A market administrator creates markets, assigning market experts and social media experts
to collect and analyze content in them. When a person is an expert, their profile lists
the areas in which they're an expert. For example, imagine someone is a market expert
for three markets. Their profile will list each of their expert roles, providing links
to those three markets.
Here's a description of each of those roles:
- Market administrators create markets and manage the list of social media experts
and market experts.
- Social media experts have access to the Social Media Console. Using the console,
they monitor the web for key terms and searches. They collect their findings as
observations.
- Market experts manage a market (although they don't create them). They can be
responsible for creating create observations to capture the data they notice.
They also create viewpoints to synthesize analysis from thoughts and
observations.
Market Administrator
A market administrator is the principal
administrator for markets. They create markets, assigning and managing social media
experts and market experts.
An administrator with Full Access or Manage System
permissions can assign the market administrator role by using the admin console.
(For more about permissions, see Managing Administrative Permissions.)
Admin Console: Marketing and Sales > Setup > Market
Administrators
To assign the market administrator role to people, use the
following steps:
- In the admin console, go to the Market Administrators page.
- To select a person:
- Type their name in the box provided and click their name when it is
listed.
- Click Select People to browse for the person, select the
check box for the person you want, then click Add Selected
People.
You can remove a person by clicking the
Remove button corresponding
to their name.
Market Expert
A market expert manages a market (although they don't create them). They can be
responsible for creating create observations to capture the data they notice. They
also create viewpoints to synthesize analysis from thoughts and observations. (See
Working with Markets, Observations, and Viewpoints for more.)
Among the things that market experts do are:
- Create observations.
- Research and author viewpoints.
- Define and manage categories.
To assign the market expert role to someone, use the following steps:
- In the end user UI, go to the market to which you want to assign a expert.
- Under Manage, click Manage market experts.
- To select a person:
- Type their name in the box provided and click their name when it is
listed.
- Click Select People to browse for the person, select the
check box for the person you want, then click Add Selected
People.
- Click Close to close the dialog box.
Social Media Expert
A social media expert has access to the Social
Media Console. Using the console, they monitor the web for key terms and searches.
They collect their findings as observations. A social media expert will likely have
a very active role in collecting information from web-based resources such Twitter
and other sites.
Note: Your license might put a limit on the number of people who
can be social media experts.
To assign the social media expert role to
someone, use the following steps:
- In the end user UI, go to the Market Summary tab.
- Click Manage social media experts.
- To select a person:
- Type their name in the box provided and click their name when it is
listed.
- Click Select People to browse for the person, select the check
box for the person you want, then click Add Selected People.
- Click Close to close the dialog box.
Markets
Markets are places to focus research, analysis, and conversation related to an area
of the more generic kind of market. Markets provide a way to collect information and
collaborate around it -- whether the information is from a community or the larger
Web.
Only market administrators can create markets. A market inherits its permissions --
who can see them, contribute content, and so on -- from the place the market is in
(such as a space).
To create a new market, use the following steps:
- Click the New menu, then click Market.
- On the Create a new market page, enter the following:
- A name for the market. The text you type here will be used to create
the URL at which the market can be reached with a browser (although
most people will just use links in the user interface).
- A description. This should be something that makes it easy for
people to know what your market is about.
- Tags. Type words (separated by spaces) that help to categorize the
market. People can use tags to filter their searches when they're
looking for content and places.
- Browse for an image to represent the market. This will be displayes on the
market's home page, as well as in pages that list the market among other
content and places.
- Select check boxes for features the market should have. By default, these
include observations and viewpoints, which are essential to making a market
useful. But you might want other features as well -- will documents and blog
posts be useful in the market, for example?
- When you're finished, click Create market.
After you've created the market, you're not quite finished until you've assigned one
or more market experts to keep it going. (You could be the market's expert, of
course, in which case you don't need to do anything more.) For more information, see
the "Market Expert" section.
You can also delete a market. When you do, you delete all of the content inside it
and remove any associations -- roles assigned to people, notifications, and so on --
that are specific to the market.