The Audience Profiles, Lists, and Segments components within Customer Feedback Management streamline contact management and facilitate the organization, searching, and filtering of profile information. Audience Profiles help in organizing and filtering this profile data. Profile Lists and Segments allow for targeted engagement with the audience. For more details on use cases and value additions, refer to the following article.

Prerequisites​

The features discussed here are generally available as part of Customer Feedback Management. No additional permissions are required to access the Audience Management modules. Access to individual components within the app is governed by the necessary permissions outlined in their respective articles.

Setting Up Audience Profile

Audience Profiles, serve as a unified, platform-wide database of records for each account (user) engaging with the Sprinklr platform. These profiles ensure that brands avoid duplicate or conflicting records for users. Additionally, they support threaded conversations, enabling seamless interaction tracking within the platform.

The Audience Profiles module enables efficient management of individual contacts within Customer Feedback Management, offering a comprehensive Record Manager view for profile data. You can easily search, filter, add, and organize profiles.

Let us have a look at the steps:

1. Navigate to Customer Feedback Management and go to Audience Management in the left pane.

2. Go to Audience Management in the left pane.

3. Select Profile Lists.

4. Click + Add Profile List and fill in the details:

   1. Name: Enter the title for the profile list. This is a mandatory field.

   2. Description: Provide a brief overview of the list’s purpose or contents.

   3. List Owner: Assign the Sprinklr user who will own or manage the profile list.

   4. Flavour: Select between Contact List or Profile List, depending on the type of data you're organizing.

   5. Tags: Add relevant tags to help group and quickly filter multiple lists.

   6. Visibility: Set visibility options to share the list with specific users, granting them access to view the profiles within the list.

Manage Audience Profile

• Search: Profiles can be located using Name, Email, Phone Number, or Social Handle.

• Filter: Filter profiles by any column values within the Record Manager to refine your view and quickly find relevant data. The Audience Profiles Record Manager includes the following columns for each profile:

  • Name

  • Bio

  • Tags

  • Profile Lists

  • Profiles

  • Reach

  • Following

  • Created By

Import and Export Profiles

• Export Profiles: Download profile data in Excel or CSV format. The export includes any applied filters and excludes empty columns.

  • Click Vertical Ellipsis (⋮) to access Export.

• Import Profiles: Add profiles in bulk using the Import option for efficient data management. The provided Excel template includes:

  • Columns for Standard Profile Fields.

  • Any custom fields (Asset Type = Profile) available in the system.

    Note:

    • Mandatory Fields

      • Social Network (WHATSAPP_BUSINESS, EMAIL, etc) 

      • User Id (Contact number : 91XXXXXXXXXX) 

      • Full Name

      • Name

    • Optional fields:

      • Partner Profile Lists

      • Custom Fields (e.g CF_WA_Campaign, CF_Language)

    • Non-essential columns (except mandatory ones) can be removed from the template, if required.

    • Custom fields already in the system can be re-added to the template using the header format "CF_Custom Field Name". The data will map to the corresponding fields automatically.

How to use it?

• Import Audience Profile: Upload contacts or profiles via Excel or CSV files, tag them for easy management, and use them to trigger survey distributions.

• Profile Segments and Samples: Use existing profiles to create Segments by grouping them based on custom properties, or generate Profile Samples to select a specific percentage or number of profiles as needed.

• Trigger Ad Hoc Survey Distributions: Use Profiles, Profile Lists, Segments, or Samples as recipients for survey distributions via Email, WhatsApp, SMS, or Personalized Link channels.

• Trigger Website Distribution: Use Profile Custom Properties as intercept conditions for Website Distributions. This feature is covered in a separate section.

• Custom Reporting: Survey responses are automatically linked to the profiles they were triggered from. Custom dashboards can be created to include relevant profile details, offering deeper insights.

Profile Lists

The Profile Lists section under Audience Management allows you to create predefined lists for organizing audience profiles, helping to build an organized Record Manager for efficiently managing and categorizing profile groups.

Setting Up Profile Lists

1. Click + New Page > Launchpad > Sprinklr Insights > Customer Feedback Management.

2. Select Profile Lists.

Creating Profile Lists

Let's access how to access New Profile List:

1. Click + Add Profile List.

   

2. Go to New Profile Lists section and fill details:

   1. Name: Add title of each profile list (Mandatory).

   2. List Owner: Assign the Sprinklr user responsible for owning or managing the profile list (Mandatory).

   3. Description: Provide a brief overview of the list’s purpose or contents.

   4. Flavour: Select between Contact List or Profile List, depending on the type of data you're organizing.

   5. Tags: Add relevant tags to group and quickly filter multiple lists

   6. Visibility: Set visibility options to share the list with specific users, granting them access to view the profiles within the list.

      

3. Click Save.

Managing Profile Lists

Click Vertical Ellipsis (⋮) against each Profile Lists:

1. Edit: Edit the Profile Lists.

2. Delete: Helps to delete profile list.

3. Import Global Profile Lists:

   1. Click More Actions (...).

   2. Click Download Excel Template and fill details and save.

   3. Choose File to upload to upload the file.

   4. Click Import.

   5. Once uploaded, the system confirms the number of profile lists successfully added.

      

4. Export Global Profile Lists: Click More Actions and download a file that lists all Profile Lists within the environment for easy reference and management.

Record Manager Columns and Controls

• Name: The title of each profile list.

• Description: A brief overview of the list’s purpose.

• Owner: The Sprinklr user responsible for managing the list.

• Created By: The user who originally created the profile list.

• Created On: The date the profile list was created.