How To Launch Your First Campaign

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How To Launch Your First Campaign

Congratulations, you have jumped off the high dive and are now are ready to startcreating your first campaign with the Insightpool platform. This tipsheet will cover:

Once your segment is created, you will revisit the top navigation bar and click on Campaigns. Once in the campaigns tab, this is where any running or completed campaigns you have done will live. You need to name your campaign by clicking on the header New Campaign and editing the text.

You will now click the large green button that says New Campaign to get started.

Campaign Setup

Selecting Goals

Campaign Setup1.

2.

Crafting Content

Creating Links3.

4.

Choosing People To Engage With

Scheduling5.

6.

Campaign Preview & Launch

7.

Campaigns first begin by setting the campaign goals and strategy. You can choose individual actions or use the pre-built drip marketing strategy templates.

Selecting Goals For Your Social Drip Marketing Campaign

NOTE: Our drip strategies have been carefully crafted through analyzing millions of conversations on social and extracting what makes successful engagements between brands and people on social.

HOW TO LAUNCH YOUR FIRST CAMPAIGN



• @mentioning• Add to list• Follow• Direct Message

Individual actions consist of:

NOTE: Each campaign can only choose a single action.

• Audience Acquisition• Audience Engagement• Find Event Attendees• Welcome Message

Pre-built drip marketing strategy templates:

You can create as many links as you like in the Create Your Links section. You can put any links into any content posts. Our platform automatically generates unique shortlinks for any URLs you include for the purpose of tracking clicks and other statistics.

Creating Links

If you choose to engage with users through an @mention or DM, then the user will be able to input copy into Insightpool.

Insightpool simplifies the process of testing different variations of content in a given campaign. This is achieved through a small templating language that allows elements such as the individuals name and links to be interchanged. Specifically, this includes automatically generating unique shortlinks for any URLs you include for the purpose of tracking clicks and other statistics.

Crafting Content

NOTE: Small templating language includes: first name: =first_name= link: =link_1= location: =location=

Example: Hey, =first_name= interested in social selling? Check out




We also allow you to upload and modify images directly in the browser which can then be included in your tweets.

NOTE: The character count of the tweet will automatically decrease once an image is uploaded.

Example: =first_name= would love for you to join our webinar on 4/21! =link_2=

Insightpool allows you to schedule campaigns within a specified timebox, taking into account blacklist days and times along with timezones. You will have the ability to set start and end dates for the campaign, as well as specify what times you want them to go live.

In the coming quarter, look towards an improved scheduler that takes into account your scheduled organic content outside of Insightpool, different scheduling algorithms that send messages out at different intervals to give a different feel, and better matches content to the best time for the individual to receive the message.

Scheduling

Campaigns first begin by setting the campaign goals and strategy. You can choose individual actions or use the pre-built drip marketing strategy templates.

STEP 1: The Find People section gives you two options: Prefill the segment that you created or create a dynamic segment.

Choosing People To Engage With




Along with various new ways to filter and sort through your audience, some users will now be marked as Insightpool Recommended with a yellow star. An individual in Insightpool gains this recommended status based on their affinity for interacting with brands on Twitter, their reach, and other metrics. **They should be regarded as the people most likely to bring value to any campaigns that you are building.

• Insightpool Recommended: A measure of how likely the individual is to reciprocate with the specific brand on social. This takes into account factors such as the interactions with brands on social, their reach, and many other subtle factors about the brand, objectives and the individual in question.• Rank: A measure of how likely the individual is to reciprocate / engage with users on social.• Relevancy: A score between 1-10 grading how relevant the individual is to the filters, sorts, and keywords used to scope down the search.• Reach: The general level of influence an individual has with their communities.

Guide to Insightpool Search Metrics (all of these are scores between 1- 10, where 10 is the highest / best):

STEP 2: You can sort by these four search metrics and click on the users you wish to engage. You will know you have clicked user because their profile card will turn green as well as the choose people to engage with (XX selected) will change the more you select.

STEP 3: After you select the users, click Save to move to the next step.




A safeguard is provided at the last section of the campaign and it allows you to make the necessary tweaks and changes in order to create confidence in your campaign. Launching a social campaign can be stressful as it presupposes many assumptions about the quality of the people and the content.

To give you confidence throughout the process, Insightpool provides a clear view into what exactly will happen, the ability to make the necessary changes and optimizations for success, and more importantly, the ability to walk away if the strategy has changed or is not working.

Social can be a testing ground as it is the world’s largest focus group. Given that, it’s important to be comfortable with continuously optimizing campaigns and also with quickly putting an end to campaigns that aren’t performing well.

Everything ready to go? Hit Launch and your Insightpool campaign will begin.

Campaign Preview & Launch


Education

How To Launch Your First Campaign