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Quick Start Guide

Last Updated: Jun 17, 2019 09:40AM BST

Welcome to the Releasd Quick Start Guide.


A simple, step-by-step process for new users.

 

Contents:

 

Log in to the Control Panel

Create a Brand

Create a New Report

The Report Builder

Preview a Report

Expand/Presentation Mode

Switch Sharing On

Email Best Practice

View Report Engagement Analytics

Duplicate an Existing Report

Manage Logins

 


Log in to the Control Panel


The Control Panel is where reports, Brands and Logins are managed.


Go to https://releasd.com/signin and enter your name, email and password.

           Tip: If you haven’t got a Login yet, you’ll need to request one from your account Administrator.
 


Create a Brand


Branding defines the look and feel of reports.


All reports under a given Brand share the same logo, background image, fonts and colour scheme.
 

1. Click on the Brands tab, then 'Add a New Brand'




2. Give the Brand a name

Something that will identity the reports that will sit under it.


3. Select colours, fonts, logo and background image

Tailor the look and feel to suit the nature of your reports.

           Tip: What Makes a Killer Background Image?

           Tip: Download a free colour matching extension






4. Preview 

Make sure your browser allows popups!



Create a New Report


Decide whether to start from a template (recommended) or blank page.


1. Hit the Pages tab, then 'Create a New Page'



2. Pick a Brand, and give the page a headline (this will appear at the top of your report)


Other fields are optional. 



3. Decide whether to start from an example best practice template (recommended), or blank canvas




      Tip: You can easily update the template in the Report Builder (see next section)

 

The Report Builder


Drag & drop 'widgets' onto the page.

 

Create reports by dragging and dropping different types of content onto the page. Each block of content is called a 'widget'.

           Tip: Pages are saved automatically
 

The Toolbar

At the bottom of the Builder, you'll see a black Toolbar which shows all of the available widgets.

You can also go back to the Control Panel (Home), see a Preview of the report, or get help.



 

Drag & Drop

To add a *new* widget, simply drag and drop it from the toolbar onto the page.

 

Add new Content

To add new content, click the blue button within the widget.



Then, add the required content and click Save.



           Tip: Need help? Explore the Support articles for each widget to learn more:

Header & Spacer
The Header and Spacer widgets can be used to create sections and dividers respectively.

Text
Add copy, for example a summary of your PR activity.

Online Coverage
Paste URLs to quickly generate live previews of online articles.

Print Coverage
Upload scans in the form of PDFs or images to create galleries of print coverage.

Social
Showcase live individual posts or feeds from social channels.

Quotes
Draw attention to comments from media influencers or event attendees.

Metrics/Calendar
Create a simple infographic that brings facts and figures to life.

Images
Showcase product shots, event images or any other supporting imagery in a gallery.

Video
Upload or embed broadcast coverage or promo content which can be played within the report.

Documents
Embed press releases, reports, coverage logs or any Word, PPT, PDF or Excel files.

Navigation
Include links to other Releasd reports or any web page.

Contacts
Add contact information, for example for the team who created the report.

Embed
Embed content from third party platforms including audio, Google Maps or countdown clocks.

 

Edit/Clone/Delete Widgets

Roll over a widget to select the relevant option in the footer.
 




Resize Widgets

Drag the arrows in the bottom right of each widget to resize.



Rearrange Widgets

Simply drag and drop the widget to your chosen location.




 

Preview a Report


See how your work will look to recipients.

 

To preview a Report directly from the Builder, click Preview in the Toolbar.



To preview a report from the Control Panel, select the Pages tab > Actions column > Preview.


 

Expand/Presentation Mode


View content full screen or present face-to-face.
 

All page content can be viewed full screen. To do so, click the Expand icon in the footer of any widget (this can only be done when Previewing a page - not from the Report Builder).


The icons in the top left allow you to view/skip to widgets. The icons in the top right offer options for the widget that's currently being viewed.


Switch Sharing On


Releasd reports are shared via a secure link (usually by email).


Most clients paste the link into their own email system and send it to their chosen recipients.

1. Go to the 'Pages' tab in the Control Panel

You'll see a little cog under the actions column. Roll over it and you'll find the option to 'Share Page'.



