We're so excited to have you on board as a new customer of Scoop.it Content Director, the ultimate content marketing automation platform for your blog, your social networks, and your email newsletters. Now that you're a customer, you have probably scheduled a training session with your local account manager and are eager to get started. After that session, please refer to this guide for some quick reminders, feature tutorials, and some setup tips and tricks.
Ready to get started?
Step 1: Create your website destination.
Most of our customers accomplish this step during a one-on-one training session with their dedicated account manager. However, you may choose to add another destination on your own, or need a reminder of how this is done. A "destination", as defined by Scoop.it, is a hub of content where your blog posts will live. Some users have just 1 hub, usually their blog, but others have multiple hubs which can be hosted on Scoop.it or on your own website.
1A: Give your destination a name. This name will only be viewed by you and other users in your Scoop.it account, so don't worry too much about what you call the hub and then, select a language.
1B: Where will your content be living? If you wish to integrate Scoop.it into an existing blog or website, select one of the many website options were have built into the engine (such as Wordpress, Hubspot, or Drupal). If you select one of these, you will be asked to log into an admin account for that account. You can also select Scoop.it as your content hub by choosing “create a mini-site”. This hub can either stay within the Scoop.it domain (and can be made private), or can later be moved into your own domain.
1C. Plan your goals. Once your destination has been connected, you will be redirected to the Scoop.it planner. This is where you will have visibility on all of your past blog posts, scheduled posts, drafts, and goals. You’ll notice that, at first, the calendar is full of red boxes. This is because we auto-create a “goal” for you, to publish 1 post a day. This is to remind you to stay on top of your publishing schedule. If this is too frequent or not frequent enough, you can edit your goals by clicking “edit goals” on the time right of your calendar. When you start publishing, some of these boxes will fill in as blue, letting you know that you published a post. If you have connected Scoop.it to an existing blog, we will synchronize with your past publishing and you will see blue posts automatically appear in the calendar, marking content that already exists in your site. Orange boxes represent drafts that have not been validated yet.
1D. Add social channels. Here at Scoop.it, we refer to social networks as “distributions”. This is where you will share content that already exists on your blog, to give it more exposure. You can also create social posts directly in Scoop.it that do not reference content, or you can scoop articles to your social networks without sharing them on your blog.
To add your social accounts, click on “add a social channel” from the content calendar. You must be already logged into the social network you wish to add. Take Twitter for example. Click on the icon for “twitter”, and you will be redirected to a “authorize Scoop.it” page.
Once you click “Authorize App”, you will be redirected back to your Scoop.it account, and a social network will appear in the calendar view. Similar to the blog integration, if you already have content published on that social network, it will “sync up” with our calendar and we will display blue boxes where your content already has been published. You can also edit goals for your social networks individually by clicking on the right-hand side of the calendar.
Step 2: Get the content engine started
One of Scoop.it’s best qualities is its ability to provide awesome, relevant content from all around the web, which you can use for ideation, research, or publishing directly to your blog and social networks. This is a process known as Content Curation and is a very efficient way to add quality content to your publishing with fewer resources than are required for writing original content. When done correctly, curated posts perform equally well or better than original posts for SEO, traffic to your website, and generating leads.
Many Scoop.it customers use the platform strictly for promotion and distribution of original content. That’s great, too! But we still recommend configuring the search engine in case you would like to scan the industry or see what’s trending.
2A: Set up the search. When you created your topic, you gave us at least 1 keyword. This will get the search started. To view it, select “Content” from the blue navigation bar on the top of your screen. You should have 2 options here: Suggestions or Research. Both are great ways to find content from around the web. Let’s start with Suggestions.
The Scoop.it Suggestion engine has helped over 2 million marketers scan the web for interesting content to share. We can find articles, documents, videos, images, and more from over 40 million sources already embedded in our search. All you need to bring is a keyword, and we will start the search for you. Try to keep your keywords fairly specific, such as “health insurance” rather than just “health”. There is no limit to the number of keywords you can use. For more information on configuring your keywords effectively, here is a guide.
Once you click “apply”, you will instantly notice content start to appear.
2B: Filter it! The first time you use our suggestion engine, you may see some content that isn’t exactly what you are looking for. Our engine needs some guidance from you to provide the most relevant content to your business. You have a lot of control over what shows up.
