Builder 2.0 Guide and Walkthrough

Transcription

1 Builder 2.0 Guide and Walkthrough

2 Getting Started Get started with Builder 2.0 by logging in to the application via your Facebook. Once you have logged into the application, the main dashboard will appear. The dashboard is divided into four separate columns that function as independent feeds. The dashboard columns are named Competition, Sent, Incoming and Outbox.

3 Dashboard Columns Competition Here you will find the list of competitor Facebook pages and Twitter accounts that you are monitoring. The feed will display their posting activity. Sent This feed shows the published activity of your own Facebook Pages and Twitter Accounts that you have connected to your Builder 2.0 account. Incoming This displays the posts that appear on your Facebook Page and all mentions or replies to your Twitter Account. Outbox This section stores the posts that are soon to be published. If you have scheduled a tweet or a post to occur at a certain time, then you will find them here. Once they are published they move from the Outbox column to the Sent column.

4 Dashboard Columns Stream Here you will find the Facebook and Google+ posts or tweets you have sent, have been posted on your fan page/twitter account or appeared on your competitors pages. Assigned Here you can find posts/tweets that have been assigned to a Builder user. Queue posts/tweets/comments waiting to be sent For approval - posts/tweets/comments need to be approved before sent

5 Setting Up Your Account To start using Builder 2.0, you first need to set up your Account. To do so, click on your name in the top right hand side of the page and the menu will drop down. Here you can either go to Settings or you can Log out of the application if you would like to Switch Accounts. The Settings menu is divided into columns. Below each column you will see the available options, which vary depending on your subscription plan. Once you are finished setting up your account, click on the Back to app button.

6 Adding Pages To add a Page or Account to the Builder dashboard, simply click on the Add new button at the bottom of the Page column. A window will appear where you can select to either add a Facebook or Google+ Page or a Twitter Account. Let s begin with adding Facebook Pages. Scroll through the list of Pages that you administer and choose the one that you would like to add. Then click the Add new button. A Facebook pop-up window will appear. Click on the Go to App button and then authorize the app to access the Page data information. The application requires your permission to manage your Pages, post on your behalf, access posts in your Newsfeed and be able to view your Page Insights. After adding a Page you have the options to Edit and Assign user roles.

7 Adding Pages and Competetive Pages To add a Twitter account, open the Add Page window and click the Twitter symbol. You will be asked to authorize the Builder 2.0 application to manage your account. This application will be able to: read Tweets from your timeline, see who you follow, follow new people, update your profile, post Tweets and access your direct messages. To authorize it simply click on Authorize app button. Once you add a Twitter Page, you can Edit it and Assign admin roles. To add a Competitor s Page, click the Add new button at the bottom of the Competitors Page column. Again you can choose between Facebook, Google+ and Twitter. In the Add Page window, type in a Page URL. Once the app displays the desired Page, click Add new. You may add as many Pages as your plan allows.

8 Adding Users and Assigning Roles To add a new user, click the Add new button at the bottom of the Users column. An Edit user pop-up window will appear. Here you can add the User Information, select the Timezone or assign roles for Account management and default pages. Once you finish, click Save. Once you have added a user, you can assign pages to manage by choosing from the Not Assigned Pages list. The user will automatically be assigned the role that you chose in the Default Page roles category. Once you finish, click the Save button.

9 Back to App Once you have finished setting up your account and adding Pages, competitors Pages and assigning users. return to the main dashboard by clicking on the Back to app button. You should now be able to see that the columns are listing feed data from your Pages as well as the Pages of your competitors.

10 Search and Filters In the top part of the column you have two additional menus. The button with the magnifying glass functions as a full text Search, and the Filter menu enables you to create and apply custom filters. To create a filter: Click on the Filter menu and choose Manage Filters. The Filter manager window will pop-up. Here you can define your filter.

11 Search and Filters Now you can choose a filter from the predefined categories. You may filter content relevant to all Pages/Groups, Labels, Statuses or Assignments or combine these categories together. You can go to Advanced Filters and set even more filter parameters such as Content type, States, Competition and time range. Once you have chosen a filter style, you can save the filter by clicking on the Save button and set filter name. Tick Global Filter if you wish other users to have access to this filter. At the bottom of Filter window you can see filter sumarisation where you can also clear all set filters just by one click.

12 Filters and Post Info For filtering or searching through all the feeds at the same time, use the same function in the top left part of the application. Here you can also filter by platform; so you can choose to display posts from only Facebook, Google+ or Twitter. If you look at individual posts in your feed, you will notice that each post includes additional information. On the top right corner of the post, you see the current number of shares, comments and Likes. At the bottom part of the post are icons for Labels, Likes, Reply, Assign, Delete or More icon where you can move a post to Archive, see the post on social network or see user info. Tick the box in the bottom right corner to assign the post to someone or delete it with the Action button at the top right corner.

13 Assigning Posts One of the great advantages of Builder 2.0 is being able to Assign posts to specific colleagues or to entire teams, such as technical support, sales, etc. You can designate specific teams based on your own needs and fully customize their rights permissions. To do so, check the post you would like to assign and click on the Assign button at the top right part of the screen. Click the symbol to enter the Assign menu. Select a single or multiple posts to assign to one or more users. You can also attach a message to the users with comments or instructions. You can choose a priority ranging from low to high.

14 Publishing Posts Builder 2.0 offers publishing features in order to prepare posts for all of the Facebook and Google+ Pages and Twitter Profiles you are managing. You will be able to optimize content for individual social networks or post on multiple Pages at a scheduled time. To start publishing content, click on the New Message button at the top of the page. The following menu will pop up: This will enable the following features:

15 Publishing Post a Status, Photo, Video or Link with the symbol buttons: Publish at certain date and time via Target Facebook posts by language Use link shortener Post to multiple pages at the same time. You can either publish an identical post or you click on Customize to easily amend the post per your needs to different pages, accounts or platforms. Once you schedule a post for a future date or time, it will appear in your Outbox feed. After it is published it will move to your Sent feed.

16 We hope you enjoyed the Builder 2.0 User Guide! If you have any further questions, please do not hesitate to contact us. You can reach our support team at Get more information at analytics.socialbakers.com