- This is the Rivuu “quick start” guide, explaining the basic steps for going from initial user, account and workflow setup, through to creating, approving and scheduling a post, and finally to basic analytics. We also add a short troubleshooting section at the end.
- This guide gives a simple tour of Rivuu’s central features and capabilities, although being a quick start guide, doesn’t go into detail for any of them. That detail may be obtained from the individual Subject Guides – covering the topics discussed below and more – accessible from the Rivuu Help Centre .
EDIT MY (OWN) Details
- Access My Details from the global settings dropdown menu, by clicking on the username/avatar button at the top right-hand side of the Rivuu screen.
- From this screen you can change your avatar (profile picture) or display name, and also set a new password.
CREATE AN ACCOUNT AND CONNECT PROFILES
- A Rivuu plan (what you’ve signed up for; the application as a whole) contains within it different accounts. An account refers to your client – such as Cat Collars R Us – and is connected to profiles, one profile corresponding to each of that client’s Facebook, Twitter and/or Instagram accounts.
- Creating, editing, approving and scheduling posts – the bulk of your work with Rivuu – will occur within particular accounts. The current selected account is displayed as an icon (based on an image you’ll have uploaded, or as a generic Rivuu graphic) located near the top of the sidebar, under the hamburger button.
- When you first log into Rivuu, through clicking on the account setup button in the joining Rivuu email, you’ll be taken to the Select Account Details pop-up section . This is where you create your first account; enter an account name (usually the client’s name, such as Cat Collars R Us), and set the time zone for that account. This setting is very important, as all scheduling and posting of content is carried out according to the selected time zone for each particular account.
- Through the Select Account Details pop-up you’re also able to connect your Rivuu account to a Facebook, Twitter and/or Instagram account – such a connection is called a profile. Connecting a Facebook or Twitter profile is fairly straightforward: click on the CONNECT PROFILE button for either, and Rivuu will log into whichever Facebook or Twitter account your browser is logged into.
- If your browser is not logged in, you’ll be prompted to supply credentials for Facebook or for Twitter in order to connect the profile.
- If connecting to Facebook, you must also set the page (“page” in the Facebook sense, of a public profile created especially for public figures or organisations) to be associated with that Rivuu account profile. The page is set from a dropdown list of available pages, to the right of the profile button . After first connecting to Facebook generally, the button text will change from CONNECT PROFILE to UNCONNECTED. Once you choose and confirm a particular Facebook page, and Rivuu successfully makes the connection, the button will change again to read CONNECTED. Please note that Rivuu can’t post to private user profiles, nor to Facebook groups.
- Setting up an Instagram profile is a slightly more complex process, requiring a few initial steps before making the connection. To ensure that the process is successful, we recommend you read the subject guide titled Connect an Instagram Account to a Profile, before attempting to add Instagram to your account.
- The next step in the setup process is to add users to your Rivuu plan. Users participate in the approval process, also known as a workflow; depending on the permissions assigned to them, they may create, review, approve, reject, and/or schedule content.
- Add new users through the Manage Users screen, accessed via the global settings dropdown menu in the topbar . Each new user will receive an email inviting him or her to join Rivuu and commence work on the account/s to which you’ve given them access. Click the ADD USER button at the top left-hand side of the screen, and complete the new user’s name and email address (the first time you click this button you’ll receive an interim pop-up, asking whether you’d like to approve content yourself, or to go ahead and add a new user).
- Each new user can be defined as either an Admin or a Standard User . Admins have unrestricted access to an account, although they will not be able to view billing details; this is possible only for the super admin – the very first user who set up the Rivuu plan.
- Standard users have restricted access to the application, depending on which particular accounts and their workflow transitions they were added to. If you select the Standard User tick-box for a new user invite, a further option appears regarding Comment Visibility . All Comments Visible allows the user to see the entire history of a post for which they have permission assigned. Restricted Comment Visibility, in contrast, allows the user to see only the last comment before the step to which they were added in the approval process . We recommend that your internal users (such as account managers and graphic designers) be allowed All Comments Visible, whilst external ones (such as clients approvers) be kept to Restricted Comment Visibility.
- After clicking the NEXT STEP button, the subsequent two screens in the Add New User pop-up are used to assign the new user (if you wish to do so at this setup stage) to particular account/s, as well as to specific step/s within the approval processes for those accounts (see below). These steps may be skipped and permissions assigned later, via the usual Rivuu procedures.
ASSIGN AND MANAGE A WORKFLOW
- A workflow dictates the path that a post – for Facebook, Twitter or Instagram – will take, from creation, through all of its approval (and rejection) steps, and over to final scheduling.
- Each account has a workflow assigned to it, either selected from pre-loaded global workflows, or customised/built from scratch by the user.
