With the 'Profile Management' feature, brands can not only see how their users are managing their profiles, but also approve the changes they are making. This feature helps brands monitor if their employees or social media executives are sharing social profiles that comply with the brands' values and reputation through their business social handles. Brand admins, especially in the FinServ industry, want to keep a check on the profile changes Distributed users are making in their accounts. With the use of 'Profile Management' they can approve/reject these changes.

As a Distributed User, you can make changes to the profile information of your business social accounts, however, these will be monitored by the admins, and will go live only after the admin(s) approve them.  

This feature is supported for the following channels.

• LinkedIn Profile

• Twitter

• FB Page (not Profile)

• GMB

• Instagram

• LinkedIn Company Page

To View Profile Info on Distributed

1. Log in to the Distributed environment.

2. Click Profile & Settings at the bottom of the Menu bar to the left. Select Settings.

3. Go to the Accounts tab.

4. Click the Options  icon corresponding to the account you want to edit, and select View Profile Info.  

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   Now you can see all the profile information.

Switch Contact Profile in Distirbuted

1. Log in to the Distributed environment.

2. Click More Options icon in the Menu Bar to the left, and select Contacts.

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3. In the Contacts window, click the dropdown icon adjuscent to a contact, and select your preferred profile of that contact.

   

   You can also go to the Profile detail pane and switch profile of that contact.

   

To Edit Profile Info on Distributed (No Verification Required by the Admin)

1. Log in to the Distributed environment.

2. Click Profile & Settings at the bottom of the Menu bar to the left. Select Settings.

3. Go to the Accounts tab.

4. Click the Options  icon corresponding to the account you want to edit, and select View Profile Info.  
   

5. In the top right corner, click Edit.

6. Make the necessary changes to the profile. 

   Note: Sprinklr will prompt you if the character limit is exceeded while editing profile. If the character limit is exceeded, you will not be able to save the updated profile. This capability is applicable for LinkedIn Profile, LinkedIn Company, Instagram, Facebook, and X. 

7. Click Save.

   The changes you have made will get saved and will reflect on the native platform.

To Edit Profile Info on Distributed (Verification Required by the Admin)

1. Log in to the Distributed environment.

2. Click Profile & Settings at the bottom of the Menu bar to the left. Select Settings.

3. Go to the Accounts tab.

4. Click the Options  icon corresponding to the account you want to edit, and select View Profile Info.  
   

5. In the top right corner, click Edit.

6. Make the necessary changes to the profile. 

   Note: Sprinklr will prompt you if the character limit is exceeded while editing profile. If the character limit is exceeded, you will not be able to save the updated profile. This capability is applicable for LinkedIn Profile, LinkedIn Company, Instagram, Facebook, and X. 

7. Click Save.
   The changes you have made will now be pending for review and approval by the admin. You will see a notification in the profile for have modified. 
   The admin will receive an Approval Task in the Workflow dashboard. After the admin approves your modifications, it will go live for the profile. 
   If the profile changes are not approved, you'll get a notification. 
   

To Approve/Reject Profile Modification by the User on Distributed

1. Click the New Tab icon . Under the Sprinklr Social tab, click Engagement Dashboards within Engage.

2. Search for the workflow dashboard, and open it.

3. Under Available tasks, you will find the Approval Task that has been created due to the user's making changes in the profile.

4. Click View profile.

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   This will lead to the profile window where you can view the changes made by the user.

   Note:

   Profile Review is going to be much faster and efficient with the help of newly introduced feature under Profile Management, where Admins can now quickly review what exactly changed in the profile review tasks.

   We have introduced Color Coding in the review tasks, where the deleted portions are coded in Red and the added portions are coded in Green color. With this change, Reviewers will be able to understand the changes done by the field, and review and approve them.

   This capability needs specific setup. Get in touch with your Success Manager to get this capability enabled.

5. Click Add Comment and enter your comment, based on your opinion on the changes made to the profile.

6. Click Approve or Reject.

7. Click Cancel or the Close icon the top right corner to close the profile window.

   

   Once you approve the task, the changes made by the user will be live and reflect on the profile.

   Account owner gets a notification after profile modification is approved or rejected.

To Review Profile Modification by the User on Native Platform

1. Click the New Tab icon . Under the Sprinklr Social tab, click Engagement Dashboards within Engage.

2. Search for the workflow dashboard, and open it.

3. Under Available tasks, you will find the Profile Review Task that has been created due to the user's making changes in the profile on the native platform.

