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Create Profiles



The Profile feature allows you to organize your rank tracking and managed links campaigns into associated groups, and can be used to create single sign-on dashboards.
  • Rank Tracking Campaigns can be filtered by Profile on the Home screen
  • Managed Links can be filtered by selecting specific Profiles in Report Options of the Link Dashboard, Link Distribution and Link Management reports
  • Single Sign-on to white label Marketing Dashboards and Client Dashboards can be accomplished by creating a Profile for your customers who have more than one campaign
  • Enterprise reports can be filtered by Profiles in Report Options
  • Profiles can be added via API and used to request data via API

Create Profile
Located in: Campaigns > Profiles
 

Profile Parameters & Rules

 
  • Profile Name:  (Required)  Profile name must be a unique string that does not already exist in the account
  • Profile Reference ID: (Optional) for your internal reference use (e.g., customer identifier). Must be unique string that does not already exist in your account. Character limit is 50 English letters, numbers and/or the characters ". _ -"
  • Profile Description:  (Optional) for your internal reference use (e.g., to advise other account users regarding use of a particular profile). 

Create a Profile

 
Manually Create Individual Profiles
  • Access the Profiles screen (Campaigns > Profiles)
  • Click the + Add New Profile button 

Campaign Profiles screen


Customize the Profile
  • Profile Name: Enter a name for the Profile (required).  Profile name must be a unique string that does not already exist in the account
  • Profile Reference ID: Optional parameter for your internal reference use. Must be unique string that does not already exist in your account. Character limit is 50 English letters, numbers and/or the characters ". _ -"
  • Profile Description:  Optional parameter for your internal reference use. 
  • Click the Save button

add new profile


Bulk Import Profiles

 

Access the Campaign > Profiles screen and download the Sample File that's available in the Bulk Import Profiles section of the screen.

bulk import profiles


Bulk Import Profiles Sample File
Following the format in the spreadsheet and the Profile Parameters & Rules instructions at the beginning of this document, enter the:
  • Profile Names in the 'name' column
  • Profile Description in the 'description' column (optional)
  • Profile Reference ID in the 'reference_id' column (optional)
  • Save the file

bulk import profiles example file

Example of a completed Bulk Import Profiles file

example of completed bulk import file

Upload the File
  • Scroll to the bottom of the Campaigns > Profiles screen
  • Click the Choose File button
  • Locate and select the file on your computer
  • Click the Upload button

bulk upload profiles

Assign a Profile to Rank Tracking Campaign

             
 

To benefit from Profile filters and single sign-on dashboards, rank tracking campaigns must have a Profile assigned.

In the Campaign General Settings screen
  • Click the Advanced Settings button 
  • Select the Profile from the list
  • Click the Save button.




View or Edit Profile

 
To view or edit the details of an existing profile
  • Open the Campaigns > Profiles screen
  • Click the Edit button


  • If you make changes, click the Save button



Filter Data by Profile

 
Home Campaigns Screen
Select a Profile to filter the list of displayed Campaigns


filter campaigns by Profile


Link Dashboard
Select Profile(s) in Report Options and apply changes to filter the list of Links by Profile


Link Dashboard filtered by Profile


Profiles for Single Sign-on White Label Dashboards

 

Profiles can be used to allow your customers to view multiple campaigns in your branded dashboards. For detailed instructions, refer to the:



  • Link to Client Profile: refer to the steps in the Share White Label Access section of our Client Dashboard documentation


    White Label Portal using Profile for single sign-on


Profiles for Rank & Link Reporting

Profiles can be used to link a rank tracking campaign to a tracked link, or group of links, for presentation in PDF reports, Marketing Dashboards, or Client Dashboards. After creating a profile:

1. Set the Rank Tracking Campaign Profile



In the Campaign General Settings screen
  • Click the Advanced Settings button 
  • Select the Profile from the list
  • Click the Save button.
 


2. Set the Link Profile



Open the Link Details screen for the link (or do this while creating the link):
  • Select the Profile from the list
  • Click the Save button. 

Link Details screen



Bulk Update Link Profiles



Updating link profiles can be accomplished quickly by filtering the links in Campaigns > Link Manager, and then: 
  • Select the links that need a profile update
  • Click the Bulk Actions button
  • Select the Profile
  • Click the Assign Profile button

     
bulk update link profile



Define the Link Settings for a Rank Tracking Campaign



After adding profiles to links you can create default report settings for each campaign (this only needs to be done once). When you open the Link Dashboard report report:
  • Select the rank tracking Campaign Name in the top right toolbar
  • Expand Report Options and select the Profile for that campaign (and any other display settings you want)
  • Click Apply Changes

  • Expand Report Options and create Default Report Settings for that campaign by hovering over the Save icon and selecting Campaign. 



  • You can then save the same settings as Client Dashboard default for that campaign.

After setting the default for each campaign, when you toggle between campaigns in the top right toolbar, only the links that you've connected to each campaign via a profile will display in the report.  You can then add that report with those settings to a PDF Report or Marketing Dashboard by hovering over the gear icon in the report tool bar and selecting the option you want.





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