Settings -> Accounts page is where you can manage and create accounts
By default, when you register at TrueSocialMetrics you will have access to 1 account
The maximum amount of brands you can monitor on 'Small' plan is 3
The maximum number of times you can delete accounts on 'Small' plan is 3 per month
Other plans allow for a bigger number of accounts that you can monitor or delete
Let's create a new account. Click the button at the top
Enter a name for the new account
Here you can enter an account category - this is an optional field
Assigning account to a category will ease the navigation in your accounts list (will be shown later in the video)
Then select account's country of marketplace and industry
They will be used to gather anonymous statistical information for calculating Industry Standards and providing you with useful industry reports
Then click 'Save'
After that you will be automatically redirected to the Metric page
You can now connect all of the necessary Social media pages for this account
To do it, click on a Social media name,
then enter username or a link to the account and click 'Analyze'
To see metrics/connections for other accounts, click 'Change Account'
Here you can select a category and then an account from the selected category
You can edit existing accounts. Go to Settings -> Accounts
Click 'Edit' on the account that you want to edit
Edit fields here, then click 'Save' to apply changes
Click 'Manage Sources' to connect or reconnect social media pages to the account
Now let's go to Competitors Lists
This is where you can manage lists of competitors, which allow you to see reports that compare accounts in a certain group
To edit a list, click 'Change'
Here you can change name of the list and accounts that belong to this list
To add an account to the list, click on the 'Brands (Accounts)' field and select an account from the drop down
Remove accounts by pressing 'x'
After editing the list, click 'Save' to save the changes
You can go to 'Competitors' tab to compare accounts from a competitors list
Select competitors list from this drop-down, and you will be able to see reports based on it
You can group accounts based on their geographical location, type of business, type of product/service, etc.
To create a new competitors list, go to Settings -> Competitors Lists and press 'Create' at the bottom of the page
After entering name of the list and selecting competitors, click 'Save' to save the list
Now let's go to 'Segments'
This is where you can create and edit custom segments. They allow you to segment data based on different parameters
To edit a created custom segment, press 'Change'
You can edit name of the segment;
Data Element: this is the element of data that you wish to use to segment your results;
Operation: this is an operation that will be applied to your selected data element;
Expression: this is a text field where you need to specify the value of the data by which the segmentation will be performed
In this example, this segment will contain all posts that contain word "fashion" in them
Go to 'Segmentation' tab to apply segments to reports
Select segments from this drop-down to apply them
Now you can see reports based on the selected segments
To create a new segment, go to Settings -> Segments and click 'Create New Segment'
Enter segment parameters, then click 'Save' to save the segment
Custom Reports: this is where you can edit or remove custom reports
Click 'Change' to edit a custom report
Here you can change name of the report and which charts/tables the report will show
Click 'Show' on a chart/table to show it in the report, click 'Hide' to not show it
After editing the report click 'Save' to save it
In the 'Profile' section of the Settings you can see and edit your profile
Click 'Edit Profile' at the bottom to edit it
In the 'Team' section you can invite team members to your account which will allow you to collaborate with your colleagues
To invite a new team member, click this button
On the 'Export Format' page you can change separators when exporting reports in csv format from 'Commas' to 'Dots'
Tick and press 'Save' to do it
Go to 'Manage Sources' to manage connected social media pages of the selected account
Here you can connect or disconnect social media pages
Click 'Change Account' button at the top to select another account