Customizing Your Profiles
Profiles allow you to view and share an ecosystem member's data, relational data, visualizations and survey responses. It is ideal for incentivizing engagement and participation with your data capture by providing a valuable resource back to those who share feedback and take the survey. Member Profiles are great additions to grant proposals, annual reports for boards and donors, and provide a tool for strategizing around your network and community partnerships.
Respondent profiles are a second customizable profile specifically for sharing data and visualizations with each of your survey respondents.
Introduction to Member and Respondent Profiles
Member Profiles are a customized report showing data about a specific member of your ecosystem, including attributes, scores, survey responses, and visualizations like network maps, charts, and tables. You can create two different versions: member profiles are intended for internal use by your team, while respondent profiles are ideal for sharing data back with your survey respondents. Here's a brief description of them both.
- Member Profile: Internal-facing, accessed from member contact card or analyzer maps and tables. Must be logged in to view or access. Access to other profiles is granted by clicking each node.
- Respondent Profile: External-facing, shared using a custom link for each respondent or with an email template variable. Do not need to be logged in to view. Access to other profiles is restricted.
If you want to share profiles with your ecosystem members, there are built-in tools to make it easy! Make sure you use the respondent profile template instead of the member profile template.
How to Access the Profile Customizer
1. First, login to PARTNER CPRM and open your ecosystem.
2. In the menu on the left, click "Member Profiles."
You will be brought to the customizer screen shown below.
How to Switch Between Respondent & Member Profiles
Before you begin to customize, select whether you want to customize your member profile or respondent profile by switching between the toggle at the top of the screen:
- Member Profiles are viewable to ecosystem account users and those who send them to.
- Respondent Profiles are viewable to those who complete a survey, if you check the option in the survey submission settings to provide access.
This allows you to share an immediate high-level overview of the data and a respondent's individual responses right away, while you take time to get a complete view of the data before choosing what to share individually using a member profile.
How to Add Elements to Profiles
Profiles (member and respondent) are laid out using a series of horizontal blocks which contain 1-5 vertical columns. Within each column you can add one element from these options:
- A member attribute (sector, focus area, etc.)
- A saved visualization (network maps, ego maps, etc.)
- A member score (trust, value, centrality, etc.)
- A member survey response
- Customizable Text
After selecting an element, give it a title.
Select a specific attribute, network map, or survey answer from your ecosystem. If you are creating text, click "edit" and add your text and formatting, then click "save."
How to Change the Layout of Profiles
To re-arrange the blocks and change the layout of your profiles, use the small arrow icons within the top of each block.
- To move columns left or right within each block, use the small arrow icons (← and →) at the top of each column.
- To move blocks up or down within the profile, use the small arrow icons (↑ and ↓) at the top right of each block.
How to Edit the Intro Section
We recommend using an optional intro section to share an introduction to your profiles, explain what it contains and how your partners can leverage it, with ideas and advice to get started. It is always helpful to include contact information or a link for more information as well.
To add an Intro Section check the box at the top of the customizer. Click the box again to remove the section (your text will be lost).
To edit, click "edit" to open the text editor and add your own copy or images. Click "save" to finish.
How to Edit the Header Section
All member profiles contain a header section, which can contain 1-2 columns and as many attributes as you want. The header is intended to show key member information and attributes at a glance to help readers understand the member's context before they delve into their survey responses and network visualizations. The header is edited the same way as the other blocks.
Choose the number of columns you want to display and add as many attributes as you want based on your specific use case.
Your member profile saves in real-time, so you can navigate away whenever you are done updating your profile.
TIP: Add images like headers to text blocks to give your profiles more of a branded appearance that matches your organization or network brand style.
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