Managing what team members follow on Twitter using User Searches

If you’re an EarlyBird admin, you’ll be pleased to know our enterprise search management tools make it easy to see and manage what your teams are following on Twitter. From the User Searches panel found within your admin dashboard, you can manage what Twitter searches appear in your team dashboards, clone individual user accounts and push out important searches for major news events, so you can be sure everyone is working from the same sheet… or maybe that should be same Tweets.  

Accessing the User Searches panel   

To access the User Searches panel, log in to your EarlyBird admin dashboard – accessible from the footer of our website – and click either the ‘User Searches’ button in the header, or the ‘Manage User Follows’ button in the main options menu (see below). 

The User Searches panel   

This User Searches panel is split into three columns: Filter Sources, Searches, and Filter Targets.

Here’s a description of each column: 

  • Filter Sources (1) – displays the Source Users; the team members you want to clone / use as a source for making changes to other accounts.  
  • Searches (2) – shows what your selected Source Users are following; Twitter accounts, SmartTracks, cash tags etc.
  • Filter Targets (3) – shows the Target Users currently in selection; the team members you want to apply changes to.

 

Managing your team  

The process of cloning Twitter accounts, or copying one user's searches to another, happens across these three columns. 
First, you select your source user in the Filter Sources' column - doing this will automatically populate the Searches' column with their Twitter searches. You then select which of these searches you would like to clone. The final step is to select the targets, those you wish to receive these searches, in the Filter Targets' column. When you’re happy with your selections, click Follow to make the changes.  

In the example below, we can see that the user dsilva@anybank.com has a good list of accounts and SmartTracks they're currently following on Twitter. We know this because we’ve selected this user in the Filter Sources' column and this has populated the Searches' column with all their searches. 

At this point we could take the time to review this user’s Searches' list. If we spot a Twitter account that probably shouldn’t be there, we can remove it by simply selecting it in the Searches' column (so it turns blue) and then clicking the red Unfollow button. If you want to select multiple Sources, Searches and Targets, use the Shift or Ctrl keys. 


Cloning and sharing user searches 

Assuming we’re happy with everything dsilva@anybank.com is following on Twitter, we can now clone all or some of his searches and push them out to other team members. The steps for how to do this are described below: 

Step 1: Select the Source 

Select your target from the Filter Sources list. We’ve selected dsilva@anybank.com.

Step 2: Select the Searches 

Select which of their searches you would like to clone. We’ve selected a few cash tags and Twitter accounts.  


Step 3: Select the Targets 

Select the targets to apply these searches to. We’ve picked anyone who doesn’t have a tick by their name. We’ve done this because a tick signals these users are already following the searches in selection.

   

Step 4: Click Follow 

When you’re happy with the Sources, Searches and Targets you’ve chosen, click Follow to make the update. 


Things to note

We’ve outlined above how to see and manage what your teams are following on Twitter, but here are a few things worth noting about the User Searches' panel to help you use it more effectively.  

Lock Targets to Selection button 

When selecting a source (user) in the Filter Sources' column, they will appear in the Filter Targets' column by default. To change this and see all of your team members, just uncheck the Lock Targets to Selection button (shown below).

Simply untick this box to display all team members. You can now select which ones to target. 



Ticks

If a target is already following a search you’ve selected, a tick will appear beside their name in the Filter Targets' column. 

In the example below, we can see that the users dsilva, jharris and shunt are all following the Apple ($AAPL) cash tag. We know this because we’ve highlighted the cash tag in the Searches' column and can see a tick beside their names in the Filter Targets' column.  



Team selector 

If you’re an admin managing multiple teams, you can move between them using the drop-down lists that sit above the Filter Sources and Filter Targets' columns.  

Like some further help? 

We’re always on hand to offer one-to-one assistance with any aspect of EarlyBird. If you have any questions or need some help, contact help@marketearlybird.com or call +44 20 7100 4489.

Posted on 3/20/2017 2:48:25 PMTwitter Compliance