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. 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.
John Citizen's profile record includes his name, email address, phone number, etc. John Citizen's profile record includes details that 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 automatically unless the registration is tied to an existing profile.
Adding Profiles
Click Add Profile to add a new profile record.
Finding Profiles
Click Find Profiles to search for existing profile records. You can then click edit.
Importing Profile records from Salesforce
Click Import Profiles. Import Profiles is 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. 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 the profile's full contact details, event registrations, and history. The Profile Overview page shows when the profile was added and any changes since then. On that page, you can also add the profile to an existing event.
Fields shown in the Profile List
- Date Modified
- Last name
- First name
- Organization
- Email Address
- Phone Number
- Actions
Actions
Actions include icons.
- Add the profile as a favorite.
The star turns yellow.
The profile is added to your list of Favorites (shown when you click the favorites control).
- Remove the profile from your list of favorites.
- Edit the profile record.