This chapter provides an overview of profiles and discusses how to:
Specify a profile prefix.
Create a profile request.
Register a profile.
Set up profile groups.
View and update profile data.
A profile is a PeopleSoft Enterprise CRM business tool with multiple uses. Profiles reference data to and from the Customer Data Model (CDM), transactional tables, or user defined profile tables. Profiles are used to:
Define target audiences for use in marketing activities.
Create questions in PeopleSoft Online Marketing Web-based documents.
Merge stored profile attribute values into PeopleSoft Online Marketing email or Web-based documents.
Bring data from external sources into the CDM using PeopleSoft Enterprise Customer Relationship Management (PeopleSoft Enterprise CRM) Data Import.
Create CDM “attributes” that are viewable and editable in CDM components.
Enable analysis of profile data using Marketing Insight (requires modification of ETL maps).
System and User-Defined Profile Data
PeopleSoft Enterprise CRM utilizes the Customer Data Model as a centralized data storage repository to retain extensive individual and organization information. To maximize system performance, PeopleSoft Marketing and Online Marketing utilize a subset of the CDM data that is stored in a set of three basic data tables. When additional individual or organization information not contained in the delivered data tables is needed, PeopleSoft Marketing enables you to define new profiles and profile fields that you need in the exact language that you want. A system administrator then uses PeopleSoft Application Designer to create the corresponding physical tables and fields, and then maps them to the requested definitions. Whether data resides in the predefined system tables or your user-defined profile tables, it can be utilized for all functions by using one or more profiles.
PeopleSoft delivers two profiles with the system, one for individuals and one for organizations. The two delivered profiles are listed with the profile name, People under the Type Individual and Companies under the Type Organization. The Individual: People and Organization: Company profiles cover profile needs related to basic contact data (for example, name, address, Company name, and so on). Additionally, each user-defined profile table has a corresponding profile to reference the data that is stored there. Use profiles in combination to access information in any or all tables.
Consider an example of the various ways profiles are used.
Suppose that your company operates a national chain of pet supply stores and that you are part of the team charged with making your marketing efforts more effective. Your team believes that one way to accomplish this is by targeting current and potential customers with promotions specific to the pets they own, and you decide to test it with an online marketing campaign. As part of the campaign, you purchase a list of subscribers to various pet magazines. Using your Individual: People profile, import the subscriber list into your PeopleSoft Enterprise CRM database.
Using your Individual: People profile once again, create a target audience of customers who have an email address on record. Use PeopleSoft Online Marketing to create an Online Dialog and send that target audience an email broadcast offer. The email directs respondents to a PeopleSoft Online Marketing Web page that offers a free gift for each pet in the household. To receive the gift, respondents must enter or update information about each pet.
A few months ago, your company started gathering data on customers' pets. At that time, a user-defined profile was created to store several pieces of information. The Web page that you have directed respondents to was created in PeopleSoft Online Marketing using your Individual: People and Pets profiles. As you created the page, you used several of the profile fields to display questions. As respondents answer the questions, the respondent's profile data is updated in your PeopleSoft Enterprise CRM database in real time.
Once the information gathering phase of the dialog is complete, you launch another follow-up email targeted to the respondents. This time, you use the Individual People and Pets profiles to tailor email messages and promotions. While viewing the types of information that are gathered by the Individual People and Pets profile, you see that you can differentiate your customers by the kind of pet they own. Using the Pet Type as a search criteria, you create separate emailing lists: Cat, Dog, Rodent, Horse, and Bird. When the results are in, you find that this personalized, targeted approach is far more effective than other marketing efforts and you decide to expand it to your entire customer base.
See Also
PeopleSoft 8.9 Online Marketing User's Guide
PeopleSoft 8.9 Marketing PeopleBook
PeopleSoft 8.9 CRM Warehouse PeopleBook
Importing Data Into PeopleSoft Enterprise CRM
PeopleSoft Enterprise CRM Online Marketing enables marketers to define profiles and profile fields that collect customer profile information, such as color or brand preference, online. Once the marketers register and activate profiles and profile fields, you can configure profile groups that enable CDM components to access profile data. You can also set up the configurable search to use profile fields as search criteria.
