User Category and Nurturing Model for Admins and Advocates
Updated
The User Categorization and Nurturing model enhances how admins manage and nurture advocates by categorizing users based on behavior and influencer scores.
Admins can create user categories in the admin console and define entry criteria based on engagement metrics. Categories are automatically updated, tracked by a custom field named "Advocacy User Category," and evaluated every 24 hours.
Admins can choose whether these categories are visible to users or only to admins, providing flexible management.
Advocates can view their user category and promotion criteria on their profile widget. They will receive notifications on mobile and the site when promoted or demoted between categories, keeping them informed and motivated.
This feature offers a personalized and efficient approach to user engagement, benefiting both admins and advocates through a structured system that recognizes and responds to user activities and contributions.
Steps to Create User Categories
Click the New tab icon
. Under the Sprinklr Social tab, click Admin Console within Engage.
In the Community window, hover over the Options icon alongside an Advocacy Community and select View Sites.
Next to the site you'd like to make changes to, hover over the Options icon and select Build Site.
In the site dashboard bar, click the User Categorization tab.
In the Configure User Caregories window, enter the required details and the values for the parameters to create your intended user categories. For details, check User Categorization Configuration for Admins and Advocates.
Click Save in the bottom right corner.
User Categorization Configuration for Admins and Advocates.
For Admins | For Advocates |
User Categories Tab: A new "User Categories" tab in the admin console lets you create and manage up to 10 user types (Novice, Intermediate, Advanced, etc.). You can define entry criteria based on engagement metrics. | Profile Widget: View your user type and promotion criteria directly on your profile widget. |
Timeframes and Criteria: Set evaluation timeframes (Last 30, 60, or 90 days) and configure conditions using "AND/OR" logic for the first category. Criteria include Total Followers, Engagements per Share, Site Visits, and Shares. Subsequent categories will inherit the criteria from the first. | Notifications: Receive alerts on mobile and the site when you are promoted or demoted between user categories. |
Automation and Custom Fields: Once configured, categories are automatically updated. A custom field named "Advocacy User Category" will track user types. If categories are disabled, users will be untagged, and the user's category will be evaluated and updated every 24 hours. | TAccount Changes: Disconnecting a social account will stop counting relevant metrics, potentially leading to a lower category. If a social account is deactivated, the last follower count will be used for 30, 60, or 90 days.Get content tailored to your user type, with additional resources like site walkthroughs for Novices. |
Define if users should be able to their own category on the site or if it should only be visible to the admins. | Account Changes: Disconnecting a social account will stop counting relevant metrics, potentially leading to a lower category. If a social account is deactivated, the last follower count will be used for 30, 60, or 90 days. |