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Discovery: Setting it up for the first time

Discovery: Setting it up for the first time

This document will walk you through the steps required to configure your Discovery dashboard, and integrate the platform's outreach tools into your team's regular workflow.

go to Navigate the Discovery Dashboard before reading this document.


Implementation

Technical setup of Discovery requires this easy steps:

1) Connect Your Social Accounts

You have to be logged you'll be able to connect your respective Facebook and Twitter account(s) within the Settings.

Note: Please ensure that you have admin or editor-level permissions when connecting social accounts, as RebelMouse requires "write" permissions.

2) Authenticate Your Email Address

Next, we'll authenticate an email address for email outreach. Please let your Account Manager know which email address you'd like to use, and RebelMouse will send out a verification email to that respective address.

On the RebelMouse end, we add the email address in Django admin page >> Add Discovery Email. Please ask your Account Manager to assist you finalizing this step.

We'll send an email to your inbox. Please complete the email verification process.
Example:

Tip: Please note that this email address will be used as the default email address when sending outreach emails to prospective social partners.

3) Redirect to the Social Networks

When you start connecting accounts, you'll get redirected to different social networks where you'll be asked to allow access.

Please grant it and say 'yes' to connecting.

Once that is accepted, you'll get a prompt to choose which page to connect:

Choose the right page from the dropdown, click on 'permissionscheck'


and you're done!

Bonus) Connect to More Than One Account

You can easily connect more than one social account to share to multiple properties, all you need to do is repeat the steps above. You'll end up with a list like this:

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