To configure profile data for displaying and updating in CDM components, define a profile group that includes the profile fields and attach the profile group to CDM components. You can also use the Active Analytics Framework (OAF) to define conditions under which the profile data appears.
See Working with Active Analytics Framework.
The More Info page of the Company, Partner Company, and Person components enables you to view and update profile information. Read-only profile data appears on the Summary page of the Company and Partner Company components.
Note. You can specify that the profile group data appears as read-only on the More Info page.
See Also
Working with Active Analytics Framework
This section lists common elements and discusses profile data in the customer data model (CDM).
A specific bit of information that is captured about the customer. For example, contact lens customers of an optical supply seller might have profile fields for the preferred color, preferred type (extended wear or daily wear), brand preference, optometrist, prescription, date of last purchase, and care kit provided. Profile fields are keyed by BO_ID. |
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An arbitrary collection of profile fields for display purposes. For example, the optical supply seller might have a profile group for contact lens information, eyeglass information, and sunglass information. |
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Information that controls when the profile group is displayed. After you set up profile groups, you can define the conditions for displaying and updating a profile group in a component. A read-only profile summary appears on the primary page for every component that meets the conditions, and a profile information page for updating profiles is added to the component. For example, the condition for displaying the Contact Lens Info profile group in the Consumer component is that the consumer either previously purchased contact lenses or has requested contact lens information. |
This section discusses how to specify a profile prefix.
Page Name |
Object Name |
Navigation |
Usage |
RA_PROFILE_SETUP |
Set Up CRM, Common Definitions, Profile Management, Profile Setup |
Use to designate a record prefix value for manually-mapped user-defined profile records (tables). |
Access the Profile Setup page.
Designate a profile record prefix to use with user defined profile records (tables). The prefix must follow the standard PeopleSoft record prefix standards. Only tables with the profile record prefix are available on the Profile Registration page.
This section discusses how to:
Define basic profile information.
Add and edit profile fields.
Define field detail.
Modify active profiles.
A profile request consists of instructions that you or a system administrator use to create a new database table and fields. Your request conveys the type of information that you need and how it is to be used. The profile is not available for use until it is registered and activated. To assist with the communication process of marketer's requests and fulfillment or rejection of those requests by the system administrator, workflow is delivered. Marketing analysts can request profiles, and when they are set to a status of Requested, the person in the defined role of Dialog Administrator receives a worklist notification. When the request is either completed and activated, or rejected, the marketing administrator receives a worklist notification.
Creation of profiles should always follow thoughtful design of campaign objectives and strategy. Before beginning to define a profile request, determine who you want to contact (your target audience), what information you want to display, what new information you want to collect, and what existing information you want to update. Profile creation requires a through knowledge of your PeopleSoft Enterprise CRM database (to ensure you are not creating a duplicate profile or profile field) and involves a collaboration between the marketer and the system administrator.
Note. If you have purchased PeopleSoft Online Marketing, the following characters cannot be used in profiles being used for Online Marketing documents: ampersand (&), apostrophe or single quote ('), double quote (“), greater than (>), less than (<), or period (.).
