Contact Profiles

Contact profiles give you a complete view of each person in your network. You can see their event history, communication records, list memberships, and any notes or files you’ve attached. This helps you build stronger relationships by understanding each contact’s background and engagement with your events.

View Contact Profiles

1. Open the Profile

   Click on any contact from your guest list, contact database, or list. Their profile opens in a panel on the right side of your screen.

2. Review Their Activity

   Use the tabs to see different aspects of their engagement:

   • Campaigns: Recent communications you’ve sent them
   • Events: Past invitations and attendance records
   • Lists: Presence on any lists
   • Notes/Files: Any documents or notes you’ve attached

3. Edit Contact Information

   Click the edit button in the top right corner to update their details or add associated contacts for CC purposes.

4. Add Tags

   Scroll to the tags section and type your desired tag. Select from existing tags or create new ones to categorize contacts.

Contact profile interface showing tabs and tagging functionality

Add Custom Fields to Contact Profiles

Custom fields let you track specific information that matters to your organization, like investment focus, board positions, or dietary preferences.

1. Access Custom Fields

   Go to the contacts page and click the Custom Fields tab.

2. Create New Field

   Select Add Field and enter a title for your field.

3. Choose Field Type

   Select the type that fits your needs:

   • Text: Free-form text entry
   • Multi-select: Dropdown with predefined options

4. Save the Field

   Press Create Field to make it available on all contact profiles.

Save Survey Responses to Contact Profiles

When guests fill out RSVP surveys, you can automatically save their responses to their contact profiles. This builds a richer database over time.

1. Navigate to Your RSVP Page

   Go to the RSVP page for your event.

2. Select the Survey Question

   Find the question whose responses you want to save permanently.

3. Enable Response Saving

   Click the three dots in the top right corner of the question and select Save Responses to Contact Book.

4. Map to Contact Field

   Choose an existing custom field or create a new one to store these responses.

Mapping survey responses to contact profile fields

FAQ

Can I retroactively add survey responses to contact profiles?

Not directly, but you can create the custom field, then upload a CSV mapping the responses to contacts. Use the contact upload process to merge this data with existing profiles.

How do I add profile pictures?

Click edit on any contact profile and click the photo frame to upload an image. You can also let guests upload their own photos using survey questions on your RSVP form.