Use case for Prospects profile creation and Experience Event stitching | Community
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m_alcantara
Level 4
June 5, 2026
Question

Use case for Prospects profile creation and Experience Event stitching

  • June 5, 2026
  • 1 reply
  • 9 views

We currently don't have any Prospect records in our Production sandbox. We only have clients (Client dataset and Schema, a Dataflow that ingests client data) and a Web Event DS (that collects web interactions). Our sales cycle is long, possibly up to 6 months or more from awareness to conversion.

Use case: Ingest Prospect data from website contact form and retain data for 6+ months

  1. In January 2026, John Smith uses the website to fill out a form to contact one of our associates. Nothing in AEP is currently set up when this happens other than his pseudo-identifier is collected. There is no persistent/reliable identifier such as CRM ID or any other known ID.
  2. In July 2026 (six months later), John becomes a client. He is assigned with a CRM ID, which is a valid identifier in the Client Dataset. His profile will now exist and his profile attributes will be ingested.

We would like to know what actions John did on the website before he became a client; e.g. he read articles, he searched for an associate five times before he contacted one, he looked at products, etc.


Challenges:

  1. Prospect records are only retained for 25 days, which is far too short for our use-case. Also note that as previously mentioned, Prospects profiles aren't set up.
  2. We are not collecting any identifiers for prospects. There is PII available to be collected when a prospect fills out the contact form. However, our Privacy Policy might not allow us to collect any PII (needs to be confirmed). Is collecting email or some other PII absolutely necessary? Are there any other workarounds to avoid using PII collected from the website?

How can we set up AEP for this use-case? Thank you.

1 reply

v-lazar
Level 2
June 6, 2026

@m_alcantara The 25-day limit is the pseudonymous profile auto-cleanup, not event data retention. You have to consider 2 different windows.

  • Pseudonymous Profile (ECID-only, no identifier Adobe considers identifying) gets auto-cleaned at the configured pseudonymous TTL, often 30 days. That is the limit you are hitting.
  • Data Lake retention is default 13 months, configurable per dataset. Your January events are still in the data lake even after the profile fragment is cleaned up.

One possible idea for a 6-month prospect-to-customer journey is to give the anonymous visitor an identifier at form submission, even one you do not consider PII (example is hashed email). The form captures the email, you hash it at the edge, and you ingest the hashed email as an identity namespace next to ECID. The profile is now identified rather than pseudonymous, so cleanup does not apply, and when the CRM ID lands six months later the stitching is a join on the same hashed email.
 

If you cannot capture any identifier at form time, you can extend the pseudonymous TTL on the license side (drives profile count and cost), or keep the events in the data lake and reconstruct the journey via Query Service at conversion. It will be slower but should work for attribution.
 

Are you on B2C or B2B version (B2B version has different retention policies for person and account schemas)? What is your form capturing at the moment?

https://www.linkedin.com/in/viktor-lazar/ | https://cyber64.com/insights