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Creating Profiles

Add profile values to a profile group, for data population

Written by Adam Steiber

To add Profiles to a Profile Group go to Settings > Options > Profiles then select a Profile Group at top of screen and click the New button at top right. The Profile needs a name to indicate its purpose, in this example we want to record whether people in the group attended the 2013 Stallion Parade.
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There are a number of options for data type depending on the information being recorded, in this example it would be ‘Yes or No’ for the profile ‘Attended 2013 Stallion Parade’.
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Keep in mind that profiles created for a profile group can be used for sorting and selecting group members, and also later used as mail merge fields for creating customised e-mail and print communications with group members. For the Stallion Parade Invites profile group, we may start by creating the following profiles:

Once profiles have been created, we are ready to populate the profile group and record profile values.

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