Client Setup Page

Everything you need to know about getting started with Digital Express.

Digital Express and our digital partner are looking forward to working with you to build your digital presence!

The first thing we need to do is get you setup with our digital program.

While we will attempt to do as much as we can to make the setup process easy for you, there are a few things we need your help with in order to get started.

Below are several sections with different topics and step numbers.

Please move through these steps in sequence.

STEP 1

ONBOARDING

Click the “Step 1: Onboarding Forms” heading below to toggle open the Onboarding steps.

Depending on which Digital Express Package(s) you have chosen, please fill out the corresponding online Onboarding Form for either (or both) Google and/or Social Media. These forms are vital in helping kick start the setup process.

There is one form for each corresponding package. Please allow at least 5-15 minutes to complete each form. We apologize for the length of these forms; however, completing these forms eliminates the need to communicate directly about every little detail, and saves EVERYONE, including you, valuable time!

Click the links below to begin the form(s). If you are doing both Google and Social Media Packages, please return to this page to complete the next form. Please only complete forms for the package(s) you have chosen.

We’ll receive a notice once you have completed the Onboarding Form(s), but we will need to do a few things on our end before you complete the next steps.
We’ll send you an email as soon as we’re ready for you to return to this page and continue on to the next steps, which primarily include you granting us administrative access to your listing and/or pages/accounts.

PLEASE DO NOT CONTINUE ONTO THE FOLLOWING STEPS UNTIL YOU HAVE COMPLETED THE ONBOARDING FORM(S) AND HAVE RECEIVED AN EMAIL INSTRUCTING YOU TO DO SO!

When you have received the email asking you to return to these instructions, please only complete the following steps that are relevant to the package(s) you have chosen.

STEP 2

GOOGLE MY BUSINESS LISTING INSTRUCTIONS

If your Google My Business (GMB) Listing HAS NOT been claimed, you can skip this step and we will claim it for you. However, we will need your help in order to verify your listing once we claim it. If needed, you will receive an email notifying you of the next steps we will need to take.
Click the “Step 2: Google Admin Instructions” heading below to toggle open the GMB Listing steps.

If your GMB Listing HAS been claimed, follow the steps below to grant Digital Express administrative access. Click the images to enlarge.

  1. Navigate to your Google My Business account. (Clicking the link will open a new browser window and take you directly to a GMB sign in page. Be sure to browse back and forth between the windows to follow the rest of the steps.)
  2. Make sure that you are signed into the Gmail account that manages the listing.
  3. Click on the BOLDED LISTING (your listing) name.
  4. Click on USERS in the bottom left hand corner.
  5. Click on the ADD PEOPLE icon in the top right hand corner of the pop up screen.
  6. In the Enter names or email addresses field, type in “digital@mcmcouponexpress.com” and select MANAGER from the drop down menu, then click INVITE.

We’ll receive a notification that you have completed this step and start working on your listing!

CONTINUE TO NEXT SECTION

STEP 3

SOCIAL MEDIA INSTRUCTIONS

If you have chosen our Social Media Package, and the social media channels you have chosen HAVE NOT been created, you can skip this step! We will create them for you! If needed, you will receive an email notifying you of the next steps we will need to take.
If your social media channels of choice HAVE been created, follow the steps below (Steps 3a-3e corresponding to your channels of choice) to grant Digital Express administrative access.
Click each heading below to toggle between the steps.

These steps have been divided up by the different social media channels, and include the desktop computer instructions only. If you are using a phone or tablet, the steps may vary slightly.

If your Facebook Business page HAS NOT been created, you can skip this step and we will create it for you. However, we may need your help in order to verify your page once we create it. If needed, you will receive an email notifying you of the next steps we will need to take.

If your Facebook Business page HAS been created, follow the steps below to grant Digital Express administrative access. Click the images to enlarge.

  1. Navigate to your Facebook Business page. (Clicking the link will open a new browser window and take you directly to a Facebook sign in page or directly to your account if you are signed in already on your computer. Be sure to browse back and forth between the windows to follow the rest of the steps.)
  2. Make sure that you are signed into the account that manages the page. This will more than likely be your personal account.
  3. Click SETTINGS (Image 3a below) from the top right hand corner. Note: if you have “upgraded” to the New Facebook, this step will vary slightly: click PAGE SETTINGS (Image 3b below) in the bottom left hand corner. All other steps are similar.

