Profile Overview
Profile Overview is the page that shows the details of a person's Profile record.
The Profile record is read only.
Edit is performed by clicking the pencil icon in a section header to edit the Profile.
A profile contains contact and other information for individuals who might attend 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.
A profile record includes details such as name, email address, and phone number, etc.; these details do not 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 entered into the database.
An automatic creation occurs either from the Planner side or the Attendee side unless that registration is tied to an existing profile.
Contact Information
This section shows the profile's contact information, including name, email, and phone.
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 the window, you can select the event and choose whether to invite or register the profile.
Click a row to 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.
The History section lists the details of when the profile was edited.
The History section lists 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".