Page Name |
Object Name |
Navigation |
Usage |
RA_PROFILE_SUMM |
Set Up CRM, Common Definitions, Profile Definition |
Use to view summary information about all of your profiles and to access an existing profile or create a new profile. |
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RA_PROFILE_DTL |
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Use to define basic information about the profile. |
|
RA_ATTRIBUTE_SUMM |
Click the Profile Fields tab. |
Use to add new fields to a profile, or to view existing profile fields. |
|
RA_ATTRIBUTE_DTL |
Click the Field Detail link on the Profile Fields page. |
Use to define a new profile field or to edit an existing profile field. |
Select Individuals when the profile information refers to persons. Select Organizations when the profile information refers to organizational data. . |
|
Category |
Shows the category to which the profile belongs. |
Select In Design while you are defining your profile request. Select Requested to lock the profile design. Setting the status to Requested notifies your administrator that the profile design is complete. The administrator can manage approval and connecting the profile to the database. Select Activated to indicate that the profile fields have been mapped and the required profile tables has been created. Select Rejected to indicate that the profile design has been rejected by your system administrator. Select Update to edit an activated profile. Note. As long as the status of a profile is In Design, your ability to edit and make changes is unlimited. A status of Requested or Rejected allows you to delete any profile field that is in a status of In Design. Once the profile status is set to Activated, your ability to change or edit the profile is limited. For example, once a profile is activated you cannot delete a field. Likewise, field choices cannot be deleted, but they can be inactivated . |
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Profile Name |
Enter a name for the profile. Note. If you have purchased PeopleSoft Online Marketing, the following characters cannot be used in profile names used for Online Marketing documents: ampersand (&), apostrophe or single quote ('), double quote (“), greater than (>), less than (<), or period (.). |
Row selection determines how many unique rows of data can be entered into the profile table for each contact. Profiles can be defined as either one row or many rows. Once a profile is requested, you cannot change the row selection. Select Many Rows to allow multiple rows of data per contact. Select One Row to allow only one row of data per contact. For example, suppose that you use a one row table to store information about whether or not your customer is a pet owner and how many pets your customer owns. If you want to store the names of the pets, you must allow for the possibility that your customer has more than one dog or cat. To record the names of multiple pets requires a Many Row table. Note. Profiles defined as Many Rows can only be used for audience selection. It cannot be used in online documents by PeopleSoft Online Marketing. |
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Profile Can Be Updated |
Select this check box if the profile is available for update (for example, by customers changing their information on an Online Marketing web page form). Profiles marked to not allow updates will not be allowed to have Profile Fields marked as questions. |
Access the Profile Fields - Field Summary page.
Note. Click column headings to change the sort order of the column.
Order |
Displays the order in which profile fields appear when the profile is used. The order affects the display only, and users are free to select the fields in any order desired. |
Name |
Click the field name to access the profile field detail. |
Defines how the new fields are to be used. Values are:
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Field Status |
Displays the current status of the profile field and is always dependent on the status of the profile. Values are: In Design, Active, and Update. |
Field Detail |
Click to access the Profile Fields - Field Detail page where you defined the field. |
Access the Profile Fields - Field Detail page.
Name |
Enter a name for the field. |
Field Status |
Displays the current status of the profile field and is always dependent on the status of the profile. Values are: In Design, Active, and Update. You can alter the profile field value when the field status is In Design or Update. When a profile is activated, all profile field statuses change to Active. To alter a profile field value, change the status of the profile to Update, then change the profile field status to Update. |
Use Type |
The use type value selected when you added the new field appears as the default value. Until the profile is activated, select a new option to change the field type. |
Profile Question |
Select to make this field available for use in a Web document or email blast. |
Description |
Enter a description of the field. The description appears on the Profile Fields - Field Summary page. |
Question |
If the profile field is specified as a profile question (the Profile Question check box is selected), enter a question designed to elicit a desired response. For example, if the value for the profile field is Number of Pets, your question might be: “How many pets are in your household?” |
The following fields appear only with certain use types.
Order |
Indicates the order in which you want the response options to appear. Change the order by changing the number in this field. Save the page to make the changes effective. |
Choices |
Enter the choice values for the profile field question. The value entered appears where the profile is used. |
Rating |
When Choose One (with Rating) is selected as the use type, enter a rating value for each option. Rating values are measured from the smallest numerical value to the highest. For example, a rating of 1 is less than a rating of 5. |
Map to Field |
When Map to Existing Field is selected as the use type, select the underlying prompt table. Note. If the prompt table is unknown or does not exist, this field may be left blank. If the prompt table does not exist, a system administrator will have to build it before the profile is activated. |
Length |
When Text is selected as the use type, enter a text field length. Maximum field length must be less than 254 characters. |
You can make the following changes to activated profiles:
Modify a profile field question.
Change a profile field into a question field or change a question field into a non-question field.
Add or inactivate field choices.
Add a new profile field.
Note. Once a profile is inserted into a PeopleSoft Online Marketing document, changes to the profile do not affect the document
unless the profile is deleted from the document and then reinserted.
It is not required that profile changes be applied to all documents. In fact, there are cases where you will not want to change
a document. For example, you can insert a profile into two or more documents if you intend to offer different choices to a
particular question. By modifying the choices on the profile, you can insert the version with the appropriate choices into
the different documents.
