Umbraco Engage does not provide a built-in way to add additional data to a profile. You can store the data in any format and in any way.
Your system may associate an Umbraco Engage visitor with other data coming from an external system such as a Customer Relation Management (CRM) system.
If you want to use external data in a custom segment you have to write the data access yourself in the custom segment code. Learn more about this in the Profiling section for Developers.
Discover how to analyze visitor profiles, including insights on engagement metrics, potential, personas, and detailed activity tracking.
In the Profiles section, you can access specific visitor profiles, which contain two sections: Insights and Activity.
The insights section provides an overview of the visitor.
Here, you can see:
The date of the visitor's first session on the website,
The date of the visitor's last activity,
The number of sessions,
The number of page views,
The time spent on the website, and
The total engaged time.
You can also view any goals triggered by this visitor.
Umbraco Engage will also show the potential of the profile based on the engagement time and when the profile was last active.
By default, a profile is considered active if the profile has visited the website in the last 30 days.
By default, a profile is considered engaged when the engagement time of the visitor was higher than 300 seconds in the last 3 sessions.
Within the profile, you can see all personas and customer journeys that you have set up within Umbraco Engage. Each persona and customer journey phase displays a score. You can see if Umbraco Engage has assigned a persona or journey phase to this visitor. In the below example, you see that the Umbraco Engage has assigned the persona "Data & Privacy officer" to this visitor.
In the Activity tab, you can view all the activity of this visitor.
For each session, you can see:
An icon indicating whether Umbraco Engage enriched the visitor's experience (blue icon for A/B Test variant or personalized variant; grey icon if not).
The timestamp when the session was recorded.
Which device type was used.
The number of pages that were visited in this session.
The duration of the session.
How long the person was engaged.
The number of goals that were triggered.
The events that were triggered.
On which page the session started.
From which website the visitor came into your website.
By clicking on a row, you can access more detailed information about that session.
You will see:
The visited page.
The time of visit.
The time on page.
The engaged time on page.
The scroll depth on that page.
The number of goals that were triggered.
The number of recorded events.
The variant of the page is displayed to the visitor.
The operating system, browser, and (anonymized) IP address are used.
An icon indicating whether the visitor saw a personalized or A/B tested variant of the page.
Finally, you can drill down into the activity on a specific page:
Here, you can see:
When the visitor started their visit on the page.
When the maximum scroll depth was reached.
When the visit ended.
When goals were triggered.
Explore how the Profiles section helps track visitor sessions, manage profiles, and differentiate between identified and anonymous visitors.
The Profiles section offers an overview of all the visitors that visited your website. Access the profiles section by navigating to the Engage section and then to the Profiles subsection in the topmenu.
This section provides an overview of all visitors:
At the top, the total number of visitors that visited your website (in this case in total 25.521 profiles) is displayed. You can also see how many visitors are identified versus unknown.
The graph in the middle shows the number of new identified visitors over the last 30 days.
Below that there is an overview of the profiles per month.
As long as we have no data of a visitor we will call this profile "Anonymous". If a visitor does not give consent to be identified, they remain "Anonymous".
However, once a visitor logs in (via Umbraco's Members section) or submits an Umbraco form, they become an "Identified Profile." For example: In the above screenshot you see "Jeffrey Schoemaker". We see this name because this visitor has logged in as the member "Jeffrey Schoemaker" at a moment in time.
The overview table displays all visitors to the website, showing:
Whether the visitor was anonymous or identified
The number of sessions the visitor had
The number of pageviews within those session
The first session that the visitor had on the website
The last session that the visitor had
The number of goals triggered by the visitor
The total value the goals had
Finally, you can see a blue or a grey icon at the beginning of the row. A grey icon indicates that Umbraco Engage did not enrich the visitor's experience. A blue icon indicates that Umbraco Engage enriched the visitor's experience by showing an A/B test variant or a personalized version.
It is possible to filter the overview of profiles by clicking the filter button at the top of the profiles overview.
You can filter by:
Anonymous or Identified profiles.
Profiles with a "High potential"
Profiles with more than X conversions
Profiles with more than X total value achieved by triggered goals
Specific date ranges
For more details, click Show profile in a specific profile's row. For more information, see the Profile Detail article.