1. General introduction

Profile is the central and most important object in the Mobio CDP system. It stores the customer’s entire “footprint”, from basic identification information to complex interactive behaviors across multiple channels.
The goal of the Profile module is to build a 360-degree customer portrait (Single Customer View), helping businesses understand customers to accurately personalize the experience journey.

2. Core values

• Unique identification: Automatically merge data from multiple sources (Web, App, Store, CRM) into a single profile based on Phone number, Email, ID, or identification information.
• Event Timeline: Record all customer interactions and sort them chronologically from newest to oldest.
• High customization capability: The display interface can be flexibly changed according to the needs of each role (Sales, CS, Marketing).
• Multi-dimensional connection: Tightly linked with other objects such as Accounts, Tickets, and Opptys.

3. Learning Path

To master the Profile management feature, refer to the following guide groups:

Group 1: Manage and administrate lists

Focus on importing data into the system and centralizing management on the external screen.

1. Profile interface and list management: Search, filter, and save filters.
2. Create and administrate Profiles: Create manually, Import/Export, and delete Profiles.

Group 2: Explore the 360-degree portrait

Focus on understanding and interacting deeply with each customer’s data.

1. Profile details: 360-degree customer portrait: Explore the detailed Profile interface and Event Timeline.
2. Update and customize Profile information: Ways to update data and pin important information.
3. Customize view (Saveview): Personalize event views.
4. Manage related objects: Link Profile with Accounts, Tickets, Opptys, and Media.