With the exception of adding a new profile field, you can easily modify active profiles without having to resubmit your profile request.
Making Changes that Do Not Require a New Request
Changes to existing fields do not affect the underlying profile table. Rather, these changes affect what is called the metadata.
To make changes that do not require a new request (changes to the metadata):
Change the status of the profile to Update.
On the Profile Fields - Field Summary page, click the field that you want to modify.
This enables you to access the Profile Fields - Field Detail page where you must change the Status field to Update.
Make the change.
For example, to add a new choice to the Choose Many field value, click one of the Add buttons in the Choice column. To eliminate a choice, select the Inactivate check box beside the choice that you want to eliminate. You can also select or clear the Profile Question check box to change whether or not a field appears as a question, or change the text of a question.
Return to the Profile page, change the profile status to Activated, and save the profile.
Adding a new profile field requires a change to the profile table and can be completed by you or by the administrator, depending on your organization's requirements.
To add a new profile field to an existing profile:
Change the status of the profile to Update.
On the Profile Fields - Field Summary page, select the use type for the field that you want to add and click the Add a New Field button.
Enter the field information and save the page.
Return to the Profile page, change the profile status to Requested, , and save the profile.
When a profile request is set to a status of Requested it becomes available for registration and activation. Registration is the process of mapping the profile fields to a to a profile table (record), then making the profile available for use. Registration is a simple matter of linking the profile to the profile table and activating the profile.
Note. Map to Existing Field field value types rely on an underlying prompt table for field values.
Choose Many field value types rely on a child table for field values.
If you have purchased PeopleSoft Online Marketing, the following characters cannot be used in profiles being used for Online
Marketing documents: ampersand (&), apostrophe or single quote ('), double quote (“), greater than (>), less than (<), or
period (.).
Critical Information for System Administrators
System administrators responsible for creating profile tables should be fully familiar with PeopleSoft Application Designer. To insure proper interaction between PeopleSoft Marketing and Online Marketing, you must follow specific record and view design parameters.
See Enterprise PeopleTools 8.45 PeopleBook: Application Designer
This table lists information that applies to profile table fields that are created using PeopleSoft Application Designer.
PeopleTools Field Type |
Notes |
|
Choose One |
Char (254) |
|
Choose One with Rating |
Number (18,0) |
Must be signed. |
Choose Many |
N/A |
Separate child table is needed. No new fields are required for the profile record. |
Text |
Char (X) |
X represents the desired field length as defined in the profile definition request . |
Integer |
Number (18,0) |
Must be signed. |
Decimal |
Number (18,4) |
Must be signed. |
Date |
Date |
|
Time |
Time |
|
Yes/No |
Char (1) |
|
Map to Existing Field |
Char (x) |
Map to Existing Field fields cannot be included in profile tables with any other type of field. We recommend that you create a view for this data rather than a profile table. The field referenced determines the PeopleTools field type. See the section related to building views in the PeopleSoft Application Designer documentation. |
The following information applies to profile tables (records) created using PeopleSoft Application Designer:
One Row profile records require the following fields: BO_ID (as a key and search key field) and all other fields as defined in the profile request (as nonkeys). At the end of the record, include the RB_AUDIT_SBR subrecord.
Many Rows profile records require the following fields: BO_ID and RA_ATTRIB_SEQ (as key and search key fields), and all other fields as defined in the profile request (as nonkeys).
At the end of the record, include the RB_AUDIT_SBR subrecord. Also, a new index must be created. When you create the index, add comments and make sure that the clustered and unique check boxes are cleared. Add the BO_ID field to the index.
A record that includes a Choose Many use type, must also have a child record to contain the choices selected by the respondent.
The child record requires the following fields: BO_ID and RA_ATTRIB_SEQ (as key fields), CHOICE (as a nonkey field), and the RB_AUDIT_SBR subrecord. These are the only fields you should have on your Choose Many child record. Also, a new index must be created. When you create the index, add comments and make sure that the clustered and unique check boxes are cleared. Add the BO_ID field to the index.
Profile records must follow a standard naming convention (<recprefix>_<profileName>), using the record prefix designated on the Profile Setup page. For example, if the record prefix is OMP_, and your profile record relates to pets, you might use the name OMP_PETS.
