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Cevoid maintains a complete record of each person in your workspace. A profile is not accessible by the person, but is instead there to help your team keep your brand community organized. A profile is created the first time an individual uploads a post, approves a rights request, opts into your program, makes a purchase, or is manually added by your team. From there, Cevoid maintains a single profile for each person, combining their UGC, program activity, purchases, and collected data in one place. Navigate to Profiles to view and manage your profiles.

Profiles overview

The profiles overview displays all profiles in your workspace as a table. Use segments, filters, and search to find specific profiles.

Segments

Segment tabs appear above the table, letting you quickly switch between different groups of profiles. The All tab shows every profile in your workspace. Learn more about creating and managing segments in Segments.

Search and filter

Use the search bar to find profiles by name, email, or social media handle. Click + Filter to filter profiles by attributes like tier, points balance, activity count, or profile properties.

Customize columns

Click Columns to choose which data appears in the table. Available columns include:
ColumnDescription
NameProfile name
EmailEmail address
PostNumber of posts in the library
InboxNumber of posts in the inbox
InstagramInstagram handle
Instagram rightsContent rights status
PointsCurrent points balance
TierCurrent tier
ActivitiesNumber of completed activities
SpendTotal spend from tracked orders
OrdersNumber of tracked orders
AssigneeTeam member assigned to this profile
CountryProfile’s country
BirthdateProfile’s birthdate
LanguageProfile’s language
Last activityDate of most recent activity
Program opt-inDate they joined the program
CreatedDate the profile was created
Custom profile properties also appear as column options. Click Set as default to save your column selection for your team. Click Reset to default to restore the workspace default.

Profile page

Click a profile name to open their profile page. The page has four tabs: Overview, UGC, Rewards program, and Activity.

Overview tab

The Overview tab shows profile information and a summary of their engagement. Profile information
FieldDescription
NameThe profile’s display name
EmailEmail address
AssigneeTeam member responsible for this profile. Used to help your team stay organized.
LabelsProfile labels added by your team. Learn more about profile labels.
Email notificationsWhich emails they receive (Confirmations, Reminders)
NotesInternal notes from your team
Profile createdWhen the profile was created
Profile properties Collected data about the profile. You can define your own custom properties to collect additional information. Click a value to edit it. Learn more in Profile properties. Socials
FieldDescription
InstagramTheir Instagram handle
Instagram rightsContent rights setting for their posts
TikTokTheir TikTok handle
X.comTheir X (Twitter) handle
Integrations Shows sync status with connected platforms:
FieldDescription
MarketWhich market the profile belongs to
ShopifySync status with Shopify
KlaviyoSync status with Klaviyo
Program membership If the profile is a program member, this section shows:
FieldDescription
Member sinceDate they joined the program
Current tierTheir tier in the program
Point balanceCurrent points available
Total points earnedLifetime points earned
Total spendTotal from tracked orders
Total ordersNumber of tracked orders
Actions available:
  • See engagement - View detailed engagement metrics
  • Adjust points - Manually add or remove points
  • Change tier - Manually change their tier
If the profile is not a program member, you can click Opt in to program to add them manually. Latest content Thumbnails of recent UGC from this profile. Click See all content to view all their content. Recent activity A feed of recent actions related to this profile, such as tier changes, activity completions, and property updates.

UGC tab

A content portfolio for this profile. Displays all posts associated with them, including approved content in your library, items in your inbox, and content from their connected social accounts.

Rewards program tab

Shows detailed program information:
  • Stats: Member since, Completed activities, Point balance, Points earned, Spend, Orders
  • Submissions: Table of all activity submissions with ID, Activity name, Type, Status, Tasks completed, and Submitted date
  • Rewards: Table of all rewards received with Reward name, Type, Status, Value, and Awarded date

Activity tab

A complete log of all actions related to this profile, including:
  • Tier changes
  • Activity participation
  • Label changes
  • Property updates
  • Settings changes
  • Points adjustments
  • Content status changes

Create a profile

Manually create profiles for customers or members.
  1. Navigate to Profiles
  2. Click Create profile
  3. Fill in the profile details:
FieldDescription
Instagram usernameOptional. Used to identify content from Instagram.
Email addressOptional. Used for communication and to identify content from direct uploads.
Display nameShown as name for non-social media posts.
Instagram rightsAppears when an Instagram username is entered. Select how you want to access this profile’s content.
Manually opt-in to programCheck to add them to your rewards program.
  1. Click Create profile

Edit a profile

Open a profile and click any editable field to update it. Changes are saved automatically. To edit profile properties, click the value in the Profile properties section. A dialog appears where you can enter the new value.

Assign a profile

Assign profiles to team members to track who’s responsible for managing relationships.
  1. Open the profile
  2. Click Unassigned (or the current assignee) next to Assignee
  3. Select a team member

Profile actions

Click More in the top right of a profile page to access additional actions:
ActionDescription
Copy profile IDCopy the profile’s unique ID to your clipboard
Create galleryCreate a UGC gallery featuring this profile’s content
Merge with…Merge this profile with another profile
Remove from programRemove the member from your rewards program
DeletePermanently delete the profile

Merge profiles

If the same person has multiple profiles, merge them into one. This is useful when a customer has interacted with your brand through different channels or email addresses.
  1. Open one of the profiles you want to merge
  2. Click More -> Merge with…
  3. Select the other profile from the dropdown
  4. Click Next step
  5. Review the merge summary and select which values to keep for each field
  6. Click Merge
The merge summary shows both profiles side by side with their data. Select the values you want to keep for the merged profile. One profile will be kept and the other will be deleted, with the selected data merged into the remaining profile.
Merging profiles cannot be undone. The profile you merge into will be permanently deleted.

Delete a profile

Deleting a profile permanently removes them from your workspace.
  1. Open the profile
  2. Click More -> Delete
  3. Confirm the deletion
Deleting a profile will:
  • Remove them from your rewards program
  • Delete their content from your workspace
  • Clear all their profile data
Their activity submissions will remain but will reference an anonymized profile.