Profile Update Actions

Profile Update Actions are used to notify contacts to update their profile details such as, contact information, email address, investor details, etc.


Create Profile Update Actions

  1. From the Functions menu click Actions.

  2. Click + Add in the top right corner.

  3. Select Profile Update from the drop-down list, then click Create Action.

  1. On the Action Details page, complete the following information on the Action Details page that the contact will see when logging in:
    • Name: this is internal to admins
      • Hide contact profile: fields such as Full Name, Email, Alt Emails, Investor Accreditation, Communication Method, and Spouse Email will be hidden from the contact profile update form that the contact sees.
      • Hide additional investors when possible: any contact who has more than one entity will only have one entity appear on their profile update form
      • Automatically expand all categories: the fields on the profile update form will automatically expand 

    • Header Content: contacts will see when the action appears for them

    • Commit button: action button name
    • Skip button(optional): allows contact to skip the action (set Number of attemps to skip)
    • Cancel button(optional): allows contact to cancel the action and log out
    • Recurring (optional): displays the action upon every login regardless of which button was selected

  1. Click Update.
  2. To assign this action to contacts, use one of the three buttons:
    • +Add tags - assigns the action based on tags
    • +Assign all Contacts - assigns the action to all contacts
    • +Assign Contact - assigns the action to contacts from a dropdown menu