Note. Unless the system administrator decides to create a custom tablespace for profile tables, use the RALARGE tablespace.
Page Name |
Object Name |
Navigation |
Usage |
RA_PROFILE_DTL |
Set Up CRM, Common Definitions, Customer, Profile Management, Profile Registration, Profiles |
View the profiles that are registered. |
|
RA_ATTRIBUTE_SUMM |
|
Enter or view summary information about profile fields. |
|
RA_ATTRIBUTE_DTL |
Click the Field Detail link on the Profile Fields - Field Summary page. |
Enter or view detailed information about profile fields. |
Access the Profiles page.
This page enables you to view all the profiles that are defined to the system. Click a Profile Name to view or modify profile detail.
Access the Profile Registration - Profile page.
Select Activated when the profile registration is complete. This makes the profile available for use. Select Rejected when the profile request is unacceptable and must be redefined or discarded. Select Requested when the profile has not been registered and activated. Note. If the profile was automatically created, and reactivation requires changes to the record (table), the profile status is changed to “Activating” until the necessary processing is complete. |
|
Record Name |
Select the record (table) created for this profile. |
Access the Profile Registration - Profile Fields page.
Note. The Profile Fields pages of profiles that were automatically created (and thus, automatically mapped) do not display the Record Name and Field Name columns on the Profile Fields grid.
Name |
Displays the profile field name. |
Record Name |
Confirm the profile table record name. If the profile field is a Choose Many use type, select the correct child record. If the profile field is a Map to Existing Field use type, confirm that the Map to Field field on the Profile Fields - Field Detail page is set to the appropriate prompt table record name. |
Field Name |
Select the profile record field name that corresponds to the profile field name. |
Delete |
Click to remove a profile field. Note. Fields can not be deleted from an activated profile. Once a profile is activated, you can update field details, but the changes only affect profile use from the time of the change forward. |
Completing the Activation Process
Once the profile fields are matched to the profile table (registered), return to the Profile Registration - Profile page, set the profile status to Activated and save the page to activate the profile.
This section discusses how to set up profile groups.
Page Name |
Object Name |
Navigation |
Usage |
RA_PRFL_GRP_PG1 |
Set Up CRM, Common Definitions, Profile Management, Profile Groups, Define Profile Group |
Define profile groups. |
|
RA_PRFL_FLD_SEL_PG |
Click the Add Profile Field button on the Define Profile Group page. |
Select profile fields to add to a profile group. |
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RA_CMPT_PRFL_PG |
Set Up CRM, Common Definitions, Profile Management, Profile Groups, Assign Profile Group Display |
Assign profile groups to a CDM component. |
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RA_CND_BLD_PG |
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Specify the conditions under which the profile group fields appear on the More Info or Summary page. |
Access the Define Profile Group page.
Note. You can select only profile fields in "Activated" profiles for profile groups
profile fields from the basic tables can not be added to profile groups
Access the Define Profile Group - Add Profile Field page.
Select a profile to view the fields that it contains. Select one or more fields and click Apply. You must apply the fields to the profile before saving the profile.
Access the Assign Profile Group Display - Assign Profile Group Display page.
Note. The fields in the Profile Groups for Summary Page region are available for the Company and Partner Company components only.
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Click to add a profile group to the component. |
Access the Assign Profile Group Display - Edit Condition page.
Click a condition that is listed in the Conditions page region to view and edit the condition.
Switch to Advanced Mode |
Click to specify complex conditions. |
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Click the Edit Condition button to define the conditions under which the profile appears. |
Note. Terms are programmatically created as profile fields are activated except for the type Choose Many. Most profile terms can be used anywhere AAF is used.
See Also
Working with Active Analytics Framework
This section discusses how to view and update profile data information.
Page Name |
Object Name |
Navigation |
Usage |
RD_PROFILE |
|
View and update profile information. |
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RD_COMPANY_SUMMARY |
Customers CRM, Search Company, Company, Summary |
View profile information for a company. |
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RD_PARTNER_SUMMARY |
Partners CRM, Search Partner Company, Partner Company, Summary |
View profile information for a partner company. |
Access the More Info page for a company, person, or partner company.