To make the most of Oktopost Marketing Intelligence, you need to track competitors effectively. Adding at least one competitor is essential before seeing any actionable data. This article guides you on how to add companies, use tracking units, and manage your competitive data efficiently.
Adding a Competitor
Before you can access any data, ensure you have at least one competitor added to your account. This step is crucial to provide a baseline for comparison and insights.
- Suggested Companies: Suggested based on your company size and industry. This helps to identify relevant competitors quickly.
- Tracking Units: Adding a company requires spending tracking units. The cost is determined by the size of the company. Your current usage is displayed at the top of the page.
How to Add a Company
- Click the Add a Company button on the Overview page, or navigate to Settings > Companies > New Company.
- Use the search bar to find a company or select from the suggestions.
- Click Add Company.
- Repeat these steps to add more companies as needed.
Requesting a Company
If you don’t find the company you are looking for, request its addition:
- Click Request Company.
- Enter the Company Name and the Company's Website.
- Click Submit.
Managing Tracking Units
Tracking units are essential for keeping tabs on competitors. The number of units spent depends on the size of the company added. Always monitor your usage to ensure you have enough units for additional companies.
Removing a Company
When a company is removed, all associated data, including emails, is permanently deleted. However, you can add the company again if needed.
For detailed management of your companies and tracking usage, visit the Managing Your Settings in Marketing Intelligence guide.