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BlueConic

Subsets supports syncing data to BlueConic using the REST API v2 bulk profile operations endpoints (/profiles and /profileProperties)

Setup Guide

  1. Create an OAuth 2.0 Application in BlueConic

    • Log into your BlueConic platform as a user with "Applications" and "Authorize applications" permissions
    • Navigate to Settings > Applications
    • Click Create Application
    • Configure the application:
      • Name: Subsets Integration
      • Description: Integration for syncing experiment data from Subsets
      • Grant Type: Client Credentials (for server-to-server communication)
      • Scopes: Select profile read/write and profile properties read/write permissions
    • Save the application to generate your client_id and client_secret
    • Make sure that user which the new external application runs on behalf of has "Profiles", "Edit Profiles", and "Properties" permissions.
  2. Provide Credentials to Subsets

    • Share the client ID, client secret, and instance URL
    • Provide access to a test/sandbox environment (if available) and test profiles for validation

Required Permissions (scopes)

Permission TypeDescription
profiles.readRead access to profile data
profiles.writeWrite access to update profile data
profile_properties.readRead access to profile property definitions
profile_properties.writeWrite access to create profile properties
PII (Personal Identifyable Information)Write access to create profile properties

Custom Profile Properties

Subsets creates the following custom profile properties in your BlueConic instance:

Property NameProperty IDDescriptionType
subsetsExperimentIdsubsets_experiment_idUnique identifier for the experiment (external experiment id)String
subsetsExperimentAddedAtsubsets_experiment_added_atTimestamp when user was added to experimentString
subsetsExperimentNamesubsets_experiment_nameName of the experimentString
subsetsSubscriberChurnRisksubsets_subscriber_churn_riskProbability subscriber will churn within 30 daysString
subsetsExperimentAssignmentsubsets_experiment_assignmentTreatment or control group assignmentString

Profile Property Configuration

Each profile property is configured with these settings:

SettingValueDescription
availableForSegmentationtrueAvailable as filter to create segments
canReadtrueBrowser can retrieve the value
canWritetrueBrowser can write new values
descriptionSet per propertyDescriptive text for the property
idGeneratedUnique object identifier
nameProperty nameHuman-readable name
precision2Decimal precision (default)
showInUItrueVisible in segments UI
tags["subsets"]Tagged for organization

Note: All properties are prefixed with subsets to avoid conflicts with existing profile properties in your BlueConic instance.