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Profiles Overview: Understanding Customer Records

Profiles Overview: Understanding Customer Records

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A profile represents an individual person in your EVA audience database. Each profile contains the information EVA uses to identify, contact, and include that person in campaigns, flows, and audience segments.

Profiles are the core unit of audience data in EVA. All communication targeting whether through email campaigns, SMS campaigns, or automated flows—is built from these individual records.

What Information a Profile Contains

Each profile stores contact and identification information for a customer. The exact fields may vary depending on how the profile entered the system, but typically include:

  • email address
  • phone number
  • first name
  • last name
  • marketing consent settings
  • creation timestamp
  • last update timestamp

This information allows EVA to determine:

  • how the person can be contacted
  • whether the person has given permission for marketing communication
  • when the profile was added or modified

How Profiles Enter EVA

Profiles can be created through several sources within the platform ecosystem.

Common profile entry points include:

Platform Data Synchronization

Customer data can be synchronized from connected platforms such as Shopify, which imports customer records into EVA.

Campaign or Form Submissions

When a user signs up through a marketing form or campaign entry point, a profile may automatically be created.

Automation Workflows

Automation flows can generate new profiles when new contacts enter the system through integrated events.

Manual Profile Creation

Users can also create profiles directly from the Profiles page when a contact needs to be added manually.

Profiles in the Audience Database

All profiles are stored inside the Profiles table, where they can be reviewed and managed.

Each row in the table represents one person and displays key information about that profile, including:

  • profile identifier (name or email)
  • contact information
  • creation date
  • last update date
  • communication status

This table serves as the central view for monitoring the audience database.

Profiles and Audience Targeting

Profiles form the foundation for all audience targeting inside EVA.

Profiles can be used in multiple ways across the platform:

  • added to lists
  • included in segments
  • targeted in campaigns
  • triggered in automation flows

Because of this, maintaining accurate profile data helps ensure that campaigns reach the correct recipients and respect communication permissions.