Create and Use Profile Tags
Updated
Profile tagging allows you to place a visual indicator next to the social media account in the Sprinklr platform. These visual cues act as an attribute of the social media account and let you quickly identify the type of profile at a glance. With a quick view, you will be able to tell who your tagged profiles are and whether they are key influencers, competitors, or potential customers.
For example, as a sports event management organization, you may have a list of athletes’ accounts in the Sprinklr platform but you are unable to differentiate between the type of sports event they compete in. If you want to identify which sports the athlete plays, you can set up a tagging action with the desired image that gets automatically appended to the account based on the criteria and value you select.
It is recommended to select an image that is relevant to the profile and as per the classification you want to have in the Sprinklr platform. This allows you and the other users to quickly identify whether the athlete competes in swimming, track and field, or a cyclist event.
You can create profile tagging in both the Customer and Workspace level.
|
|
Note On the Engagement dashboards, you can only view a maximum of two Profile Tags related to the profile. However, you can view all the Profile Tags related to the profile in the open details window. |
Before You Begin
Ensure that you have created a Profile custom field. For more information, see Creating a Custom Field.
To Create a New Profile Tag
-
Click the New Tab icon
and select Settings under the Sprinklr Social.
-
On the Platform Settings window, click Manage Customer or Manage Workspace to add tags to either a customer profile or a workspace profile respectively.
-
Search and select Tagging from the list of options.
-
On the top-right corner of the Tagging window, click Add Tag.
- On the Create a Tag window, click Profile Tag under Select Tag Type.
- Fill in the required details. For more information see Create a Tag — Field Descriptions.
- Click Save to confirm your tag.
Create a Tag — Field Descriptions
| Term | Description |
| Tag Name | Enter a name for the tag. This text will appear when you hover over the visual indicator in the Engagement Dashboard. |
| Tag Icon | Click the upload icon and select an image from the Asset Manager. You can also browse for the image on your system or enter the image URL. This is the visual indicator that helps you to identify the Profile at a glance. |
| Rule Name | Enter a unique rule name. |
| Criteria | Select a criteria from the available options. |
| Value | Select a value from the available options. |
| Add another criteria | Click this field to add multiple custom fields to your profile tags. |
To Tag a Profile in the Engagement Dashboard
-
Click the New Tab icon
and select Engagement under the Sprinklr Social.
- Click the Dashboard Menu icon
on the top left corner of the Engagement Dashboard. Search and select your dashboard.
- On the Engagement dashboard, click the Options icon
in the bottom right corner of the desired message and select Open Details.
- On the top of the right pane, click the Profile tab next to Message tab.
- Click the Edit Properties icon
beside Properties and select the custom field you want to associate with the profile. Based on the selected custom field and the rule set in To Create a New Profile Tag , a visual indicator is placed next to the profile.
- Click Profile Tag under Custom Properties and select the tags from the list of options.
- Click Save to confirm the changes.
|
|
Tip After saving the edited properties for profile tab you will see the tag icon next to the profile name. In the screenshot below, you can see that the profile tag created for tagging an Industry Influencer appears beside the profile as a visual indicator. |