The guide will show you how to:
- Plan your social media campaigns
- Track specific metrics through custom fields
- Monitor progress through dashboard widgets
Plan Your Social Media Campaign
Start by creating a parent folder in Wrike named "Social Media Campaigns." Within this parent folder, create a project for each campaign you run. The description area within each project is the perfect place to jot down the campaign brief. Keep it as simple as possible. Feel free to copy the bulleted checklist below, which you can fill out every time you begin a new campaign:
- Goal: Achieve [X number] of [metric] by [date]
- Duration: [date] to [date]
- Budget: [$ amount]
- Platform: Facebook, Twitter, LinkedIn, Instagram, etc.
- Content format: Text, image, video, audio, slide presentation, etc.
- Keywords: For internal organization
- Milestones: Additional deadlines for when specific sections of the campaign must be done
- Details: Further information you want to cover
The goals of your social media campaigns should roll up to the goals of your department and all the way up to the larger business goals of your organization or OKRs. Remember to make it a SMART goal — an objective that is specific, measurable, attainable, relevant, and time-bound.
Next, make a folder in the “Social Media Campaigns” folder called “Posts.”
In each project folder, list the key actions or deliverables as individual tasks within that project, giving each its own due date, and assigning each one to the appropriate person in your team. Be sure to create tasks for each of the social media posts themselves and tag those tasks to the “Posts” folder by clicking the + Add to folder/project button underneath the name of the task.
Track Specific Metrics Through Custom Fields
To track and report on specific metrics for your social media campaign, you can use custom fields.
When data is entered in a custom field, it’s visible in the Table view, Task view, and folder and project info panels. Use share settings to keep custom field data private, or share fields with teammates to keep everyone on the same page.
To Create a Custom Field
- Select a folder or project from the left navigation panel in the workspace.
- Switch to Table view.
- Click the + sign that appears on the right side of the table.
- Type in a name for your new field and press Enter on your keyboard.
- Specify field properties on the pop-up that appears. You have options to:
- Edit the field name
- Choose a field type
- Select where to apply your custom fields
- Designate who the field should be shared with
- Click Save
Once you've built your custom fields, view your project and all its components using the Table view in order to see all the details in a familiar spreadsheet layout.
Some ideas for custom fields that could help you manage (and report) on your social media campaigns include the following:
- Estimated time/actual time spent
- Estimated budget/actual budget spent
- Goal metric/achieved metric (e.g., goal # of followers)
View Your Social Media Calendar
- Select Calendars from the top menu
- Click + New Calendar
- Name your calendar
- Select the Smart based on tasks option
- Select your “Posts” folder
- Share your calendar with your team
Monitor Status With Dashboard Widgets
Build a dashboard with custom widgets to get a single view of how your campaign is performing, which components have been completed, and which are overdue. Apart from being able to track multiple projects on one screen, you can even share your dashboards with stakeholders who are concerned with social media.
- Select Dashboards from the top menu.
- Click + New Widget and then + Custom Widget.
- On the filter menu on the left, click Show Workflows and select your custom workflow.
- Use the filter buttons to select the exact status and data you’d like to display.
- Repeat this to build a custom dashboard showing all of the information you’d like to see on your board.
Create a Custom Report
- Select Reports from the top menu.
- From the menu, select + New Report From Scratch to create a custom report.
- On the next screen, select the report type, source data, filters, and layout to build your report.
- To access the report, click Save and View.
Reports can be shared with other team members by clicking the Share button. You can also export them to Excel or send them by email by clicking the three dot menu.