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Data management
Data management
Cláudia Duarte avatarNicholas Merican avatarJim Evans avatar
By Cláudia and 2 others3 authors26 articles

Profile management


How to create a profile and what's the difference between a profile and an active user
Profile tags
Archive old email addresses
Tasks
Class journeys
Last engaged
Touchpoints
Deleting and forgetting profiles
Duplicate profiles
How to merge profiles
Proxy registrations for HR professionals

General user management


What's the difference between source method and category?
Segments
How to Track profile source through custom categories

Imports


Introduction to imports
Where you should go to import based on the people that you are importing
Prepare your file – Part 1: Understanding and formatting a CSV file
Prepare your file – Part 2: Organising the information in your import files
Prepare your file – Part 3: Actions with requirements (ADVANCED)
How to do an import

The class overview and the application overview


The class overview
What’s the difference between a class overview and an application overview?
Updating the state of candidate profiles in bulk

Miscellaneous


The Inbox
How schema fields work
Why you should keep your database clean
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