Glossary¶
Plain-language definitions for the terms you'll see in Pulse. Each one links to the page where you can learn more.
- Audience (Segment)
- A group of customers who share something in common — what they've done, what they've bought, or who they are. You build an audience visually and see a live count of how many customers match. In the left navigation it appears under Segments. See Build an audience.
- Customer profile
- A single, unified view of one customer, assembled by Pulse automatically — their details, the identifiers linked to them, the audiences they belong to, and their recent activity. See Customer profiles.
- Dataset
- Where your records land after you bring them in. You can browse and preview a dataset, and choose whether its records help build your customer profiles. See Manage datasets.
- Data source
- A system or file you bring data in from — a SaaS tool, a live feed, or an upload. You set one up under Sources. See Connect a source.
- Dead letter
- A holding area for records that couldn't be accepted — for example because they didn't match the shape you described. Nothing is silently lost; you can review what landed here under Dead Letter.
- Field group
- A reusable set of related fields (for example, a set of contact details) that you can add to a schema instead of describing each field from scratch. See Customer profiles.
- Identifier
- A value that points at a person — such as an email address, a phone number, or a loyalty ID. Pulse uses identifiers to recognize when records belong to the same customer. See How identity works.
- Identity namespace
- The category an identifier belongs to — for example email or phone. Namespaces keep the same value in two different categories from being mistaken for the same person. See How identity works.
- Merge policy
- The rules that decide how Pulse combines details from several records about the same person into one profile — for instance, which source to trust when two disagree. See Customer profiles.
- Schema
- A description of the shape of your data, so Pulse knows what to expect and can keep your data trustworthy. You assemble one mostly from ready-made building blocks. See Customer profiles.
- Unified profile
- What you turn on for a dataset when you want its records to help build your customer profiles. A dataset that isn't enabled for unified profile is still stored, but doesn't shape the customer view. See Customer profiles.
- Workspace
- Your private, isolated home in Pulse. Everything you create — sources, datasets, profiles, and audiences — lives in your workspace and is visible only to your team. See What is Pulse?.
- Activity log
- A record of who did what, and when, across your workspace — useful for keeping track of changes and staying accountable. See Trust & governance.
- Role
- What a teammate is allowed to do in your workspace — for example, view things only, or also make changes. You set roles when you invite people. See Manage your team.