2. Switch sharing on, copy the URL and press Done

There are other options to explore too, including generating a shorter URL and adding a password.



          Tip: Security is very important, which is why page URLs are so long and complex. Only people you share these URLs with will know the page exists, so we recommend against using passwords. Of course, pages are invisible to search engines.



Email Best Practice


Increase click-throughs to your report.


Clients are of course free to share reports how they see fit - but below are some best practices that can increase engagement.


Subject Line

We recommend avoiding the typical 'Monthly PR Report' subject line. This is a missed opportunity; the more attention-grabbing and relevant the subject line, the more likely it is that the recipient will open the email. It is analogous to a press release headline. Consider teasing out a key aspect of the report and featuring it in the subject line, for example:

CEO interviewed in FT - March PR Report
or
The best coverage from our [product] launch



Body

Include a short summary of what the recipient can expect to see in the full report - the key elements, ideally as a few bullet points. Large amounts of copy tend to be off-putting and make it easier to miss the call to action.


Call to Action

Include a clear... 

View the Report

...or similar call to action, hyperlinked using the URL from Releasd. Ensure it stands out by making the font size larger and leaving plenty of space around it. 

          Tip: Be wary of using *only* an image as a call to action, as some people may not download images.


Option1: Embed a Screenshot of the Report

Many clients screenshot a portion of their report and hyperlink it, as a visual teaser.

1. Go to the Preview of the report (Control Panel > Actions > Preview)
2. Using your browser controls, zoom out until you can capture the area you like (here's how)
3. Screenshot the page (use Cmd + Ctrl + Shift + 4 on a Mac, or read here for Windows instructions)


 


Option 2: Embed Live Content from a Report 

           Tip: HTML Emails are an optional feature and may not be switched on for your account. If you're unable to follow the steps below and would like to take advantage of the feature, please contact support@releasd.com

You can copy any widget from a report and paste a live version into your Outlook or Gmail email.

1. Go into the Report Builder 
2. Hover over a widget
3. Click 'Share' in the footer



4. Paste the content into your email and edit as needed
5. Repeat steps 3 & 4



           Tip: Because the content lives in your email, you can edit it however you see fit. For example changing copy, font sizes, bolding, reordering etc.

 

View Report Engagement Analytics


Track visits, time on page and more.


           Tip: Report Engagement Analytics is an optional feature and may not be switched on for your account. If you're unable to follow the steps below and would like to take advantage of the feature, please contact support@releasd.com

Clients with this feature switched on can see how much engagement their reports are getting.

Tracking starts when sharing is switched on, and excludes visits from logged in users.

1. Go to the Pages tab, actions column, 'Reporting'



2. View total visits, average duration, total duration, visits over time and by device



           Tip: Are Your Releasd Pages Getting Engagement?‚Äč

 

Duplicate an Existing Report


Save time by reusing previous pages.


Once you've created a report that you're happy with, you can save time by duplicating it.

1. Go to the Pages tab, actions column, then 'Duplicate Page'

2. Decide whether to keep the original content, or just the structure


You will have the option to duplicate the structure and widgets without the original content, or with the original content. 



3. Update the Brand if needed, and overwrite the Headline



A new version will be created which you can update. The original page is not affected.
 

Manage Logins


Users that need to create reports will require their own Login.

Logins are managed from the Control Panel > Logins tab.



1. Adding a Login

Click on Add a New Login, then:

Name: the person who will own the Login
Email: email address of the owner
Can create new brands: whether they can create new Brands 
Make this Login a Manager: whether they can add and manage other users



Choose access permissions for specific Brands:

           Tip: Advanced User Permissions is an optional feature and may not be switched on for your account. If you're unable to follow the steps below and would like to take advantage of the feature, please contact support@releasd.com



Receive email notifications when Brands or reports are created and put live respectively:



When a new Login is added, the user will receive a notification email with instructions to create a password. Until then, the Login will show as unconfirmed:



2. Managing a Login

Simply scroll over the Actions column to manage existing Logins.



 
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We hope you've found this guide useful. Feedback or help? Contact us at support@releasd.com.

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