Bulk Profile Review - Admin Initiated
Updated
Overview
Bulk Profile Review enables administrators to proactively review distributed users' social media profiles without waiting for users to make profile changes. Instead of relying on user-initiated updates, administrators can create review configurations that automatically generate profile review tasks for selected users and accounts on a one-time or recurring basis.
This feature helps organizations maintain profile consistency, comply with regulatory requirements, and ensure that distributed social profiles remain up to date with the latest branding and policy guidelines.
Bulk Profile Review supports scheduled review campaigns across supported social channels and provides administrators with granular control over the accounts, profile fields, workflows, and review frequency.
Note: This is a Limited Availability (LA) feature, and access to it is controlled by a dynamic property (DP). To enable this feature in your environment, reach out to your Success Manager. Alternatively, you can submit a request at tickets@sprinklr.com.
Navigate to Profile Configurations
1. Open a new tab and navigate to All Settings > Persona Preferences > Distributed Control Pane. In the DCP, you will have access to Homepage Configurations, Panel Configurations and Profile Configurations. The DCP screen will look like this:
Note: You will only see Profile Configurations tab if you have the user permision - Bulk Profile Actions.
2. Click on Profile Configurations and then on Create Configuration on the top right corner to open a new configuration form by the name Profile Configuration: Bulk Review. Fill in details in the required fields to activate the configuration (Note: Steps to Configure the Bulk Profile Review are mentioned in the section that follows).
Configure the Review
1. Configuration Name and Description
Key in the Configuration name and Description (optional). The description helps other administrators understand the purpose of the review campaign.
2. Select User Groups
You can define the audience in one of the following ways:
Users or User Group: Select a user group to automatically include all social accounts owned by individual users or users in a selected group.
Account or Account Group: Select individual accounts or an account group to directly specify the accounts included in the configuration.
Only Distributed accounts are considered.
3. Select Channels
Choose the social channel whose profiles should be reviewed. Supported channels include:
Facebook
X
Note:
You can select multiple channels simultaneously, allowing the configuration to apply to two or more supported channels at once.
Each selected channel is displayed alongside its corresponding profile fields, making it easy to identify which fields belong to which channel and avoiding any confusion.
4. Select Profile Fields
Choose the profile fields that reviewers should validate.
You can:
Select individual profile fields.
Use Select All to review every available field.
The available fields vary depending on the selected social channel.
5. Select a Workflow
Choose the Profile Workflow used to generate review tasks. Sprinklr supports two workflow types:
Review Workflow: Creates review tasks to examine existing profile information.
Approval Workflow: Creates approval tasks for requested profile changes before they are published to the native platform.
Note: For bulk profile reviews, select the Review Workflow.
The selected workflow determines:
The type of review task created.
The reviewers assigned to the task.
The review and completion process.
6. Configure the Review Schedule
Specify how often review tasks should be generated. Available frequencies include:
Frequency | Description |
One-Time | Generates review tasks once. |
Quarterly | Generates review tasks every three months. |
Semi-Annually | Generates review tasks every six months. |
Annually | Generates review tasks once every year. |
Recurring schedules require an End Date. For One-Time reviews, the End Date is disabled.
7. Next, click Save to create the review configuration.
8. After the configuration is saved, you are redirected to the Panel Configurations page in the DCP screen, where the newly created review configuration is displayed.
Permissions
Only administrators with the Bulk Profile Actions permission can create and manage review configurations.
Users without this permission cannot:
Create review configurations.
Modify existing configurations.
Delete configurations.
View configuration execution details.