4. Click View profile.

   

   This will lead to the profile window where you can view the changes made by the user.

5. Click Add Comment and enter your comment, based on your opinion on the changes made to the profile.

6. Click Approve or Reject.

7. Click Cancel or the Close icon the top right corner to close the profile window.

   

   Once you approve the task, the changes made by the user will be live and reflect on the profile.

   Account owner gets a notification after profile modification is approved or rejected.

To Filter Task Columns by Account or Account Owner in Profile Monitoring Dashboard

1. Click the New Tab icon . Under the Sprinklr Social tab, click Engagement Dashboards within Engage.

2. Search for the workflow dashboard, and open it.

3. Under Available tasks, you will find the Profile Review Task that has been created due to the user's making changes in the profile on the native platform.

4. Hover over the column, and click the Filter icon.

5. Click either Account or Account Owner, based on your preference, and search for the task accordingly.

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To Review Account Addition by the User on Native Platform

1. Click the New Tab icon . Under the Sprinklr Social tab, click Engagement Dashboards within Engage.

2. Search for the workflow dashboard, and open it.

3. Under Available tasks, you will find the Account Addition Task that has been created due to the user's adding the account.

4. Click View profile.

   

   This will lead to the profile window where you can view the changes made by the user.

5. Click Add Comment and enter your comment, based on your opinion on the changes made to the profile.

6. Click Approve or Unapprove based on your decision.

7. Click the Close icon the top right corner to close the profile window.

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   Account owner gets a notification after account addition is approved or unapproved by you.

Automatic Updates of Agency Profile Pictures

Sprinklr now provides an option for the Profile pictures to follow a consistent pattern and adhere to the new guidelines. This new feature allows the users to get informed via a warning message on the accounts that action is needed to update the profile picture.

​Steps to Set Profile Picture Frame for Users' Profile Pictures

1. Click the New Tab icon . Under the Governance Console, click All Settings within Platform Setup.

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2. Search Distributed Control Panel and select it.

3. Go to the App Properties tab. 

4. Click Upload Profile Frame to add the template frame for profile pictures.

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5. Go ahead with the rest of the settings for Distributed control panel and click Save in the bottom right corner.

   The Distributed user will receive a notification to edit or update the profile picture.

​Profile Management – Field Mapping

Twitter

Profile Update from Sprinklr

Sprinklr View

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Native View

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Profile Update from Native

Native View

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Sprinklr View

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Supported Fields

Sprinklr to Native

Native to Sprinklr

LinkedIn Company

Profile Update from Sprinklr

Sprinklr View

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Native View

For LinkedIn Company, we are currently unable to perform updates to an account through Sprinklr. We can make changes in Sprinklr, and after approval the account owner is required to copy and paste the same details into Native.

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Profile Update from Native

Native View

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Sprinklr View

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Supported Fields

Native to Sprinklr

​Instagram (Only Native Changes Supports)

Profile Update from Native

Native View

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Sprinklr View

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Supported Fields

Native to Sprinklr

LinkedIn Profile

Intro Info

On Sprinklr

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On Native

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Experience, Educations, Voluntary Experiences, Skills Sections

On Sprinklr

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On Native

Experience

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Educations

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Voluntary Experience

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Skills Section

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Accomplishments (Certificates, Honors, Courses, Languages, Organizations)

On Sprinklr

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On Native

Certificates

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Honors

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Courses

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Languages

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Organizations

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Accomplishments (Patent, Projects, Publications, Scores)

On Sprinklr

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On Native

Patent

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Projects

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Publications

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Scores

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Additional information and Recommendations

On Sprinklr

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On Native

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Supported Fields

​LinkedIn Profile: (Sprinklr to Native) 
Intro Info – On Sprinklr: 

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​On Native:

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Experience, Education, Voluntary Experiences, Skills – On Sprinklr:

 On Native: 

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Accomplishments, Honors, Courses, Languages, Organizations -On Sprinklr: 

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On Native: 

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(Patent, Projects, Publications, Scores, Address, Recommendations) On Sprinklr

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On Native: 

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• Recommendations cannot be added from Sprinklr. 

• The fields “Phone Number” and “Address” are not publicly visible, but the data gets updated to the profile which will be visible only to the owner. 

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