Synchronize profiles (CEP)

Overview

In this destination service, DinMo will export and update custom attributes values in the contacts table of your Customer Engagement Platform.

To do so, you will need to go through these three steps:

• Creating a Batch destination. Refer to the corresponding section for more info.

• Creating a user segment composed of all the users and their attributes that will be updated in Batch. Refer to this step-by-step tutorial to learn how to build segments without SQL in DinMo.

• Activating the segment to the Batch destination to start sending data. Refer to the corresponding section for more info.

Each time the activation will be running:

• All customers previously unknown to Batch will be created in the CEP, with the associated attributes

• All attributes values that have changed since the last activation will be updated in Batch

Destination setup

To start updating attributes, you are first required to create a Batch destination with the corresponding destination service.

To connect DinMo to Batch, you will need an API Key. To get your API and project key, navigate to settings (in Batch) and copy your REST API Key and Project Key into DinMo.

Learn how to create such a destination in our step-by-step tutorial

Activation configuration

Once the destination has been setup, and your DinMo segment (or model) created, you can create an activation to start sending data to Batch right away.

Learn how to activate a segment in our step-by-step tutorial

Fields mapping

In the Fields mapping section, you are asked to specify the field contained in your DinMo segment that Batch will use to link each segment's records to a Batch contact (Custom Profile ID). Depending on your Batch configuration, it may be the email address of the user, or another external ID.

You can also map other standard attributes in Batch: email, phone, language, region, timezone and email or SMS subscriptions.

Custom Attributes

In this section, any field you select will be exported as a new custom attribute in Batch. The associated field will have the same name in Batch and DinMo.

If you want to map First Name and Last Name, you can name it "firstname" and "lastname", that the Batch API recognizes the fields and uses them as identifiers in the customer view.

These values of the attributes selected here will then be updated at each activation.

Attribute names should be made of letters, numbers or underscores ([a-z0-9_]). They cannot be longer than 30 characters and cannot contain uppercase characters.