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P2 Engine – How to create a Profile Point

Located in our Members tab you can find the P2 Engine.  This is where you can create and manage profile points.

P2 Engine Overview Page

  • Profile Points are clickable and once you click inside you can make edits.
  • The list view includes a quick overview of each profile point including:
    • Question Type (Options include Quantitative, Qualitative or Grid)
    • Settings for “Show in profile” (Profile), “Include in Export” (Export), and “Push as embedded data” (Push)
    • Number of Choices (applies to a grid question only and will be blank for non-grid questions); this is also a quick link to the edit Choices page for the profile map
    • Number of Answers; this a quick link to the edit Answers page for the profile point
    • Status
      • If there are any required fields that have not been provided, the profile point will be in ‘Incomplete’ status and will not import data or be available to use.
      • Once all required fields are provided, the status will be ‘Complete’ and will be included in the profile point data jobs.
    • Actions
      • Archive: You can choose to Archive a Profile Point, which means all data associated with the profile point will be deleted and the profile point will no longer import or push data.
      • Unarchive: When viewing Archived Profile Points, the actions option will include “Unarchive.” This option returns the profile point to Active status and will be included in the profile point data jobs.

Creating a New Profile Point

To create a Profile Point, click the “+” button, to get started.

  • Question Text: This is the user-friendly version of the question, and is required. If you choose to show the question in the user profile, this text will display in the user profile.
  • Question Reference: This is a short one-word reference for the question that is used in exports (i.e. Number_Of_Children or Income_Level). No spaces or special characters are allowed besides the “_” character and the maximum character limit is 255.
  • Show in Profile: When this option is selected, the question will be shown to all community users on the public profile page.
    • Note: Moderator and client users will see all profile questions on a member’s profile page, not just profile points set to Show in Profile.
  • Include in Export: When this option is selected, the question data can be included in exports.
    • Note: When generating an export, you’ll see a new option to manually add profile points to the export or to “include all profile points”
  • Push to Survey Providers: When this option is selected, the latest answer data for this question will be pushed as embedded data to Qualtrics or Alchemer.
  • Push to CRMs: When this option is selected, the latest answer data for this question will be pushed as embedded data to your integrated CRM system.
  • Expand answers as separate fields for pushed data: When this option is selected, answer values for multi-select questions will push to external sources as separate fields or columns rather than a singular, combined field for all selected answers per respondent.
  • Question Type: Questions must be the same type in order to be mapped. You must choose the question type before selecting the Question Source. The question types available are: Quantitative, Qualitative or Grid.
  • Question Source: Here you choose from Polls (predefined or custom questions) or Surveys (Qualtrics or Alchemer).
    • Once you select the source, additional options will display.
      • For Polls, you’ll have to select from Predefined or Custom and then select the question you want to use.
        Profile map - question source poll
      • For Surveys, you’ll first type the survey name and then the specific question.
        Profile map - question source survey
    • The question you select will then be added to the list of sources. You can add multiple question sources if you wish.
    • The order of question sources is important. The answer data will be imported based on priority.
      • For example, if the profile point has 3 sources, the backend will first look at a member’s response from source #1. If an answer exists, that data will be used. If there is no answer for source #1, the backend will then look at source #2. If there is no answer in that source, the backend will then look at source #3.
    • Auto-create answer: When this is selected, the answers in the next step will be auto-created based on the top/first-priority question source. For example, if the question is Gender, answers will be auto-created for “Male” and “Female” in the next step, but will still require further details.
      • This is a helpful option that will help make the process of completing the Profile Point faster.

Based on the question type, the following will happen when you click the Save button:

  • Qualitative question: There are no answers to map, so the profile point will be complete and you’ll return to the main Profile Point listing view where your newly-created Profile Point is now listed.
  • Quantitative question: You’ll be taken to the Answer tab where you must complete all of the required answer fields.
  • Grid question: You’ll be taken to the Choices tab where you must complete all of the required choice fields, then continue to the Answers tab to complete the mapping.

The following types of questions cannot be mapped:

  • Qualitative Grid
  • Dropdown Grid
  • Qualitative fields if you want to use the data in a Dynamic or Static group

Please note that you cannot map answers that have been used in other Profile Points.

Mapping Answers

If you select to auto-generate answers, when you reach this tab, the answers from question source #1 will be listed here, but in ‘Incomplete’ status. Answers will be ‘Incomplete’ because further details are required to complete the answer points. If any answers are missing from this list or if you do not have the answers auto-generated, you can use the “Add Answer” button to add new answers to this profile point.

You will see a toggle for Active/Inactive next to each answer option. Answers cannot be deleted after they are created. However, when an answer is set to Inactive, it will no longer sync data or be used. You can always turn the status back to ‘Active’ to use the answer again.

To finish mapping answers, click an answer to go to the Edit page for that option.

  • Answer Text: This is the user-friendly version of the answer and will display in the user profile if “Show in Profile” is selected for the profile point.
  • Answer Reference: This is a short one-word reference for the answer that is used in exports. No spaces or special characters are allowed and the maximum character limit is 255.
  • Answer Sources: The left box lists all of the answers available from the sources entered in step 1. To map an answer to this source, simply drag it to the right box called “Mapped”
    • You’ll see 1, 2, etc next to each answer option. This represents the question source by priority. For example, 1 = the first question source.
    • Note

      The order of the answers in the Mapped box does not matter. The priority order is based on the question priority from step 1.

  • Save: When done adding all sources to the mapped box, click the “Save” button to save changes and return the Answers tab. The answer will now be in Completed status.

Mapping Choices

Choices are only available for grid questions. If you select to auto-generate answers, when you reach this tab, the choices from question source #1 will be listed here, but in Incomplete status. Choices will be incomplete because further details are required to complete the choice maps. If any choices are missing from this list or if you do not have the choices auto-generated, you can use the “Add Choice” button to add new choices to this profile point.

You will see a toggle for Active/Inactive next to each choice option. Choices cannot be deleted after they are created. However, when a choice is set to Inactive, it will no longer sync data or be used. You can always turn the status back to Active to use the choice again.

To finish mapping choices, click an answer to go to the Edit page for that option.

  • Choice Text: This is the user-friendly version of the choice and will display in the user profile if “Show in Profile” is selected for the profile point.
  • Choice Reference: This is a short one-word reference for the choice that is used in exports. No spaces or special characters are allowed and the maximum character limit is 255.
  • Choice Sources: The left box lists all of the choices available from the sources entered in step 1. To map a choice to this source, simply drag it to the right box called “Mapped”
    • You’ll see 1, 2, etc next to each choice option. This represents the question source by priority. For example, 1 = the first question source.
    • Note: The order of the choices in the mapped box does not matter. The priority order is based on the question priority from step 1.
  • Save: When done adding all sources to the mapped box, click the “Save” button to save changes and return the Choices tab. The choice will now be in Completed status

Syncing Profile Point Data

IMPORTANT: Once you are done creating and editing profile points, you will need to click the button for “Manually Refresh Data.” This will import and update the data for all of the profile points and is very important to do after creating or editing any profile points.

While the job is running, you’ll see that the status is processing. You will want to wait until the processing is complete before running an export or using the profile point so that you’ll use the most current member data.

The data for the profile points will sync in the following scenarios:

  • Moderator manually triggers job: A moderator can click the “Manually Refresh Data” button from the P2 Engine section to manually sync all profile point data at once. This is required after creating or editing any profile points.
  • A user answers a question: Whenever a user answers either a poll or survey question used in a profile point, the job will automatically run to pull in the latest data for that user.
Updated on November 6, 2020

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