Understand profiles in the People section

A person's profile in your people database is much more than a single record on a spreadsheet: it represents a holistic view of a person and her relationship with your nation.  

Profiles are created automatically when a person takes action on your website or interacts with a broadcaster via Twitter, Facebook, text, voicemail, or email. You can also import people to your nation, which creates a profile for each person or updates existing profiles. As a person engages with your nation, her profile updates in real time, dynamically evolving.

Organizations can also have profiles in your database. When relationships connect people to an organization, the organization profile can be a hub, gathering information about contacts recorded with multiple people.

profile overview as seen in single-person view


Views of the People section

There are five views of the People section. When you click on "People" in the top of your control panel, the section will open in list view.

  1. icon_single_person.png Single-person view: This is the view where you can interact with the breadth of a person's profile. All areas of a profile are accessible from this view. It is possible to view filter results or people on a path in single-person view.
  2. icon_list_view.png List view: Displays abbreviated profile overviews in list format. Can display everyone in your database or filter results using list view.
  3. icon_household_view.png Household view: Displays a list of households within your database. Households are determined by mailable primary address, so the number of people included in the household view will probably be less than the number of people in your database. Household can be filtered and placed on a map. 
  4. icon_map_view.png Map view: Displays people or households on a map. Can display filter results on a map. Whether or not a profile is included in the map is determined by the address accuracy selected.
  5. icon_path_view.png Path view: Displays people currently on a particular path. Can also display people who have abandoned or completed a particular path.

Who can view profiles

Whether or not a control panel user can access the People section or view a particular profile is determined by his permission set. There are three options:

  1. Allow a control panel user to see every profile in the People section with the permission People: Everyone.
  2. Allow a control panel user to see profiles assigned to him with the permission People: Assigned. A control panel user can be assigned oversight of a path step or path, which will give him access to the profile until the step or path is completed. He can also be assigned as a point person, which will give him access to the profile until point person assignment is changed.
  3. Do not allow a control panel user to see any profiles in the People section with the permission People: None.

Actions button

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The actions button in the toolbar provides a variety of options. In single-person view, it allows you to follow the profile. This means you will receive notifications when the person takes an action. It also allows you to add the profile to a list

In list view, the action button allows you to add everyone to a list or remove everyone from a list.


Elements of a profile

Profile overview


In single-person view, the section of the profile overview above the navigation links will be displayed at the top of the screen regardless of which section you are in. 

The information above the navigation links is displayed throughout a person's profile. This is the profile overview, which we'll explain going top to bottom, left to right across Julie's profile:

Background note

background note

Right under Julie's name is her background note. This is an internal summary of who the person is and how he relates to your organization. You can edit the background note by clicking the edit icon. Background notes can be searched, so you can find everyone whose profile contains a particular word or phrase. Background notes can also be imported. If you update the background note, the previous information will not be saved in the profile; but you can add the information as a note from the dashboard


Social Media

A person profile unifies someone's online and offline presence into one place, using social media to enrich the profile with their picture, Twitter bio, and website. Profiles containing an email address will automatically be matched to their Facebook, Twitter, and LinkedIn accounts. 

Additionally, new profiles will be created for people when they interact with a broadcaster on any of these platforms or when they log into your site using Twitter or Facebook. You can also attach social media accounts manually from Edit > Social media accounts. Please note that because Twitter is a unique identifier, a person's profile can only be associated with one Twitter account.  

social media connections in profile

The above portion of Julie's profile overview includes several pieces of information pulled in from her Twitter account.

Items pulled in from Twitter:

  • photo
  • short bio
  • website
  • Twitter username
  • people she is following (following)
  • people following her (followers)

If a Twitter account isn't connected, the photo will be pulled in from a Facebook account or LinkedIn profile (if those are connected).

Profile photos, bio, and website can be edited in the Profile section of a profile. They can also be updated by a logged-in supporter within her account settings on your website.

The id listed is her NationBuilder ID, a unique identifier that is added automatically when her profile is created. The "nb" is her slug / username within your nation. Her public profile will exist at example.com/username. The system will automatically populate this with her Twitter handle, but it can be updated in Public profile > Settings. When a Twitter handle is added to a person's profile, NationBuilder will pull in the person's Klout score. This is done on a daily basis - so the score won't immediately appear next to the Twitter handle.


