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Creating a custom profile dimension

Reports can also be created and managed based on custom profile data created during the profile custom resource extension.
In this example, we want to create the custom profile field
Loyalty programs
which will be divided into three levels: gold, silver and bronze. This custom profile will then be extended to be able to use it as a custom profile dimension in dynamic reports.

Step 1: Create a new profile field

We first need to create the new profile field
Loyalty program
that will assign loyalty level to our recipients: gold, silver or bronze.
Custom resources can only be managed by an administrator.
To do so:
  1. From the advanced menu, select
    Administration
    >
    Development
    >
    Custom resources
    then the
    Profile (profile)
    custom resource.
  2. From the
    Data structure
    tab, in the
    Fields
    category, click the
    Add field
    button.
  3. Enter the
    Label
    ,
    ID
    and select the custom resource
    Type
    . Here, we selected
    Text
    since recipients will have the choice between gold, silver and bronze.
  4. Click the icon to define your field.
  5. Here, we need to specify the authorized values by checking
    Specify a list of authorized valued
    and create each value by clicking
    Create element
    .
  6. Enter the
    Label
    and
    Value
    then click
    Add
    . For this example, we need to create the value gold, silver and bronze. Click
    Confirm
    when done.
  7. Select the
    Screen definition
    tab. In the
    Detail screen configuration
    drop-down, check
    Add personalized fields
    section to create a new section in our profile.
  8. Click the
    Add an element
    button to create your new section. Select the
    Type
    :
    Input field
    ,
    Value
    or
    List
    , then the field to add in this new section.
  9. You can also add a title to your section in the field
    Customize the title of the section where the fields will be displayed
    .
    Click
    Save
    when the configuration is done.
  10. From the advanced menu, select
    Administration
    >
    Development
    >
    Publication
    to start publishing your custom resource.
  11. Click
    Prepare publication
    then when the preparation is done, click the
    Publish
    button.
Your new profile field is now ready to be used and selected by your recipients.

Step 2: Extend the sending logs with the profile field

Now that your profile field is created, we need to extend the sending logs with our profile field to create the associated custom profile dimension in dynamic reports.
Before extending the log with our profile field, make sure that the PII window was accepted to have access to the
Sending logs extension
tab. For more on this, refer to this page .
Logs can only be extended with profile fields by administrator.
  1. From the advanced menu, select
    Administration
    >
    Development
    >
    Custom resources
    then the
    Profile (profile)
    custom resource.
  2. Open the
    Sending logs extension
    drop-down.
  3. Click the
    Create element
    button.
  4. Select your previously created field and click
    Confirm
    .
  5. Check
    Add this field in Dynamic reporting as a new dimension
    to create your custom profile dimension.
    This option is only available if the PII window was accepted. For more on this, refer to this page .
  6. Click
    Add
    then save your custom resource.
  7. Since the custom resource was modified, we need to publish it to implement the new changes.
    From the advanced menu, select
    Administration
    >
    Development
    >
    Publication
    to start publishing your custom resource.
  8. Click
    Prepare publication
    then when the preparation is done, click the
    Publish
    button.
Your custom profile is now available as a custom profile dimension in your reports.
Now that your field has been created and that sending logs have been extended with this profile field, you can start targeting recipients in deliveries.

Step 3: Create a delivery targeting recipients enrolled in the loyalty program

Once your profile field is published, you can start your delivery. In this example, we want to target every recipient enrolled in the loyalty program.
  1. From the
    Marketing activities
    tab, click
    Create
    then select
    Email
    .
  2. Choose an
    Email type
    then enter your email's properties.
  3. To target recipient enrolled in the loyalty program, drag and drop the
    Profiles (attributes)
    activity.
  4. Select your previously created field from the
    Field
    drop-down.
  5. Select your
    Filter conditions
    . Here, we want to target recipients who are part of one of the three loyalty program's levels.
  6. Click
    Confirm
    then when done filtering, click
    Next
    .
  7. Define and personalize the message content, sender name and subject. For more information on email creation refer to this page .
    Then, click
    Create
    .
  8. When ready, you can preview and send your message. For more information on how to prepare and send your message, refer to this page .
Once your email is correctly sent to your selected recipients, you can start filtering your data and track the success of your delivery with reports.

Step 4: Create a dynamic report to filter recipients with the custom profile dimension

After sending your delivery, you can breakdown reports using your custom profile dimension from the
Profile
table.
  1. From the
    Reports
    tab, select an out-of-the-box report or click the
    Create
    button to start one from scratch.
  2. In the
    Dimensions
    category, click
    Profile
    then drag and drop your custom
    Loyalty program
    profile dimension to your freeform table.
  3. Drag and drop the
    Processed/Sent
    and
    Open
    metrics to start filtering your data.
  4. Drag and drop a visualization in your workspace if needed.
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