Custom Profiles vs. Basic Contact Profiles

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    Shunte' Washington

    Hello,

    I need a little clarification of what the Basic Contacts profile type is used for.  I see that it is included in our total number of active custom profiles.  I also noticed that I am able to assign most of the attributes to those profiles so please explain how the Basic Contact differs from the other groups that we have defined and how we can use it.

     

    Thanks

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    Gregory Foreman

    Hi Shunte' - Basic contact profiles are used for non-members.  These profiles share most of the same permissions as the public (or people not logged in) and are limited to 15 attributes (whereas custom profiles can have as many attributes as you'd like).  You're able to choose which 15 attributes under Database > Attribute Management > Attribute Assignment.  You can use basic contact profiles for keeping track of non-member event attendees, email lists, etc.

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    Linda Findley

    Can basic contact profiles be separated into groups? If so, is there a limit on the number of groups?

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    Michele Hood

    How do I add a single basic contact? i.e. not a data import?

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    Duncan McCreery

    Hi Michele, 

    You can add a single user to the basic contact group, or any other group, by clicking the Add button on the Admin Home under Database Statistics.  You should see the button on the same line as Active Profiles.  To add a basic contact, select that group from the drop down list on the following page and complete the required profile information.  There are more detailed instructions on adding a user here: https://help.memberclicks.com/entries/86722-add-a-user

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    Jessica Beer

    On my Package Limits tab, I also see a category for Email/Fax Recipients. How do I add records to that category?

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    Kinsey Mahan

    Hi Jessica - Email/Fax Recipients tracks how many messages you can send per month through MemberClicks' contact center. Where Custom and Basic profiles record members of the database, this just tracks how many contact center emails you send through your product. I hope that helps!

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    Denise Smith

    I would like to clarify the custom vs. the basic profile limits.  It appears that the basic profiles is still included in the active profile limitations.  So if my total profiles package is 1,000.  The basic is included in the total. 

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    Kinsey Mahan

    Hi Denise - In the complete level 2 package, you have access to 1,000 custom profiles, and 3,000 basic contact profiles. Custom profiles can include an unlimited number of attributes, whereas basic contacts can only contain up to 15 custom attributes. Basic contacts are not viewed as true 'members,' and can't expire. They don't display in the member directory, and can't participate in the social community.

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    Carma Goin

    I did not see an answer for Linda for Basic Profile groups.  I too would like to know if this can be done.. I have prospects that are regular and that are vendors.  It would be nice to be able to see these separated. 

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    Kinsey Mahan

    Hi Carma - Basic Contacts are a system generated group and at this point, can't be broken out further into sub groups. You can add a selection set type attribute for "contact type" with choices for Regular and Vendor, which would allow you to search on those profiles and separate them easily. Basic Contacts are able to have up to 15 custom attributes assigned, so you might give that a try. I hope that helps!

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    Eboney Thornton

    Hi,

    Is there a way to reorganize attributes in Basic Contact?

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    Kinsey Mahan

    Hi Eboney - You can alter the organization of profile attributes on the admin view under Database > Attribute Management > Edit Profile Display. You can edit the display on the member view under Database > User Search Results > User Profile Layout. We have a MemberClicks University Training on the different options next week - sign up at www.memberclicks.com/training.

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    Timothy Foelker

    My admin wants to add a form page for basic contacts so that they can self-signup get on our mailing list. They would not be active members. How would we go about creating this in our forms manager?

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    Kinsey Mahan

    Hi Tim - I added a form for you called "Join Our Mailing List" that should do the trick. Take a look and if you have questions, feel free to write in to help@memberclicks.com to let us know!

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    Amy Serles

    If I reduce the attributes to 15, does that mean all of the people in the database are Basic profiles?  What are their limitations?  You won't be able to see them in the member directory, correct, or can you?  Can they write to community forums?  

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    Kinsey Mahan

    Hi Amy - Reducing your number of database attributes won't mean that everyone in the database is considered a basic contact - only those members placed in the basic contact group will be counted toward your total basic contact number. Basic contacts aren't considered members, so they won't show in the member directory and aren't allowed to participate in the social community. They can participate in the community forum (those permissions are more granular and controlled on a per forum level). I hope that helps!

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