Profile Overview
Access via:
- Profiles > (Selected Profile), or
- Profiles > (Selected Profile), or
- Profiles > Find Profiles > (Selected Profile)
This page shows the details of a person's Profile record. The Profile record is "read only". Click the pencil icon in a section header to edit the Profile record.
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.
A profile record includes a person's name, email address, phone number, etc. 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. Profiles are not visible to other accounts.
A new profile is created automatically with every new registration that is entered into the database. The registration may be entered from the Planner side or the Attendee side. A new profile is created automatically unless that registration is tied to an existing profile.
Learn how to perform common tasks in the Profiles area.
Profile Overview
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. Include the profile 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. This section does not include inactive registrations.
Click Add this profile to an event to open a pop-up window. In the pop-up window, select the event. Choose whether to invite or register the profile.
Click a row to go to the Attendee Profile page for an existing registration. The Attendee Profile page is located at Plan > Registrations > Profile. Editing the existing registration is possible from the Attendee Profile page.
Details listed for each registration are:
- Row — Records are sorted by the event start date. The most recent event appears at the top of the list.
- Test — Either “Yes” or “No”. This value indicates whether the registration is a test one. This value is independent 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 — The current registration status of registrant in that event.
- Complete — The state of the “Complete” flag for the registrant in that event. The flag value is 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 also lists when the profile was edited. The History section also lists when emails were sent.
Click the pencil icon in the section title bar to go to the Profiles > History page. The page allows drilling down to further details about each history record.
Click a row in the History list to go to the Profiles > History page. The selected row appears on the page. The page displays details for the selected history record.
Details listed for each history record are:
- Date — Date and time the action occurred.
- Action — Type of action. For example, "Insert".
- User — Name of the user who took the action.
- Date — A description of the action. For example, "Profile was created".