Use the getting-started checklist

Follow the Complete your tour checklist in the left sidebar to try the main parts of Social Champ, one task at a time.

Before you start

• Finish your initial setup. The checklist appears after it. See Complete your initial workspace setup.
• The checklist is for the account owner. Teammates you invite don't see it.

Open the feature

Look at the bottom of the left sidebar for the yellow Complete your tour card. Click its title to open or close the list of tasks.

If the sidebar is collapsed, the card shows as a rocket icon with a progress ring. Click it to expand the sidebar and open the checklist.

Steps

1. Click Complete your tour to open the checklist. The count (for example 2/5) and the bars show how many tasks you've done.
2. Do each task in the app. A task ticks itself off when you do it:
   • Connect Account: connect your first social account.
   • Publish your first post: publish or schedule a post from the composer.
   • View Calendar posts: open a post on the Calendar to preview it, then close the preview.
   • Explore Analytics: open Analytics with at least one social account selected.
   • Engage with your audience: click Engage in the left sidebar. On a short window it may be under More (three dots).
   • Explore your Dashboard: click this task to go to the Dashboard and take its short tour. Finishing or skipping the tour ticks it off.
3. When a task is done, a short message celebrates it and suggests what to try next. Click a button to go there, or close the message.
4. To come back later, leave the card where it is. Your progress is saved, and the card stays open or closed the way you left it.

Use activation cards

Use the activation cards shown on the dashboard to open the next setup task. Complete the task in its actual feature, then return to check progress. A dismissed card is not evidence that its setup action was completed.

Expected result

Each finished task shows a green tick and is crossed out. When every task is done, you'll see You’re officially a Social Champ user, and the checklist leaves your sidebar for good.

Example

Your plan doesn't include the Dashboard. You've just finished setup and connected your Facebook Page, so Connect Account is already ticked. Click Complete your tour to see 1/5. Open the composer and schedule a post, and Publish your first post ticks off. Click View Calendar in the message, open the post on the Calendar and close the preview. Then open Analytics and click Engage in the sidebar. You see the completion message after the required tasks are complete; the displayed denominator can also include the optional demo task.

Limits and permissions

• The checklist only shows for the account owner, after initial setup.
• It's hidden while you're in the Demo Workspace and while a guided tour is running.
• Explore your Dashboard only appears if your plan includes the Dashboard. Without it, the checklist has five tasks.
• Explore Demo Workspace may also appear. Clicking it opens the Demo Workspace with sample data. It appears in the displayed task total, but you do not have to complete it to finish the checklist. For example, all required tasks can be done while the counter shows 5/6.
• There's no button to dismiss the checklist. Close it with its title, or finish all the tasks to remove it.

Troubleshooting

• The checklist isn't in the sidebar: check that you're the account owner and not in the Demo Workspace. It also goes away once you've finished every task.
• Engage with your audience doesn't tick off: connect a social account first. If it still doesn't tick off, your role may not include Engage.
• Explore Analytics doesn't tick off: connect a social account first, then open Analytics again.
• Clicking Explore your Dashboard does nothing: the Dashboard isn't available in the workspace you're in. Switch to one where it opens.