Tags, point person, priority level, and recruiter

These four features can be edited directly from Julie's profile. You can also batch update any of these for an entire group of people at once. 

priority_tag.pngTags are like sticky notes you apply to a person's profile denoting an attribute they possess or some action they've taken. When you click on the add tag icon, you can add a tag to Julie's profile. Click on the "X" next to a tag to remove it from a profile. They can be added automatically when she takes action. By clicking on a tag, you'll see everyone in your nation who have that tag.

You can change a person's priority level by clicking on the bars next to the add tag icon. Using priority levels can help sort people who need to be contacted within your nation.  

recruiter_pointperson.pngArianna is Julie's recruiter. This means that Arianna encouraged Julie to join my nation. 

A point person is the person primarily responsible for the overall relationship with a person in your database. Having a single person who bears responsibility for Julie helps to build a relationship with her over time, enriching Julie's connection to your nation. 


Paths

paths displayed in profile overview

 

A path is a step-by-step workflow that describes how people taking action contribute to achieving a nation's goals. A control panel users can be assigned to oversee the completion of a step on a path. A different control panel user can be assigned to oversee completion of the entire path. Active paths are displayed at the bottom of a profile overview in single-person view and list view of the People section. You can edit an active path by clicking on the caron.png caret. You can add Julie to another path by clicking on the +Path. All paths connected to a profile can be viewed from the Paths section of a profile.


Dashboard 

The profile overview will be displayed at the top of the screen throughout a person's profile. There are three areas unique to the profile dashboard:


Stat boxes and social capital badgesstatBoxes_badges.png 

What information displays in this area depends on which features are enabled in your nation at Settings > Defaults > Basics. Most of these stats can be updated within a profile from Edit > Settings.

  • Enable voters to see the vote and party member stats. If you have vote history in your database, you'll also see boxes providing information on Julie's vote history.
  • Supporter and opted in appear in all nations.
  • Enable memberships to see whether a person is a member.
  • Enable volunteers to see whether a person is volunteering.
  • Enable donations to see the amount of money donated or pledged.
  • Enable invoices to see cumulative invoice value.

If you enable voters and there is vote history in your people database, you'll also see that information in this space. A voter's profile will include stat boxes that look like this:

Voter_StatBoxes.png

The first stat box indicates whether or not the person is a yes vote. This stat is determined by programming logic and cannot be updated manually. 

A yes vote is determined when the following criteria are met:

  • Support level is 1 or 2
  • The profile contains a voter ID - which means it has either a state file ID, county file ID, PF Strat ID, VAN ID, or NBEC GUID.

Note that votes are not limited to people within the geographic boundaries of a nation's election. Additionally, support status does not indicate yes voters. For example, a donor is a supporter; but unless the donor has a support level of 1 or 2 he will not be counted as a yes vote.

A person with a voter ID and support level 3, 4, or 5 will be counted as a no vote. Similarly, a person with a voter ID and no support level will be counted as a no vote. 

The second line of stat boxes relate to voter history. Types of elections are indicated by a letter:

Letter Election
P primary
PP presidential primary
S special
G general

A red letter means the voter did not vote in the election. A green letter means the voter did vote. 

Since voter history is static information, you cannot edit it from a person's profile. Vote history can be imported and it will be included if you request a voter file from NationBuilder. You can use a filter to gather people based on details in their voter history, e.g. everyone who voted using a Republican ballot during the 2012 primary. 


Contact form

The next section of the dashboard is a contact form. You can move between the options by clicking the words at the top of the form and the form displayed will change.


dashboard contact formAdd a note

It is possible to post a note directly to Julie's profile using the "Note" tab in the contact form. Unlike a tag which connects Julie to other people who hold that attribute (e.g. surfer), this private note is something which can only be seen by control panel users and is specific to her (e.g. she is really enthusiastic and would like to be connected to other members of your community).

Since notes represent interaction with a person, you have the option of logging the note to a path.

If the person already has active paths, the path drop-down menu will only include those paths. The note will be recorded on the current step.

If the person does not have any active paths, the path drop-down menu will include all paths in your nation. When the note is recorded, it will be included on the first step of the path selected. The path will then display as active on the person's profile, and the person will be placed on the first step of the path.