You will notice that on the left-hand side of the suggestion engine, there are some easy parameters that you can select. Such as setting an age limit to the content that will appear, deciding if you wish to sort by “relevance, freshness, or popularity”, and even the option to select which type of content you wish to search for (articles, videos, etc).
Additionally, at the top of the engine, you will notice a button that says “advanced configuration”.
From here, you can add additional filters (such as removing certain domains or adding additional filter words).
You can also add your own sources! If you already know of some great sources of content, you can give us RSS feeds for those sources. These will then be added to our search. You can also turn OFF the suggestion engine and ONLY use the sources you provide. This will give you a much more narrow search.
2C: Research. In the top menu bar, you probably noticed that you have 2 options for finding content. Try clicking on "research". This search engine is quite similar to the suggestion engine, but it searches for 1 keyword at a time instead of a group of keywords. This view allows you to monitor content in a specific niche without getting clutter that is related to your other terms. This view also searches by "exact match" only, whereas the suggestion engine only searches exact matches if you use quotations around your keywords (learn more here).
You can save searches for specific terms to revisit. The content in this search updates a bit more frequently than in the suggestion engine.
2D: Publish! When you find an article that you want to publish, you have 3 options. Scoop, Share, or Bookmark. If you Scoop it, you have the option to publish it directly to your content hub (blog or mini-site), as well as any social networks you’ve connected to the account. If you click “share”, you can share it to your social networks, but not your blog. If you click “bookmark”, it will save for later but not publish anywhere. You can search through your bookmarked posts later.
If you select “scoop.it!”, you will be brought to an editing window. Here, you can determine what the post will look like on your content hub (blog or mini-site). Scoop.it automatically pulls a portion of the article (typically a title, picture, and quote). But we highly encourage you to add your own editorial style to the post before you publish it. You can change the title, picture, or quote, and you should also add about 150+ words of original commentary to the post. This is to give you credit in Google for having original content, which helps your SEO.
You can also check a box to publish to your social networks, if you have these connected to your Scoop.it account.
You have a few options for WHEN this post will be published. You can leave it on “auto”, which will publish the article at a time in the future (according to your goals in the publishing calendar). You can change this to “now” or select a specific date and time in the future.
You can also publish as a draft. If you are using Wordpress, you can determine which category this post should go to. Here is a guide on how to add Wordpress categories to Scoop.it. If you tag a post as “evergreen”, you are essentially bookmarking it, saving it for later in case you wish to promote it in the future.
When you check a box to share to your social networks, you will be given an option to add text to the post. For Twitter, we typically auto-pull the title of the article as the tweet (due to the character limit). You can change this by clicking on the box. For most other networks, you have a bit more flexibility on character count and can write anything you like into the body of the post, or copy-paste your commentary that you added to the article.
Ready to publish? Click “schedule” (if you have it scheduled in advance) or “publish” (if you have it set to publish now). You will now see a new blue box appear in your calendar. Congratulations!
Step 3: Turning on and Reading the Scoop.it Analytics
We at Scoop.it want to make sure we are helping you exceed your content marketing objectives. Maybe that’s triple the number of leads coming in every week, maybe it’s twice as many social shares per blog posts, or something else. We have various trackers that you can install into your blog to help us track this data, and we have a very easy-to-read chart format to help you read the information or share it with your team.
3A: Install trackers. The main metrics we are tracking are views, visitors, social shares, and leads. The views tracker can be accessed from the calendar by clicking “install tracker” from the right-hand side of your destination. We can also do this for you. Ask your account manager for assistance.
The view tracker is a simple copy-paste code that you can install into your website, to allow us to track how many visitors and views you are receiving on certain pages of your site (you can install it on just the blog pages, or the site as a whole). Here is a guide to installation for Wordpress.
To track leads, we have various trackers available. You can determine which is right for you by selecting the type of CTA you have on your site (such as HubSpot, Marketo, MailChimp, etc). Each option provides a specific code and specific instructions for installing the tracker. You can also create a CTA within Scoop.it! To view these options, hover over your destination name in the calendar and click on “trackers”.
3B. Read your results. Once the trackers are installed correctly, you can use the Scoop.it analytics dashboard to get a clear understanding of how your content is performing. From the calendar itself, you will get a snapshot of your content performance, in terms of views and leads.
