The Person Profile

Learn about the customizable person profiles we call Bolt Profiles.

Eric Range avatar
Written by Eric Range
Updated over a week ago

Overview

The Element451 Bolt User Interface powers the Person Profile, available for every external user in your instance. The profile provides quick access to the user's information and acts as a customizable and dynamic information hub designed to streamline workflows and ensure swift and efficient profile data management. Additionally, Element451 administrators can customize profile templates to suit their teams' needs.

Video Overview


Profile Templates

The information that appears on a person's profile is determined by one or more profile templates. Element451 provides various system templates, and administrators can choose to use them as is or create custom templates.

Element451 supports an unlimited number of profile templates that can be displayed dynamically based on different factors such as profile data, user characteristics, visibility groups, and more. It is important to note that since profiles are highly customizable, the location or visibility of certain information and visualizations may differ.


Parts of a Person Profile

The Person Profile consist of 3 sections. We'll cover each section in detail below:

  1. Header

  2. Sidebar

  3. Main

1. 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 the user uploads an image).

Just above 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 helpful for troubleshooting template filters or other template configurations.

Other Information Included in the header:

  • Metadata

    Below the user's 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.
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  • Call-to-Action (CTA) Buttons

    Next are optional call-to-action (CTA) buttons. These provide quick access to the following actions:
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    • Phone Call to Displayed Person (Cell)

    • Phone Call to Displayed Person (Home)

    • Email to Displayed Person

    • Open Conversations with Displayed Person

    • Add Task

    • Add Note

    • Unsubscribe

    • Run Workflow Rule

    • Send Communication (allows you to send a predetermined campaign email to the displayed user)

    πŸ“™ Note: If enabled, CTAs may appear to the right of the name or below any metadata as determined by device and screen resolution.

2. 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.

3. Main

The Main area is where administrators can curate collections of information cards representing data from various parts of Element451. Profile Cards are covered in the next section.

Each row of cards consists of three slots, with most cards available in single, double, or triple-width options. These 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 from 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 select one or more cards by selecting them from the select menu.


Profile Cards

Most cards come in a single-width, double-width, or triple-width version. Some wider versions provide additional information or functionality directly 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. Here is a list of available cards:

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 as 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 of the applicant's 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.

Extracurricular Activity

Displays information about the career-related activities of the applicant.

Journeys

Displays the Journeys the user is enrolled in or has completed.

Magic Links

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 that 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.


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 the arrow in the title row of each card. Bolt Sheets allow you to view and edit the associated information on the sheet without losing the context of the person record you are working on.
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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, which brings in a task sheet where you can complete the task, all without leaving the original student record.

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