Add Potential Reach by Market Segment

From the PEARS homepage, hover over the Engage menu and click on Social Marketing Campaigns. The Social Marketing Campaigns list displays. Select the Name of the campaign you wish to add potential reach to. The Social Marketing Campaign detail view displays. Click the Potential Reach by Market Segment link within the progress pane. Click on the Add a market segment link to add potential … Read more

Add Reach & Impressions by Channel

From the PEARS homepage, hover over the Engage menu and click on Social Marketing Campaigns. The Social Marketing Campaigns list displays. Select the Name of the campaign to add reach and impressions to. Click the Reach & Impressions Channel link within the progress pane. Click on the Add a channel link to record reach.A modal will appear. From the dropdown menu, select the channel to record … Read more

Evaluate a Social Marketing Campaign

From the PEARS homepage, hover over the Engage menu and click on Social Marketing Campaigns. The Social Marketing Campaigns list displays. Select the Name of the campaign being evaluated.The Social Marketing Campaign detail view displays. Click the Evaluations link within the progress pane. The Social Marketing Campaign Evaluations page displays.  From the drop-down menu, select whether or not evaluations are being conducted during the current reporting period.  Click the … Read more

Mark a Social Marketing Campaign Complete

From the PEARS homepage, hover over the Engage menu and click on Social Marketing Campaigns.  The Social Marketing Campaigns list displays. Select the Name of the campaign to be marked complete.  The Social Marketing Campaign detail view displays. Click the Mark as Complete link within the progress pane.  The Mark as Complete page displays.  Click the Mark as Complete button.  The Success message displays. Click the OK … Read more

Mark a Social Marketing Campaign Incomplete

From the PEARS homepage, hover over the Engage menu and click on Social Marketing Campaigns.  The Social Marketing Campaigns list displays. Select the Name of the campaign to be marked incomplete.  The Social Marketing Campaign detail view displays. Click the Mark as Incomplete link within the progress pane.  The Mark as Incomplete page displays.  Click the Mark as Incomplete button.  The Success message displays. Click the OK button to dismiss the message.The … Read more

Delete a Social Marketing Campaign

From the PEARS homepage, hover over the Engage menu and click on Social Marketing Campaigns.  The Social Marketing Campaigns list displays. Select the Name of the campaign to be deleted.The Social Marketing Campaign detail view displays. Click the Delete button.  The Delete Confirmation page displays Click the Yes button to confirm deleting the Social Marketing Campaign.  A delete success message is displayed. ! CAUTION: Be sure … Read more

Copy a Social Marketing Campaign

Use this method of copying if you would like to start a record for similar work with a different Social Marketing Campaign during the current reporting year. For example, if you are creating another campaign targeting the same topics with the same channels, you can create multiple copies of one entry to save time. From … Read more

Add Custom Data

The following article outlines how to complete the Custom Data section that may be included within PEARS modules. More information is provided in each section below. To jump to a specific section, click a link from the following list: Overview Add Custom Data Overview The Custom Data section can be used to collect data in … Read more

Complete Your Performance Review (Agent)

From the PEARS homepage, hover the cursor over the Reflect menu and click Performance Reviews: The Performance Review list displays. Select a performance review. The Performance Review details display. Click Edit to begin the review. The Supporting Data page displays. For any PEARS data requested, select records to include. If no records are listed, navigate to another … Read more

Create a CRM Contact

General Information From the PEARS homepage, hover over the Engage menu and click Community Relationships (CRM): The CRM Contacts list displays. Click Add: The General Information page displays: Beginning with the Name field, enter details about the contact in the pertinent fields listed. Select a Unit for the contact from the drop-down list. Optionally, add Organization, Email, and Phone … Read more