Related articles:
Profiles, Profile properties, Program emails & triggers, Klaviyo, Voyado, Shopify
Profile data and event sharing requires an email address. The profile must have an email in Cevoid, and a matching email must exist in your CRM or ecommerce platform for syncing to occur.Emails are collected automatically for all rewards program interactions and when UGC is uploaded via your upload forms.
Profile data
Profile data is information about a profile that stays in sync. When data changes in Cevoid, it’s automatically updated in your connected platforms.Default fields
These fields are available for all profiles and are updated automatically by Cevoid.| Field | Description |
|---|---|
| Cevoid: Social Instagram Handle | The profile’s Instagram username |
| Cevoid: Joined Program At | Date the profile joined your rewards program |
| Cevoid: Points | Current points balance |
| Cevoid: Program Member | Whether the profile is a program member (true/false) |
| Cevoid: Tier Icon | URL to the profile’s current tier icon |
| Cevoid: Tier Id | Unique identifier for the profile’s current tier |
| Cevoid: Tier Name | Name of the profile’s current tier |
| Birthdate | The profile’s birthdate |
Custom properties
Any custom profile properties you create in Cevoid can also be shared with your connected platforms. Custom properties appear in the data sharing settings with a “Custom property” label. Learn more about creating custom properties in Profile properties.Events
Events are triggers sent to your CRM when something happens in Cevoid. Use them to build email flows and automations. Each event includes relevant data that can be used in your emails.Program events
Events triggered by rewards program activity, such as when a member joins your program, earns a tier, or receives a reward. These events are covered in detail in Program emails & triggers, including all available events, payload examples, and email flow suggestions.UGC events
Events triggered by content-related actions.| Event | Trigger |
|---|---|
| Cevoid: Instagram Mentioned | When a profile mentions your Instagram account in a post |
| Cevoid: Instagram Tagged | When a profile tags your Instagram account in a post |
| Cevoid: Post Created | When a profile creates a post |
Cevoid: Instagram Mentioned payload
Cevoid: Instagram Mentioned payload
Cevoid: Instagram Tagged payload
Cevoid: Instagram Tagged payload
Cevoid: Post Created payload
Cevoid: Post Created payload
Where data and events can be shared
CRM platforms
Share profile data and events to build segments, personalize emails, and trigger automated flows.Ecommerce platforms
Share profile data to personalize storefronts and build customer segments. Events are not available for ecommerce platforms.| Platform | Profile data | Documentation |
|---|---|---|
| Shopify | Customer metafields and tags | Shopify |
| General implementation (API) | Via API | Private beta |
How sharing works
Automatic sync
Once you enable a field or event for sharing, Cevoid handles everything automatically. Profile data syncs whenever it changes. Events are sent in real-time when they occur.Historical sync
If you enable data sharing after you already have profiles in Cevoid, you can trigger a sync of historical profiles from the integration settings. This ensures all existing profiles are updated with the selected fields.Test sync
Before going live, you can test that everything is working correctly. For profile data, create a test profile to verify fields are syncing. This creates a fake profile in your connected platform with sample data for all enabled fields. For events, send a test event to verify the integration is working. This triggers the event on a test profile so you can preview the payload in your CRM.Multiple CRM accounts or stores
This section is relevant if you have multiple CRM accounts connected (e.g., separate Klaviyo accounts for different regions) or multiple ecommerce stores connected (e.g., separate Shopify stores for different markets), or both. If you have only one CRM account and one ecommerce store connected, profiles are synced regardless of which market they belong to. All profiles with an email that exists in your CRM or ecommerce platform are automatically synced.What market a profile is connected to
The first time a profile opts in or takes an action in one of your program widgets, or places an order that is tracked through Cevoid, Cevoid checks what market this happened on and associates their profile with that market. Their profile data and events are then shared with the CRM account and ecommerce store related to that market. You can also manually change a profile’s market from their profile page. If no market has been detected, profiles are synced to connections related to your primary market.How sharing works with multiple connections
To avoid duplicate communication, Cevoid only syncs each profile to the CRM account or store associated with their market. For profiles whose email doesn’t already exist in your CRM, you can configure whether Cevoid should create new profiles automatically. By default, new profiles are not created to avoid affecting your platform usage without your knowledge.Configuring data and event sharing
Profile data and event sharing is configured on each integration’s settings page:- Navigate to Settings -> Integrations
- Select the integration you want to configure
- Find the Profile data or Events section
- Toggle on the fields or events you want to sync
- Click Save
