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