Custom profile details only work when presenting content directly from Ingage. If a presentation with custom profile details is shared via public weblink, anyone viewing the presentation will see default variables.
How Profile Information is Used
Adding key photos, logos, URLs, and other pieces of text to your profiles allows one presentation with pages from our new Profile Pages template pack to have different details and pieces of media depending on who is presenting.
Company details like your logo will be present when a presentation is viewed by anyone at your company
Team details like a team photo or location specific insurance certification will apply based on which Team a specific presentation is accessed from
User details like a headshot or personal bio will apply based on which user launches the presentation
Downloading Customized Profile Enabled Content
To download Customized Profile Enabled Content:
Access the Marketplace online (link: Ingage Marketplace) or click Marketplace in the Ingage app
Locate Profile Pages within the Page Templates section, or use the search bar in the upper right corner to search "Profile Pages"
Use the following guide for downloading Page Templates: Using Content from Ingage Marketplace
Once you've downloaded the template pack, use these pages in your presentations by following this guide on adding pages to a presentation: Adding a Page to Your Content
Updating Your Company Profile
Admin Only
To update your Company Profile:
Manage your account by heading to teams.ingage.io or click Manage in the left side bar of the Ingage App
In the left sidebar, click Manage and select Company from the expanded menu
Click the Profile tab on the left
Make changes
Click Save Changes
Updating Team Profiles
Admin Only
To update a Team Profile:
Manage your account by heading to teams.ingage.io or click Manage in the left side bar of the Ingage App
In the left sidebar, click Manage and select Teams from the expanded menu
Select the Team you'd like to edit
Click Profile in the top right
Make changes
Click Save Changes
Updating User Profiles
Admin Only
To update the User Profile on behalf of your rep:
Manage your account by heading to teams.ingage.io or click Manage in the left side bar of the Ingage App
In the left sidebar, click Manage and select Users from the expanded menu
Select the User you'd like to edit
Click Profile in the top right
Make changes
Click Save Changes
Building Content with Profile Values (Alpha Version)
Though our team at Ingage is still turning the screws on a more user friendly version of this feature, you can add fields in pages you've designed that make use of Profile Values.
View Menu of Available Values
To access a menu of available values:
While in Edit mode on a page in your content, click View in the application menu at the top left of your screen.
Select Show Dynamic Values from the expanded menu
Here you can see the available values on the left, and details currently populating this value on the right
Values begin with the Profile level: company, team, or user and are followed by descriptive text
Details include the type of media in parenthesis: IMAGE, TEXT, or URL
Values that have not been set at the Profile level include the phrase Default Value in red in the right column
Use Values in a Component
To use Profile Values in a component:
While in Edit mode on a page in your content, select the component you'd like to fill with a Profile Value
Scroll to the bottom of the Inspector in the right side bar to locate the Automation field
Add the Profile Value as listed in the Dynamic Values menu, ex: company.logo or user.rep_bio
To preview your work, press the Play button in the upper right corner
Use Values in a Web Action
To use Profile Values in a Web Action:
Click on the Component with the Action associated with it
Click Choose Website
Scroll to the bottom of the Inspector in the right side bar to locate the Automation field
Add the Profile Value as listed in the Dynamic Values menu, ex: company.logo or user.rep_bio
To preview your work, press the Play button in the upper right corner