Profile Management in the Ecosystem

Sumary: iCortex™ facilitates the management of Profiles for Campaign Orchestration aligned with the target Segment.

iCortex™ allows you to manage your Profile information. This way, you will be able to orchestrate campaigns in accordance with your Segment.

Managing the Profile List

Managing your Profiles is a straightforward process, following these steps:

1. To access your Profile list, navigate to the main menu located on the left side, select the “Segments” option, and then click on “Profiles”:

You can also access it from here.

2. Once in this interface, you will visualize the list of your Profiles. The list columns provide access to detailed Profile data such as: email, geographic location, registration date, among other indicators.

Note: Historical Profiles will only receive Campaign Orchestration via email; push notifications will be activated only for new Profiles, that is, those registered after the implementation of iCortex™.

Searching for Profiles

You can efficiently locate a Profile using the search bar. Enter the name, location, email, Tagging Protocols, etc., in the “Search here” field to filter the results:

Deleting Profiles

If you need to delete a Profile for operational reasons, you can execute the action by clicking on the delete icon (red trash can):

Managing Tagging Protocols

The iCortex Engineering Revenue Ecosystem allows you to classify your Profiles using Tagging Protocols 🏷. These facilitate iCortex™ Hyper-Segmentation™ for the Campaign Orchestration of mass email and notifications.

Note: The system applies automatic categorization to the Profile based on the time spent reviewing specific products. However, Tagging Protocols can be added manually.

It is possible to assign multiple Tagging Protocols to a single Profile:

Our architecture includes predefined Tagging Protocols based on the basic conversion funnel. You can edit existing Tagging Protocols or generate new ones; you will find the procedure here.

This document details how to review your Profile list and assign Tagging Protocols to them.

The precise assignment of Tagging Protocols to your Profiles optimizes the creation of Segments aligned with your requirements. Hyper-segmentation is a requirement for the efficient execution of campaigns and the increase of revenue.

Proceed to your iCortex™ menu to tag your Profiles and ensure data integrity.