Profile title patterns

Use these patterns in Campaign settings → Profile page → Profile section → Title:

Simple name display:
%lead_name%

Name with company fallback:
@if(%lead_name%){%lead_name%}@else{%lead_company%}@endif

Name and company combined:
%lead_name% - %lead_company%

With custom field:
{{custom-field-slug}}

Browse all icons at Font Awesome 4.7 cheatsheet. Common: fa fa-user, fa fa-building, fa fa-map-marker, fa fa-envelope. Set icon size to ~38px.

Troubleshooting

Profile title shows blank or incorrect data

• Check placeholder syntax is correct — e.g. %lead_name% not lead_name
• Verify the field contains data for the lead you are testing
• Ensure your at-if/at-else logic includes proper fallbacks to avoid blank output
• Test with multiple leads to check whether it is a data issue or a syntax issue

Box not appearing on profile page

• Verify "Shown on page" is checked for that box
• Some boxes only display when they contain data — e.g. Calendar shows nothing if the lead has no events
• Refresh the page after saving settings
• Check for JavaScript errors in the browser console

Custom content box not loading or showing errors

• Check that "Shown" is enabled for the custom box
• Verify HTML is valid — unclosed tags can break rendering
• Test placeholders individually — an invalid placeholder may prevent the whole box from rendering
• Temporarily remove custom CSS and JS to isolate the problem
• Check browser console for specific error messages

Lead is stuck locked / locking not working

• Confirm "Use locking" is checked and settings are saved
• Locking only applies to logged-in users — anonymous access is not affected
• If a lead is stuck locked, wait for the auto-unlock timeout or ask the locking user to close the tab
• Contact support if leads remain locked beyond the configured timeout

Profile page loads slowly

• Hide unused boxes — each visible box adds a data query
• Collapse heavy boxes by default (History, Files)
• Optimize custom content — remove heavy images, complex scripts, or external API calls that may timeout
• Consider hiding "Previews of files" for leads with many file attachments