Send an email

If one or more broadcasters in your nation has an email account that sends and receives email, and an email address is attached to the profile, the Email option will be available. You can send Julie an email by clicking "Email."

The contact form will change to a plain text email editor. 

email from profile dashboard 

Emails can only be sent from a broadcaster's email account. You can select which broadcaster will send the email. If the profile has more than one email address, you'll also have the option of choosing where to send the email - the editor defaults to the person's primary email address.

Emails must be logged to a path. Which paths are available and which step the email will be logged on follows the same logic described for posting a private note.

By default, currency will be deducted from Julie's balance sheet when she is emailed and added to the balance sheet of the control panel user sending the email. You can update this to deduct no capital or more than one if the correspondence took more time. This can be used as a way of describing the amount of your nation's resources spent in developing a relationship with Julie. The social capital will also be added to the balance of the control panel user sending the email. 

If Julie's profile already indicates she has a relationship with one or more organizations, the record of sending this email can also be added to her organization's profile. 


Log a contact

If you have a face to face conversation with Julie, answer her phone call or have any other sort of conversation, you can log a contact from the contact form. 


RSVP to an event

You can RSVP Julie for an event from this contact form by clicking RSVP.

profile_rsvp.png

You can submit an RSVP for any upcoming event in your nation by selecting it from the drop-down menu. The auto-response email for the event will immediately be sent to Julie once you click the "RSVP Julie Jones" button.


Donation options

If you have donations enabled, you'll be able to record a pledge or accept a donation from the contact form. These items can also be updated from the finances section of a profile.


Activity stream

ActivityStream.png

The activity stream shows a history of Julie's interactions with your nation going back to when she first entered your database. For example, we see that she RSVPd for an event and that C.J. set her priority level. You can sort this stream by type of activity. 

While this activity stream is specific to Julie, you will see activity streams all over NationBuilder. If you delete an activity from one stream, it will be deleted from all streams. For example, if I delete that Julie RSVPd for Community Night on her profile, that activity will no longer appear in the Dashboard of my control panel. Her RSVP will not be deleted - it will still be viewable from within the Community Night event page, but it will no longer appear in any activity streams. If you would like to hide notification of a type of activity from any activity stream, you can make changes in Settings > Defaults > Dashboards.


Edit

A significant amount of information about Julie can be updated from the Edit section of her profile, including:

edit_settings_profile_navigation.png


Settings

Within the Settings section you can change multiple aspects of a person's profile, from her point person and preferred email to her support level. You can also determine these same settings when manually adding a new person to your nation. You must click the "Save person" button at the bottom of the page to save changes.


Custom fields

Custom fields are fields unique to your database. If custom fields are enabled in your nation, you will be able to create or update information in a person's custom fields from this section of her profile.


Full name

While you can update Julie's first and last name under Settings, use the Full name area to update her salutation, middle name, suffix, and legal first name. Any changes you make to Julie's name in Settings will be reflected in the Full name area and vice versa. 


IDs

If you enable voters, you'll be able to view and update unique identifiers from the ID section of a person's profile. If you do not enable the voters feature, you'll be able to edit a person's CiviCRM ID, Salesforce ID, or External ID from the Settings area.


Social media accounts

Social media accounts will be pulled in automatically using Julie's email address. If she uses Facebook or Twitter to login to your website, the account will be added to her profile and visible here. You can also add known social media accounts in this section of Julie's profile.


Password

If Julie forgets the password she created to login to your nation, we recommend having her click the "Forget your password?" link on your public website. The system will send her a reset email and she will have full control over her new password.

Alternatively, you can change a person's password from the password section of her profile.

edit_password.png

You will be able to see whether she currently has a password, but you will not be able to view her current password. You will need to type the password in both fields and then click the "Save password" button to update her password.

If you create a password here, we recommend communicating the password verbally rather than via email or text message. This will help ensure the password remains somewhat secure. If you are creating a new profile to invite someone to become a control panel user, we recommend using the pop-up attached to your profile image in the top right-hand corner of the control panel. 

Note that only admins can reset a control panel user's password. Therefore, if you are not an admin and you are viewing a control panel user's profile, this section will be hidden.


Memberships

When memberships are enabled and created in the Settings section of the control panel, and individual's memberships can be edited from her profile. 

edit memberships in a profile

By default, the view will list existing memberships, including expired memberships. You can edit the details of an existing membership from the edit icon. A membership can be deleted by clicking the trash icon on the right side of the membership listing.