  4. Click PAGE ROLES on the left hand side.
  5. Click ASSIGN A NEW PAGE ROLE.
  6. In the Type a name or email field, type “Jen Hill,” click on that name and select ADMIN from the drop down menu. Then click ADD. Please make sure you select “Jen Hill” (the one with Jen kissing her cat!) and NOT “Jennifer Massey Hill.” Facebook only allows “people” and not “business” pages to become admins, so Jen created a separate personal page for Digital Express Facebook admins. We apologize for any confusion.
  7. You will need to retype your password in the next box that comes up. The click SUBMIT.

We’ll receive a notification that you have completed this step and start working on your page!

If your Instagram Business page HAS NOT been created, you can skip this step and we will create it for you. However, we may need your help in order to verify your page once we create it. If needed, you will receive an email notifying you of the next steps we will need to take.

If your Instagram Business page HAS been created, follow the steps below to grant Digital Express administrative access.

  1. At this time, Instagram does not allow different page admins.
  2. Please send your username and password via email to digital@mcmcouponexpress.com.

Note, that if your Facebook and Instagram accounts are synced within Business Manager, we should be able to access your Instagram account that way.

Please note that we will keep any information you provide confidential.

If your LinkedIn Business page HAS NOT been created, you can skip this step and we will create it for you. However, we may need your help in order to verify your page once we create it. If needed, you will receive an email notifying you of the next steps we will need to take.

If your LinkedIn Business page HAS been created, follow the steps below to grant Digital Express administrative access. Click the images to enlarge.

  Please note that there are TWO separate steps to these instructions! We apologize for the inconvenience; it’s just how LinkedIn operates!

STEP 1:

  1. Navigate to your LinkedIn account. (Clicking the link will open a new browser window and take you directly to a LinkedIn sign in page or directly to your account if you are signed in already on your computer. Be sure to browse back and forth between the windows to follow the rest of the steps.)
  2. Make sure that you are signed into the account that manages the page. This will more than likely be your personal account.
  3. In the top search bar, type “MCM Jen Hill” and select the page from the drop down options. (It will be the one with the Digital Express logo!)
  4. Click the CONNECT button and in the window that pops up, select DONE.
At this point, Jen will need to accept your connection. We will send you an email when the connection is complete, and you can return to these instructions for the next step.

STEP 2:

  1. Return to your LinkedIn account.
  2. From the left hand navigation pane, click on the business page you manage/own, or click the down arrow under your profile picture (in the menu at the top right) and select the business page from the drop down menu.
  3. Click ADMIN TOOLS in the top right and click MANAGE ADMINS.
  4. In the Add new admin by name field, type “MCM Jen Hill” and select the page from the drop down options. Then click SAVE CHANGES.

We’ll receive a notification that you have completed this step and start working on your page!

If your Pinterest Business page HAS NOT been claimed, you can skip this step and we will claim it for you. However, we may need your help in order to verify your page once we claim it. If needed, you will receive an email notifying you of the next steps we will need to take.

If your Pinterest Business page HAS been claimed, follow the steps below to grant Digital Express administrative access. Click the images to enlarge.

  1. Navigate to your Pinterest Business page. (Clicking the link will open a new browser window and take you directly to a Pinterest sign in page or directly to your account if you are signed in already on your computer. Be sure to browse back and forth between the windows to follow the rest of the steps.)
  2. Make sure that you are signed into the account that manages the page. This will more than likely be your personal account.
  3. Click ADS in the top left menu, and from the drop down menu, select OVERVIEW.
  4. Click VIEWING: [YOUR BUSINESS NAME] in the top left menu (will appear next to ADS), and from the drop down menu, select VIEW ACCOUNT SETTINGS.
  5. Click ADD PEOPLE.
  6. In the Search by email or username and press enter field, type “MCM Digital Express” and press then the Enter key on your keyboard. (Our profile pic and name should appear.)
  7. Under Assign permissions, click the switch on the left of ADMIN and then click ADD TO ACCOUNT.

We’ll receive a notification that you have completed this step and start working on your page!

