Creating a Project

Struggling to track your ongoing projects and their outcomes? This guide will walk you through creating projects designed to simplify tracking and analysis, giving you clear insights into your progress.

In this article: 

1. Navigating to the project area

2. Setting up your project 

3. Building a listening stream for your project

4. Building an Inbox stream for your project

5. Saving a project

Navigating to the project area: 

1) To access the voice of the community module, users will need to navigate to the 'Voice of the Community' button on the top dashboard.

2) This will take users to the main homescreen area of Voice of the Community, which shows an overview of all areas. Users will see the following information: 

• Total number of Projects
• Total number of Surveys 
• Total active Surveys 
• Total number of  Survey Responses 
• Survey completion percentage 
• Number of social posts and comments 
• Engagement rate of social posts 
• Least and most engaged Projects
• Recent survey responses 
  
  

3) To start creating your project, users will need to select the ' + New Project' button at the bottom of the 'Home' area, or via the 'Project' button on the left-hand side navigation area. 

+New Project Option:

'Project' button option: 

Setting up your project: 

1) Once you're in the project builder, your first step is to name your project, add a description, and define any goals. Simply type this information into the Project Name, Project Description, and Project Objectives boxes. 

To add another objective, click on the '+ Add another objective' button. 

2) Next, you can attach a campaign to your project. This is helpful for tagging social media posts that promote your project. You can either create a brand-new campaign or link an existing one that you've set up in the 'Campaign Report' area.

Create a new campaign option: 

In the 'Create a Campaign' option, you can add the name of your campaign, make this a child or parent campaign, and set the start and end date of your campaign. 

Choose an existing campaign option: 

3) After you have added your campaign options, you can then start to set your project lifespan and any stakeholders that are involved in the project. 

To set the lifespan of your project, select the start and end dates by clicking in the calendar box options. 

You can easily add stakeholders to your project, whether they're Orlo users or external contacts. To include Orlo team members, simply select them from the 'Orlo Team Members' dropdown. For non-Orlo users, just enter their email addresses in the 'External Stakeholders' section.

Setting up a listening stream for your project: 

You can enhance your project by adding an Insights listening stream. This powerful feature pulls in non-direct mentions for your chosen keywords across various platforms like X, Facebook Pages, Instagram Hashtags, and Press and Media outlets.

This is useful for:

• Pre-project research: Understand the landscape before you even begin.

• Post-completion analysis: Understand how well your project was received. 

1) To set up your listening stream, click on the 'Build A Query' button, which will bring up the query builder page. 

You can then add the name and description of your stream in the name and description box options, and click 'Next' to take you to the query builder. 

After this, it's time to build your query of keywords using our Boolean logic, where you have the following options available: 

• Add a single condition
• Add a group of keywords 
• Include/ Exclude keywords 
• Mentions of an @ handle and posts from an @ handle 

To do this, you can click on the '+ Condition' or '+ Group' buttons in the top right-hand corner and type your keywords into the keyword boxes (As best practice, we recommend no more than 15 conditions at one time). Once you are done adding your keywords, click 'Save Query'

This example is looking at mentions of 'Cycle Lane' AND 'Birmingham' 

Lastly, you can add the sources you want to include in the stream. To do this, click on the dropdown options and select your different source type options and click 'Save Stream' in the top right-hand corner to save your query. 

Setting up an Inbox query stream: 

To gain a comprehensive view, you can connect your project to inbox messages. This feature is designed to bring in all your public comments and private messages from key platforms that are connected to Orlo to bring in mentions of your project. 

1) To set up your Inbox query, click on the 'Build A Query' button, which will bring up the query builder page. 

After this, it's time to build your query of keywords using our Boolean logic, where you have the following options available: 

• Add a single condition
• Add a group of keywords 

To do this, you can click on the '+ Condition' or '+ Group' buttons in the top right-hand corner and type your keywords into the keyword boxes (As best practice, we recommend no more than 15 conditions at one time). Once you are done adding your keywords, click 'Save Query'

This example is looking at mentions of 'Cycle Lane' AND 'Birmingham' 

Lastly, you can add the social media accounts that you want to include in the stream. To do this, click on the dropdown options and select your social media accounts and click 'Save Stream' in the top right-hand corner to save your query. 

Saving your Project:

Once you have included all the necessary components for tracking your project, you can finalise your setup by clicking the 'Save Project' button located in the top right corner. This action will save your project and add it to the 'Projects' area.