Why use Social CRM filters?
The Social CRM tab houses EVERY customer that has tagged you since starting with LoudCrowd! The sheer volume is both exciting and overwhelming, which is why we created customer filters. From the Social CRM tab, you can search customers by their bio data, how many times and when they've posted, and so much more! Want to target customers with a certain number of followers or engagement rate? There's filters for that too!
Where can I find filters?
Navigate to ‘Social CRM’ in the lefthand menu; the filter feature is at the top of the page and has a drop down menu where you can slice and dice your entire audience. Use these filters to search by bio data, follower count, post count, and more!
What are best practices?
There are multiple ways to use the customers tab to support your high level UGC goals!
We suggest focusing in on the customer groups below for best results:
Targeting via information in a customer's Bio
First time posters
Top customers not already in a program
Specific customer posts from the last 6 months
Customer who stopped tagging in the last month (or more)
What are the current filters?
There are tons of Social CRM filters! Below is a brief description for each.
Post Date
Posts/Customers who have posted within a specific time frame. Use the pre-set date ranges or select your own.
Segment
Customers who belong to a segment (i.e. ambassador, holiday campaign)
Username
Search by exact username or if any usernames contain a word.
Biography
Filter by words and key phrases in a customer's Instagram Bio! Great for searching by location or specific interests.
Notes
Search by customer notes you've added before. Have you added notes to some of your top customers' profiles? Search those here!
Customer Info Filters:
Follower Count
Number of followers for any given social media account, Instagram, Facebook, TikTok, etc.
Engagement Rate
Instagram engagement rate (ER) is defined by user interaction with your post. To calculate ER, Instagram reviews an account’s number of followers, likes, comments, and shares. The most common equation for engagement rate is [account likes and comments divided by follower count].
Impressions
Simply put, impressions are the total number of views on a single post. Facebook (and Instagram) define impressions as the total number of unique accounts that view your post or story.
Activity Filters:
Post Count
Generally, post count is the total number of viewable (or archived) posts. For your LoudCrowd account, ‘post count’ is the number of posts where your brand has been tagged.
First Post Date
Customers who have posted for the first time within a specific time frame; use the pre-set date rangers or select your own
Inactive Since
Filter by a date when customers have stopped posting. This is a great way to target and engage with customers who have "churned" (tagging less).
Last Reward Date
Date when a customer was last sent a reward through LoudCrowd!
Reward
Filter by customers that have received a specific reward (i.e. Tier 1 Gold Achieved).
Post Info Filters:
Mention Type
Tag: actual tag on the Instagram Photo/Video in feed
Caption Mention: mention of the brand in the caption of the Instagram photo
Story: Instagram Story tag
Post Status
Approved or rejected status of post; mainly for posts belonging to a specific campaign.
Media Type
Tag: actual tag on the Instagram Photo/Video in feed
Caption Mention: mention of the brand in the caption of the Instagram photo
Story: Instagram Story tag
Label
Labels allow you to assign a specific product or product line. Example Labels: “Mascara”, “Ambassador”, “Spring/Summer Collection”.