To search the user details in the profile records (first name, last name, phone number, and email address):

  1. Select Home Home in the left pane, and then select Profiles.

  2. Above the Profiles table, on the right, enter a search term in the Search box, and then select Search Search.

The Profiles table displays the matching records.

Filtering profiles

To filter profile records based on subscription status and the method used to add them to mCommons:

  1. Select Home Home in the left pane, and then select Profiles.

  2. Above the Profiles table, on the right, select Filter Filter.

  3. From the Filters pane on the right, select a Profile Status, Subscription Status or First Time Seen filter option.

    • Profile Status

      Subfilter Description
      All All Profiles (by default, All is selected).
      Active Profiles that are active.
      Cleaned Profiles that are cleaned.

      profile filters

      Note: The Profile Status filters appear when the user navigates to the campaign or broadcast report.

    • Subscription status

      Subfilter Description
      All All of the profile records in your company account regardless of opt-in status.
      Active subscribers Profiles that are subscribed to one or more active campaigns.
      Former subscribers Profiles that had been subscribed to one or more active campaigns but are no longer.
      No subscriptions Profiles that are not subscribed to any active campaigns.
      Opted out Profiles of users who have ended their subscription(s).
      Synced Profiles that are synced with a CRM.
      Invalid profile data

      Profiles with invalid data, for example, with addresses as phone numbers (incorrect receipt of phone number, usually via sync or other integration).

      Error conditions include:

      • Undeliverable-Texted a STOP word: The user texted a STOP word (STOP, END, CANCEL, QUIT, UNSUBSCRIBE, etc.) and was opted out.

      • Undeliverable-Hard Bounce: The phone is not a mobile number, or mCommons has received an error code from the aggregator indicating that the number cannot receive text messages.

      • Undeliverable - Opt-out from profile: The profile was opted out manually from the profile page.

      • Undeliverable - Opt-out from Inbox: The profile was opted out manually from the Inbox.

      • Undeliverable - Phone was Deactivated: The mobile phone number for the profile was deactivated by the phone carrier.

      • Undeliverable - Manual Opt-Out

      • Undeliverable - Blacklisted

    • First Seen Type

      You can select multiple options for the first seen type.

      Subfilter Description
      Donated User made a donation. For more information, see Accessing fundraising reports.
      Uploaded group User data uploaded as part of a group in a CSV file. For more information, see Working with profile groups.
      Called mConnect User made a phone call through mConnect call routing. For more information, see Setting up a new mConnect.
      Used mData User added by using an mData. For more information, see Setting up mData searches.
      Opted in User opted in to an active campaign.
      Unknown User data added from an unknown source.
      CRM User added through CRM.

  4. When you are done, select APPLY in the lower-right corner.

    The Profiles table displays only those records that match the selected filter(s). The filter indicator above the table Filter indicator displays the number of filters that have been applied. Hover your cursor over the filter indicator to display a list of applied filters.

Exporting profile records

You can export the full set or a subset of profile records to a CSV (comma-separated values) file.

To export profile records:

  1. Select Home Home in the left pane, and then select Profiles.

  2. Arrange the Profiles table to display the records to export. For more information, see Searching the Profiles table and Filtering profiles.

  3. Above the Profiles table, on the right, select Save as CSV.

    The profile records in the Profiles table are downloaded in a CSV file containing the following columns:

    Column Description
    id A unique identifier for the profile record.
    phone_number The user's mobile phone number.
    email The user's email address.
    first_name The user's first name.
    last_name The user's last name.
    status

    The user's subscription status:

    • Active Subscriber

      Note: Active status indicates a profile that is not opted out, has existing subscriptions (including active or inactive subscriptions), is not blacklisted, is not untextable, and is not pending confirmation.

    • Former Subscriber

    • No Subscriptions

    • Opted Out

    • Synced

    • Invalid Profile Data

    Tip: If a profile status is Undeliverable, the Description column provides additional information.

    description Additional details on phones that cannot receive messaging (opted-out, hard bounce, deactivation) or that have invalid data.
    street1 User's address in a standard (normalized) format.
    street2
    city
    state
    postal_code
    country
    congressional_district Legislative districts are determined by the user's normalized address.
    state_upper_district
    state_lower_district
    split_district (Yes/No)
    latitude Location determined by the user's normalized address.
    longitude Location determined by the user's normalized address.
    precision

    Level of accuracy based on our location tools, arranged from most accurate to least accurate:

    • Address

    • Rooftop

    • Point

    • Range

    • Street center

    • Place

    • State

    Note: The accuracy detail will be used to match legislative districts.

    geocoded_city User's location information used for mData searches. For more information, see Setting up a location-based mData.
    geocoded_state
    geocoded_postal_code
    geocoded_country
    carrier_name Name of the company providing mobile phone services.
    created_at Date and time when the user profile was first seen in mCommons.
    source_type Method by which the user profile was added to the data set.
    source_name Name of the person, upload, or process used to add the user profile to the data set.
    opted_out_at If applicable, date when the user's subscription permission was removed.
    opted_out_source If applicable, method by which the user subscription permission was removed.
    Cleaned? (included for campaign, broadcast, or opt-in path profile exports when the cleaned_profile feature is enabled) The cleaned status of a profile: Yes or No.

    Note: Any custom fields are added to columns on the right.

  4. To download the CSV file, select Home Home in the left pane, and then select Reports.

  5. Locate the CSV file in the Exports table and then select the link in the Name column.

Analyzing messaging performance

If you have Profile Analysis set up for your company, you can view messaging performance analytics for all of the profiles in your company's data set.

Note: Profile Analysis is an add-on feature. To add Profile Analysis and set it up for your company account, contact your mobile strategist or Technical Support.

Profile analysis tracks message failures for messages sent from mCommons (MT failures) or subscribers who did not respond to broadcast messages (broadcast non-responders) for a set date range. The analysis may be run weekly or monthly.

To review performance analytics:

  • Select Home Home in the left pane, and then select Profile Analysis.

    The Profile Analyses table contains the following information:

    Column Description
    Analysis type

    The following reports are available:

    • Frequent MT failures

    • Broadcast non-responders
    Recurring Weekly or monthly
    Analysis Parameters used in the analysis for messages sent from mCommons (MT) and/or messages received by mCommons from a mobile device (MO).
    Group

    The name of the uploaded profile group created as a result of the analysis. For details, select the group name link.

    For more information, see Editing profile groups.

    Tip: To better target recipients who will respond to your message, exclude this group from your broadcast audience.
    Last processed at The date and time (UTC) when the analysis was last run.
    Delete

    Available action for a profile analysis:

    • Delete Delete