View profiles (deprecated)

❗️

Deprecated

Visitor Intelligence and Profile Store are deprecated and no longer supported. For migration options to Optimizely Data Platform (ODP), contact your sales representative or customer success manager.

See Remove dependencies on Visitor Intelligence and Profile Store.

Optimizely Visitor Intelligence is the user interface for viewing and filtering visitor profiles and creating segments to be used in omnichannel marketing campaigns. Visitor interaction data, such as viewing a product, adding a product to a wish list, or placing an order, is tracked and saved in Optimizely Profile Store.

Access profile data

See Install and configure Visitor Intelligence for how to add the Visitor Intelligence option to the Optimizely user interface. Profiles are aggregated using tracking events with the same device ID and/or same email address. You can see the individual tracking events for the profiles by clicking on a profile.

To see generated profiles based on tracking requests, start the site and go to Visitor Intelligence > Profiles.

Profiles are aggregated using tracking events with the same device ID and/or same email address. Profiles can also be tracked based on if they belong to a specific visitor group. This needs to be set up by a developer.

You can also see the individual tracking events for the profiles by clicking on the profile.

You can do the following in the Profiles view.

• Filter the Profiles view by selection options in the Contact, Last Seen, Country, and Visitor Group columns. Options that are not matched by any profile appear dimmed.

• Contact – Filter on profiles that have any contact information.

  • Anonymous if the profile does not have any contact information.
  • Identified if the profile has a full name.
  • E-mail if the profile contains an email address.
  • Phone if the profile contains a telephone or mobile number.

  Profiles associated with contact information, such as phone number or email address, display icons in the Contact column.

• Last seen – Lists the profiles and their last tracked activity within the defined period. Profiles that match a search or filtering are listed by Last Seen in descending sort order by default.

• Country – Lists profiles connected to a certain country.

• Visitor Group – Lists visitor groups that Optimizely Visitor Intelligence tracks. For example, if you have a visitor group that filters out users from France who have visited your product page during a specific day, Optimizely Visitor Intelligence stores this data, and you can create a segment that tracks data from this visitor group. With Optimizely Visitor Intelligence data, such as visitors' email addresses, you can use the segment to target French visitors who visited your product page on Black Friday in a mailing campaign. See Create a marketing segment. A developer has to set up the tracking of visitor groups.

• Sort each column by clicking the column headers: Name, Company, Country, or Last Seen.

• Search profiles for names, companies, and so on. Matches display instantly.

• Create a segment from any filtered result by clicking Save as segment.... See Create a marketing segment.

• View individual profile details by clicking the profile record.

Detailed profile information displays when you select a row in the Profiles view.

View profile details

Each profile has a unique identity (GUID) to distinguish between visitors without contact information.

📘

Note

Cookies track a visitor's behavior. Suppose a visitor deletes cookies between visits or visits a website from multiple devices (such as a mobile phone and a computer). In that case, the visitor may be connected to more than one profile.

Each profile contains detailed information collected for a visitor in three sections. Click a profile to display the details; click Go to list to return to the Profiles view.

• The visitor's contact information displays at the top.

  

• The visitor's events are displayed in a timeline, grouped by type, such as orders placed, shopping cart, viewed products and categories, and home page visited. You can select each event to display information.

  
  

  The timeline shows the dates for each visitor's activity per month, including time and the traffic source. Click Show all or a specific event to expand for more detailed information. By clicking Show more at the bottom of the timeline, you can expand the timeline to show activities further back in time.

  Click the URL if you want to view the page that tracked the activity.

  The timeline tracks the number of the following activities:

  • Viewed products – Expand to see the time and product code on the website.
  • Placed orders – Expand to see the time and order number.
  • Visited categories – Expand to see the time and categories the user visited.
  • Shopping cart (displayed as Basket) – Expand to see when the user updated the shopping cart.
  • Homepage – Expand to see when the user visited the website homepage.

Consolidate profiles

Users can have several profiles when visiting the site using different browsers or several devices. The Profile Store is the functionality behind Optimizely Visitor Intelligence that detects and merges profiles that correspond to one person based on the user's email address.

Profile Store creates an anonymous profile each time an anonymous visitor enters a site for the first time. The email address is stored in a corresponding profile when an email is provided in the tracking request, depending on how the tracking implementation is designed for a specific website. Still, tracking usually happens after a visitor logs into a website.

Suppose the user browses the site with another browser or another device. In that case, the activity is tracked and linked to another anonymous profile until a tracking request contains a user email address. When this occurs, Profile Store examines other existing profiles with the same email address and, if found, associates the device with this profile and merges the statistics. After a profile is consolidated, the anonymous profile is removed, and additional user activity on devices or browsers is tracked and associated with the consolidated profile.

Export profile data

You can export profile data to a CSV file by selecting the filters you want to create the data set and clicking Export to File.

Collect profile data

If a user signs in, Optimizely Visitor Intelligence extracts the data from the registered information (such as Full Name and Street or Mail Address) and the user's country based on IP address. The user's identity is marked as Unknown if no data is supplied. The following list shows fields and the strings each represents.

• E-mail – Email that the user registered with.
• Name – Full name from registered information (such as Jane Doe or Hans Strueber).
• Last Seen – The number of days since the user last logged in to the website.
• Country – Two-letter country code (such as US or SE).
• Web or Home page – URL for a website.