Profiles

Cevoid keeps a single profile for each person in your workspace, combining their UGC, reviews, program activity, purchases, and collected data in one place. Profiles help your team keep your brand community organized, and the person can't access their own profile. Cevoid creates a profile the first time a person uploads a post, approves a rights request, opts in to your loyalty program, writes a review, or makes a purchase, or when your team adds them manually or imports their reviews.

Navigate to Profiles⁠ to view and manage your profiles.

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

Segment tabs appear above the table, letting you quickly switch between different groups of profiles. The All tab shows every profile in your workspace, and segments that don't fit are under More segments.

Learn more about creating and managing segments in Segments.

Use the search bar to find profiles by name, email, or Instagram handle.

Click Filter to filter profiles by fields such as Assignee, Labels, Market, Tier, Reviews, Program opt-in, or a profile property. With filters on more than one field, click Match all filters to switch to Match any filter. Clear removes every filter, and Save as segment saves them as a segment.

The Name column always shows, with the profile's picture and email. Click Columns to choose the other columns:

Custom profile properties also appear as column options.

After you change the columns, click Set as default in the Columns menu to save your selection for your team, or Reset to default to restore the saved default.

Click a profile in the profiles overview to open its page. The page has seven tabs: Overview, UGC, Loyalty, Reviews, Orders, Activity, and Analytics.

A member on your loyalty program's waitlist has a banner on their profile page: your team can't act on them or their content until you click Approve.

The Overview tab shows profile information and a summary of their engagement.

Profile information

Reviews show the profile's name in public the way the reviewer chose under Show my name as on the review form, such as First name only or Anonymous, a choice your team can't change.

Profile properties

Collected data about the profile: Country, City, Language, Birthdate, and your custom properties, including answers to the profile questions on your review forms. Click a value to edit it.

Learn more in Profile properties.

Socials

Integrations

The profile's market, and its sync status with each platform that syncs profile data:

Click a status to sync the profile now with Sync profile, or to open it in Shopify or Klaviyo.

Program membership

If the profile is a program member, this section shows:

Below them, "Progress to" and the next tier's name show a progress bar for each milestone of that tier, and Earning period shows the dates of the member's current earning window. Neither shows for members on an invite-only tier.

Actions available:

• See engagement: Open the Loyalty tab
• Adjust points: Manually add or remove points. See Adjust a member's points.
• Change tier: Manually change their tier. See Manually place a member on a tier.

If the profile is not a program member, click Opt in to program in this section, then Yes, to add them manually.

Latest content

The profile's six newest approved posts. Click a post to open it, or See all content to open the UGC tab.

Latest reviews

The profile's three newest reviews, product and company. Click a review to open it, or See all reviews to open the Reviews tab.

Recent activity

The 10 newest entries from the Activity tab. Click See all activity to open the tab.

The UGC tab is a content portfolio for this profile. The count on the tab is the profile's Inbox posts plus the Instagram posts Cevoid detected from their handle. The tab has two views:

• Content: The profile's posts in your Inbox and Library, grouped by status, with Filter and Display as in the Library and Inbox. Drop files onto this view to add approved posts owned by the profile. See Upload posts to a profile.
• Instagram: The posts Cevoid detected from the profile's Instagram handle, under All posts, Requested, Removed, and Copyright striked

The Loyalty tab shows detailed loyalty program information:

• Stats: Member since, Completed activities, Point balance, Points earned, Spend, Orders
• Submissions: Table of all activity submissions with ID, Activity, Type, Status, Tasks (completed out of total), and Submitted. A row's ... menu has View submission, View activity, and, for a submission that needs verification, Approve.
• Rewards: Table of the rewards received, except points, with Reward, Source, Type, Status, and Awarded. Status changes the reward's fulfillment status, and a row's menu has View reward and Mark as fulfilled. See Reward fulfillment.