Note: Twitter does not have specific personal or business pages. However, you are allowed to manage/own multiple accounts.

If your Twitter account HAS NOT been claimed, you can skip this step and we will claim it for you. However, we may need your help in order to verify your page once we claim it. If needed, you will receive an email notifying you of the next steps we will need to take.

If your Twitter account HAS been claimed, follow the steps below to grant Digital Express administrative access. Click the images to enlarge.

  1. Navigate to your Twitter account. (Clicking the link will open a new browser window and take you directly to a Twitter sign in page or directly to your account if you are signed in already on your computer. Be sure to browse back and forth between the windows to follow the rest of the steps.)
  2. Make sure that you are signed into the account that manages the account. This will more than likely be your personal account.
    • If you have multiple accounts, you can switch the account by clicking the name of the account in the bottom left hand of the page, then select the account for the purpose of these instructions.
  3. In order to grant Digital Express admin access you will need go to your account’s TweetDeck. (Click the link to open a new browser window to go directly to the TweetDeck, or type into your browser’s address window: www.tweetdeck.twitter.com).
  4. Click ACCOUNTS (the icon in the bottom left of the screen that looks like two people).
  5. Click MANAGE TEAM.
  6. In the Add a team member field, type in “@mcmjenhill” and press your keyboard’s Enter key. The account name will be “Jen Hill MCM Digital Express.” 
  7. Click AUTHORIZE.
  8. The Digital Express account will show up under “Pending requests,” but you will need to change the role by clicking CHANGE ROLE.
  9. Select ADMIN and then click the CONFIRM button.

We’ll receive a notification that you have completed this step and start working on your page!

WHAT’S NEXT?

Setup completion & optimization

After we have been granted administrative access, please allow up to 2 weeks for full setup completion. We’ll be working behind the scenes to claim/create and optimize your listing(s) and/or social media channels, making sure:

Your listing(s) and/or social media channels have all of the correct information.

Your listing(s) and/or social media channels are optimized in a way to get you maximum visibility on Google and across the internet.

Approval request

We will send you an email requesting that you approve your logos, cover photos, posts and/or ads, as well as to review how your listing(s) and/or social media channels looks.*

Please note that the sooner these are approved, the sooner we can complete your listing(s) and/or social media channels!

*In order to streamline the approval/changes process, we ask that you review EVERYTHING in one setting and send ALL changes back in one email. Our digital partner has requested that we limit changes to ONE TIME CHANGES ONLY. Thank you for understanding.

Setup Confirmation

Once your images and posts and/or ads are approved, we will send you an email to confirm your setup has been completed. This email will also include login information to ALL your accounts.

We want you to be able to access everything!

ADDITIONAL INFORMATION

GOOGLE & SOCIAL MEDIA BEST PRACTICES

We’re so excited to be helping you with your digital advertising! However, there are still some things you may need to know or may be helpful for you do to yourself to strengthen your online presence even more.
Click each heading below to toggle between our Google and Social Media Best Practices.

RESPONDING TO REVIEWS:

As part of our Google Basic Package, you have the option to have us respond to up to (5) Google reviews per month, once a month. We will use a variation of some of the examples that we provided you. If you have opted out of responses from our team and would prefer to manage yourself or in-house, that is perfectly fine. Even if we are responding to some reviews for you, it is still a good idea to examine the reviews you are getting and respond to some yourself.

Please read our Google Review Best Practices below for tips on how best to receive and respond to reviews!

