Overview
This article walks you through the settings and configurations for adding or editing a new profile template. If you haven’t already, we recommend starting with the Getting Started with Profile Templates article.
When creating or editing a Custom Profile Template (navigate to Settings > Profile Templates), the side sheet includes four tabs at the top: Settings, Header, Sidebar, and Main.
These tabs correspond to different parts of the Person Profile and allow you to customize the layout, display, and functionality to meet your team’s unique needs. This guide provides a detailed breakdown of each tab’s purpose and available settings.
Settings
The Settings tab lets you configure the core details of a Profile Template, including its name, status, description, and conditions that control its visibility to internal users.
Configurations
Configurations
Name
The template name is located at the top of the side sheet, and while it is accessible from any tab, it’s a good idea to name your template right away as the first step to avoid forgetting it later.
Keep in mind that the name is visible on the profile, helping users identify which template they’re actively viewing. For this reason, choose a name that is short yet descriptive, clearly reflecting the template’s purpose or audience.
Template Active
Toggle this option to activate or deactivate the template. An inactive template won’t be evaluated in the order of precedence or appear for any users.
Description
Add or update a description to clarify the purpose of this template. This is especially useful when managing multiple templates.
Show When (Conditions)
Define conditions that determine which internal users will see the profile template based on.
How it Works: When an internal user views a contact's profile, Element451 checks these conditions to determine which profile template to display. If multiple templates are eligible, the first matching template in your template list will display. We refer to this as the order of precedence, and it's explained in our Getting Started with Profile Templates article.
Condition Types: Person vs. User
Person Conditions (pertains to the contact of the profile being viewed):
Profile Type
As a rule of thumb, all templates should include a profile type filter.
Use a visibility group filter to leverage the full suite of segment filters.
Admin Conditions (pertains to the user accessing the profile):
Admins (specific internal users)
Groups (specific permission groups)
To prevent users from seeing the system-delivered templates provided by Element451, create a default profile template without condition filters and place it at the bottom of your Custom Profile list.
Video Guide
Video Guide
Header
The Header section is the top portion of a contact’s profile. Use it to display at-a-glance details and shortcuts, ensuring that important information is easily accessible.
Configurations
Configurations
Show Labels
Show or hide labels to indicate key identifiers or statuses for the contact.
Show Profile Types
Show or hide the contact’s profile type (e.g., student, family, influencer). You can enable an editable dropdown to allow updates directly from the profile.
Show Settings
Show or hide shortcuts to essential actions such as Password Reset, Deactivate User, or Delete User.
Show Possible Duplicates
Enable this option to allow users to check for and resolve potential duplicate profiles.
Background Image
Choose four geometric background image options.
Metadata
Display specific fields as metadata, accompanied by designated icons. This is a great way to highlight concise yet important data (e.g., intended campus, degree, term, major).
Call-to-Action Buttons
Add or remove action buttons for quick user interactions. Available options include:
Phone Call to Displayed Person (Cell)*
Place an outbound call to the person’s listed cell phone number.
Phone Call to Displayed Person (Home)*
Place an outbound call to the person’s listed home phone number.
Email to Displayed Person
Send an email to the person.
Open Conversations with Displayed Person
Open conversations associated with the person.
Add Task
Create an internal task related to the person.
Add Note
Create a new note related to the person.
Unsubscribe
Unsubscribe the person from communications (email, SMS, or both).
Phone Call*
Place an outbound call to the person and select which number to use.
Run Workflow Rule
Trigger a predetermined rule to run for that person.
Send Communication
Send a predetermined campaign email to that person.
*Important Notes Regarding Phone Call CTAs
“Phone Call” action buttons on a contact profile are a powerful way to streamline communication. It allows users to initiate a call directly from the platform, whether using our in-app calling feature or the device/browser’s native functionality. When you add the Phone Call action to a contact profile template:
In-App Calling Enabled: If your school uses our in-app calling feature, selecting this action will launch the call directly in the platform.
In-App Calling Not Enabled: If in-app calling isn’t enabled, the call will be routed through your browser or device’s default phone call handler (e.g., Google Voice, Microsoft Teams, or your device’s dial pad). If your school doesn’t use in-app calling, you must configure your device or browser to ensure phone calls are routed correctly. Here’s how:
Browsers (e.g., Google Chrome)
If you’re using a browser to initiate calls, ensure the browser is set up to handle
tel: linkscorrectly.For example, Google Chrome can route these links to apps like Google Voice if configured. Refer to this Google Voice support guide for steps.
Microsoft Teams or Other Apps
If your school uses Microsoft Teams or a similar app, you may be able to configure it to handle calls initiated from
tel: links. Check your app’s settings or contact your IT team for guidance.
Video Guide
Video Guide
Sidebar
The Sidebar is an optional area of the profile that can be displayed on the left or right of the main display area. Use it to group important, frequently accessed information for quick reference.
Configurations
Configurations
Sidebar Style
Choose whether the sidebar appears on the left, right, or is hidden entirely.
Show Assignee
Show or hide the record assignee (e.g., the staff member responsible for managing the contact).
Show Territory
Display the assigned territory, if applicable.
Show 'More Data' Button
Include a button that links users to additional data or extended profile details.
Configure Personal Info
Create and customize sections to group related fields, making it easy for users to locate critical information. For example, a 'contact info' section could include fields like the person's email, phone number, address, and last touch point.
Video Guide
Video Guide
Main Tab
The Main tab is the central display area of the profile. It is a flexible canvas where you can organize information using customizable Profile Cards.
Configurations
Configurations
Enable Search
Enable or disable the search bar for users to quickly find specific profile cards.
Enable Groups
Enable groups to organize profile cards into bundles. When this option is enabled, a dropdown field will appear, allowing you to filter and display profile cards by group name.