The Reviews tab lists the reviews this profile has written: their company review, and their product reviews, with tabs for All, Pending, Published, Rejected, and Hidden. The count on the tab includes pending and rejected reviews. Open a review to read it in full, moderate it, or reply. See Product and company reviews.

The Orders tab lists the orders Cevoid has for this profile, newest first, with the same search, filters, and columns as the Orders page. See Orders on a profile.

The Activity tab is a complete log of all actions related to this profile, including:

• Orders placed, fulfilled, canceled, and refunded, each linking to the order
• Tier changes
• Activity participation
• Label changes
• Property updates
• Settings changes
• Points adjustments
• Posts added and removed
• Content status changes
• Review submissions, updates, and removals

The Analytics tab shows how this profile's content performs, as seven default reports filtered to the profile:

• Tiles: Total Posts and Post Performance
• Charts: Total Posts by date, Total Posts by Content Source, and Total Posts by Content Type
• Tables: Top 24 Performing Posts, and Top 24 Impression Conversions for the orders attributed to impressions of the profile's posts

The date range above the reports covers all time by default. Click a report's title to open the full report. The layout is fixed, and the tab has no comparison or currency setting.

Manually create profiles for customers or members.

1. Navigate to Profiles⁠
2. Click Create profile. New profile opens.
3. Enter the profile's details
4. Click Create profile

An email address or Instagram username can belong to only one profile in your workspace.

1. Navigate to Profiles⁠ and open the profile
2. Click the value you want to change on the Overview tab
3. Select the new value in the list that opens, or enter it in the dialog and click Save changes. A custom property's dialog has Save.

A value you select from a list, such as Content flow or Market, saves at once.

A profile's picture shows on your storefront and in embeds, such as with the profile's reviews. Reviews by a reviewer who chose Anonymous show no picture.

1. Navigate to Profiles⁠ and open the profile
2. Click the profile picture, or its placeholder, next to the profile's name. A menu opens.
3. Select Upload profile picture, or Replace profile picture when the profile has one
4. Select an image. Crop image opens.
5. Optional: Drag the image to change what the square crop shows
6. Click Save and exit. The new picture shows on the profile.

To remove the picture, click it, select Remove profile picture, and confirm with Remove. The picture is cleared from the profile and stops showing on your storefront and in embeds. The profile's reviews, with their ratings and text, stay as they are.

Assign profiles to team members to track who's responsible for managing relationships.

1. Navigate to Profiles⁠ and open the profile
2. Click Unassigned (or the current assignee) next to Assignee
3. Select a team member

From the profiles overview: Add the Assignee column with Columns, then click a profile's cell in it and select a team member.

Add or remove points on one member by hand, for example to correct a balance.

1. Navigate to Profiles⁠ and open the member's profile
2. Click Adjust points in Program membership. Adjust points balance opens.
3. Enter the number of points in Points adjustment. Use a negative number to remove points.
4. Optional: Enter a Reason for adjustment. It's for internal use only.
5. Check the New points balance
6. Click Adjust points

An adjustment also changes the member's points earned and their tier progress, so it can move them up or down a tier. With Voyado as your points provider, the points go to the member's Voyado contact instead of their Cevoid balance.

To give back the points of a redeemed reward that wasn't delivered, cancel the reward in Reward fulfillment instead. An adjustment adds new points, with a new expiry date.

Click More in the top right of a profile page to access additional actions:

Upload, next to More, adds photos and videos to the profile as approved posts. See Upload posts to a profile.

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. Navigate to Profiles⁠ and open one of the profiles you want to merge
2. Click More → Merge with.... Merge profiles opens, with this profile selected first.
3. Select the other profile in the second dropdown
4. Click Next step
5. Select which values to keep for each field
6. Click Merge. Confirm merge opens.
7. Click Merge to confirm

The merge step shows both profiles side by side with their data, next to the merged profile.

Deleting a profile permanently removes them from your workspace.

1. Navigate to Profiles⁠ and open the profile
2. Click More → Delete
3. Click Delete to confirm