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!

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:

What are the current filters?

There are tons of Social CRM filters! Below is a brief description for each.

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)

Program

Select one of your Programs to see all of your program members.

Challenge

Search for challenge participants through this filter + selecting which challenge you're looking for.

Messages

Search for Auto Story Replies or Manual Story Replies that have gone out to creators.

Username

Search by exact username or if any usernames contain a word.

Email

Search for a creators email address (if we have it on file).

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!

Number of followers for any given social media account, Instagram, Facebook, TikTok, etc.

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].

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.

The time in which a creator join a program.

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.

Customers who have posted for the first time within a specific time frame; use the pre-set date rangers or select your own

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).

Date when a customer was last sent a reward through LoudCrowd!

Filter by customers that have received a specific reward (i.e. Tier 1 Gold Achieved).

Labels allow you to assign a specific product or product line. Example Labels: “Mascara”, “Ambassador”, “Spring/Summer Collection”.