Configuring SMART Profile - Regions

Prerequisites for Smart Profiles - Regions

You can create SMART Profile Regions to organize multiple properties for use in merge rules. Profile regions are only necessary if you want to apply specific merge rules to certain groups of properties. If you do not need profile regions, you can skip this configuration step and select NONE in the Profile Region field when defining your merge rules.

Adding New Smart Profile Regions

1. From the Administration menu, select to Client Relations, select Profile Management, and then select SMART Profiles - Regions.
2. Click Add Region and enter the required information:
   1. Region: Enter a unique code to identify the geographical region such as NAM for North America. You cannot edit this field if you are editing an existing profile region.
   2. Type: Select Merge rules as the type.
   3. Description: Enter a description of the region.
   4. Properties: Select all the properties that are within this region.

      Note:

      A property can only be assigned to one region and cannot be duplicated across regions.
   5. In the Actions column:
      1. Click icon to save the region.
      2. Click icon to edit the region.
      3. Click icon to delete the region.

Searching Existing Smart Profile Regions

1. From the Administration menu, select Client Relations, select Profile Management, and then select SMART Profiles - Regions.

2. Region: Select a region from the drop down list.
3. Type: Select the desired type from the list.