“Most normal usage of ResolveFlow only requires the use of the first four or five items on this list. The dashboard is the place where you will spend most of your time just to keep track of what is going on. Tasks you almost never need, unless there are errors. Feeds and venues are the ways in for content and the ways out for content. More often than not, you don’t really need to touch those once they’re set up. The same goes for credentials; once you’ve established your credentials, unless you actually change them, like changing your Facebook password, then of course you would have to go back to that. The rest of these are there to support those other primary purposes of ResolveFlow. So we’ll go through those one at a time, but in general, you’re going to very rarely visit them.
Let’s start with Team. Now, Team is not really an available feature of the Solo platform. Solo only has a single login. The assumption is you are a solopreneur, like a podcaster, and you are not going to have team members. For the Small Business and Ultimate editions, yes, you can have a number of team members added to that. This is where you would assign those people. They can have two different levels of permission, whether they’re a contributor or a manager.
The next one down the list is Templates. Templates is where scripts of one sort or another are stored. For example, there are the promotion scripts that prepare a document for posting in the right format to Facebook, LinkedIn, and Twitter, and other venue types. You’ll very rarely need to touch this, but there are some special circumstances we called out in the training when you need it.
Filters are almost a variation of a script. This is a piece of automated code that can help in workflow design, where we use that within templates. It’s called out in the description of the persona template. But in general, you’re not going to touch this as it’s a very advanced feature, which you’re almost never going to use.
Properties can be important. This is going to take you to the properties for the persona itself, and you’ll find some things in here which you may want to refer to sometime and maybe even modify. So, the title of the persona itself is not terribly important, but you can change the title. The mission, we will talk more about that when we get to the Content Agent, because the Content Agent will fill that in. And it is important to drive the content on-demand workflow.
Facebook caution words are to keep you on the safe side of Facebook. We have a facility for that which we’ll describe later. And then we have the UTM parameters that are built-in and are used by the built-in scripts. You can change these; these are just a starter set. You can modify these any way you want to. For the organic persona, for the promoted persona, there are some changes here, but you can see like this is the universal template. It’s version three. We’ve got our UTM sources, like Facebook, etc. As you can read, these are not terribly important for you to change. More likely than not, if you were looking at Google Analytics, you might need to remember what these are so that you can be looking at the right filtering in Google Analytics. So anything coming from Facebook that’s driven there by ResolveFlow. So as ResolveFlow posts or amplifies your blog post to Facebook, it’s going to automatically use scripts to fill in these values for the different source names. So TW for Twitter, LI for LinkedIn, FB for Facebook. And it’s all going to fill in the campaign name CMS. And that’s just a placeholder. You could change that, but it’s as good as anything else.
These are all on the properties page. When we get below that, Content Agent, that’s a whole other thing we need to talk about. That’s an entire app by itself. But let’s touch on Explorer while we’re here as something you can use, you may want to use from time to time. Of those options which I just went through, Explorer is the one you may actually touch more than the others. And so this shows like on our PC or a Mac or a Linux machine, this shows a file hierarchy, just like it was a disk drive. It’s not really, of course. And this shows some things here which you’re probably not going to make any sense at all. And that’s okay. As we dive into the actual structure of a persona, the persona description itself, I walk through each of these folders, what they’re doing, what they actually mean. The structure of it, again, is just an explorer view, like you’d find on a PC. There’s a name, there’s an icon that shows that it’s a folder or a document. This workflow icon is a trident, you’ll remember from our Kanban boards. It means the same thing. And then there’s some other things here you can do, like edit, delete, copy, move to. I think you probably figure those out. Workflow rule is how you make one of those or replace one of those.
And that’s enough about that. Right now, I just wanted to provide an introduction to what this page is about, what this actually means in the context of this menu right here. The rest of this detail, you can wait on that. You do not need to know that to start out.”
