Profile Management

Profile Management is the core of CeramicCRM, providing a unified, 360-degree view of each customer. It consolidates data from multiple sources, tracks interactions, and maintains a complete customer history that powers personalization across all channels.

Key Capabilities

Unified Customer View

• Single Source of Truth: Consolidate customer data from all touchpoints
• Real-time Updates: Profile changes reflect instantly across the system
• Complete History: Track all interactions, purchases, and behaviors

Data Management at Scale

• High Performance: Process 1000+ profiles per second
• Massive Scale: Handle 200M+ profiles with sub-second queries
• Bulk Operations: Import, export, and update thousands of profiles at once
• Data Quality: Automatic validation on import

Flexible Attribution

• Custom Fields: Define unlimited custom attributes for your business
• Human-Readable Names: Use intuitive field names like "loyalty_status" instead of "custom_field_1"
• Dynamic Schema: Add new fields without system downtime
• Multiple Data Types: Support for text, numbers, dates, booleans, arrays, and JSON
• Deletion Safety: When deleting a custom field, the system checks which templates reference it and displays a warning listing affected templates and template blocks

Advanced Search & Filtering

• Full-text Search: Find profiles by any attribute instantly
• Complex Filters: Combine multiple conditions with AND/OR logic
• Date Range Queries: Filter by registration, activity, or custom dates

Features in Detail

Profile Creation & Import

• Single profile creation via UI or API
• Bulk import from CSV files
• Automatic data validation and formatting

Profile Enrichment

• Custom field management
• Calculated attributes
• External data integration
• Behavioral scoring

Activity Timeline

The Activity tab on the profile detail page shows a chronological timeline of all message events for a profile, with features for filtering, drill-down, and navigation:

• Date-Grouped Events: Activities are grouped by date with clear section headers
• Semantic Color Coding: Each event type has a distinct color (green for delivered, cyan for sent, orange for bounced, red for failed, teal for clicked)
• Campaign Badges with Links: Each event displays the campaign name as a clickable badge that navigates to the Message Logs filtered by that campaign. Channel API messages show an amber "Channel API" badge.
• Filters: Filter by date range, campaign, and event type (multi-select)
• Message Detail Panel: Click any event to open a slide-over panel showing full message details, event timeline, email content preview, and channel API payload
• View in Message Logs: A link in the detail panel navigates directly to the message in the Message Logs dashboard with deep linking support
• Real-Time Updates: New events appear instantly via WebSocket push. If the WebSocket connection drops, the tab automatically falls back to 20-second polling.

Column Configuration

The profiles dashboard table supports per-user column visibility configuration. Each user can choose which columns to display, and preferences persist across sessions.

• Default Columns: Email, Custom ID, Created, and Updated are shown by default
• Toggle Visibility: Click the Columns button in the page header to open a popover with checkboxes for each available column
• Custom Fields: Any custom fields defined for the workspace appear as toggleable columns alongside standard fields
• Instant Updates: Column changes apply immediately without reloading the page
• Per-User Preferences: Each user maintains their own column visibility settings, so changes do not affect other workspace members
• Reset to Defaults: Use the reset option to restore the default column set

Profile Search & Export

• Advanced search with multiple filters
• Export to CSV/JSON formats
• API access for integrations

Data Governance

• Data validation rules
• Access controls and permissions
• Audit trails for all changes
• GDPR compliance tools (export, deletion)

Getting Started

Quick Setup (5 minutes)

1. Import your first batch of profiles
2. Define custom fields for your business
3. Create tags for organization
4. Start searching and filtering

How to Import Profiles

1. Prepare your CSV file: Ensure your file has a header row with column names matching your profile fields (e.g., email, custom_id, first_name, last_name). Name fields like first_name and last_name are stored as custom fields. The system accepts CSV and JSON formats.
2. Navigate to Profiles > Import: Click the "Import" button on the Profiles page and select your file. The system will auto-detect column mappings and show a preview.
3. Map fields and validate: Review the column-to-field mapping, create any missing custom fields on the fly, and check the validation summary for errors or warnings.
4. Run the import: Click "Start Import" to begin processing. You can monitor progress in real time — the system processes 1000+ profiles per second, so even large files complete quickly.

Best Practices

• Start Small: Import a subset of profiles first
• Define Standards: Establish naming conventions
• Plan Custom Fields: Design your data model upfront
• Set Permissions: Configure access controls early

Performance Metrics

Related Features

• Segments - Build audiences from profiles
• Campaigns - Activate profile data
• Templates - Create personalized content (coming soon)