Google Review Best Practices
  1. Understanding the value of Google reviews.
    • Google reviews are very important to the future of your business for a variety of reasons. If someone is considering doing business with you, there is a good chance they will check out your online reputation. If they are trying to choose between you and a competitor and are comparing reputations online, you want to make sure you have a good rating.
  2. Proactively use and share your Google review link with your customers & be creative.
    • You can hyperlink within your email signature, or send out a request after you do business with someone. You could also create a simple step-by-step guide to distribute after you do business with someone.
  3. Just ask!
    • Generally people are happy to leave a review if you ask them to. Being proactive will go a long way. If you don’t proactively ask, many businesses only end up getting reviews if someone is really mad, or they are overly happy. It can end up not being reflective of the actual reputation of your business. Did you know that character reviews are a thing too? A review can be left based on the interaction someone had with you or an employee, so encourage them to ask also!
  4. Negative reviews do happen.
    • Negative reviews happen, even to really great businesses. It’s easy to feel defensive or want to argue your case publicly, but it’s important to put some thought into how you respond. If you can reach out to the reviewer directly to try and work it out, that would be recommended. If the review violates Google’s terms of service, it can be flagged, and they will do a manual review. If you do respond, do so with the understanding that it will be public. Stay positive and solutions-oriented. Being intentional about reviews before you get a negative review is important so that your overall rating will not be impacted as drastically.
  5. Make sure to respond to both positive and negative reviews.
    • Not only is it polite to respond to someone that took the time to leave you a review and address them by name, it shows searchers that are considering doing business with you that you are actively involved in the reputation of your business. Responding also supports your SEO value.

POSTING TO SOCIAL MEDIA:

As part of the Social Media Basic Package, we will post to your 3 social media channels of choice 3 times during our in home month. However, it is still a good idea, and we most definitely encourage you, to continue to post to your channels yourself. This will add to the personalization of your channel.

Please read our Social Media Best Practices below for tips on how best to manage and post to your social media channels!

Social Media Best Practices
  1. Post on a regular basis, but don’t OVER post.
    • The number one thing that prompts people to unfollow brands on social media is seeing too many promotional messages. This doesn’t mean that you should always hold back, but keep in mind that there’s a point where content, especially overtly promotional content, goes from being useful to annoying.
    • Establish and be consistent with your brand’s tone and voice.
    • Be intentional about the channels that you choose to post on.
    • Create a hashtag strategy (for some platforms).
  2. Understand your audience.
    • Take some time to understand the communities on each social media channel separately and across the platforms as a whole so you can tailor your messages appropriately. You may have different followers with different interests on each of your social media channels.
  3. Engage your audience.
    • Be thoughtful about your posting to make sure your content is interesting and engaging with your audience.
    • Share content that’s relevant to your business or something involving common interests of your audience.
  4. Be present and responsive.
    • Social media relies on conversations, so don’t be afraid to jump in and be a part of them.
    • You don’t always have to respond every time someone mentions your company. That can be overwhelming! However, if the situation calls for it, be sure to respond to relevant comments and messages quickly.
  5. Stay positive.
    • Negativity is out there. Address negative comments, but be sincere, positive and solution-oriented.
    • Do your best not to engage or post about controversial topics on your business page.
  6. Show off your work!
    • People want to visually see what you do well! Brag about yourself!
    • It’s not always necessary to include photos, but they certainly help you get seen! However, make sure your photos are clear! Clear photos are key! You don’t need a fancy camera, just make sure the area is well lit, the photo is in focus, and it is formatted correctly depending on the platform (image size and text).
  7. Review your work!
    • Give your content a second review before you share it. Consider quality assurance, and if it could be offensive to your audience.
    • Quality > quantity. Your social media presence reflects your company as a whole. Choose quality over quantity!
Posting Ideas:
  • Before/after pictures
  • Hashtag themes (#motivationmonday #trendingtuesday)
  • National, local or off-beat holidays
  • Behind the scenes
  • Client highlights
  • Staff highlights
  • Tips & tricks
  • Positive reviews

ACCESSING YOUR REPORTS

REPORTS INSTRUCTIONS

You want to know how your listing(s) and/or social media channel pages are doing. So do we! We will be monitoring your listing(s) and/or pages; however, it is important that you also know how to access these reports.
Click each heading below to toggle between the instructions corresponding to the package(s) you have chosen.

These steps have been divided up by the different social media channels, and include the desktop computer instructions only (unless otherwise noted). If you are using a phone or tablet, the steps may vary slightly.

Google’s native reporting platform is called Google Insights. Follow the steps below to see how your Google My Business Listing is performing! Click the images to enlarge.

  1. Navigate to your Google My Business account. (Clicking the link will open a new browser window and take you directly to a GMB sign in page. Be sure to browse back and forth between the windows to follow the rest of the steps.)
  2. Make sure that you are signed into the Gmail account that manages the listing.
  3. Click on the BOLDED LISTING (your listing) name.
  4. On the left hand side, click INSIGHTS.

