Profile Overview

Profile Overview

This page shows the details of a person's Profile record. They are "read only"; click the pencil icon in a section header to edit them.

About Profiles

A profile contains contact and other information for individuals who might attend your events. Profiles may be potential attendees, previous attendees, existing customers or members, exhibitors, sponsors, and so on. Profiles enable you to invite and track attendees across multiple events under the same account.

So John Citizen's profile record includes his name, email address, phone number, etc.; details that don't change from one event to another.

Each account has its own database of profiles. Profiles are stored in the account where they are created, and are not visible to other accounts.

A new profile is created automatically with every new registration that is entered into the database—either from the Planner side or the Attendee side—unless that registration is tied to an existing profile.

Top right navigation buttons on this page:

• Add Profile – Add a new profile record.
• Find Profiles – Search for profiles, which you can then edit.
• Import Profiles – Import profiles from Salesforce, if your account is connected to a Salesforce.com account.
• – Open a Print Preview window for this profile.
• – Mark the profile as a favorite, including it in the list of favorites shown when you click.
• – Remove a previously "favorited" profile from your list of favorites.

Contact

This section shows the profile's contact information, including name, email, phone, etc.

Click the pencil icon in the section heading to edit the information on the Contact Information page.

> Caution: Editing this information affects every event in which the profile is registered.

Integration – External Ids

Links to this profile in external applications such as Marketo, Eloqua, or Salesforce.

Generated and used by Certain Signal – see separate user guides.

Event Registrations

This section lists the active events to which this profile belongs. (It does not include inactive registrations.)

Click Add this profile to an event to open a pop-up window in which you can select the event, and choose whether to invite or register the profile.

Click a row go to the Attendee Profile page ( Plan > Registrations > Profile ) for an existing registration, where you can edit it.

Details listed for each registration are:

• Row – Records are sorted by the event start date (with the most recent event at the top of the list).
• Test – Either “Yes” or “No”: whether the registration is a test one or not, regardless of whether the event itself is in test or live mode.
• Start Date – The start date of the event.
• Event Name – The name of the event.
• Status – Current registration status of registrant in that event.
• Complete – State of the “Complete” flag for the registrant in that event (either “Yes” or “No”).
• Attendee Type – The registrant's Attendee Type in that event.

History

The History section lists the details of when the profile was added (when the record was "inserted" into the database), and edited, and even when emails were sent.

Click the pencil icon in the section title bar to go to the Profiles > History page, where you can drill down to further details about each history record.

Click a row in the History list to go to the Profiles > History page with that row selected, and its details shown.

Details listed for each history record are:

• Date – Date and time the action occurred.
• Action – Type of action, e.g. "Insert".
• User – Name of the user who took the action.
• Date – A description of the action, e.g. "Profile was created".