Prove what advocacy contributes compared with corporate channel posts by comparing advocate Stories and corporate content like-for-like. Put both under the same Campaign to show, every quarter, how much extra reach, engagement, and impact advocacy generates.
Prerequisites
- Access to the Social BI module
- Ability to create Campaigns and associate advocate Stories with Campaigns
- Admin access or equivalent permissions in Advocacy
How It Works
When advocate Stories and corporate posts share a Campaign and consistent Tags, Social BI can compare them side by side. You get a clear, repeatable answer to the question: "What did advocacy add on top of our brand channels?"
Set Up a Shared Campaign
Use the same Campaign for the corporate content and the advocacy content that supports it.
- Create your corporate posts under a single Campaign (for example, Brand Employee Office Interviews 2026 Q1).
- Create the advocate Stories that amplify the same initiative (for example, five Stories for advocates to reshare).
- Associate those Stories with the same Campaign (Brand Employee Office Interviews 2026 Q1).
- Keep the same Tags as the corporate posts, or add extra ones for finer analysis.
Compare Performance in Social BI
In Social BI, filter to the shared Campaign and compare advocacy Stories against corporate posts across the metrics that matter:
| Metric | What it shows | Why it matters |
|---|---|---|
| Reach | How far each channel traveled | Advocacy typically multiplies brand-channel reach |
| Engagements | Likes, comments, shares | Signals resonance and conversation |
| Link clicks | Traffic driven to your site | The clearest demand and pipeline signal |
Repeat Every Quarter
Run the same comparison each quarter under that quarter's Campaign. Consistency turns one data point into a trend you can act on.
Start by creating a custom Dashboard and organizing multiple reports on it for visual representation.
Set Up the Dashboard
- Navigate to the Social BI module.
- Click Dashboards.
- Select New Dashboard > Custom > Next.
- Give your dashboard a name for one Campaign (for example,
2026_Q1_AISummit Dashboard). If you use a generic name like All Events, you can still filter later by a specific Campaign manually. - Select Add Dashboard.
- Select Add Widget > Custom Report.
Set Up the Reports
- Select Posts as a source, then Next.
- Select the chart type Donut (or Column Bar if preferred).
- Set Group by: Channel.
- Set Metrics: Impressions (or another metric).
- Optionally filter by Campaign (choose your campaign, for example,
2026_Q1_AISummit) or filter manually later in the Dashboard. - Add a title to your report or use the AI button to generate one automatically.
- Click Save.
- Repeat the process to create multiple reports, changing metrics (Engagements, Link Clicks, Conversion, Reach, or others). When a Donut report is displayed in the dashboard, hover over the bottom-right corner of each report to resize it.
[Screenshot: Social BI custom dashboard showing multiple donut or bar chart widgets comparing advocacy and corporate channel metrics for a shared Campaign]
Set Up Recurring Export
- Click the three dots (...) in the top-right corner and select Export.
- Set preferences for date range and format, then click Recurring.
- Set preferences, cadence, and the email address for the report, then Save.
The report is sent on the schedule you set.
Share a Dashboard Link
- Click the three dots (...) in the top-right corner and select Create Shared Link.
- Set preferences for date range and security, then click Create Link.
The link is copied and ready to share with colleagues or senior management.
Build Your Annual Success Formula
By year-end, quarter-by-quarter comparisons reveal a pattern. Look for:
- Which quarters drove the most engagement or the most website traffic.
- What stood out in the strongest quarter: a particular speaker, region, content type, communication style, or seasonal moment.
Whatever made the best quarter work becomes your success formula: a repeatable recipe to plan against next year.