There are several charts and graphs on this page, but let’s just focus on three main ones.

  • First, filter the results by quarter. It’s always best to view data based on longer time periods in digital advertising, as it is not considered a “direct response” medium like your Coupon Express mailing.
  • The results are always defaulted to “1 month.” To change the results, click on 1 month on the left under the section’s header and select 1 QUARTER from the drop down menu.
  1. How customers search for your business: This metric separates those who already know who you are and those searching for keywords based on goods or services that you offer.
    • Filter the results by quarter.
    • Direct (the green section): when someone finds your listing by searching your business name.
    • Discovery (the blue section): when someone finds your listing by searching for a category, product or service you offer.
    • Branded (the yellow section): when someone finds your listing searching for a brand related to your business.
    • The Direct and Discovery sections are the ones we will focus on and they directly relate to the goals we are working toward.
  2. Queries used to find your business: This metric shows the keywords that people searched (Discovery) and your listing came up as a result.
    • Filter the results by quarter.
    • These queries should help you create better Posts with Google and even Ads to engage your customers.
  3. Customer actions: This metric shows how customers behave after they found your listing.
    • Filter the results by quarter.
    • The graph shows how many customers completed various types of actions when viewing your listing.
    • You can toggle the different filters on and off to view the line graphs separately by clicking on the to the right of the graph.

REMEMBER: an organic SEO strategy takes time, but it’s essential to the health of your business. It’s important to stick to a specific strategy. Don’t forget about reviews! If you want to be more targeted and aggressive with your search results, talk to us about our Google Turbo Package and Google Ads. To properly gauge your organic results, compare quarter over quarter, keeping seasonality in mind.

QUICK TIP: It can be tempting to search keywords to find how your business is ranking. Google’s algorithm is designed to show searchers the most relevant results. If you are already inside your business, or search your business over and over, Google is likely to show you other listings, so utilizing Google’s Insights tool is the best way to track progress.

ADDITIONAL HELP: For more instructions, click HERE to view a good article explaining more features from Google Insights.

Facebook’s native reporting platform is called Facebook Insights. Follow the steps below to see how your Facebook posts are performing! Click the images to enlarge.

  1. Navigate to your Facebook Business page. (Clicking the link will open a new browser window and take you directly to a Facebook sign in page or directly to your account if you are signed in already on your computer. Be sure to browse back and forth between the windows to follow the rest of the steps.)
  2. Make sure that you are signed into the account that manages the page. This will more than likely be your personal account.
  3. Click INSIGHTS (Image 3a below) from the top middle menu. Note: if you have “upgraded” to the New Facebook, this step will vary slightly: click INSIGHTS (Image 3b below) from the left hand menu. All other steps are similar.

  4. You’ll be taken straight to your Overview, which you can access again at any time by clicking OVERVIEW in the left hand menu.

The Overview consists of numerous reports, but let’s focus on just a few of them.

