The document outlines the key features and workflows of an administrator tutorial, including managing workgroups and projects, tracking community engagement through the dashboard and conversations tab, running outreach campaigns, and taking on the role of an administrator to create and manage projects, users, and project settings. Key steps in the community engagement process and typical workflow scenarios for tasks like buzz monitoring and outreach are also summarized.
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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
teams 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