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Bolt Profiles Update

In October 2022, Bolt Profiles were released following an 8-week beta period.

Bolt Profiles are part of the broader Bolt UI update being rolled out across Element451. These new dynamic, customizable profiles provide more context, improve workflow and make editing and interacting with profile data faster than ever.

Continue reading this article and visit the Bolt Profile release page for more information.

Profile Templates

What you see on the profile of any given person record is determined by the configuration of one or more profile templates. Element451 delivers several system templates. Element451 administrators may create custom templates from scratch, use system templates as delivered or as a foundation for custom templates.

Element451 supports unlimited profile templates. Each template can be dynamically displayed based on various factors including profile data (Profile type, territory, address, etc), Element451 user characteristics (departments, roles), visibility groups and more.

Note that as profiles are now highly customizable, the location or visibility of certain information and visualizations will vary.

For Element451 Admins:

Get Started with Bolt Profiles by Configuring Custom Profile Templates

Parts of a Bolt Profile

Video Overview:

Bolt Profiles consist of 3 sections: the Header, an optional Sidebar, and the Main information display area.

Header

At the top of the profile, is the header. You will always see the person's name, and profile monogram (or profile image, if available).

Just above the the person's name, at the end of the breadcrumb menu, is the Profile Template icon. If you hover this icon you'll get a help text that shows what Profile Template is currently visible. This is handy for troubleshooting template filters or other template configurations.

Below the profile name, is the metadata. Administrators can opt to display nearly any person scoped field here. While there is no technical limit, 5-10 fields of metadata are recommended to provide the best visual experience.

Next, are optional call-to-action (CTA) buttons. These provide quick access to certain actions like opening Conversations, creating a new task, unsubscribing the record and more. Note: If enabled, CTAs may appear to the right of the name or below any metadata as determined by device and screen resolution.

Lastly, Labels appear at the bottom of the header.

Sidebar

The Sidebar is an optional component of a profile that can be pinned to the right or left of the main information display area.

Sidebar content is fully customizable. Administrators can display nearly any Element451 data field and choose how to group them. Most user-editable fields can be edited using in-line editing, directly in the sidebar.

Main Information Display Area

The Main area is the star of Bolt Profiles. In this area, administrators can curate collections of information cards. Each card corresponds to data from various parts of Element451.

Each row of cards contains three slots and most cards are available in single, double or triple width options. Available widths can be mixed and matched when configuring Profile Templates.

Depending on the configuration of the profile template in use, you may see two features at the top of the Main Display Area:

Card Group Drop Down: If the profile uses card groups, you can select to view a single card group by selecting it from the dropdown. Selecting one of the card groups will hide the cards form all other groups.
Search: If the search option is enabled for the template in use, you can use it to search for a particular card by title. You can a select one or more cards by selecting them from the select menu.

Bolt Sheets

While not an area on the profile itself, Bolt Sheets are an important part of the Bolt experience. You can access a related sheet by clicking arrow in the title row of each card. Bolt Sheets allow you to view and edit the associated information on the sheet without loosing the context of the person record you are working on.

Sheets are also stackable, meaning you can drill several sheets deep and still keep your context. For instance you can click on a relationship record to view the parent profile data in a bolt sheet then click a task related to that parent bring in a task sheet where you can complete the task, all without leaving the original student record.

Profile Cards:

Most cards come in a single-width, double-width or triple-width version. Some wider versions provide additional information or functionality direct from the card without having to open the related sheet.

Cards can also be displayed as just the title row, providing a good way to provide a quick shortcut to the related sheet.

Activity: Outlines the documented interactions the student has had with your institution. These include opened and clicked emails, SMS, interaction with their application account, any events registration and attendance, forms submitted, etc.
Applications: Shows applications a person has started and the status for each. You can click through to each application to see general application information, download completed application documents, or log in as the user to gather information on a started application.
Athletics: Contains information related to athletics interests and recruitment status.
Calculated Segments: Shows all calculated segments this record is currently part of.
Campaigns: Lists any campaign messages delivered to this person.
Conversations: Displays the latest messages the person has participated in through the Conversations module.
Custom Fields: The Custom Field card is only available as a collapsed view card which acts a shortcut to the Custom Fields sheet.
Documents: Lists the most recent documents uploaded to the person record. This includes those uploaded via applications, forms and Microsites, as well as any documents manually added via the Element451 dashboard.
Employments: Lists any prior or current jobs held by the applicant.
Evaluations: Contains information related to official and unofficial test scores such as the SAT, ACT or GRE.
Events: Displays any upcoming or past events related to this person.
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 the applicants prior high schools or colleges.
Identities: Displays the various IDs associated with this record this may include types like Common App ID, Student ID, etc.
Insights: This three-wide card provides actionable insights as well as a heat map of activity over time.
Jobs/Volunteering: Displays information about career related actives of the applicant.
Journeys (Feature Coming Soon)
Magic Links: Card contains a list of all the keys needed to direct access information on various Element451 portals like events, applications and microsites.
Milestones: Lists various funnel milestones such as inquiry date, application dates,
Notes: Shows recent notes and allows you to add new notes quickly. Notes help you record information from one-to-one contact with prospects, applicants, etc., such as phone calls.
Organizations: Lists any organizations related to this person.
Payments: Provides details of any application, event, deposit or other fee payments made via the Element451 payment integrations.
Person Data: Allows for a shortcut to the Person Data sheet.
Relationships: Lists any connections to other profiles in Element451. Examples include parents, and influencers such as coaches, counselors, religious leaders and others.
Schools: Provides information related to prior high schools, colleges or universities attended.
Sources: Lists any sources related to the record.
Superscores: Displays the calculated superscores for the SAT and ACT standardized tests.
Surveys: Links to any survey responses.
Tasks: Allows you to view and update tasks related to this person
Traits: Displays traits calculated by Element451. These include things like first and last email open, total email interactions and more.
Visibility Groups: Lists one or more visibility groups which have access to view this record.
Workflows: Allows you to see the workflows the student is enrolled in, as well as the finished and aborted workflows. Next to each workflow, you can view the workflow, manually remove the student from the workflow, or finish the workflow.