  1. Page Summary: This section shows you the key metrics of your Page, such as Page Likes, Post Engagement Reach and more. It also tells you the percentage change from the previous period and shows graphs for the period.
    • First, filter the results by 28 days. It’s always best to view data based on longer time periods in digital advertising, as it is not considered a “direct response” medium like your Coupon Express mailing. The results are always defaulted to “7 days.” To change the results, click on 7 days on the top left under the section’s header and select 28 days from the drop down menu. (28 Days is the longest period of time Facebook allows you to look back on in the Overview.)
    • You can click on any of the charts displayed in this section to get more detailed information, or click on the corresponding item in the left hand menu.
  2. Page Views: This metric shows information regarding your page views and top traffic sources. There are three main sections to this metric.
    • Click on PAGE VIEWS from the Overview or from the left hand menu.
    • Filter the results by quarter by clicking 1Q in the top box. Again, it’s always best to view data based on longer time periods.
    • The first section displays Total Views, which is the number of times people viewed your page. If the same person visited your page twice, it will be considered as two views.
    • The second section displays Total People Who Viewed, which is the number of people who have viewed your page. If the same person visited your page twice, it will be considered only as one.
    • The third section displays Top Sources, which shows the top five traffic sources that have directed people to your page. Knowing this allows you to increase your efforts on those sources if you want to increase your page views.
    • The first two sections can be broken down further into certain demographics. For Total Views, you can break it down by section (of your Facebook Page). For Total People Who Viewed, you can break it down by section, age and gender, country, city and device. This can help you understand more about the people who are interested in your page.
    • You can scroll over each data point for more information.
  3. Page Likes: This metric shows the number of likes your page has received, as well as the growth, averages and sources of the likes.
    • Click on PAGE LIKES from the Overview or LIKES from the left hand menu.
    • Filter the results by quarter by clicking 1Q in the top box. Again, it’s always best to view data based on longer time periods.
    • You can scroll over each data point for more information.
  4. Actions on Page: This metric shows what people do when they are on your page, such as clicked “get directions,” clicked on your website, or clicked on your phone number.
    • Click on ACTIONS ON PAGE from the Overview or from the left hand menu.
    • Filter the results by quarter by clicking 1Q in the top box. Again, it’s always best to view data based on longer time periods.
    • Just like Page Views, you can break these graphs down by certain demographics.
    • You can scroll over each data point for more information.
  5. Post Reach: This metric informs you about the reach of your page and posts and the factors that increase or decrease your reach.
    • Click on POST REACH from the Overview or REACH from the left hand menu.
    • Filter the results by quarter by clicking 1Q in the top box. Again, it’s always best to view data based on longer time periods.
    • You can scroll over each data point for more information.
  6. People: This metric shows a simple overview of the people who liked your page, saw your posts, or engaged with your page or posts.
    • Click on PEOPLE from the left hand menu.
    • At the top, you can toggle between the Your Fans, Your Followers and People Reached sections.
    • Each section breaks down the data by age group, gender, location and language. From here, you can tell which demographics are most interested in your page.

ADDITIONAL HELP: For more instructions, click HERE to view a good article explaining more features from Facebook Insights.

Instagram’s native reporting platform is called Instagram Insights. Follow the steps below to see how your Instagram posts are performing! Click the images to enlarge.

  1. At this time, the only way to view Instagram Insights is via the Instagram App. Make sure you have this app installed on your phone or tablet before continuing.
  2. Open the app and make sure that you are signed into the account that manages the page. The HOME screen displays automatically.
  3. From the HOME screen, tap your profile image in the bottom right of the screen.
  4. From your profile page, tap the 3 lined menu in the top right of the screen and then select INSIGHTS.

There are three tabs on this page: Content, Activity and Audience. We will review some of the metrics from each of these tabs.

  • First, let’s differentiate between “Reach” and “Impressions” on Instagram.
  • Reach refers to individual users, while impressions refers to the total amount of displays.
  • For example: when one of your followers scrolls past your post in their feed, it would count as one impression. And if they scroll past it again while browsing a hashtag, it would count as another impression. However, you would have reached just one person. Since reach is determined by the total number of unique users who see your content, you’ve reached just one person, even though that person has viewed your content twice.
  • Where allowed, always filter by quarter! It’s always best to view data based on longer time periods in digital advertising, as it is not considered a “direct response” medium like your Coupon Express mailing.
  1. Content: This tab shows metrics related to your content with an Overview at the top. There are three sections which present more detailed metrics for: Posts, Stories and Promotions.
    • Posts displays the total number of photos and videos you shared to your feed during the current week.
    • Stories displays the total number of stories you created in the last 24 hours.
    • Promotions display the total number of promotions (or paid posts) you created during the current week.
    • To learn more about your content’s performance, tap SEE ALL.
    • At the top of the screen, type of post (photo, video, etc.), timeframe (defaulted to “1 Year” but you can view up to 2 years; however, it’s best to filter by quarter), and metric (defaulted to “Reach” but you can filter by numerous other interactions) that you’re viewing. To change these variables, tap one of the words and select the metric you would like to view. Insights displays your content in order of best to worst. This enables you to quickly identify your top performing content.
  2. Activity: This tab shows details for two sets of metrics: Interactions and Discovery.
    • Interactions shows you how many times users have interacted with your Instagram account during the last seven days performing an action from your profile, such as tapping “Call” to call you, clicking on your website link, commenting on your posts, etc.
    • Discovery displays the overall performance of your account over the last seven days using the marketing metrics we covered above: reach and impressions.
  3. Audience: This tab allows you to view demographics relating to your audience, and how your audience has grown in the last week compared to the previous week.
    • You can see Instagram Insights into your audience’s location (by city or country), gender, age range (together or by gender), and when your audience is most active on Instagram.
    • Tapping a graph will reveal the exact numbers or percentages for that particular demographic.

