Implementing Raven in a Team Setting

How To

Implementing Raven in a Team Setting

One of the core benefits of Raven is the ability to effectively communicate and collaborate on your online marketing campaigns. This tutorial will highlight collaboration points, and will provide recommendations for setting up your team’s Raven account.

Defining Team Roles

Raven Role Manager

The Situation

In a team setting, each person is responsible for carrying out a specific set of tasks that directly impacts the goals of the team (a role). Raven recognizes the need to define roles even within the tools that your team is utilizing.

The Solution

Under your Raven Admin menu you’ll find a section titled “Role Manager.” The Role Manager allows you to customize access rights to all of Raven’s features. So if you want to only give a user access to the Links and Research tools, you can. You can create an unlimited number of sub-user roles.

You can take this one step further by customizing profile limits. Profile limits allow Admins to control the usage of Profile Admins and sub-users, by giving them the option to set limits for the following items:

  • Research Reports
  • Tracked Competitors
  • Websites
  • Ranking Results
  • Link Alerts
  • Link Records
  • Backlink Explorer Reports
  • Site Finder Reports
  • Social Monitor Searches

So not only can you control which team members get access to which tools, you can manage your team’s usage for those tools.

The Setup

Not sure who should get access to what tools on your team? Consider the following roles and customize them further to better suit your team.

Remember, you can give read-only access, full access or no access to any of Raven’s tools.

Collaborating on Projects

Raven Task Manager

The Situation

Just like with any marketing effort, it’s critical that you and your team can collaborate on projects in the most efficient way possible. To do that, you need to make the switch from spreadsheets and move to a system where all of your data can easily be accessed and worked with.

The Solution

With Raven, all of your data (from targeted keywords to targeted links) can be accessed across your entire team. If you’re working on a link building project, Raven will keep track of who setup each link record, who is associated with each contact and will prevent your team from doing duplicate work. By making your targeted keyword list available to all disciplines, your link builders will always know which anchor text they should be targeting for their links, and your social media team will know what keywords to be monitoring in forums and other social spaces.

The Setup

Using the roles you’ve defined, be sure to make critical information available to all team members (e.g. SERPs so everyone knows what keywords are being targeted). You can also help manage your team’s focus by assigning tasks. Raven’s Task Manager gives you the ability to both setup traditional to-do’s (e.g. “Find 50 on-target keywords for X client”) to targeting specific links. When you setup a link record in Raven, you have the opportunity to assign that link to a person on your team. This is a great way to both teach new link builders how to find quality links, and to prioritize new linking opportunities.

Reporting and Read-Only Access

Raven Campaign Reporting

The Situation

Whether you’re reporting to clients or directly to management, reporting is one of the most time-consuming marketing efforts. You need a way to automate the process and even give them access to check in on what they care about most (rankings, analytics, etc.) without needing to take you away from your work.

The Solution

Every tool that Raven offers can be reported on. Running keyword research reports in SEMRush or the Google AdWords keyword tool? Send your client a report within minutes of your findings so they can give you feedback as soon as possible. Don’t want to send them a PDF? No problem. Setup a read-only access account for your client and let them go take a look at the keywords you’ve added to the Keyword Manager within Raven. With the ability to instantly generate reports on any tool, any data and the ability to compare it to your competitors, you’ll save hours that you can now invest in improving your campaign.

The Setup

In order for your instant reports to be white-labeled, you’ll first need to setup a Brand Template in Raven and make it the default template. You can customize your logo, the layout of the report, and the colors to match your company’s style. You can set this up by going to the Reporting tab and selecting “Brand Templates.” You can even create brand templates tailored to your clients (complete with their logo) and assign them to that client’s website and/or profile.

To better automate your reports, consider scheduling them and having them automatically emailed out from Raven. If your boss or client want to see their ranking report every Monday, setup a template for how you’d like the report to look and schedule it to be delivered daily, weekly, monthly or quarterly. You can send it to an unlimited number of email addresses, and it will come from you (the Raven brand will be cut out of the picture).

Much like the roles discussed earlier, you can setup an unlimited number of read-only roles for your clients and upper management to use to login to Raven. You can give them access to specific websites and profiles and limit which tools they are able to view. This is an easy way to let your boss/client access the tools whenever they have a question about where they are ranking, the progress of link building campaigns, or even to see the latest brand mentions in the social world.

White Labeling Raven

White Labeling Raven

The Situation

You want your clients to be able to access data from Raven, but you don’t want them to see you’re using a third-party tool. You want a toolset that can be branded from the logo down to the URL.

The Solution

Raven allows you to both white label the toolset and to setup a custom domain. White labeling allows you to completely customize the appearance of Raven. From styling tabs to customizing the footer, you’ll be able to completely brand the Raven toolset. As a Pro, Agency, or Enterprise account holder, you can setup a custom subdomain on raventools.com for free (e.g. company.raventools.com). If you want to use your own domain, you can do that too (if you have an Agency or Enteprise account). This would allow you to cut the Raven brand out of the picture completely (marketing.company.com).

The Setup

White labeling Raven is easy. Head over to the Admin tab and select “White Label” from the drop-down menu. To customize colors, simply enter in the HTML color code of color you wish to use or use the color wheel to choose a color.

To setup your custom domain, select “Custom Domain” under the Admin tab in Raven. You can quickly setup your custom subdomain on raventools.com, or if you’d like the custom domain on your own website, you can contact customer support to get the process moving. We’ll help you set up the sub-domain and host it for you.

Conclusion

Raven was built to maximize efficiency and communication in team settings. These are just a few of the ways you can take advantage of Raven. Spend some time getting to know the toolset and experiment with ways to setup your team. We’re always available for a demo to help make you more familiar with what the toolset is capable of.

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