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. A profile is especially their contact information. A profile is independent of details about their registration(s) at any event(s). A profile might include current attendees, past attendees, potential attendees, customers, members, exhibitors, sponsors, and so on.
So John Citizen's profile record includes his name, email address, phone number, and etc. Profile details do not change from one event to another.
A new profile is created automatically each time a registration is added to an event. A new profile is created 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. Existing profile records can then be edited.
Importing Profile records from Salesforce
Click Import Profiles to import profile records from Salesforce. Import Profiles is available only if your account is connected to a Salesforce.com account.
A note about imports is included. Profiles can also be imported from Marketo or Eloqua. The profiles can be imported 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. The details below are shown for each profile record. Click a column heading to sort the records by that column.
Click a record to open the Profile Overview page for that profile. The Profile Overview page shows full contact details, event registrations, and history. History includes when the profile was added and any changes since then. On the Profile Overview page, the profile can also be added 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. The profile is added to your list of Favorites. Favorites are shown when you click the favorites control.
- Remove the profile from your list of favorites.
- Edit the profile record.
- Edit is a link to the Profile Overview page.
Related articles
- Adding Speakers on Sessions and Instances
- Payment Options (Registration Form)
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