ADDITIONAL HELP: For more instructions, click HERE to view a good article explaining more features from Instagram Insights.

LinkedIn’s native reporting platform is called LinkedIn Analytics. Follow the steps below to see how your LinkedIn posts are performing! Click the images to enlarge.

  1. Navigate to your LinkedIn Business page. (Clicking the link will open a new browser window and take you directly to a LinkedIn sign in page or directly to your account if you are signed in already on your computer. Be sure to browse back and forth between the windows to follow the rest of the steps.)
  2. Make sure that you are signed into the account that manages the page. This will more than likely be your personal account.
  3. From the left hand navigation pane, click on the business page you manage/own, or click the down arrow under your profile picture (in the menu at the top right) and select the business page from the drop down menu.
  4. From your business page, you can see an overview of certain analytics under the Analytics section on the left hand side; however, for more details analytics, it is best to use the ANALYTICS drop down menu at the top of the page.

Analytics are split into 3 main sections. We will review some of those analytics below.

To access a section click the ANALYTICS menu at the top of your business page and choose an option.

  1. Visitors: This section shows you metrics concerning the traffic for your LinkedIn page. The visitor analytics page is split into three individual sections: Visitor Highlights, Visitor Metrics and Visitor Demographics.
    • Visitor Highlights is an overview of the visitors to your page with a date range stuck on the last 30 days. Checking this will allow you to see if your recent activity is having a positive or negative effect on your page views and unique visitors.
    • Visitor Metrics allows you to dig deeper into the above highlights. (You will need to filter the results by quarter by clicking on the TIME RANGE drop down arrow and selecting 12 WEEKS on the left of the drop down selection. It’s always best to view data based on longer time periods in digital advertising, as it is not considered a “direct response” medium like your Coupon Express mailing.) With this information, you want to be looking to see which days the spikes in traffic occurred, and then matching this up with the activity you carried out on that day (or the day before in some cases). Understanding that the activity was a success will enable you to create similar posts in the future to meet this type of goal. (You can scroll over each data point for more information.)
    • Visitor Demographics gives you the aggregated demographics of all the users to your page over a time range of your choosing. (Remember to filter by quarter!). The demographic information identified can be filtered by job function, location, seniority, industry, or company size by clicking on the DATA FOR drop down arrow and selecting the demographic information you’re interested in reviewing. This information is great to give you a wider overview of the people visiting your LinkedIn page.
  2. Updates: This section is more concerned with your posts, and post metrics. Again this section is split into three main areas: Update Highlights, Update Metrics and Update Engagement.
    • Update Highlights is an overview of your page highlights from a date range stuck on the last 30 days. Checking this will allow you to see if your recent activity is having a positive or negative effect on your post likes, comments and shares.
    • Update Metrics section works in a similar way to the Visitor Metrics graph above. (Remember to filter by quarter!). This will allow you to see which day(s) over the quarter had the most shares. By looking to see the type of content published on this day will allow you to create similar posts when aiming to increase shares on LinkedIn. This graph tracks two separate metrics: a blue line representing organic traffic and an orange one for sponsored (paid) traffic. (You can scroll over each data point for more information.)
    • Update Engagement section is great for more granular details on specific posts, however, it may not actually show data until you have reached over a specific number of posts.
  3. Followers: This section gives you metrics concerning your LinkedIn followers. Unlike the previous two, this area is split into four individual sections: Follower Highlights, Follower Metrics, Follower Demographics and Companies to Track.
    • Follower Highlights allows you to see if your recent activity is having a positive or negative effect on your total followers and new followers over a date range stuck on the last 30 days.
    • Follower Metrics section works in a similar way to the Visitor Metrics graph above. (Remember to filter by quarter!). This will allow you to map out your follower growth. This graph tracks two separate metrics: a blue line representing organic traffic and an orange one for sponsored (paid) traffic. (You can scroll over each data point for more information.)
    • Follower Demographics gives you the aggregated demographics of all the followers of your page over a time range of your choosing. (Remember to filter by quarter!). The demographic information identified can be filtered by job function, location, seniority, industry, or company size by clicking on the DATA FOR drop down arrow and selecting the demographic information you’re interested in reviewing.
    • Companies to Track shows how your LinkedIn profile compares to similar companies operating in your niche.

