Profiles

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: 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 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 Integrations Shows sync status with connected platforms: Program membership If the profile is a program member, this section shows: 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:

4. 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:

---

​

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.

---

​

Delete a profile

Deleting a profile permanently removes them from your workspace.

1. Open the profile
2. Click More -> Delete
3. Confirm the deletion