Create Profile Types

Profile Types are used to help segment, filter, and prioritize your database of profiles. For example, if multiple profiles have a Prospective Grant Reviewer profile type, you could filter a list that only included profiles with that profile type, or a list that excluded profiles with that profile type.

We recommend using profile types to capture specific information about profiles that is not captured elsewhere in the system. An example of something that isn't captured elsewhere is a customized list of VIP community members. An example of data that is already tracked and reportable is donation amount or grant amount.

Profile Types

There are six areas users can define in profile types.

Profile Types: Field to capture information about a group of profiles. Use of this field varies widely, and includes any type of profile information you may want to track and report. Examples include personas (Early Career Millennial, Gen X'er, etc.), VIP, Giving Society Member, and Seasonal Resident. Profiles can have many profile types.
Profile Fund Categories: Profile Fund Categories define the relationship between a profile and a fund. These are for reporting purposes and can provide context to what type of relationship the profile has to the fund. Common examples include Fund Founder and Successor Advisor. They do not drive any functionality. Fund advisor statement delivery and fund advisor portal access are provided through the fund advisor designation.
Address Types: A profile can have multiple addresses. This field enables you to assign an address type to addresses. Examples include Home, Seasonal Home, and Business.
Email Types: A profile can have multiple emails. This field enables you to assign an email type to addresses. Examples include Personal and Business.
Engagement Strategies: A tool to segment and prioritize large groups of your database.
Genders: Field to capture gender and pronouns.

Navigate to the Profiles page.
Click Profile Types on the left-side menu.
Click Add Type (profile type), Add Fund Cat, Add Address Type, Add Email Type, Add Engagement Strategy, or Add Gender on the left-side menu.
Enter a description for the profile type, profile fund category, address type, email type, engagement strategy, or gender then click Save or Create.
- When adding an address type, checking the box next to Work will include the profile's Work Name and Work Title in the address block when the work address is used.