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Organize Your Social Contacts with Social CRM Profiles
Organize Your Social Contacts with Social CRM Profiles

See how to easily identify and better get to know your social media fans

Napoleon The Cat avatar
Written by Napoleon The Cat
Updated over a week ago

Hey there, social media aficionados! 🐾

Ever find yourself buried under tons of comments, messages, and interactions from your devoted fans, potential collaborators, excited shoppers, and yes, even those pesky trolls?

We feel you, and that's when Social CRM profiles pounce into action like a savvy cat. πŸ…

Picture this: you're handling a comment, message, or any other interaction – and right at your fingertips are essential details about the author, like email address, previous conversations, and even your own notes. Curious?

Let's dive in!

What Social CRM profiles are

Think of Social CRM profiles as digital business cards for each friendly or not-so-friendly face who contacts you on social media. 😸

Social CRM Profile in NapoleonCat

Whenever you're viewing a ticket in Social Inbox, you'll have quick access to the author's profile! How so? CRM profiles provide a detailed snapshot of every user, featuring:

  • All previous interactions with your brand, like comments, messages, and the like

  • Overall sentiment toward your brand

  • User tags

  • Custom names (that can be different from their social media names)

  • Email addresses

  • Personal notes about the user

The benefits of Social CRM profiles

With Social CRM profiles in NapoleonCat, you'll have a cat's-eye view of your social landscape, making it a breeze to identify and manage your interactions. πŸ„β€β™‚οΈ You can:

  • Get to know your audience better with instant access to user insights

  • Speed up customer support by spotting repeat customers and their past concerns

  • Personalize conversations and tailor responses to each user's unique profile

  • Enhance team collaboration through shared notes and insights on specific users

  • Charm your way into fan hearts by tackling negative interactions before they grow

πŸ€” Imagine this: a frustrated customer is asking about their order but left out the details. No biggie!

With Social CRM Profiles, you spot the info in a previous comment. You track the item, notice they've had more issues before, and offer a discount for their next buy.

Problem solved, happy customer, and a high-five for you! πŸ™Œ

How to set up social CRM profiles

Just follow these simple steps, and you'll be rockin' it in no time:

  1. Hop on over to your Social Inbox

  2. Click on a comment, message, mention, or any other interaction from the user for whom you'd like to create a Social CRM profile

  3. On the right-hand side, type in their custom name, email address, add a note, and a user tag. Then, hit "Create CRM Profile":

     Social CRM Profile in NapoleonCat\

  4. Choose their overall sentiment (negative, neutral, positive)

  5. Ta-da! πŸŽ‰You've created a Social CRM user profile.

πŸ‘€ Now every time you view a conversation with that person in Social Inbox, you'll see their info along with their previous interactions (comments, messages, etc.) that you can quickly jump to!

And hey, don't forget that you can edit or remove your CRM profiles whenever you like. Simply hit the "Pencil" icon or "Remove".

Supported platforms and the required NapoleonCat plan

CRM profiles are available starting from the Pro plan (100 profiles on the Pro plan), and if you need more, you can always get an unlimited add-on.

CRM Profiles work with all social media platforms like Facebook, Instagram, YouTube, LinkedIn, TikTok, and Google My Business.

Happy profiling! πŸš€

πŸ—¨οΈ Got questions? We got answers! Don't hesitate to reach out to our Customer Success team on chat in the bottom right-hand corner of your screen.

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