Best Practices

Case form can be used in many situations for getting better insights from the social conversations. Like mentioned previously, each profile should be aligned with business goals. This will help you create a better Case form.

For example for Customer Support, you can provide all the customer details and feedback in the case form so that when a user finishes interacting with the customer’s complaints he/she can fill in the details of the case. This was the knowledge of the user can be stored and used for the future purpose.

When you are creating the Keyword Profile for the first time, please make sure that you allocate a very small volume (100 or 200) so that you are safe from collecting massive SPAM messages.

Remember to use a double quote for phrases like (“driving safe”) so that your keywords are properly defined, else you will have lots of messages for SAFE and DRIVING separately.

When you associate an email ID to the account, you should provide and email ID, which you use for your daily purpose. This is important because in case of any alerts like “VOLUME LIMIT REACHED” and “ACCOUNT EXPIRY” automatically sent to this email ID.

If you don’t have this email ID functional that many product updates, training updates, and important announcements will be missed.

If you do not want to provide your official ID, we suggest you get in touch with your IT team and have all the emails sent to this email ID forwarded to your official Email ID.

Create separate folders or groups in your email client to filter out announcements and alerts emails from Simplify360.

Do not create Teams if you do not require them. Having multiple teams can complicate your workflows. Instead try to use a single team structure between small teams as efficiently as possible.

Each resource like Channels, Profiles can be shared with individual users. This can help you maintain simple hierarchy in a single team, rather than creating multiple unnecessary teams.

Engagement Console is the first thing that loads for your account, hence it is important to make sure that you set-up to get maximum efficiency.

Make use of TABs to create different use cases like Marketing, Sales or Lead Generation. For example, you can create a TAB called Leads and set up only Channels and Keywords Profile where you are tracking the lead related conversation. By having separate TABs, you can focus on the things, which are important and save time.

When you are creating the Keyword Profile for the first time, please make sure that you allocate a very small volume (100 or 200) so that you are safe from collecting massive SPAM messages.

Remember to use the double quote for phrases like (“driving safe”) so that your keywords are properly defined, else you will have lots of messages for SAFE and DRIVING separately.

All the archived profile’s data are available only for 3 months. Hence, if you try to unarchive profile after 3 months, you will not find the data.

Hence, we recommend that you download your data before archiving, and backup the downloaded files in your storage.

When you pause a profile or it gets automatically paused, then till the time the profile is paused NO data will be collected. Hence, the data for that time period will not be available and you will have to go for historical data method which is paid activity to retrieve those data.

When you create your profile for the first time, allocated the small amount of volume. This will allow you to check the collected results and optimize your keywords combinations.

Every keyword profile should be created with business goals in mind. For example, for Customer Support purpose, you can track only complaints about the brand. Whereas for Marketing, you can track channels and also your competing brands. For lead generation, you should focus only on customer intent keywords like “buy”, “sell” etc.

Enable an Email Alert for volume expiry so that you get prompt alerts. Also, create a daily Email alert to keep in touch will the daily trends in your profile.

For more on the Keyword combinations CHECK out the Appendix section.

When designing a Template, you need to choose the NAME of the template and its component according to the use cases.

Out of 21 components, you can create many different types of dashboards like Marketing Dashboards, Competitive Dashboards, Customer Support Dashboards, Team Management Dashboards and so on.

Hence, first define your use cases and start building your dashboards.

While downloading the messages make sure that you have fast Internet speed because it is a resource intensive task. Hence, you are download 20K messages, your file size can reach more than 15/20 MB. In such case, if the Internet speed is not high that the downloaded files can be corrupt making it unreadable by EXCEL.

Therefore, keep a check on the Internet speed while downloading large data sets.

While scheduling Tweets or Facebook Updates you need to make sure that your channels’ authentication is not expired.

When the scheduled tweets fail an email alert will be sent, hence you need to make sure that your email ID is verified and the email alert is checked. This will make sure that you don’t lose in tweets.

The best way to use channel analytics is to add your channel and that of your competitors. This was you can keep track of everyday activities on your competitor’s page and benchmark every activity.

Beside this, you can use channel analytics to optimize your content strategy and publishing time.

This will also help you identify top fans and use this list of recognizes them on the page to create more user generated content.

Case form can be used in many situations for getting better insights from the social conversations. Like mentioned previously, each profile should be aligned with business goals. This will help you create a better Case form.

For example for Customer Support, you can provide all the customer details and feedback in the case form so that when a user finishes interacting with the customer’s complaints he/she can fill in the details of the case. This was the knowledge of the user can be stored and used for the future purpose.

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