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Administrator Tutorial
   Workgroups & Projects
   Community Engagement Process
   Dashboard & Workflow
   Community Tab
   Conversations Tab
   Outreach Workflow
   Administrator Role
Workgroups & Projects
                  Workgroup:                            Relevant Social Media Sources
                 Users: Joe, Dave,
                Mary, Steve & Jane



 Project 1:        Project 2:              Project N:
Mommy Blogger
 Community
                Fashion Community    …     Automotive
                                           Community


       Joe                Joe                   Steve
      Dave               Mary                   Mary      Conversations from social
      Mary               Steve                  Jane        media sources: blogs
                                                            Twitter, Yahoo Q&A


                                                                                …
Community Engagement Process

 The 4 Key Steps:
                                                   1. Find
                                              Communities &
                                                                                 Listen to top influencers
                                                  Identify
                                                Influencers                      Search & Filter
                                                                                 Annotate & Share
                                                                                 Analyze & View Trends
                                                     Buzz
                                                  Outreach       2. Understand
                            4. Measure
                                             Content Marketing        the
                              Results
                                             Private Community   Conversation
                                                 Advertising
         Share of Voice
                                                 3. Build &
         Share of Mind
                                                  Manage
Share of Conversations
    (On your brand/topic)
                                                Integrated
                                                Community
                                                    Plan
Dashboard & Workflow
Customize your                     Measure your
 dashboard &                      share of voice &
export data for                     compare the
  reporting                         competition




                                     Track your
                                  influence in the
  Record and                        community
  track your
team’s actions




                                  Real-time team
                                  activity updates
Community Tab
             Use the action menu   Switch views to   Create additional labels
              to add labels and    Network View or    and manage outreach
                 export data       Geographic View         campaigns

Hover over
     the
                                                                                   Filter
influencer
                                                                                source by
  icons to
                                                                                relevance,
view their
                                                                                influence,
 blog card
                                                                                  source
                                                                                 type, etc.
Conversations Tab
                   Visualize conversation   Run expression explorer to         Export
                    data then export for          find trending             conversation
                          reporting             keywords/phrases                data

  Search for
specific topics.
Use advanced                                                                                 Configure
 search to run                                                                               and save
   boolean                                                                                   topics for
   searches                                                                                trending and
                                                                                              analysis



  Annotate
conversations
and keep track
   of your
  outreach
Typical Workflow Scenarios – Part 1
Buzz Scenario:



• Configure Topic in the Conversations tab
• Read, comment, and track commented conversations
• Report activity via the dashboard with Activity status and Team activity modules


Outreach Campaign Scenario:



• Configure topics in the Conversations Tab
• Filter by topic in the Community tab
• Create Campaign in the Community tab via project menu (as seen above)
• Add relevant influencers to the Campaign via the action menu
• Report via the Dashboard with Outreach Campaign Status and Outreach Campaign Monitoring
  Modules
Typical Workflow Scenarios – Part 2
Research Scenario:




• Configure topics in the Conversations tab
• Scan/read and annotate what's important
• Report via Dashboard with Activity Status and Share of Voice on topics of interest


Monitoring Scenario:




• Configure Topic in the Conversations tab
• Read and rate conversations (if sentiment analysis)
• Report in Dashboard with Share of Voice, Share of Mind and Sentiment
Administrator Role – Part 1
From the Home screen:
 Create and                       Create and
manage new                       manage users
  projects



                                                Manage the settings,
                                                  team, and active
                                                 status of projects.
                                                Delete old projects.
Administrator Role – Part 2
From the project Dashboard:       Edit individual
                                  project settings




                                             Assign users to projects
Administrator Tutorial - End

 Additional resources:
     Help wiki: ecairn.pbworks.com
     Video tutorials: youtube.com/ecairnchannel

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Administrator tutorial 2011

  • 1. Administrator Tutorial  Workgroups & Projects  Community Engagement Process  Dashboard & Workflow  Community Tab  Conversations Tab  Outreach Workflow  Administrator Role
  • 2. Workgroups & Projects Workgroup: Relevant Social Media Sources Users: Joe, Dave, Mary, Steve & Jane Project 1: Project 2: Project N: Mommy Blogger Community Fashion Community … Automotive Community Joe Joe Steve Dave Mary Mary Conversations from social Mary Steve Jane media sources: blogs Twitter, Yahoo Q&A …
  • 3. Community Engagement Process The 4 Key Steps: 1. Find Communities & Listen to top influencers Identify Influencers Search & Filter Annotate & Share Analyze & View Trends Buzz Outreach 2. Understand 4. Measure Content Marketing the Results Private Community Conversation Advertising Share of Voice 3. Build & Share of Mind Manage Share of Conversations (On your brand/topic) Integrated Community Plan
  • 4. Dashboard & Workflow Customize your Measure your dashboard & share of voice & export data for compare the reporting competition Track your influence in the Record and community track your team’s actions Real-time team activity updates
  • 5. Community Tab Use the action menu Switch views to Create additional labels to add labels and Network View or and manage outreach export data Geographic View campaigns Hover over the Filter influencer source by icons to relevance, view their influence, blog card source type, etc.
  • 6. Conversations Tab Visualize conversation Run expression explorer to Export data then export for find trending conversation reporting keywords/phrases data Search for specific topics. Use advanced Configure search to run and save boolean topics for searches trending and analysis Annotate conversations and keep track of your outreach
  • 7. Typical Workflow Scenarios – Part 1 Buzz Scenario: • Configure Topic in the Conversations tab • Read, comment, and track commented conversations • Report activity via the dashboard with Activity status and Team activity modules Outreach Campaign Scenario: • Configure topics in the Conversations Tab • Filter by topic in the Community tab • Create Campaign in the Community tab via project menu (as seen above) • Add relevant influencers to the Campaign via the action menu • Report via the Dashboard with Outreach Campaign Status and Outreach Campaign Monitoring Modules
  • 8. Typical Workflow Scenarios – Part 2 Research Scenario: • Configure topics in the Conversations tab • Scan/read and annotate what's important • Report via Dashboard with Activity Status and Share of Voice on topics of interest Monitoring Scenario: • Configure Topic in the Conversations tab • Read and rate conversations (if sentiment analysis) • Report in Dashboard with Share of Voice, Share of Mind and Sentiment
  • 9. Administrator Role – Part 1 From the Home screen: Create and Create and manage new manage users projects Manage the settings, team, and active status of projects. Delete old projects.
  • 10. Administrator Role – Part 2 From the project Dashboard: Edit individual project settings Assign users to projects
  • 11. Administrator Tutorial - End  Additional resources: Help wiki: ecairn.pbworks.com Video tutorials: youtube.com/ecairnchannel