Profiles is a powerful tool to personalize the app user experience, manage communication channels, and gather valuable user data.
Profiles keep features "smart" including Forms, Check-In, and Giving (through our processor, Nelnet Payment Services). When an app user creates a profile, their contact details (name, phone, email, etc.) automatically populate in these features. The app experience is faster and more personalized.
Profiles capture valuable contact details. You can view these details on the Profiles > People page in your portal. Learn more about admin profile management here.
Frequently Asked Questions
What if an app user has multiple mobile/tablet devices?
Profiles are verified with an email address, first name, and phone number combination. If the app user enters the same data on each device, the profiles will sync on those devices and inside the FACTS portal.
How do profiles get matched and merged?
If an app user has two different profiles, they will merge on the back end if the first name, phone number, and email address match.
What does it mean to verify a profile?
Once an app user has entered their profile information, both a text message and email verification link are sent. Once the user clicks the link to verify their profile, the profile will be marked as verified in the admin portal.
If profile verification is skipped, features like Chat will prompt you to take this step before utilizing the feature.
As the administrator, you can add profiles for users on the Profiles > People page. Click the Add Person button in the upper right corner of the screen. Once a new app user downloads the app, as long as the first name, phone, and email combination match once verified, that user will be included in the communication channels you had previously selected for them.
What happens when users fill out the 'Tell us more about you' section in their profile?
This information will be visible in the Member Directory and the Admin Portal. Learn more about Admin Profile Management here. Learn more about the Member Directory here, and reach out to our team at firstname.lastname@example.org to add Member Directory to your account!
Why do some profiles only have a phone number?
If a user initiates a text via text-to-act, their phone number will be recorded. These phone number-only profiles are listed at the bottom of the People Profiles table.
Check out our short video below covering profiles!
If you have any questions or need help, send us a note at email@example.com!