Profiles are a type of account in your Invoca platform that groups campaigns and calls to a particular part of your business. Users invited to your Invoca network as part of a Profile are limited to viewing reporting data for, and editing, campaigns created within the profile.
Each new Invoca account is created with a single profile by default. In most cases, you will only need to set up a single profile for your organization. However, you may want to set up additional profiles if you have individuals from other organizations involved in your marketing efforts, such as affiliate marketers. In affiliate marketing campaigns, the Profile is often known as the "Advertiser".
To create a new profile in your Invoca account, follow these steps:
- Log in to your Invoca account. In the sidebar menu, click Profiles, then Manage Profile.
- Click + New Profile.
- Type a name for your Profile in the Profile Name field.
- All other fields are optional and can be used to document additional information about your Profile account. When you're finished, click Create.
That’s it! Check your list of Profiles in the Company ID column to see your new profile's Profile ID — a unique identifier for use with integrations and webhooks. Now that you’ve created a Profile in your Invoca account, you can create new campaigns within that profile, or create another profile for a different organization or agency using your Invoca network account.
