Profiles Overview

One of the most powerful sections of the Core is a database of profiles. Profiles are live and dynamic, they are connected to every Element in Core. For example you can use profiles to uniquely generate badges, monitor attendance to sessions, capture exhibitor leads, run interactive sessions with demographic based results and much more.

This article is an overview of profiles, please refer to other articles in this section for more detailed instruction on managing profiles.

Watch the profiles training video below

Managing profile settings and profile types

  1. Before adding new profiles to the Core, profile types should be set up to categorise app users. The Core has 5 default profile types. You can add more types from the Project Configuration Menu > Profiles. Segmenting profiles into types such as attendee, speaker, exhibitor and so on allows for more control and flexibility when using profiles with other Elements. For example you may have different badges for exhibitors and delegates, or you may want to control entry to certain sessions based on profile type
  2. From here you can also manage customise profile settings to be specific to your event. For example you may wish to add a custom field for gala dinner attendance.
  3. Privacy options can be managed from the Login and authentication tab
  4. A Snapshot or data backup of profiles can also be taken. It is advised to create snapshots regularly, in the event that undesired changes are made to the profile data, you can revert to a snapshot.
  5. The terms tab allows for adjustments to the name of profile terms displayed to the app user.

Read more about managing profile settings in this article.

When you are ready to add profiles you have the option to bulk import from an excel spreadsheet or add manually.

Manually add new profiles

  1. To manually create profiles within the Core, select new profile from the menu and fill out all required fields - Profile Type, First and Last Name. All other fields are optional.
  2. Once a profile has been created, an 'Access Code' and 'Internal Reference' will be generated. The 'External Reference' field will default to ‘not set’, but can be added under Profile settings - this could be a staff identification number or even email address. These fields can be used as login requirements for user profiles within an app. See other articles in this section in the right menu for details on creating and external reference for new and existing profiles.
  3. Permission settings can be altered to make the user profile visible within the app, enable the user to send and receive messages and display or hide the users contact information
  4. There are additional options to view badge, give points, add payment or refund, make inactive or delete

 

To import profiles in bulk, you can upload a correctly formatted .xlsx document. An example is available via the Knowledge Base under templates.

Lastly, the Core allows you to export profile data on app users. This is useful to build reports and creating a pre-set document formatted to the designated specifications of the user, ready for data-entry and upload. Read more about exporting profile data in this article.