ADDITIONAL HELP: For more instructions, click HERE to view a good article explaining more features from LinkedIn Analytics.

Pinterest’s native reporting platform is called Pinterest Analytics. Follow the steps below to see how your Pinterest posts are performing! Click the images to enlarge.

  1. Navigate to your Pinterest Business page. (Clicking the link will open a new browser window and take you directly to a Pinterest sign in page or directly to your account if you are signed in already on your computer. Be sure to browse back and forth between the windows to follow the rest of the steps.)
  2. Make sure that you are signed into the account that manages the page. This will more than likely be your personal account.
  3. Navigate to your Business hub by clicking BUSINESS in the top left menu, and from the drop down menu, select BUSINESS HUB.
  4. From here you can see an overview of all your pins and an activity summary.
  5. To view more detailed analytics for your business account, click ANALYTICS in the top left menu, and from the drop down menu, select OVERVIEW, or click the SEE ANALYTICS button on the right of the YOUR PINS section from the Business hub page.

There are numerous ways you can view data from the Analytics section; however, we will just go over some basic metrics.

  • First, filter the results by quarter. It’s always best to view data based on longer time periods in digital advertising, as it is not considered a “direct response” medium like your Coupon Express mailing.
  • The results are always defaulted to “Last 30 Days.” To change the results, click on the clock icon on the left under DATE RANGE and select 90 Days from the drop down menu.
  1. Overview: This section displays all of your key Pin metrics.
    • Impressions are views that reflect how many times your Pins show up in front of Pinterest users — whether that’s in their Home Feed, search results, or through another user’s boards.
    • Total Audience is the total number of people who have seen or engaged with your Pins.
    • Engagements are the total number of engagements on your Pins, including saves, closeups and link clicks.
    • Engaged Audience is the number of people who have engaged with your pins.
    • You can also view numerous other metrics by clicking the drop down arrow next to IMPRESSIONS and selecting the metric you would like to view on the graph.
  2. Pin Analytics: From the Overview page, scroll down to the bottom section TOP PINS and click a Pin to view more detailed metrics about that Pin.
    • Pin Overview gives you general analytics for that specific Pin.
    • Pin Stats displays metrics detailing impressions, closeups, link clicks and saves. To view the Pin Stats, click the SEE MORE STATS button in the top right. 
    • The stats are automatically filtered for 30 days, to change this to view by quarter, click the 30 DAYS drop down and select 90 DAYS. Again, it’s always best to view data based on longer time periods.
    • Impressions reflect how many times that specific Pin was viewed by Pinterest users.
    • Closeups measure how many times a user on Pinterest has clicked or tapped your Pin to take a zoomed-in look at it.
    • Saves indicate how many times a user has saved a Pin to one of their boards. This is a huge indicator for how much your content is resonating with your audience, and when someone saves your Pin, it shows up in their followers’ feeds too — giving your business valuable extra exposure.
    • Link Clicks show how many times users clicked through to your website from your linked Pins, which is great for measuring your return on investment (ROI).
  3. Audience Insights: With this section you can gain audience insights from your specific account, all Pinterest users, or even a comparison between the two. You can also see a categories and interests section, which ranks the most popular categories and related interests for your specific audience.
    • You can filter your audience results by “Your Total Audience,” which includes all users who have seen or engaged with any of your Pins and “Your Engaged Audience,” which includes all users who have engaged with any of your Pins. These results are defaulted to the last 30 days and cannot be changed. To toggle between the two, click the drop down arrow beside YOUR TOTAL AUDIENCE (the default view).
    • Audience Demographics (underneath categories and interests) displays metrics for your audience’s demographics information. Here you’ll see data about your audience’s age, gender, location, and the device they use to browse your content.

ADDITIONAL HELP: For more instructions, click HERE to view a good article explaining more features from Pinterest Analytics.

Instructions coming soon.

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