1. Profiles

View, filter, and search profiles

The SitecoreAI Profiles page lets you view a list and interactive map of your most recent site visitors with both open and closed sessions, and their individual profiles. You can filter for visitor profiles and identified profiles, and you can search for a specific profile by using a client ID, a profile ID, or another identifier that your organization has an identity rule for. By clicking a specific profile, you can view details about the site visitor.

The Profiles page in SitecoreAI
Before you begin

  • Review the difference between visitor and identified profile types.

View the profiles list

To view the list of your most recent profiles:

  1. In the navigation menu, click Performance.

  2. In the left-hand pane, select Profiles.

    The page displays the following information:

    • Overview cards - key metrics about profiles.

      • Live profiles - the number of profiles with an open session.

      • Identified and Visitors - the number of profiles of type identified and visitor.

      • Total profiles - the number of all profiles.

    • Sessions - an interactive world map showing the geographical locations of recent profiles.

    • Most recent users - a list of up to 500 most recent profiles, where each row corresponds to one profile and displays the following information:

      • Profile name - the name of the site visitor. Visitor profiles display as Anonymous. Identified profiles display by name if the name was captured by IDENTITY events, or by profile ID if the name is unavailable.

      • Timestamp - the date and time when the site visitor last interacted with your brand.

      • City, country, device - if available, profiles display the geographical location and device where the site visitor interacted with your brand.

      • Profile type - whether the profile is of type visitor or identified.

  3. Click any row in the list to view the profile details.

Filter profiles using the world map

On the Profiles page, profiles are geographically plotted on an interactive world map. You can use the map to filter the profiles list by geographical location and session type.

The world map displays both live (open) sessions and recent (closed) sessions. A session opens when the site visitor first interacts with your site and stays open for 20 minutes after the site visitor's last interaction. After this time, the session is closed.

Live sessions appear with green dots, and recent sessions appear with grey dots on the map.

To filter profiles by geographical location using the world map:

  • On the Profiles page, in the Sessions section, click a dot on the world map to filter the profiles list for profiles in that geographical location.

    To remove the filter, click any area on the map that is not a dot.

To filter profiles by session type using the world map:

  • At the bottom of the world map, depending on the session type you want to filter out, select one of the options. Each option hides that session type from the map and the list:

    • Live sessions - to remove live (open) sessions from the world map and the profiles list.

    • Recent sessions - to remove recent (closed) sessions from the world map and the profiles list.

    To remove the filter, click the same option again.

Filter profiles by type

The profiles list displays both visitor and identified profiles by default. You can filter the list to display profiles of only one type.

To filter profiles by type:

  1. On the Profiles page, in the Most recent users section, click the Type drop-down list.

  2. Depending on the profile type you want to filter for, select one of the options:

    • Identified - to display identified profiles only.

    • Visitors - to display visitor profiles only.

    To remove the filter, click Clear in the Type drop-down list.

Filter profiles by device

The profiles list displays profiles with all devices by default. You can filter the list to display profiles with only certain devices.

To filter profiles by device:

  1. On the Profiles page, in the Most recent users section, click the Device drop-down list.

  2. Select one or more devices to filter by, such as Desktop and Phone.

    To remove all the device filters, click Clear in the Device drop-down list.

Search for a profile

You can search the profiles list to find a specific profile by client ID or profile ID, or by another identifier that your organization has an identity rule for.

To search for a profile:

  1. On the Profiles page, in the Most recent users section, in the search field drop-down list, select the type of identifier you want to search by:

    • Client ID - search by a unique identifier (UUID) representing a specific device or session associated with a site visitor. You can retrieve this from the JSON data when viewing the profile details using inspect mode.

    • Profile ID - search by the site visitor's unique identifier. You can retrieve this from the JSON data when viewing the profile details using inspect mode.

    • Your organization's identifier - search by an identifier your organization has an identity rule for, such as Email address.

  2. In the search field, enter the full text you want to search for. For example, if you selected Email address in the previous step, enter the full email address such as [email protected].

    Important

    Partial search texts, such as jane.doe or email.com, will not return search results.

    The profiles list updates to display matching results.

Pause and resume live data updates

The Profiles page automatically refreshes every 30 seconds to display the latest data. Data continues to flow into SitecoreAI in real time, but you can pause the Profiles page from displaying the latest updates.

To pause updates:

  • On the Profiles page, in the upper-right corner, click Live data. The button label changes to Paused, and the page stops refreshing.

To resume updates:

  • Click Paused. The page immediately refreshes and resumes automatic updates every 30 seconds.

If you have suggestions for improving this article, let us know!