Profiles Area Options

The Profiles area enables you to:

Find Profiles – search for existing profiles, and edit them
Add Profiles – create a new profile in the current account
Import Profiles – if your account is connected to a Salesforce.com account

Profiles and Registrations

A new profile is created for each new registration that is entered into the database, either from the Planner side or from the Attendee side, unless that registration is tied to an existing profile.

To link registrations to a single profile, have attendees log in to the registration form Entry Page using their Username, or invite the profiles to the event, creating an incomplete registration for each profile.

When registrations are imported, profiles are created for each record at the same time, unless the import includes the Unique Profile ID or External Profile ID column. In those cases, the import updates profiles in the database that have the same Unique Profile ID or External Profile ID as a record in the import file.

If the Unique Profile ID or External Profile ID in the import file does not match an existing profile in the database, a new profile is created.

Learn how to perform common tasks in the Profiles area.