Using the Member Profile

What the Member Profile Is For

Everything Datascout knows about one member, in a panel beside their iMIS record.

It is the thirty-second read before you call someone: a short written brief, how much they have given and spent, how engaged they have been, every interaction on one timeline, and the tags that describe them.

It sits over iMIS rather than replacing it, and it is mostly for reading. You cannot change a member’s name, email or address here — that stays in iMIS.

The profile open beside a member's iMIS record. The account page stays where it was, down the left.

The Details Tab

The panel opens here. Four tabs run across the top — Details, Timeline, Enriched Profile and Ask — and Details is the summary.

The Details tab. The AI Brief sits at the top, with the member's figures below it.

Section	What it tells you
AI Brief	Five short lines summarizing the member right now — standing, recent engagement, and what to do about it.
Lifetime Value	What this member has been worth, with a star rating and your account average in brackets for comparison.
YTD Spend	This year, with last year in brackets.
Profile Completeness	How much of their record is filled in, out of 15.
Time Since Last Engagement	How long since they did anything at all.
Events Attended	A count you can expand, plus their most recent event.
Lifetime Donations	The total, how many donations, and the date of the last one.
Tags	The labels that describe this member. See Tags below.

Hover an AI Brief line to see why it says that

Each line in the brief has an explanation behind it — hover over it and the reasoning appears, for example “Is_past_due is false, so there is no billing delinquency.” It is the quickest answer to “where did that come from?”, and it is easy to miss because nothing on screen advertises it.

The Timeline

Everything that has happened with this member, newest first, in one feed.

The Timeline tab. Each entry carries its source and category.

Committee activity, gifts, event registrations and email responses all land here rather than in sections of their own. Each entry carries a line reading Source and Category, which is how you tell them apart.

Tags

The part worth reading carefully, because two kinds of tag look similar and behave completely differently.

Color means you can change it. White means you cannot.

Tag	Where it comes from	Can you change it?
Colored chip	Added by a person or by a campaign response	Yes — click it to remove it
White chip	Worked out from the member’s own iMIS data, such as their location or member type	No. It updates itself when the iMIS record changes

Adding a Tag

Click + beside the tags to open the list.

The tag list. Auto-tags carry a greyed, locked checkbox and an Auto-tag label; the tags you control have a blue checkbox.

Tick a tag to apply it, untick to remove it. The locked checkboxes are the automatic ones — they are shown so you can see they are there, not so you can change them.

The list scrolls, and most of it is below the fold

The panel shows only a few tags at a time and the rest are below — on an account with a long tag vocabulary, most of them. If a tag seems to be missing, scroll the list before deciding it does not exist. The list also opens upwards and covers the figures above it; it closes again with the same +.

Creating a Tag

Type into the same box at the top of the list. It searches as you type, matching anywhere in a tag’s name rather than only the beginning — so typing conf finds conference-interested and byaiagent-confirm-contact-details both.

If nothing matches, the list offers to create what you typed.

Creating a tag. The line above the button previews exactly what will be saved.

What you type is not quite what gets saved, and the preview line tells you what will be. Tags are lower-cased, spaces and underscores become hyphens, accents are stripped and punctuation is dropped:

You type	It saves
Conference VIP 2026	conference-vip-2026
Lapsed Member	lapsed-member
UPPER_CASE_tag	upper-case-tag

Read that preview before clicking. It is the difference between one tag and two nearly identical ones.

The Enriched Profile Tab

Public information gathered from outside your own records — areas of interest, and a short professional and personal summary — built from the member’s name, company and email.

The Enriched Profile tab before anything has been gathered.

It is empty until someone runs it. Enrich starts it.

The Ask Tab

A chat about this one member. Ask a question in your own words and Datascout answers from everything on the other three tabs.

The Ask tab, with its suggested questions.

The empty state suggests a few to start with — whether the member has donated, what the last event they attended was, what their lifetime value is and how it could be improved.

What You Cannot Do Here

You cannot	Where it happens instead
Edit the member’s name, email, address or phone	In iMIS, through Edit personal details on the account page
Print, export or download the profile	Nowhere — there is no export on this panel
Change an automatic tag	It follows the member’s iMIS data; change the data and the tag follows

Troubleshooting

Symptom	Cause & fix
A tag you expected is not in the list	The list scrolls and shows only a few at a time. Scroll it before concluding the tag does not exist.
You created a tag and the name came out different	Tags are normalized on save. The preview line above the create button shows exactly what will be stored.
Clicking a tag does nothing	It is a white one, worked out from iMIS data. Those cannot be changed here.
The profile will not load, or shows an error	This is a configuration problem rather than something you can fix. Contact support@datascout.ai.

Note

Screenshots use sample data; the member, figures and tags shown are illustrative and will differ from your own account.

Questions about the member profile? Contact support@datascout.ai.