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Getting Started in CoverageBook
Getting Started in CoverageBook

getting started, demo, onboarding, how to, guidebook

Laura avatar
Written by Laura
Updated over a week ago

If you are new to CoverageBook, this onboarding guide should help you get up and running.

This 1 minute video shows adding coverage and slides to get visuals and metrics in a report ready to share as a live link or PDF.

Now it's time to try it for yourself.

Either sign up for a free trial or log into your team's existing plan and have a look around. We've included a getting started guidebook which will help you to create your first report!

Here are some steps you might want to complete to get a feel for how CoverageBook works.

Add coverage

One of the first things to do when you log into CoverageBook is to create a new book and add some online coverage. Here’s how.

Understand the metrics

Once you have added coverage, you’ll see that we have automatically grabbed a screenshot of your coverage and pulled some key metrics.

Invite your team in

Get your team onboard by inviting them into your account - it’s easy to invite others on - here’s how.

Customise your reports

Our reports are designed to be able to throw coverage in and send as they are. However, there are a whole host of options for you to customise your report if you wish:

  • There are a lot of features to make your report visually on brand: Here's how.

  • With over 50 metrics available from us, and the ability to add your own- you’ll want to display only the relevant ones for you: Here's how.

  • To help your reader navigate your report - you can create sections. Here’s how.

  • You can also use custom slides to add additional information. You might want to add campaign objectives, supporting images, or additional reports. Here’s how.

Once you have a reporting looking on brand - you can ensure consistency and save time by using this as a template for subsequent reports. Here’s how.

If you are stuck at any time - email [email protected] and we'll help you out.

We also run regular webinars, specifically for new users - you can sign up for the next one here.

Further video guides and webinars are available from the links below:

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