Click on the "New membership" tab to add an additional membership to the profile. A person can have an unlimited number of memberships, but only one membership of each type.

memberships in profile

If you are adding a membership to a profile, remember to click the "Create membership" button to complete the process.


Location

You can store up to seven addresses for a single person in her profile: home, registered, billing, work, mailing, Twitter, and user-submitted. You can edit addresses from the location section of a profile. Each addresses will be geocoded and the address can be updated to its geocoded location.

addresses stored within a profile

One address will take precedence over the others as the primary address. You can select a different primary address by selecting the type of address that should be primary in the Edit > Settings section of a profile. 


Finances

finances section of a profile 

With donations enabled, the finances section will include donations, pledges, and amount fundraised. PDF receipts for each donation received can be downloaded. You can also edit existing one-time, installment, or monthly donations. You can record a donation received offline or charge a donor's credit card by clicking on the "new donation" link. You can also record new pledges. This information can also be viewed and edited from the Finances section of the control panel.

With invoices enabled, the finances section will include revenue, credit, and prepaid information.

If either of these features are enabled, the finances section will include expenditures. If neither donations nor invoices are enabled, profiles will not include a finances section. 


Profile

Details that can be edited in the Profile section will display on a supporter's public profile. A public profile is a page on your website displaying information about an individual supporter. Public profiles must be enabled globally on your website before any individual profile is displayed. 

Information adjusted here include username, bio, website, and profile picture. This section includes the option to remove Julie's public profile from your website or to hide her public profile from search engines. Those options can also be batch updated.

A supporter can adjust these fields from the account settings page of your nation's public website.

The profile section also includes a list of pages the supporter authored on your website and a link to her public profile. 


Network

When you follow another person in your nation, you receive email notifications when the person takes action. This section also includes a list of people recruited to the nation and a list of pages she is following.


Relationships

relationships in profile

You can connect Julie to her family members and co-workers using relationships. Select a relationship from the drop down and then select the "Name" drop down. When you begin typing in a name, it will be autocompleted with people already in your nation. You can also include a title with the relationship. Click the "Save relationship" button to save the relationship. The connection will display in the profiles of both people connected by the relationship. 


Currency

currency balance sheet in a profile

Every action a person takes in your nation either spends or earns virtual currency. The history of currency earned and spent is listed in the balance sheet. You can award or deduct currency from the "Award social capital" section. Rule violations are also listed in this area of the profile. 


Paths

active and inactive paths in a profile

While only active paths display in the overview section of a profile, all paths connected to a profile will be displayed in the paths section. This includes active, abandoned, completed, and deleted paths. If you accidentally delete, complete, or abandon a path, it can be activated from this section.


Notifications

The notifications section only appears within profiles of control panel users. 

When you follow Julie, you begin to receive notification emails when she donates, volunteers, or RSVPs for an event. You can also be notified when a note is posted to her profile. Control panel users can customize which actions trigger notifications.


Merge Duplicates

Sometimes mistakes happen and duplicate profiles are made. But that is easy to correct by merging duplicate profiles. If you find out that Julie has an accidental twin, you can manually merge the profiles. 

Potential matches will also be automatically suggested once a day within your nation. 


Create a new profile

To create a new profile, go to the People section and select either "+ New person" or "+ New organization."

profile_create_new.png

Whether you choose to create a new person or organization, you will be taken to a form for you to complete. In order to get a holistic view of the profile relationship with your nation, you want to fill in as much information as possible about the person or organization. Below is an example of some of the fields you need to fill when adding a new person.

profile_new.png


Organization profile attributes

How to keep track of relationships

How to manage control panel users

Relationships between people and organizations

How to use map view and turf cutting

How to use paths

How activity streams work

When to use custom fields

How recruiters are tracked

How to connect an email address to a broadcaster

How to edit primary address

Geocoding addresses

Viewing donations in a profile

Expenditures

How to use invoices

Utilize public profiles

How following works

Notification emails

Understanding virtual currency

Currency in profiles and filters

Merge duplicate profiles


If you’re unclear on how this feature works, please ask a question. If you would like to see changes to this feature, please submit a suggestion.

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