Create a Profile action

Link a survey question to a profile variable that shares the same data type. When participants answer the question, their profile variable values are updated to the Profile action's answer value.

• Define your profile variables.

Note:

• Admins can perform this task. To perform this task as a Power User, you must have the Can access sensitive data permission.
• Answers in Single Choice and Multiple Choice question are based on existing profile definitions.
• You cannot use a Profile action to add answers to an existing profile variable.
• Profile data is not synced when the data type changes. For example, you import values in an existing Single Choice profile variable as an Open End question. For more information see, Import members or profile variables.
• When using profile variables in a survey or report, the profile variable value from the day of survey completion is used. This behavior has the following implications:
  • The profile variable value that is used may not be the most up-to-date value.
  • If no previous value exists for a member, the current value is used.
  • If the value changes multiple times during that day, the first value is used.

  For more information, see Add or remove profile variables in the report.

1. In the Survey Builder Toolbox, under Survey Structure, click Profile.
   
   The Profile Question dialog appears.
2. From the Select an existing profile list, select a profile question, and click OK.
   The Profile action assumes the behavior and properties of the existing profile question and an Avatar icon appears next to the profile question in the Table of Contents.
3. Optional: Edit the Question text.
4. Format the question.
   • Add an image to a question.
   • Add an image to an answer.
   • Format the question and answer text.
   Note:

   • You can format the answer text, however, you cannot add or delete answers or change an answer in an existing profile definition.
   • You can add an image to an answer in a Profile action, however, the image is not included in the profile data.
5. Optional: Click Options to set the answer behavior.
   

   Option	Description
   Move up	Moves the answer up.
   Move down	Moves the answers down.
   Make answer exclusive choice	Prevents participants from selecting another answer. Note: This option is available in Multiple Choice questions.
   Pin answer	Locks the answer position when you change the answer order.

   Note: You cannot add an other/specify answer to a profile variable definition. To add a text field to a response in a Profile action, create a follow-up Open End question, however, responses will not be associated to the member's profile data.
6. Set the answer behavior.
   • Arrange answers in rows and columns.
   • Randomize or rotate answers, columns, or rows
7. Optional: Preview the Profile action.
   • In the Table of Contents, right-click the Profile action, and select, Preview.
   • In the Edit Pane, click Preview.
8. Optional: Remove the Profile action.
   • In the Table of Contents, right-click the Profile action, and select Remove.
   • In the Edit Pane, click More, and select Delete.

Note: If you plan to use Survey Logic in a survey based on an updated profile value (collected through a Profile action earlier in the same survey), you must set the Survey Logic source to This Survey and select the Profile action.

Parent topic: Profile action

Related information

• Profile variables
• Update values in a Profile action