People Profiles are a powerful tool to personalize the app user experience, manage communication channels, and to gather valuable user data.
- Profiles keep features "smart" including Forms, Check-In, and Giving (through PaymentSpring). When an app user has created a profile, their contact details (name, phone, email, etc.) automatically populate in these features. The app experience is faster and personalized.
- Profiles help you manage communication channels. You or the app user opt in for Targeted Push Messages and Chat tags.
- Profiles capture valuable contact details. You can view these details in the aware3 portal under the "Profile" and "People" tab. Learn more about Admin Profile Management here.
See some Frequently Asked Questions about People Profiles:
What if an app user has multiple mobile/tablet devices?
Profiles are verified with an email address 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 aware3 portal.
What does it mean to verify a profile?
Once an app user has entered their profile information, a text message verification link is sent. The app user must click "I've Verified" at the bottom of the Profile feature to confirm that the phone number is correct.
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 under the Profile tab "+" icon in the upper left corner of the screen. Once a new app user downloads the app, as long as the 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 a user fills out the 'Tell us more about you' section in their profile?
This information will be visible in the Member Directory and in the Admin Portal. Learn more about Admin Profile Management here. Interested in the Member Directory? Learn more here, and reach out to our team at firstname.lastname@example.org to add Member Directory to your account!