What are groups? Groups are a function in CUBrandMonitor that let you group your branches into custom combinations. This allows you the ability to report and pull data on 2+ locations of your choice.
Why use groups?: A regional manager might only want to see the data for the branches that fall into their territory, and not every branch location. Your boss wants to see comparisons between how two areas, with different branch models, are performing. You can assign certain branches to different groups.
Where do I start?
In CUBrandMonitor, navigate to the upper right hand corner of the page and click My Account.
Next, on the left hand side, choose Manage Groups.
On this page, you are able to do the following:
- Create new groups
- Access LBV (Local Brand Visibility) reports for each group
- Delete groups
- Modify which branch locations are in which group
- Change group names
Create A Group
To create a group, click on the button at the top of the groups table. The only thing you need to do in this step is name your group, then hit Save.
Add Locations To Group
Now, all you need to do is decide which branches go in which group. To do this, click on the “map dot” icon – the middle item in the set of icons at the end of the new group’s row.
Tick the boxes next to the branches you’d like included in the group. You can search for branches using the box labeled ‘Filter locations’.
When you’re done, just hit Save.
Add Or Remove Group Branch Locations
If you click on the map dot icon again, you’ll be able to add or remove locations from that group. When you click to edit, the screen opens showing you your selected branches. To see all the branches, or just the non-selected “available” branches, click on the dropdown box above the search field and choose an option. Adding or removing a branch is as simple as ticking or unticking the checkbox next to a name.
Group Reporting
Local Brand Visibility reports, or LBV Reports, are available for each group you create. On the Manage Groups tab where we began, you’ll see that LBV Report is listed on each group’s row in the table. an overview of the content found about your location or group of locations.
These reports give you a better idea of what people are saying about your brand at the local level and how that benchmarks with local competitors. Click the link and you’ll open a window with your report.
LBV Reports include:
- Total review performance for the last 30 days and for all time
- Top review sites and your total reviews and average rating over time
- Number of reviews and highlighted negative and positive reviews by branch location
- A roundup of the sites and sources where conversations and interactions with and about your credit union’s brand happen
- Comparison of your rating with those of your set of competitors
