Collaborators

The following article outlines how to use the Collaborators section that is found within most 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 a Collaborator Edit a Collaborator Delete a Collaborator View Collaborator Data Overview In the Collaborators … Read more

Bulk Actions in PEARS 

Summary:  As of June of 2023, PEARS users are now able to copy, update, and edit multiple records within a module at a time. This new function slightly changes the list view to include a column of checkboxes. Affected Modules: Direct Contacts  Program Activities  PSE Site Activities  Social Marketing Campaigns  Partnerships  Coalitions  Indirect Activities  Success … Read more

Create 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.Click the +Add button. The Social Marketing Campaigns General Information page displays. Type a Campaign Name for the Social Marketing Campaign into the Campaign Name field. If applicable, select the Program area associated with the campaign. If applicable, select … Read more

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