Creating Profiles

Overview

Profile Center offers the following two options to build your profiles:

• Standard Builder: Get started with an industry standard layout to quickly add content and get on with publishing the profile.
• Profile Designer: A flexible builder with advanced controls that lets you personalize the look and feel of your profile with advanced options for a more unique user experience..
  • The default template includes several sections (such as Overview, Compliance, Trusted by, and Documents) that are pre-populated with editable fields that can get you started.
  • You can edit/remove the sections and their content to customize your profile.

First-time Profile Center users must create their first profile before they can use the Standard Builder or the Profile Designer.

Creating your first profile

1. Go to the Profile Center and click Create your first profile.
   
2. Follow the step-by-step onboarding guide that walks you through creating a profile.
   

Using the Standard Builder

1. Go to the Active tab of the Profile Center and click Add New.
   Note: If there are no drafts or published profiles and drafts, click Create your first profile to add a new profile.
2. Enter the profile title, type, and visibility, then select Standard Builder and click Continue.
   
3. Once the profile is created, customize it and add artifacts to share with your clients or prospects. See Customizing profiles for more information.
   Note: Changes made to the profile are automatically saved in real-time. Profile drafts can be accessed on the Active tab.

Using the Profile Designer

1. Go to the Active tab of the Profile Center and click Add New.
   Note: If there are no drafts or published profiles and drafts, click Create your first profile to add a new profile.
2. Enter the profile title, type, and visibility, then select Profile Designer and click Continue.
   Note: The profile image defaults to your company logo. Click on the image to change it.
   
3. Click within the section (or elements within a section) to bring up the editing toolbar, then select your option and customize the information. See the Profile Designer editing options section below for more information on editing options.
   Note: You can edit/remove sections/information manually, or click the Clear all button at the top of the template to clear the pre-populated information.
   
4. Click Preview or Publish.

Profile Designer editing options

You have several design options to customize your profiles, such as changing text fonts, colors, and alignments, or adding images, videos, and documents.
Note: The Trusted By and Badges sections don't have styling options so you can't change how these sections are displayed, only the content displayed within them.

• Click within a section to edit the design (columns and layout) and duplicate, move, or delete the section.
  
• Click the blue Add icon to add content elements such as columns or sections.
  
  
  
• Click Add content to add detail to the content elements.
  
• Click the blue + icon and select FAQ from the menu to add frequently asked questions (FAQs) using Q&A pairs from your Content Library. Click the checkbox of each pair you want to add, then click Add.
  Note: You can use filters to help you find the appropriate Q&A pairs.
  
• Click the Brand Style icon on the top left-hand side of the page to apply your brand styles to the entire profile.