Member profiles

We create a member profile for every person who has made at least one activity within your community. You can navigate to a member profile by clicking on an individual member on the member overview page. In the member profile, you will see three different sections. The Profile section (top left), the Identity & Custom attributes section (top right), and the Activities section (bottom left). We will go through each in detail below.


Profile section

The top left section is the Profile section and includes all the background information we have on the member. This is made up of all the default attributes automatically includes like the location, member since, reach, # of activities, and last active. In addition, it displays any of the tags you have created for this member.

Identities & custom attributes section

The top right section is the Identities & Custom attributes section, it shows your user identities and any custom attributes you have defined yourself. Identities are the different profiles one member may have across community platforms like Discord, Twitter, or Slack. Custom attributes allow you to add information on members that makes sense for your community beyond the general default attributes we automatically include.

Activity section

The default view of the bottom left section is the Activity section and is a summary of the historical activities a user has made. For example when they last sent a message on slack and what this message was. You can search historical activities in the search bar as well as delete activities you no longer want included by clicking on the three dots and selecting Delete Activity.

Tasks section

The second view of the bottom left section is the Tasks section and shows any open or completed tasks related to this specific member. You can add a new task here by clicking "Add task".

Notes section

The third view of the bottom left section is the Notes section. Here you can save any important notes on this member, for example some product feedback they gave in an interview.

Edit member profile section

You can edit and review the data we collect about a member. To do so:

  1. Click the three dots in the upper right corner of the Profile section
  2. Click Edit member
  3. From here, you will be able to edit all details of the member, including:
  • Display Name: How a member should be displayed in
  • Email: The email address of the member
  • Member Since: The date on which the member did the first activity in your community
  • Job Title: The role the member has in their organization
  • Organization: The organization/company the member belongs to
  • Bio: A short description of the member's bio (usually populated through GitHub or Twitter)
  • Location: The place where the member is located
  • Tags: Any individual tags that you would like to add to organize and segment the member
  • Identities: The different platform's members have and the profile URLs that belong to them (think GitHub, Discord, Stack Overflow, etc.)
  • Custom Attributes: Any kind of key-value pair that you would like to add to the member
  1. Once you have edited your desired field, scroll to the bottom and click Update member

You also can cancel and navigate back to the member profile or reset the changes you manually made to the user.

Add or edit a member tag

You can add tags to your members in the member profile. These can be used to add richer information to your member based on your personal knowledge or interaction with them. Tags can be individual to one user, or you can use them across multiple. To add a tag:

  1. Click *Edit tags" on the bottom left corner of the profile section
  2. In the pop up you can either search for an existing tag or create a new one by typing it into the search bar
  3. Click Submit

You will now see the tag as part of the member profile. You can always edit or delete tags later by clicking Edit tags.

Manage member identities

A member may have several identities (aka profiles in community platforms). If you would like to manually add, change, or remove an identity you can:

  1. Click on Manage in the Identity & Custom attribute section (or click the three dots in the upper right corner of Profile section, click Edit member and scroll down to *Identities)
  2. Choose the platform you would like to add or remove by clicking the toggle
  3. To add an identity please fill in the profile user name of the respective platform
  4. Click update to save your changes

Add or edit a custom attribute

A custom attribute will show up on the right-hand side of your member profile under member identities. They allow you to add details beyond our default attributes to better segment your members. To add a custom attribute:

  1. Click the three dots in the upper right corner of the Profile section
  2. Click Edit member
  3. Scroll down to custom attributes and click Manage custom attributes
  4. In the pop-up click add custom attribute
  5. Select one of the attribute types from the drop-down (e.g., text, number, date, URL)
  6. Insert the value in the name field and press update
  7. Click Update member

You can also edit your custom attributes at any time in this section as well as delete them by clicking the trash icon next to the custom attribute. Learn more about member attributes & identities here.

What’s Next