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Getting Started in CoverageBook
Getting Started in CoverageBook

getting started, demo, onboarding

Laura avatar
Written by Laura
Updated this week

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

This video is under 2 minutes and will give you a good tour of what you can do:

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.

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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