Table of Contents
- Profile overview
- Merge duplicates
In single-person view, the profile overview (the box above the section navigation links) will be displayed at the top of the screen regardless of which section you are in. There are four main pieces of the profile overview:
- Background note
- Social media
- Tags, point person, priority level, and recruiter
Right under Jolynn's name is her background note. This is an internal summary of who the person is and how they relate to your organization. You can edit the background note by clicking the pencil icon. Background notes are searchable, so you can find everyone whose profile contains a particular word or phrase. Background notes can also be imported.
Profiles containing an email address will automatically be matched to their Facebook, Twitter, and LinkedIn accounts. Once matched, their picture, Twitter bio, and website will be added to your nation.
Additionally, new profiles will be created for people when they interact with one of your broadcasters 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.
If a Twitter account isn't connected, the photo will be pulled in from a Facebook account or LinkedIn profile (if those are connected).
The id listed is their NationBuilder ID, this is a unique identifier that is added automatically when their profile is created. The "nb" is their slug/username within your nation. Their public profile will exist at example.com/username.
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 their account settings on your website.
Tags, point person, priority level, and recruiter
Tags are like sticky notes you apply to a person's profile denoting an attribute they possess or some action they've taken. 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 button. Using priority levels can help sort people who need to be contacted within your nation.
Hadia is Joseph's recruiter. This means that Hadia encouraged Joseph 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 a person helps to build a relationship with them over time, enriching their connection to your nation.
These features can be edited directly from a person's profile. You can also batch update any of these for an entire group of people at once.
A path is a step-by-step workflow that describes how people taking action contribute to achieving a nation's goals. A control panel user 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 in list view of the People section. All paths connected to a profile can be viewed in the Paths section of a profile.
As mentioned, profile overview will be displayed at the top of the screen throughout a person's profile, however, there are three areas unique to the profile dashboard:
- Stat boxes and social capital badges
- Contact form
- Activity stream
Stat boxes and social capital badges
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 a person'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:
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 they 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:
A red letter means the voter did not vote in the election. A green letter means the voter did vote.
Letter Election P primary PP presidential primary S special G general
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.
The next section of the dashboard is the contact form. You can move between the options by clicking the words at the top of the form and the form displayed will change.
- Add a note
- Send an email
- Log a contact
- RSVP for an event
- Donation options
Add a note
It is possible to post a note directly to a user's profile using the Note tab in the contact form (see above). Unlike a tag which connects Joseph 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 a person (e.g. Sally 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 dropdown menu will only include those paths. The note will be recorded on the current path step.
If the person does not have any active paths, the path dropdown 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 have 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 Joseph an email by clicking Email.
The contact form will change to a simple email editor. 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 above for posting a private note.
By default, currency will be deducted from Joseph's balance sheet when he is emailed and added to the balance sheet of the control panel user sending the email. This can be used as a way of describing the amount of your nation's resources spent in developing a relationship with Joseph. You can update this to deduct no capital or more than one if the correspondence took more time.
If Joseph's profile already indicates he has a relationship with one or more organizations, the record of sending this email can also be added to his organization's profile.
Log a contact
If you have a face to face conversation with a person, answer their 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 a person to an event from this contact form by clicking RSVP. You can submit an RSVP for any upcoming event in your nation by selecting it from the dropdown menu. The auto-response email for the event will immediately be sent to the person once you click the RSVP Person's Name button.
The activity stream shows a history of Joseph's interactions with your nation going back to when he first entered your database. For example, we see that he RSVPd for an event and that Jolynn added him to a path. You can sort this stream by type of activity.
While this activity stream is specific to Joseph, you will see activity streams all over NationBuilder.
To edit the basic information on a profile (e.g. name, email, support level, etc.), click on the person's profile > Edit > Settings.
Within the Settings section you can change multiple aspects of a person's profile, from their point person and preferred email address to their support level. You must click the Save person button at the bottom of the page to save any changes.
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 their profile.
While you can update a person's first and last name under Settings, use the Full name area to update their salutation, middle name, suffix, and legal first name. Any changes you make to a person's name in Settings will be reflected in the full name area and vice versa.
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 a person's email address. If they use Facebook or Twitter to login to your website, the account will be added to their profile and visible here. You can also add known social media accounts in this section of a person's profile.
The Notifications section only appears within profiles of control panel users. When you follow Joseph, you begin to receive notification emails when he donates, volunteers, or RSVPs for an event. You can also be notified when a note is posted to his profile. Control panel users can customize which actions trigger notifications.
If a person forgets the password they created to login to your nation, we recommend having them click the Forget your password? link on your public website. The system will send them a reset email and they will have full control over their new password.
Alternatively, you can change a person's password from the Password section of their profile.
You will be able to see whether they currently have a password, but you will not be able to view their current password. You will need to type the password in both fields and then click the Save password button to update the 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.
When memberships are enabled and created in the Settings section of the control panel, an individual's memberships can be edited from their profile.
The New membership tab allows you to add an additional membership to the profile. A person can have an unlimited number of memberships, but only one membership of each type.
You can store up to seven addresses for a single person in their profile: home, registered, billing, work, mailing, Twitter, and user-submitted. One address will take precedence over the others as the primary address. 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.
With donations enabled, the Finances section will include donations, pledges, and amount fundraised. PDF receipts for each donation received can be downloaded. You can edit existing one-time, installment, or monthly donations. 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.
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 includes username, bio, website, and profile picture. This section includes the option to remove someone's public profile from your website or to hide their 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 their public profile.
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 they are following.
You can connect Joseph to his family members and co-workers using relationships. The connection will display in the profiles of both people connected by the relationship.
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 Social capital section. Rule violations are also listed in this area of the 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.
Sometimes mistakes happen and duplicate profiles are made. But, that is easy to correct by merging duplicate profiles. If you find out that Joseph has an accidental twin, you can manually merge the profiles. Potential matches will also be automatically suggested once a day within your nation.
How to keep track of relationships
Relationships between people and organizations
How to use paths
How activity streams work
How to edit primary address
Viewing donations in a profile
How to use invoices
Utilize public profiles
How following works
Understanding virtual currency
Currency in profiles and filters
Merge duplicate profiles