About Members Profiles
With Enalyzer organizations, you can create member profiles consisting of member background information. Instead of manually setting up a Respondent List CSV file every time you conduct a team or member survey, you can just import the data stored in the member profiles. And, of course, all member background information can be used to segment, benchmark, and drill down into your data when you analyze the collected feedback with reports.
Customize Member Profiles
Member profiles consist of the following member data:
- Status is the date and time the member was added to the organization.
- Background information contains email, first name, last name, personal ID, comment of the member, and any other variables you add to the profiles, e.g. age, gender, salary, manager, and more.
- Teams refer to any teams the member is part of.
- Role the organization role of the member, it could be administrator, collaborator, or reader.
You can customize member profiles by adding more background information variables. All you have to do is:
- Go to the homepage and click on your organization.
- Select settings on the side menu.
- Click on background information under member settings.
- Click on the add variable icon ().
- Name the variable and click add.
- Repeat steps 3 and 4 until you've added all the variables you need.
Add Data to Member Profiles
Once you've set up the variables for the member profiles, you're gonna want to add some data. There are three ways to go about it:
- Add the information manually when you invite members.
- Add the information to the CSV file when you import members.
- Add the information into the member profile manually.
To add them manually, you have to:
- Go to the homepage and click on your organization.
- Select members on the side menu.
- Click on the member whose profile you want to view.
- Under background information, add values to the variables you created under background information.
- Changes will be saved automatically.