Credentials
Open
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the Credentials page and make sure your Blog, Twitter, and Facebook credentials don't have a red "!" next to them.
Note: If you've decided not to use Twitter, then you can just ignore the error.
Facebook Venues
Open the Venues page
Press Edit on the two Facebook venues and make sure the right campaigns and AdSets are selected.
Top of Funnel is your engagement campaign with two AdSets. Middle of Funnel is your click campaign also with two AdSets.
LinkedIn Venue
Open the Venues page
Press Edit on the LinkedIn Venue.
You have the choice of posting to either your personal page or a company page. Depending on your business, one or the other will be the right choice. For a coach or consultant, it is likely your personal page is the right choice. For the CEO of a company, speaking on the company page is probably better.
Feeds
Open the Feeds page
Content To Curate - You can skip this if you used the ResultFlow Extension to add stories to workflows. Else, if you used the Content to Curate folder then click edit on the "Content to Curate" feed, and press test to make sure the feed URLs are good. Now close that and click the Content to Curate folder icon to see what's been loaded. Do you have enough content? You'll need 7-10 items per week for Link Quotes and (optionally, but recommended) 3-5 items per week for Rich Summaries for your blog.
Flash Promotion - Do you create your own Featured blog posts? Click edit and verify that your Features Feed URL is in the feeds section. There will not be content in the feed folder if this is a new category for you.
Promote to Middle of Funnel - DOUBLE CHECK this one. Here you'll include the Feed URL for the Summary category for your blog, this is how you'll promote your Rich Summaries to Facebook.
Promote to Top of Funnel - Typically you won't have a Feed URL here, this folder can be used with the ResultFlow Extension to create and promote Link Quotes for Top of Funnel.
LinkedIn Venue
Open the Venues page
Press Edit on the LinkedIn Venue.
You have the choice of posting to either your personal page or a company page. Depending on your business, one or the other will be the right choice. For a coach or consultant, it is likely your personal page is the right choice. For the CEO of a company, speaking on the company page is probably better.
Feeds
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During your setup, you likely used the ResultFlow Extension to add stories to workflows, if so you can skip to the next section. Else, if you used the Content to Curate folder instead then click edit on the "Content to Curate" feed, and press test to make sure the feed URLs are good. Now close that and click the Content to Curate folder icon to see what's been loaded. Do you have enough content? You'll need 7-10 items per week for Link Quotes and (optionally, but recommended) 3-5 items per week for Rich Summaries for your blog.
Kanban boards
Now open the Dashboard and check the Kanban boards.
First is the "Link Quote Process". Do you have some items in Work in Process? If so, then wait a day and look again - you should have some items Waiting to Promote and maybe even an item posted to Facebook.
You should check this board once per week to make sure you keep your queue full enough that you can post one item every day without running out. I recommend picking 10 items once a week, just in case there are errors with any of the items you select.
Next is the Rich Summary Process - if you are using it. This shows the entire process from your curated item, into our COD Factory, posting to your blog, and promotion to Facebook.
Don't go crazy here because each Rich Summary does cost you $2.50, but you do want to make sure you have a couple items in Waiting to Post and Waiting to Promote just so your Facebook promotions stay on track. The standard workflow posts a new item every other day, so you'll need 3-4 items per week to avoid missing a day on Facebook.
If you are checking this right after setting it up, all you will see is items in process. It takes a couple days for items to be turned into blog posts by our COD system.
Just like the Link Quote process, check this once each week to make sure you have sufficient posts in process to be posting 15 times per month.
Verify Facebook
Finally, in the immortal words of Ronald Reagan: trust, but verify. :-)
Once you've had the machine setup and running for a couple days, open up your Facebook account and make sure you have posts in all four of your adsets.
You can open the Venue folders in ResultFlow and your Facebook Ad Account in Facebook and every item in your Venues should be visible in Facebook.
That's it!
If there are ANY failures in the above audit, please reach out
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immediately so our team can get you up and running at full speed.