Profile List is the page listing the profiles in the current account.
What is a "Profile"?
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).
An example of a profile is John Citizen's profile record, which includes John Citizen's name, email address, and phone number, etc.; details that don't change from one event to another.
An account creates a new profile automatically each time a registration is added to an event, unless that registration is tied to an existing profile.
Adding Profiles
Adding Profiles is the action of creating new profile records.
To add a new profile record, click Add Profile.
Finding Profiles
Finding Profiles is the action of searching for existing profile records.
To search for existing profiles, click Find Profiles.
You can then edit the found profiles.
Importing Profile records from Salesforce
Importing Profiles is the action to import profile records from Salesforce.
This option is available only if the 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
Editing Profiles is the action to modify a profile record.
In the Profile List, click Edit 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 the star).
- Remove the profile from your list of favorites.
- Edit the profile record.
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