View profiles

  • Updated

The Profiles view displays information about visitors and their activity on your site.

You can do the following in 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 kind of 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 that are 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 time span. 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 are tracked by Optimizely Visitor Intelligence. For example, if you have a visitor group that filters out all users from France who have visited or 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. Together with Optimizely Visitor Intelligence data such as the visitors' email addresses, you can use the segment to target all your French visitors who visited your product page on Black Friday in a mailing campaign. See Creating a marketing segment. The tracking of visitor groups has to be set up by a developer.
  • Sort each column by clicking the column headers: Name, Company, Country, or Last Seen.
  • Search profiles for names, companies, and so on. Matches appear instantly.
  • Create a segment from any filtered result by clicking Save as segment.... See Creating a marketing segment.
  • View individual profile details by clicking the profile record.

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

View profile details

Each profile has a unique identity (GUID) to distinguish between visitors with no contact information at all.

Cookies track a visitor's behavior. If a visitor deletes cookies between visits, or visits a website from more than one device (such as a mobile phone and a computer), then the visitor may be connected to more than one profile.

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

  • The visitor's contact information appears at the top.
  • The visitor's events appear in a timeline, grouped by type such as by orders placed, shopping cart, viewed products and categories, and home page visited. You can select each event to display more information.

    Image: Timeline

    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 user visited.
    • Shopping cart (displayed as Basket) – Expand to see the time that user updated the shopping cart.
    • Homepage – Expand to see the time that user visited website homepage.

Consolidate profiles

One user can have several profiles when the user visits 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 a new 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, but tracking usually happens after visitor logs into a website.

If the user browses the site with another browser or another device, 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 both 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.

Image: Export profile data to CSV 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/Mail Address) and the user's country, based on IP address. If there is no data supplied, the user's identity is marked as Unknown. The following list shows fields and the strings each represents.

  • E-mail – Email that user registered with.
  • Name – Full name from register information (such as Jane Doe or Hans Strueber).
  • Last Seen – The number of days since the 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.