This Profiles Glossary is intended to support understanding of terms used in Profiles. In some cases, definitions for key terms are accompanied by examples. Note that examples are not comprehensive; not all examples will be relevant, applicable, or appropriate to all organizations.
- Email - View history of emails sent from your site, view and edit established email templates, create additional email templates, or set up a new email and send in correspondence.
- Custom Fields - Custom fields in Profiles allow for the recording of additional information about profiles. They can be a powerful tool to address specific scenarios, and they can be used for reporting and tracking information. Custom fields can be set up to capture information as a textbox, a dropdown, a checkbox, or a date.
- Example: A drop-down menu where ethnicity can be selected from a list of options.
- Example: Birthday or anniversary date.
- Data Import - Allows for the import of a .csv file to create profiles in your system.
- Designations - Designations specify additional information about a profile. Multiple designations can be assigned.
- Examples: Attendee, Donor, Funder, Member, Participant, Prospect, Vendor, and Volunteer.
- Email History - View history of all emails sent from your site. When viewing a profile, a list of emails sent to the profile is available.
- Files - External files associated with a profile.
- Example: A volunteer application in .pdf file format.
- Notes - Notes capture information for staff. Notes can be created directly on a profile. When notes are created from Notes in the navigation bar, they can be tied to multiple profiles and opportunities. Notes are different from tasks because they convey information to other system users, but they do not require a specific action.
- Example: Important information about a donor's community engagement is learned so that can be added as note on their profile.
- Example: The note captures ticket prices and other relevant information about an upcoming gala. Profiles that are interested in the gala are assigned to the note. The note appears in each of their profiles. Related opportunities can also be assigned to the note.
- Profiles - Profile records capture names and contact information for people and organizations with whom interactions occur. Profiles can be donors, grantees, vendors, volunteers, board members, etc. There are three types of profiles.
- Individual - A single person.
- Examples: Board member, donor, grantee.
- Organization - An organization that is interacted with.
- Examples: Event sponsor, utility company.
- Household - Generally two people interacted with at the same time.
- Example: A couple that donates together.
- Individual - A single person.
- Tasks - A task in Profiles allows users to set up an activity that is related to one or more profiles. Tasks serve as a reminder of specific actions that need to be completed and will show up in the dashboard under "Upcoming Tasks" including information about the task description, name, and due date.
- Example: A donor sends notification that they are moving in three months. A task to update their profile with their new address after they have moved is added.
- Example: A task to reach out to last year's table sponsors to assess interest in sponsoring this year's program.
- Templates - Templates can be configured in correspondence. There are three types of templates: Profile, Revenue and Fundraising. Multiple email templates can be used; and when an email from the system is sent to a profile, the appropriate template for that type of communication can be selected. Templates can also be downloaded.
- Example: Thank you email when a gift is received. This can be sent immediately, even in advance of a tax receipt.