Profiles (CDP) gives you full control over your customer data. You can view and filter your audience list, organize contacts into segments, and import profiles in bulk.
Accessing Profiles
Log in to your Lucidya account.
Click the Profiles icon from the main navigation bar.
Profiles List
The Profiles List displays all customer profiles collected across your connected channels.
Each profile entry shows the following details:
ID — Unique identifier for the profile.
Name — Customer name.
Data Sources — The channels from which the profile data was collected.
Created Date — The date the profile was created.
Segment — The segment the profile belongs to.
Completeness Rate — Percentage indicating how complete the profile data is.
Filtering Profiles
Click Filters to narrow down the list. Available filters:
Data Sources
Gender
Category
Themes
Dialects
Sub Dialects
Click Apply to apply filters, or Clear to reset them.
Exporting Profiles
To export the profiles list, click Export in the top right corner.
Segments
The Segments section allows you to organize your audience into groups based on shared characteristics for more targeted analysis.
Segments are created and managed from this section and can be assigned to profiles in the Profiles List.
Imports
The Imports section allows you to bulk import customer profiles using an Excel template and tracks the history of all previous imports.
How to Import Profiles
Click Import.
In the Import Profiles List dialog, follow these steps:
Step 1 — Click CDPTemplate.xlsx to download the Excel template and fill in the required data.
Step 2 — Save the file, then drag and drop it into the upload area or click Browse to select it.
Review the file requirements:
Accepted formats: xls, xlsx
File size limit: 10,000 rows and/or 10MB
Check both acknowledgment boxes:
I understand that pre-existing profiles will be merged with the available profiles in my audience.
I understand that uncomplying fields will not be imported.
Click Import to confirm.
Tracking Imports
All import operations are logged in the Imports table with the following details:
Name — Import file name.
Import Date — Date the import was performed.
Num Of Profiles — Total number of profiles in the file.
Updated Profiles — Number of profiles successfully updated.
Profiles With Errors — Number of profiles that failed to import.
Created By — User who performed the import.
Status — Current status of the import.
To manage previously imported files, click Manage imported files at the bottom of the import dialog.