Manual metric entries are done from Crowds, rather than from campaigns. Manual metric entries can be made on individual campaign participants, or on entire crowds that participate in a campaign.
NOTE:
In order for someone to be able to have metric entries made on the campaigns they participate in, they must be in a CROWD that participates in a CAMPAIGN. We don’t tie members to campaigns, just crowds. We tie members to crowds.
Members > Crowds > Campaigns
To start with adding an entry to an individual member, go the a crowd they are in that you know is attached to the campaign you want to make metric entries for and find the member. Click on the three dots next to their avatar.
After clicking Participant Campaign Entry, a modal will appear. In this modal you MUST make the following choices:
Campaign - which campaign you are making an entry for
Unit - how many units of the associated metric did the participant sell/accomplish
Date Entry - you must select a date that the entry occured on
There is also an optional field to notify members. The description field will be disabled until at least 1 member is selected to be notified.
After clicking continue you will be brought to a confirmation screen before the metric entry is logged into SocialCrowd.
If you want to make a manual entry for multiple people or an entire crowd, you can do so by clicking on the Actions button from the crowd, rather than the three dots next to a specific member. Once the action dropdown is displaying, click on either Crowd Campaign Entry or Bulk Participant Manual Entry.
NOTE:
Crowd Campaign Entry functions the same as the individual member metric entry we just outlined in terms of how the modal looks and its features. The only difference is that when you confirm, you are making that number of entries for EVERY SINGLE member in that crowd.
To make entries for a subset of members in a crowd, click on Bulk Participant Manual Entry where you will be greeted with a slightly different looking modal.
Here you will be able to select one or all members from the table to give them metric entries. On this step you will indicate the following:
Campaign
Entry Date
Members
Once at least 1 member has been selected, as well as the campaign, and an entry date, the Next button will light up.
On this next step you will type in a number of entries for EACH person you selected in step one. This will be how many metric entries they’ve achieved. Additionally, you can notify and send a message to anyone, letting them know about this entry.
After clicking next you will be brought a confirmation screen where you can review and confirm your selections. Submitting here will mean that the metric entries will be logged.