Managing Profile Sections

The Profile Administration menu allows you to build and manage Profile Sections. The Profile Table is divided into Profile Sections, each containing Profile Headers.

Use the Profile Administration menu to add new Profile Headers to existing Profile Sections or set up a new Profile Section.

Administrators can use the Import/Export functions within the Profile Administration menu to copy Person Profiles from one instance of Unify to another, reducing the work required to build an equivalent Person Profile in a second instance of Unify.

Adding a Profile Section

1. Open Profile Administration within the Administration menu:

   

2. Click Add Section to open the Add Profile Section window:

   

3. Enter a name for the section and select a zone:

   
   The Zone dropdown defines the column on the Profile Table where the Profile Section will be placed, i.e. selecting Zone 2 will place the section at the bottom of column 2.

4. Click Add to save the Profile Section to the selected Zone:

   

Populating a Profile Section (Add Question)

1. Click the Add Question (+) icon to open the Edit Header window:

   

   

2. In the Editor column, enter text for the Question that identifies the data contained under the header, e.g. enter Hair Color for a field that contains information relating to the person’s hair color or Membership Start for a record containing the date the person registered for membership of a club.

   

   The tickboxes within the Editor column set the availability of the question to analysis:

   • Visible to Campaign – a checked box makes the data available for selections in the Campaign Manager

   • Visible to Query – a checked box makes the data available for selections in the Query Manager

   • Updatable by Query – a checked box allows the data to be set/amended by query

3. In the Data column, select the type of data that can be entered as an answer to the question, e.g. hair colour would be defined as a string, membership start would be entered as a date, etc.

   

   The data can also be flagged as PII, activating privacy settings to protect the data when the tickbox is checked

4. Within the Appearance column, the Segmentation dropdown defaults to the Profile Section in which the Profile Header was created but can be changed to move the header to another section.

   

   If a Custom Icon is available, this can be selected using the Custom Icon field.

   The Answer Type can be set as a Database Lookup or as a Text option:

   • If checked, the Multiple Answers tickbox allows more than one answer to be selected

   • If set to ‘Read-Only’ Display, the value cannot be changed through the UI

5. After selecting the options that apply, click Add to create the Profile Header:

   

6. To edit the answers (i.e. create a database lookup), click on the blue Silo icon to the right of the Profile Header description.

7. On the Edit Profile Answers window, add the possible answers for the drop down:

   

8. Answers can be entered one at a time, clicking Add after entering each one into the text box, or in bulk, by clicking Bulk Add.

9. Close the window after adding all permissible answers.

Editing an Existing Profile Section/Header

1. To edit the Profile Section, click the Pencil icon alongside the section name:

   

   This will open the Edit Profile Section window:

   

2. The Edit Profile Section contains the same options as the Add Profile Section screen with the exception of the Zone selection.

   If a change is made, e.g. the section is renamed, remember to click Update before Close.

3. To change the Zone, hover the cursor over the title bar of the Profile Section (the cursor should change from a pointer to a four-directional arrow) and drag the section to a new location:

   

4. If the Profile Header needs to edited, click on the Pencil alongside the Profile Header to open the Edit Header window:

   

5. After making changes, click Update to save the changes then Close.

6. To Edit Ownership of the Profile Header, click the Person icon to the right of the header text:

   

7. Select team members that have Ownership access to the question using the dropdown menus and click Add to add them to the Ownership list:

   

Deleting a Profile Section/Header

1. To delete a Profile Header or Profile Section, click on the red X alongside the header/section to be deleted:

   

2. Click OK when the system requests confirmation:

   

   

Exporting a Person Profile

1. Open the Administration menu and click Profile Administration.

2. To export Profile Sections and Profile Headers, click Export in the window's toolbar:

   

3. On the Profile Configuration Export window, select the Profile Headers to export:

   

   It is possible to select entire sections by clicking the tickbox on the Profile Section or individual headers by clicking the tickbox alongside the Profile Headers.

1. Click Export Selected to download an XML document of the selected data:

   

   Alternatively, if the entire Profile Table is to be exported, click Export All in the toolbar

Importing a Person Profile

1. Open the Administration menu and click Profile Administration

2. To import Profile Sections and Profile Headers, click Import in the window's toolbar:

   

3. Use the Select button on the Profile Configuration Import window to open a file selection window and browse for an XML file created by exporting a Person Profile from Unify:

   

4. With the file selected, click the Import button to import the data into the instance of Unify:

   

Imported data will appear in the Profile Table on the Profile Administration page and can be edited in the same way as native Profile Sections and Profile Headers