P2 Engine Overview 🎬 Follow
P2 Engine is a Fuel Cycle feature that gathers the most current profile information for your members from multiple sources. This feature enables you to consolidate various sources into a single profile field called a Profile Point. This ensures that the most up-to-date and relevant answer is utilized in exports, dynamic grouping logic, cross-tabs, and embedded data.
Learn how to create a profile point.
How It Works
Profile points are like "master questions" with multiple answer sources. A profile point must have at least one source but can include unlimited sources.
The answer data is then used in the Fuel Cycle platform for:
- Member Profile Data in Exports
- Pushing embedded data to Qualtrics or Alchemer
- Dynamic Grouping Logic
- Cross-tabs
Consider the scenario where you have a profile question, “What model car do you drive?” This is a custom profile question currently enabled in the community.
Members answer this question during registration, but if they choose to buy a new car six months later, this information won't automatically update. To ensure you capture the most up-to-date information you can choose to check in with members and ask the same or similar question but as part of a survey.
Example 1 | Example 2 |
Using the P2 Engine, you can map both the custom profile question and the survey question into one Profile Point. The P2 Engine provides more options to ensure you consistently have the most up-to-date member profile data from various sources.
When you pull a member export, the backend will first check to see if the member answered the survey question, which is the 1st-priority source. If so, the profile field will use that response in the member export. If the member did not answer the survey but answered the custom profile question, that response will be used in the member export.
In addition to pulling the latest data from the above sources, you can also choose to push embedded profile data to Qualtrics or Alchemer.
P2 Dashboard
The P2 Engine Dashboard on our Members screen is where you create and manage a list of profile point master questions.
Profile Point questions are clickable. Once you click, you can make edits. Clicking on the main list view headers will allow you to sort by that column. Below is a quick overview of each profile point:
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Question Type
- Quantitative
- Qualitative
- Grid
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Settings
- PII—Whether the question and answer are considered personally identifiable information.
- Profile—Show the question and answer in the member profile.
- Export—Include the question and answer in any P2 Export.
- Push—Push the question and answer to an external source such as a survey provider.
- CRM Push—Push the question and answer to your CRM (such as Salesforce) as embedded data. This only appears if your community is integrated with a CRM.
- FTP Push—Push the question and answer via FTP as embedded data. This only appears if your community is integrated with FTP.
- Expand—This is a multi-select or grid question that you would like to see expanded out into the appropriate columns where each cell in the sheet has one value in it rather than all of the selections from a question placed into one cell. This is so the data can be manipulated properly.
- Number of Choices—This option applies to a grid question only and will be blank for non-grid questions. This is also a quick link to the Edit Profile Point > Choices page for the profile map.
- Number of Answers—This is a quick link to edit Profile Point Answers.
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Status
- If any required fields have not been provided, the profile point will be in Incomplete status and will not import data or be available for use.
- Once all required fields are provided, the status will be Complete and will be included in the profile point data jobs.
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Actions
- Archive—archive a Profile Point, where all data associated with the profile point will be deleted and the profile point will no longer import or push data.
- Unarchive—When viewing Archived Profile Points, this option returns the profile point to Active status and will be included in the profile point data jobs.
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