SOP: Dashboard Overview

Objective

The objective of this SOP is to guide users through the CareMarketing.co dashboard to understand the various features and functionalities available to establish their brand, automate services, generate leads, and manage campaigns effectively.

Key Steps

1. Social Selling Index: Understand how your messaging, brand establishment, engagement, and profile optimization are reflected in the Social Selling Index.

2. Day by Day Statistics: Review your campaign performance on a daily, weekly, monthly, or custom date range basis to track your progress.

3. Campaign Breakdown: Explore different campaign types such as connector campaigns, open in-mail campaigns, and builder campaigns to see how they can be established and developed.

4. Connection Requests: Monitor the number of connection requests sent, connections made, follow-up messages sent, open emails, and replies received to track engagement and lead generation.

5. Upcoming Tasks: Keep track of upcoming tasks for reaching out to connections or sending follow-up messages.

6. Active Campaigns: Understand the status of your active campaigns and their performance metrics.

Cautionary Notes

• Ensure compliance with LinkedIn's regulatory framework while sending connection requests and messages.

• Avoid spamming or sending unsolicited messages to maintain a positive brand image.

• Regularly update and review your campaigns to optimize performance and engagement.

Tips for Efficiency

• Customize the date range to analyze campaign performance over specific periods.

• Utilize the dashboard to prioritize tasks and manage follow-ups effectively.

• Monitor the Social Selling Index regularly to gauge the effectiveness of your brand establishment efforts.

By following these steps and guidelines, users can effectively navigate the CareMarketing.co dashboard, track campaign performance, and optimize their brand presence on the platform.

Link to Loom

https://www.loom.com/share/c3ce7953345f4c97a040d4aa71ccc877