Profile List
This page lists the profiles in the current account.
What is a "Profile"?
A profile is an account-level record holding information about a person, especially their contact information, which is independent of details about their registration(s) at any event(s).
They might be current, past, or potential attendees, customers or members, exhibitors, sponsors, and so on.
John Citizen's profile record includes his name, email address, phone number, etc. These details do not change from one event to another.
A new profile is created automatically each time a registration is added to an event, unless that registration is tied to an existing profile.
Adding Profiles
Click Add Profile to add new a profile record.
Finding Profiles
Click Find Profiles to search for existing profile records, which you can then edit.
Importing Profile records from Salesforce
Click Import Profiles.
Available only if your account is connected to a Salesforce.com account.
A note about imports: You can also import profiles from Marketo or Eloqua, via the account-level Connectors page.
Editing Profiles
Click edit in the Profile List to edit that profile record.
See also
- How to perform common tasks in the Profiles area.
- Profiles > Reports.
Profile List
The profile records are listed, with the details below shown for each one.
Click a column heading to sort the records by that column.
Click a record to open the Profile Overview page for that profile, showing their full contact details, event registrations, and history (i.e. when the profile was added and any changes since then).
On that page, you can also add the profile to an existing event.
- Date Modified
- Last name
- First name
- Organization
- Email Address
- Phone Number
- Actions – With these icons:
- Add the profile as a favorite. The star turns yellow, and the profile is added to your list of Favorites (shown when you click ).
- Remove the profile form your list of favorites.
- Edit the profile record.