How to Set Up a Custom Project

To create a Custom Project, you need to have a Master User or Manager User profile. On the Project List page, if the Create Project button is visible, click on it. If you don’t see this button, contact your account’s Master User and request access or a profile change. Fill in all the project information. Remember that the project’s segment cannot be changed later. To finish, click the Create Project button. Then click Confirm. Once that’s done, you can start adding the companies that will be part of your project. We’ll see how to do that in the next video.

On the Company Configuration page, there are two ways to add a new company to the project. The first way is by clicking the Add Company button. You’ll need to fill in the company name and the social media platforms you want to monitor. Note that social media platforms are not required. Feedback will only be collected from the networks you register. By clicking Finish and Save, and then Confirm, the company will appear in the list of companies registered in the project. Consumer feedback data will begin to appear on the project dashboard within six hours. The second way to add companies is by clicking the Import Companies button. With this option, you can register multiple companies at once. To do this, simply click the Import file button and upload the file containing the company information. In just a few moments, the companies will be added to the project. The file with the companies data must be in CSV format. To view the file structure, simply click the view import model button. A sample file will be loaded. You can use it to fill in the companies for your project. Let’s take a look at the file format: for demonstration purposes, we’ll show the file in Excel format, which is easier to visualize. But don’t forget, the final file must be in CSV format. The first column corresponds to the name of the company to be added. The following columns correspond to each of the available social media platforms. Fill out one row for each company you want to add. Once a company or a group of companies has been added, if the project belongs to a segment that includes establishments, you can start adding them by clicking on Establishments. If the project belongs to a segment that includes products, you can start adding them by clicking on Products. We’ll see how to do that in the next videos.

On the Establishment Configuration page, there are two ways to add a new establishment to the project. The first way is by clicking the Add Establishment button. You’ll need to fill in the following fields: first, the name of the establishment. Then, select the company the establishment belongs to. It must already be registered. Next, fill in the group the establishment belongs to. If none exist, you must create one. This field is required and allows establishments to be grouped for analysis. You can group establishments in different ways, such as by city, by size, or by purchasing profile. Then, enter the address and its latitude and longitude coordinates, which are available on Google Maps. Note that this information is automatically filled in by the system when you confirm the address using one of the suggestions that appear below the Street/Avenue/Highway field. If the establishment is listed on TripAdvisor, you can include its page, but this is not a required field. Fill out the address carefully. The platform uses the information provided to locate the establishment. The more accurate the address, the greater the chance of success in the search. Click Finish and Save so the establishment appears in the list with the status: "Searching for Establishment". The system will begin searching for the establishment using the data you entered. After a few minutes, simply reload the page and the establishment’s status will change to the Perform Verification button. This confirms that the system has completed the search for the establishment. You must now confirm the address found. To do this, click the button. Then, select the correct address from the results shown. If no results appear, delete the entry and try again, making sure the data matches exactly what’s on Google Maps. Once the address is selected, click Save Establishment. After the establishment is verified, its status changes to Active, and you will no longer be able to edit the address or the TripAdvisor URL. Customer feedback data for this establishment will begin to appear on the dashboard within 30 minutes for Google Maps and 6 hours for Trip Advisor. Note that after registering, the establishment will have a QR code icon next to its name. Click this icon — it links directly to the review section of the establishment on Google My Business. Download the QR code file and place it wherever your customers can leave a review. It’s a great way to increase the number of customer feedbacks. If you’ve added the TripAdvisor page, another QR code icon linked to that address will also appear. The second way to add establishments is by clicking the Import Establishments button. With this option, you can register multiple establishments at once. To do this, simply click the Import file button and upload the file containing the establishments information. In just a few moments, the establishments will be added to the project. The file with the registered establishments data must be in CSV format. To view the file structure, simply click the Import Establishments button, then select View Import Model. A sample file will be loaded. You can use it to fill in the establishments for your projects. Let’s go over each column of the file. For demonstration purposes, we’ll show the file in Excel format, which is easier to visualize. But don’t forget — the final file must be in CSV format. The first column should contain the name of the establishment. The second column should have the name of the establishment’s group. The third column must contain the name of the company the establishment belongs to. It’s important to enter the company name exactly as it was registered in the project. The fourth column should contain the TripAdvisor page. This information is optional. The fifth column contains the establishment’s coordinates from Google Maps. This is also optional but recommended. The remaining columns include the establishment’s address fields: street, number, additional info, neighborhood, city, state, ZIP code, and country. To get the coordinates of an establishment on Google Maps, you can follow these steps: first, find the desired establishment by typing its address into the Google Maps search bar. Next, right-click on the address marker on the map. Select the first item in the list. That’s it — the coordinates of the establishment have been copied to your clipboard. Just paste them into your CSV file. Right after the establishments are registered, their status will appear as Searching for Establishment. You should wait a few minutes for the system to locate them, and then click Perform Verification for each one. Confirm the address for all of them to complete the registration. Now that the establishments have Active status, just wait for the feedback to start coming in!

On the Product Configuration page, there are two ways to add a new product to the project. The first way is by clicking the Add Product button. You’ll need to fill in the following fields: first, the name of the product. Next, fill in the group the product belongs to. If none exist, you’ll need to create one. This field is required and allows products to be grouped for analysis. You can group products in different ways, such as by category, audience profile, or price range. Then, select which company the product belongs to — it must already be registered. Next, choose the product’s subsegment from the list. This corresponds to the subcategory of the project’s main segment. Finally, enter the product’s Amazon URL where the feedback will be collected. By clicking Finish and Save, the product will appear in the list of products registered in the project. Customer feedback data for this product will begin to appear on the dashboard within 6 hours. Note that the product has a QR code icon associated with the Amazon link. Click this icon — it leads to the product’s review section on Amazon. Simply download the file and share it wherever your customers can leave a review for the product. It’s a great way to increase the number of customer feedbacks. The second way to add products is by clicking the Import Product button. With this option, you can register multiple products at once. To do this, simply click the Import File button and upload the file containing the products information. In just a few moments, the products will be added to the project. The file with the registered products data must be in CSV format. To view the file structure, simply click the Import Product button, then select View Import Model. A sample file will be loaded. You can use it to fill in the products for your projects. Let’s review each column of the file. For demonstration purposes, we’ll show the file in Excel format, which is easier to visualize. But don’t forget — the final file must be in CSV format. The first column should contain the name of the product. The second column should have the name of the product’s group. The third column must contain the name of the company the product belongs to. It’s important to enter the company name exactly as it was registered in the project. The fourth column is the product’s subsegment. It must match exactly one of the subsegment options in the product registration form, as we saw earlier in the Add Product section. The last column is the product’s page on Amazon. All set! Now just wait for the feedback to start coming in.