Operating ProcedureExecution layer

Brand24 Client Monitoring Configuration (Onboarding)

A sequence with 6 steps: Log into Brand24 and click 'Add Project' from the dashboard.

By InnovaAI ResearchPublished Updated

What are the steps?

sequence

Brand24 Client Monitoring Configuration (Onboarding)

  1. 01

    Log into Brand24 and click 'Add Project' from the dashboard.

    Enter the client's brand name, primary website URL, and up to 3 keywords for the Individual plan or 7 for Team. Use exact match for brand terms and broad match for industry terms.

  2. 02

    Configure mention sources by toggling the source filters.

    Enable all 25M+ sources by default: social media (Facebook, Instagram, X, LinkedIn, YouTube, TikTok), news, blogs, forums, podcasts, and reviews. For crisis monitoring, prioritize news and forums; for brand awareness, keep social media active.

  3. 03

    Set up AI Sentiment Analysis in the 'Settings > Sentiment' panel.

    Define custom sentiment rules for industry-specific jargon (e.g., 'sick' as positive in skateboarding). Enable automatic classification and set up a manual review queue for neutral mentions to improve accuracy over time.

  4. 04

    Create alert thresholds under 'Alerts > New Alert'.

    Configure alerts for negative sentiment spikes (e.g., 5+ negative mentions in 1 hour) and volume anomalies (e.g., 200% above 7-day average). Route alerts to the client's email and a Slack webhook if integrated.

  5. 05

    Add competitor keywords in the 'Competitors' tab.

    Enter up to 3 competitor brand names to track share of voice and comparative sentiment. Brand24 will automatically generate a competitive benchmarking report in the dashboard.

  6. 06

    Generate the first automated report via 'Reports > Create Report'.

    Select a weekly or monthly schedule, choose metrics (reach, engagement, sentiment breakdown, top mentions), and brand the report with the client's logo. Export as PDF or share via a public link.