Collected profile data can be used to build Segments in Cevoid, but it can also be shared to your Ecommerce and CRM platform. This allows you to personalize your storefronts and communication and build segments outside of Cevoid based on information collected through Cevoid. Profile events can be used to build and trigger communication in your CRM platform.
Profile data
The data you collect from your profiles can be used to build Segments in Cevoid and can be shared with your Ecommerce and CRM platform.
Profile data can be edited manually by your team as well
Default profile data properties
The following profile data properties are available for all workspaces.
Profile membership data
| Property name | Description |
|---|
| Cevoid: Program Member | If the profile is an active member of your program (TRUE/FALSE). |
| Cevoid: Joined Program At | The date the profile was opted into your program. |
| Cevoid: Points | The profile’s current points balance in your program. |
| Cevoid: Tier Name | The name of the profile’s current tier. |
| Cevoid: Tier Id | The ID of the profile’s current tier. The only difference from Tier Name is that this value does not change if your team changes the name of the tier. |
| Cevoid: Tier Icon | The icon of the member’s current tier. |
Custom profile data properties
Profile events
The following events can be triggered through our CRM integrations, allowing you to build your communications flows based on what happens through Cevoid.
Each event also includes relevant data that can be used in the email. For example, the Cevoid: Reward Fulfilled event includes a list of reward details.
| Event name | Description |
|---|
| Cevoid: Instagram Mentioned | This event is triggered when a profile mentions your Instagram account in a post |
| Cevoid: Instagram Tagged | This event is triggered when a profile tags your Instagram account in a post |
| Cevoid: Post Created | This event is triggered when a post is received in your inbox from the profile |
| Event name | Description |
|---|
| Cevoid: Member Joined Program | This event is triggered when a profile joins your program |
| Cevoid: Member Left Program | This event is triggered when a profile opts out of your program |
| Cevoid: Challenge Completed | This event is triggered when a profile completes a challenge |
| Cevoid: Challenge Available | This event is triggered when a challenge becomes available to a member |
| Cevoid: Tier Earned | This event is triggered when a profile earns a new tier |
| Cevoid: Reward Fulfilled | This event is triggered when a reward is fulfilled for a member |
Profile data and events can automatically be shared with your CRM solution and Ecommerce platform, allowing you to utilize the information for communication and personalization purposes outside of Cevoid.
Data sharing is currently possible with the following Integrations:
- Profile data and event sharing to the CRM solution
- Profile data sharing Ecommerce platform
Data sharing when multiple CRM accounts or Ecommerce stores are connected
Some merchants utilize separate ecommerce stores and multiple CRM accounts; in these cases, Cevoid will ensure that data and events are synced to the correct store and account based on what market each profile is connected to.
How data and events are shared and synced to your ecommerce store(s) and CRM account(s) based on your setup:
| Your setup | Sharing from Cevoid |
|---|
| One ecommerce store | All profiles are synced to the same store |
| Separate ecommerce stores | Profiles are synced to the store that matches the market they are connected to |
| One CRM account | All profiles are synced to the same CRM account |
| Multiple CRM accounts | Profiles are synced to the CRM account that matches the market they are connected to |
What market a profile is connected to
This section is only relevant if you utilize a multi CRM account OR a separate ecommerce store setup
Change what market a profile is connected to
This section is only relevant if you utilize a multi CRM account OR a separate ecommerce store setup
- Navigate to the individual’s profile
- Click on their current Market under User data in the sidebar
- Select the new market they should belong to
