Person Profiles

A person profile is the primary workspace for understanding an individual’s relationship with your church.

Membership journey

Profiles can visualize movement through the church’s membership relationship, such as:

Visitor → Regular → Member

Staff status can be represented when applicable. Inactive or former records remain available for historical context without being presented as an active membership progression.

The purpose of the journey view is to give staff context quickly; the underlying membership status on the person’s record remains the source used by related People workflows.

Communications history

When communication data is available, the profile can provide a unified history of messages associated with that person. This helps staff understand recent outreach without searching multiple modules.

Communication history can include channel, date, message context, and delivery or engagement status depending on the communication type and connected provider.

See Communications for sending and configuration details.

Engagement context

The profile can surface the person’s current engagement information and the signals available to your organization. Engagement information should be used as context for pastoral follow-up, not as a substitute for human judgment.

See Engagement for the current scoring model and supported signals.

Journeys

The Journeys area of a profile shows the follow-up or ministry journeys associated with that person, including active and previous enrollments where available.

Selecting a journey can take staff into the related Journeys workflow for stage and follow-up management.

Household relationships

The Household area lets staff see or manage the family unit connected to the person. You can create a household, add the person to an existing household, assign household roles, and navigate to related people.

See Households for the full household workflow.