- Assign and manage workflows using the Approval Process tab in the tabs-bar, accessed via the Manage Account button on the sidebar.
- The Approval Process tab will show the currently assigned workflow and its various steps. A different workflow may be selected by clicking the ASSIGN NEW WORKFLOW button at the top left-hand side of the screen.
- A workflow always begins with the Create Content step, and always ends with Scheduled Content. In between them, three types of steps may be inserted: Create Graphic, Review Content and Rejected Content. Note that the order of steps and their icons that appear on the sidebar matches one-to-one the order of steps in the assigned workflow .
- The default approval process assigned for a new account is a simple four-step workflow called “In-House No Graphic Designer”, containing within it a single approval step. You may keep this workflow as-is, modify it as required, choose a different approval process, or build one from scratch.
- Steps in a workflow are connected by user-definable transitions; each transition links a preceding step with a subsequent one. When working on posts, each transition is available to the user (who has the correct permissions) as a button in the preceding step. Examples of transition titles and their corresponding buttons may include approve, reject, send to graphic design, schedule, and so forth. Clicking on that button will send the post onwards to the subsequent step, as defined by the transition.
- When you hover over a step in the Approval Process tab, a grey Edit Transitions link will appear beneath it . Clicking this link will display a section that allows full customisation of the transitions for that step.
- Each transition has a title , a target (subsequent) step that it sends the post onwards to (choose from the dropdown list in the Send To column) , and users (and/or groups) who have permission for that transition .
- Users and groups may be added to a step as a whole, or to individual transitions within each step. Add users to a step by clicking on the add user icon (head-and-shoulders with a +plus sign) that appears at the right-hand edge of the screen when you hover over a particular step. Similarly add users or groups to individual transitions within a step.
CREATE, APPROVE AND SCHEDULE A POST
- The following instructions demonstrate how to create a post, send it to an approver, and then schedule it for posting. These instructions are highly simplified, intended to give a flavour only of how Rivuu functions. The instructions assume that the assigned workflow is the default one for all newly created accounts – “In-House No Graphic Designer”, as explained above.
- Click on Create Content on the sidebar (recall that this is always the first step, hard-coded in, of any Rivuu workflow) . In the right hand section of the screen, within the Facebook mock-up, ensure that the + STANDARD button is selected – you’ll be creating a standard, as opposed to a carousel- or video-type, post.
- Type some text for your new post, over “Input Post Copy” , and then click on the image space below in order to upload an image.
- On the left-hand side of the screen, schedule the time and date for posting. The calendar icon opens a calendar pop-up, whilst the clock icon displays a time picker that provides analytics regarding average fan impressions, in the case of Facebook, or similar data for Twitter or Instagram posts, for the given day of the week selected in the calendar. These analytics are used to schedule the optimal time for posting.
- You can also enter Design Instructions for users involved in the workflow to read, and upload working files that attach to the post, similarly viewable by users who have the correct permissions.
- You’re now ready to transition your post in the workflow. The two buttons SEND FOR APPROVAL and SCHEDULE correspond to transitions that have been defined in the workflow for this step. Clicking the SCHEDULE transition will send the post directly to Scheduled Content (recall that this is always the last step, hard-coded in, of any Rivuu workflow) – if you then click on the Scheduled Content step on the sidebar, you’ll be able to find your post on the scheduling calendar that is displayed. Being a Facebook post, and if it was successfully scheduled, the place-marker for your test post will be dark blue in colour.
- If, on the other hand, you click SEND FOR APPROVAL in the step above, rather than directly scheduling your post, it will be sent to the next step in the approval process – Review Content. Click on the Review Content button on the sidebar, and you’ll see your post waiting for either an APPROVE or REJECT transition. Posts in a review content step can also be edited directly – so rather than rejecting a post, a user may decide to modify it then and there and schedule it for posting.
- The above instructions illustrate the mechanics of the approval process. In a work situation, clearly, certain user/s would create a post, and then different user/s would approve it.
- The Rivuu Dashboard screen contains a number of different sections that provide analytics for the current selected account, including Impressions, Engagement Rate, Demographic Breakdown of audience by gender and age, and more.
- The Dashboard is also the landing page when you log into Rivuu. By default, the first section of the Dashboard displays a summary of how many posts are at each stage of the approval process, broken down by Content Categories (user-definable tags that may be assigned to a post). Scroll down to view the default analytics sections.
- The Dashboard is entirely customisable, via the Dashboard tab on the Manage Account tabs-bar. For each account, you may select and arrange Dashboard sections as you wish.
- Our testing shows that a large number of extensions simultaneously running in your browser can cause Rivuu to crash. If this is happening, try disabling your extensions and then re-accessing Rivuu. If Rivuu still crashes, please lodge a Help Ticket through the Help Centre.