Campaign Setup - Once your segment is created, you will revisit the top navigation bar and click on Campaigns. Once in the campaigns tab, this is where any running or completed campaigns you have done will live. You need to name your campaign by clicking on the header New Campaign and editing the text.

1. ClientSuccess@Insightpool.com www.Insightpool.com
©Insightpool LLC, 2014.All rights reserved.
How To Launch Your First Campaign
Congratulations, you have jumped off the high dive and are now are ready to start
creating your first campaign with the Insightpool platform. This tipsheet will cover:
Once your segment is created, you will revisit the top navigation bar and click on
Campaigns. Once in the campaigns tab, this is where any running or completed
campaigns you have done will live. You need to name your campaign by clicking on
the header New Campaign and editing the text.
You will now click the large green button that says New Campaign to get started.
Campaign Setup
Selecting Goals
Campaign Setup1.
2.
Crafting Content
Creating Links3.
4.
Choosing People To
Engage With
Scheduling5.
6.
Campaign Preview &
Launch
7.
Campaigns first begin by setting the campaign goals and strategy. You can choose
individual actions or use the pre-built drip marketing strategy templates.
Selecting Goals For Your Social Drip Marketing Campaign
NOTE: Our drip strategies have been carefully crafted through
analyzing millions of conversations on social and extracting what makes
successful engagements between brands and people on social.
HOW TO LAUNCH YOUR FIRST
CAMPAIGN

2. ClientSuccess@Insightpool.com www.Insightpool.com
©Insightpool LLC, 2014.All rights reserved.
How To Launch Your First Campaign
• @mentioning
• Add to list
• Follow
• Direct Message
Individual actions consist of:
NOTE: Each campaign can only choose a single action.
• Audience Acquisition
• Audience Engagement
• Find Event Attendees
• Welcome Message
Pre-built drip marketing strategy
templates:
You can create as many links as you like in the Create Your Links section. You
can put any links into any content posts. Our platform automatically generates
unique shortlinks for any URLs you include for the purpose of tracking clicks and
other statistics.
Creating Links
If you choose to engage with users through an @mention or DM, then the user
will be able to input copy into Insightpool.
Insightpool simplifies the process of testing different variations of content in
a given campaign. This is achieved through a small templating language that
allows elements such as the individuals name and links to be interchanged.
Specifically, this includes automatically generating unique shortlinks for any
URLs you include for the purpose of tracking clicks and other statistics.
Crafting Content
NOTE: Small templating language includes:
first name: =first_name=
link: =link_1=
location: =location=
Example: Hey, =first_name= interested in social selling? Check out
HOW TO LAUNCH YOUR FIRST
CAMPAIGN

3. ClientSuccess@Insightpool.com www.Insightpool.com
©Insightpool LLC, 2014.All rights reserved.
How To Launch Your First Campaign
We also allow you to upload and modify images directly in the browser which
can then be included in your tweets.
NOTE: The character count of the tweet will
automatically decrease once an image is
uploaded.
Example: =first_name= would love for you to join our
webinar on 4/21! =link_2=
Insightpool allows you to schedule campaigns within a specified timebox, taking
into account blacklist days and times along with timezones. You will have the
ability to set start and end dates for the campaign, as well as specify what times
you want them to go live.
In the coming quarter, look towards an improved scheduler that takes into account
your scheduled organic content outside of Insightpool, different scheduling
algorithms that send messages out at different intervals to give a different feel, and
better matches content to the best time for the individual to receive the message.
Scheduling
Campaigns first begin by setting the campaign goals and strategy. You can choose
individual actions or use the pre-built drip marketing strategy templates.
STEP 1: The Find People section gives you two options: Prefill the segment that you
created or create a dynamic segment.
Choosing People To Engage With
HOW TO LAUNCH YOUR FIRST
CAMPAIGN

4. ClientSuccess@Insightpool.com www.Insightpool.com
©Insightpool LLC, 2014.All rights reserved.
How To Launch Your First Campaign
Along with various new ways to filter and sort through your audience, some users
will now be marked as Insightpool Recommended with a yellow star. An individual
in Insightpool gains this recommended status based on their affinity for interacting
with brands on Twitter, their reach, and other metrics. **They should be regarded
as the people most likely to bring value to any campaigns that you are building.
• Insightpool Recommended: A measure of how likely the individual is to
reciprocate with the specific brand on social. This takes into account factors
such as the interactions with brands on social, their reach, and many other
subtle factors about the brand, objectives and the individual in question.
• Rank: A measure of how likely the individual is to reciprocate / engage with
users on social.
• Relevancy: A score between 1-10 grading how relevant the individual is to
the filters, sorts, and keywords used to scope down the search.
• Reach: The general level of influence an individual has with their
communities.
Guide to Insightpool Search Metrics (all of these are scores between 1- 10,
where 10 is the highest / best):
STEP 2: You can sort by these four search metrics and click on the users you wish to
engage. You will know you have clicked user because their profile card will turn green as
well as the choose people to engage with (XX selected) will change the more you select.
STEP 3: After you select the users, click Save to move to the next step.
HOW TO LAUNCH YOUR FIRST
CAMPAIGN

5. ClientSuccess@Insightpool.com www.Insightpool.com
©Insightpool LLC, 2014.All rights reserved.
How To Launch Your First Campaign
A safeguard is provided at the last section of the campaign and it allows you to
make the necessary tweaks and changes in order to create confidence in your
campaign. Launching a social campaign can be stressful as it presupposes many
assumptions about the quality of the people and the content.
To give you confidence throughout the process, Insightpool provides a clear view
into what exactly will happen, the ability to make the necessary changes and
optimizations for success, and more importantly, the ability to walk away if the
strategy has changed or is not working.
Social can be a testing ground as it is the world’s largest focus group. Given that,
it’s important to be comfortable with continuously optimizing campaigns and also
with quickly putting an end to campaigns that aren’t performing well.
Everything ready to go? Hit Launch and your Insightpool campaign will begin.
Campaign Preview & Launch
HOW TO LAUNCH YOUR FIRST
CAMPAIGN