To deep dive into these metrics, click on “analytics” from the navigation bar on the top right of your screen. Here, you will have 4 chart views: Goals, Views & Visitors, Leads, and Posts.
The first view is the goal achievement view. Remember those goals you set for yourself when creating your destination? Here, we will let you know if you’ve accomplished those goals or not. If you see a lot of blue, it means you are doing great and are on top of your publishing schedule! If you see a lot of red, it means you are falling behind the goals you set. Maybe you need to adjust them.
The second view is the views & visitors view. You can determine how you wish to display this information; daily, weekly, monthly, or from a custom time range. Here, in gray, we will show you all posts that have been published on your blog (either original posts or from Scoop.it). The red line represents how many visitors came to your site in a given time period, and the blue line represents how many views on your site those visitors had.
The third view is the leads view. Here, we will show you how many leads you received on a given day (or week or month), compared with how much content you published. A “lead” is defined by where you installed the tracker. If you put it in the thank-you page for a “newsletter subscribe” form, then we are looking at how many subscribers you received. You can have multiple lead trackers running at once. To view the difference in leads from different forms, you can download a CSV file of your Scoop.it analytics.
The fourth view is our post-by-post analysis. Here, we give you a clear understanding of how each blog post performed in your site (whether it was published through Scoop.it or not). You can see clearly which posts received the most views, visitors, or leads. You can click on the post for a clear understanding of how it performed over time.
Step 4: Optional Feature: Creating a Newsletter
Many Scoop.it customers take advantage of our beautiful drag-and-drop newsletter editor. If you have purchased newsletters as part of your license, they will appear on the very bottom of your calendar page.
Step 4A: Add your mailer. We have 2 distribution options: MailChimp or other. If you have a MailChimp account, select the MailChimp icon. It will ask you to log into your MailChimp account, similar to how you connect social networks to Scoop.it.
4B: Start building a newsletter. To create a newsletter, click anywhere on the calendar. A "create a newsletter" button will appear.
4C: Choose a template. Scoop.it has many pre-made templates available. Feel free to use these, or build your own! You can also ask our team to build you a custom newsletter template.
4D: Drag and drop content. Once you have selected your template, you will be brought to our editing interface. On the left side of your screen, you will see a list of content. These are posts that you have already published. They are being pulled from your blog (original or curated posts) and your various curated hubs. You can filter these results by key terms to find specific pieces of content. When you find the articles you like, you can drag them into the widgets in your newsletter on the right side of your editor.
4E. Once you drop a post into a widget, you can select "edit" on the widget. This will give you editorial control over what shows up in the newsletter. Here, you can alter the image, the title, the body of the post, add links, add commentary, and display share buttons.
4F: Once you have dragged in some content and edited them as needed, you are ready to send your newsletter! Click on "export" from the top menu. Then click "freeze to export".
4G: Once it is frozen, you can export it a few different ways. You can send it directly to yourself as an email (and perhaps forward it to a list of recipients from there). You can download it as a file (which will be a zip file, in HTML format). You can copy-paste the HTML code. If you've connected a MailChimp account, you can also export the newsletter directly to MailChimp.
Step 5: Optional Feature. Using "Opportunities".
The opportunities tab is an optional module that many Scoop.it customers utilize to better form their day-to-day content strategy. This is an artificial intelligence module that provides active recommendations to you, a marketer, based on analytics on your existing content and general industry best practices. If you have a hard time prioritizing your marketing tasks, consider using Opportunities to optimize your publishing.
5A. Manage your publishing. The opportunities dashboard monitors keywords that are trending in your industry, and lets you know if there is great content you should publish. Maybe there are other keywords that you hadn't considered that other similar businesses are using, or maybe there are some keywords you used to use that may serve you well again. We will identify these opportunities and make it simple to take advantage of them.
5B. Promote your content for more traffic. Based on the analytics of posts you've already published, our engine will make active recommendations on which posts should be utilized for social media promotion. For example, we may identify content that initially received a lot of views when you published it to your blog, but has since not been shared at all. This would be a perfect post to promote on your social networks.
5C. Get more leads from your content. Similar to the point above, we will help you locate content that should be receiving leads, but isn't. This could be because of a bad or broken call-to-action, not enough promotion, or lack of lead tracking on the post. Don't miss out on potential leads by making silly mistakes! We will identify major issues in your lead tracking for you.