Each group has an independent layout, making it especially helpful for managing and displaying a large number of cards.
A card can appear in multiple groups but will display only once in the All Cards view.
Cards
Choose from 40+ available cards to display key data in single, double, or triple-column widths.
Wider cards may show additional details or provide extra functionality, depending on the card type.
Layouts adjust automatically for smaller screen sizes.
Use larger cards for complex data and smaller cards for simpler details.
Video Guide
Video Guide
Profile Cards
Profile cards provide at-a-glance information about a person or student directly from their profile. These cards make it easy to access and manage key data without navigating away from the profile. Most cards can be expanded to a side sheet, offering even more details while keeping you in context.
Element451 provides system cards, preconfigured and ready for use, and the ability to create custom cards, allowing you to tailor data displays to meet your institution’s specific needs.
System Cards: Prebuilt, ready-to-use cards that cover common data points like applications, conversations, and activities.
Custom Cards: Admin-defined cards that allow you to organize person-scoped custom and system fields to suit your workflow.
System Cards
System Cards
Element451 delivers 40+ system cards that are grouped and organized for quick configuration. These cards can display data in single, double, or triple-column widths, with wider cards often offering additional details or functionality. Cards can also be collapsed into a title row to access the related sheet quickly.
List and Description of System Cards
List and Description of System Cards
Academic: Displays academic preferences such as intended major, degree, term, school, campus, student type, academic load, housing preference, veteran funding, and prior application status.
Activity: Outlines the documented interactions the student has had with your institution, including opened and clicked emails, SMS, application account interactions, event registrations/attendance, form submissions, etc.
Applications: Shows applications a person has started and their statuses. Includes access to general application information, completed application documents, or logging in as the user for more details.
Appointments: Shows the appointments related to the person, including details like assignee, type, status, and location. You can also create or manage appointments for this person.
Athletics: Contains information related to athletics interests and recruitment status.
Calculated Segments: Displays all calculated segments this record is currently part of.
Campaigns: Lists campaign messages delivered to this person.
Contact Tasks: Shows incomplete and complete tasks assigned to the contact. Tasks can also be edited directly from the card.
Conversations: Displays the latest messages the person has participated in through the Conversations module.
Courses: Coming soon! Currently, in Beta, this card will display course-related data, such as enrolled classes, sections, and meeting times.
Custom Card: Allows Element451 admins to build custom profile cards containing person-scoped custom or system fields. Learn more about creating custom cards.
Custom Fields: Acts as a shortcut to the Custom Fields sheet, available only as a collapsed view card.
Discovery: Displays Bolt Discovery threads started by the contact.
Documents: Lists the most recent documents uploaded to the person record, including those via applications, forms, Microsites, or manual uploads.
Employment: Lists prior or current jobs held by the applicant.
Evaluations: Contains information related to official and unofficial test scores (e.g., SAT, ACT, GRE).
Emergency Contacts: View, add, and manage emergency contact information for the person.
Events: Shows upcoming or past events related to this person.
Extracurricular Activity: Displays career-related activities of the applicant.
Family Members: Shows data and contact information for parents, guardians, spouses, siblings, children, or other family members.
Form Submissions: Displays information on all RFI or other form submissions.
GPAs: Displays GPAs of the applicant’s prior high schools or colleges.
Holds: Displays hold-related data such as status, type, and amount.
Identities: Lists various IDs associated with this record (e.g., Common App ID, Student ID).
Insights: Provides actionable insights and a heat map of activity over time.
Journeys: Displays the Journeys the user is enrolled in or has completed.
Magic Links: Contains direct access keys for various Element451 portals (e.g., events, applications, Microsites).
Milestones: Lists various funnel milestones such as inquiry date and application dates.
Network: Links students to internal users representing their support team.
Notes: Shows recent notes and allows quick addition of new notes to record one-on-one interactions.
Organizations: Lists any organizations related to this person.
Payments: Details application, event, deposit, or other fee payments made via Element451 payment integrations.
Person Data: Acts as a shortcut to the Person Data sheet.
Relationships: Lists connections to other profiles (e.g., parents, coaches, counselors, influencers).
Schools: Provides details on prior high schools, colleges, or universities attended.
Sources: Lists any sources related to the record.
Superscores: Displays calculated superscores for SAT and ACT standardized tests.
Surveys: Links to survey responses.
Tasks: Allows you to view and update tasks related to this person.
Traits: Displays traits calculated by Element451 (e.g., first/last email open, total email interactions).
Visibility Groups: Lists visibility groups with access to view the record.
Workflows: Displays workflows the student is enrolled in, including finished and aborted workflows, with options to manage them.
Custom Cards
Custom Cards
Admins can create custom profile cards to organize relevant information in a way that best fits their workflows. Custom cards allow you to combine person-scoped system fields and custom fields, giving you maximum flexibility.
Adding + Editing Custom Cards
Adding + Editing Custom Cards
Add a custom card to your profile template.
Edit the card to customize the data displayed.
Name the custom card by replacing 'untitled' at the top of the sidesheet.
Select an icon for the custom card.
If you wish to limit the number of fields that you want to show on the card, input a numerical limit.
Add the data fields of your choice using the Add Field button.
When done, click Save in the top right corner.
Video Guide
Video Guide
Editing Card Layout
Editing Card Layout
The layout and configuration options let you tailor how cards appear in the profile.
Change Width: Choose between single, double, or triple-column widths. Larger widths often display more information or functionality.
Collapse: Show only the title, acting as a shortcut to the side sheet.
Reorder Cards: Use the Move to Previous or Move to Next options to rearrange cards in the profile template.
Remove Card: Remove a card from the template if it’s no longer needed.