Setting up contact profiles
Profiles can be used to store extra information about your Contacts, Groups, Message Content and Users, making it easy for you to categorize and search for them (using Advanced Search).
Profile information can also be used to segment your contacts, using Rule Groups.
When you create a Profile you first need to choose what type it will be (eg a Contact profile or a Group profile), and then add one or more Custom Fields. These are the individual pieces of information that you want to use to describe the Contact, Group etc.
Each Custom Field must be given a name (used to identify it in searches and (in the case of Contacts) rule groups, and can be either a textbox (free-form text), a dropdown list (containing a list of values from which one can be selected), a checkbox list (containing a list of tick-boxes from which several can be selected), a date, a date and time or a number.
You can also choose whether each Custom Field must have a value (mandatory), and the order in which they are displayed. For dropdown list and checkbox list Custom Fields, you can also choose the order in which the individual options are displayed.
Profiles for Groups, Message Content and Users can be used straight away, but profiles for Contacts can only be used once they have been added to a Directory. When you add or edit a contact and select that Directory, the related Profile Custom Fields will appear.