When setting up the structure of your properties, you may encounter cases where your members need to fill out certain data profiles multiple times.
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For a coaching member who has multiple companies, you may want to store information for each company and display the relevant content or recommendations.

For your agency customers, you may want to map multiple projects to display the correct data for each project.

To map these cases, you can activate multi-profile mode for your data profiles.

When multi-profile mode is activated for a data profile, your members can create multiple profiles for that data profile. Each profile can then be filled out separately.

The profiles then contain all fields and properties available in the selected data profile.
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For the cases mentioned above, this would look like this:
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Data profile: Company
Profiles: Muster AG, Example GmbH

Each profile contains the fields you defined for the “Company” card. These fields are filled out separately for each company.

Data profile: Project

Profiles: Website Redesign, Example Rebranding

Here as well, each profile contains the defined fields of the “Project” data profile and is filled out individually for each project.

For every data profile for which you activate multi-profile mode, your members must create new profiles. This can worsen the user experience.

If you currently have related properties divided across multiple data profiles and want to make them fillable multiple times, you should first combine them into one data profile.

Only activate profiles when they are truly necessary. In most cases, you should use only one data profile with multi-profile mode activated per use case.

Before profiles can be filled out, they must be created. This can be done either by you or by the member.

You can create profiles manually by opening the member Pop-up, navigating to the desired data profile, and adding a new profile there.

You can ask members to create profiles themselves. To do this, use the “Profile Creation” element in Lessons or Pop-ups.​

Select the data profile for which profiles should be created. Only data profiles with profiles activated are available.

Also provide a clear title and description so your members know what they need to create.

In the design settings, you can define how the element is displayed and which Actions are available.

This allows members, for example, to enter their own companies or projects.

It is most effective to use profile creation directly at the beginning of a Course or in an initial Pop-up.

To allow members to switch between their profiles, you can add profile selection as an element or widget.

However, this selection only makes sense if you use properties in the same Lesson or Hub that are part of a card with profiles activated. Otherwise, the selection would have no effect.

It is especially useful for:

You can also find the “Profile Selection” element in the editor under “Forms & AI Agents”.

Here as well, select the relevant data profile and add a title and description.

This is what the element looks like for the member

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In Hubs, you can add profile selection as a widget

The configuration works similarly to the editor.

This is what the widget looks like for members:

You can manage member profiles in two places:

In the Member Pop-up, the “Properties” tab provides an overview of all populated fields and all profiles of a member.

Here, you can view profiles, create new profiles, or delete existing ones.

In the properties overview, you can view the profiles of all members.

You can add profiles as columns and compare them directly.

Clicking a profile opens the Member Pop-up directly in the correct location so you can edit the profile.

Further management works the same way as in the Member Pop-up.

If you have any questions, please contact our support Team in the Help Center at the bottom left. We typically respond within 5 minutes on business days from 09:00 to 17:00.