To track statistics and user engagement among your advocates navigate to the Advocates button on the sidebar. At the top you will see 6 different navigation tabs. We will be going over each of those in this article.
Advocates
In the Advocates tab you will be able to track user engagement and shares. At the top you will see the month's Quick Summary which will give you numbers on the amount of clicks taken in the app or the amount of shares to different social media platforms.
Below that you will see a list of all the Advocates for your organization as well as information and statistics for specific contacts. At the top of the list you will have options for adding or removing columns, creating filters, changing the list density, and also an option to export your advocates to a spreadsheet.
If you click on an advocate you will get a page that displays the name, email, team, and total shares for that advocate as well as any badges that are awarded to that advocate. Below that you will see a list of all the posts that have been shared by that advocate.
When you click on the a post you will be taken to a page that shows a preview of the post, advocate actions for that post, and a list of the advocate's who have shared that post.
Shares
The shares tab displays a list of advocates that have shared at least one post. If you click on an advocate it will give you a dropdown displaying the share type. You can go through and click each of these share types to see which posts are being shared by that advocate.
Internal Messages
The Internal Messages tab displays all your advocate only messages. Here you will be able to track engagement for advocate messages specifically and also check the results of polls on those posts. In this list you will see some messages that have a white background this is for all posts that are currently active. A gray background is for all messages that are no longer active.
When you click on a message you will get a preview of the message. You can also view the results of a poll on this page.
Shared Contacts
This screen will show you all contacts that have been shared with your campaign. When you click the dropdown for a contact you will see all the information associated with that person. To import these shared contacts into your contacts list you must click the check box for each person you want to import or click the check box at the top to select every contact and then on the top right side of the list click the second icon to import.
Teams
This is where you will be able to create and manage teams for your campaign. To create a team follow these steps:
Click the yellow New Team button
Then type in the name of your team along with a description
Click the Create button
To update or delete a team click on the name of the team from the list.
Note that once a team has any advocates you will not be able to delete that team
Badges
In this tab you can create and manage any badges for your campaign. To create a badge follow these steps:
Click on New Badge button
Select icon from dropdown menu. This is the icon that will represent the badge inside the app.
Fill out name and description fields
Next you will create the rules that will be used to determine how the badge is earned. In the Rule Type dropdown you will get to choose from All Shares, Friend Shares, Peer Shares, Social Shares, Contact Shares and then a Manual option
Next you will set the Rule Required Value which is the amount of shares required to unlock that badge and then the amount of Points earned from unlocking that badge. Note that with the Manual Rule Type you will have to assign the badge to each contact manually. It cannot be earned from shares.
Next select the Badge Group. Your options are bronze, silver and gold
Then toggle the switches for whether or not you want the badge to be publicly visible or if you even want it to be active
After filling out all the above information click the Create button
To update or delete a badge click on the name of the badge from the list.
