Step 1: Setup your first property = brand
Specify Publication Name (e.g. The Times): In the signup form, enter the title of the publication for which you'll be using your Echobox property. Once created, you can add more properties without using the signup link.
Use Individual Work Emails: When setting up, use your individual work email address (not a shared team account) to facilitate adding additional users later.
Individual email addresses are always better than shared accounts, as this enables easier tracking within the platform.
Important: Echobox requires that each Property represent a single top-level domain (TLD). This means that a Property can only be associated with one TLD and cannot include multiple TLDs. However, subdomains under the same TLD can be grouped together within the same Property on Echobox. Essentially, one Property = one domain (TLD), but multiple subdomains within that domain can share the same Property.
You can now add additional properties if required by clicking on the dropdown in the top left hand corner and selecting “Create New Property”, or you can set up one after the other.
Once you have created your first property, you will see the following on the left hand side of your screen:
Step 2: Add team members
You can add additional team members in this step. You can also skip it, if no additional users are required for now and you can always add them in later.
Use Individual Work Emails: When setting up, use your individual work email address (not a shared team account) to facilitate adding additional users later.
Individual email addresses are always better than shared accounts, as this enables easier tracking within the platform.
You can add additional team members in this step. You can also skip it, if no additional users are required for now and you can always add them in later.
Use Individual Work Emails: When setting up, use your individual work email address (not a shared team account) to facilitate adding additional users later.
Individual email addresses are always better than shared accounts, as this enables easier tracking within the platform.
There are 2 roles to choose from:
Administrators
- Administrators have full access to all Echobox features including all settings and all social pages that are connected to a Property.
- Administrators can also freely edit the Team settings so they can remove administrator permissions from other users and even remove them.
Editors
- Editor users have access to all features on the Home page and the Analytics page but they don't have access to the Autofeed page or the Settings and they cannot export a CSV file from the Analytics page. Editors are able to amend their full name, email address and password settings under 'My details'.
- Editor access can be limited to one or multiple social pages in the Team settings.
Step 3: Connect your social pages
Echobox currently supports:
- X
- Bluesky
- Threads
- TikTok
- WhatsApp Channels
In order to connect any page you need to have full admin rights for the page.
Social pages can only be added into a single Property on Echobox Social if they post content mostly to the Top Level Domain (TLD) of said Property. For instance, if 2 social pages post content to 2 separate TLDs, then each social page needs to be added to a separate Property on Echobox Social, with each Property linked to said TLD.
Step 4: Connect your content feeds
Echobox can support both RSS feed or sitemaps.
Echobox only reads the first 3000 articles on a sitemap. Only articles added after the sitemap has been connected to Echobox will show in the Home Feed. While sitemaps can have a title, image and publish field, they commonly don't, and so we normally don't get to use any of the RSS data sources. Sitemaps cannot have a description field.
For these reasons, we recommend RSS feeds over sitemaps. However, there are many clients who use Echobox with sitemaps and do not experience any issues at all.
More information on feeds can be found here.
Step 5: Install the Echobox Web Tag
Echobox gains powerful insights from your pageviews so that we can help you maximize your performance. The Echobox Web Tag is a Javascript snippet that you install on your website. Once installed, it will send anonymized pageviews to Echobox in real-time so that Echobox can understand your audience and optimize its decision-making.
What data does Echobox track?
The Echobox Web Tag only captures the page URL, the previously loaded page (the referrer), and the associated timezone each time a web page is loaded.
- Location: "https://login.echobox.com",
- Referrer: "https://www.echobox.com",
- Timezone: “Europe/London”
We have specifically chosen to track in this way to ensure that we are not capturing any personally identifiable information about any visitor, as this data is not required for Echobox to be effective.
Can I use a tag or asset manager to install the Web Tag?
All components of the Echobox Web Tag are fully cached via Cloudflare, and we monitor performance closely, so any additional caching can introduce unexpected side effects. Tag and asset managers are also more likely to be blocked on users' browsers. Due to this, we recommend installing the web tag directly where possible. Tag and asset managers are supported if needed but please inform your Customer Success rep or our Echobox Support team.
You can find more information on the Echobox Web Tag here.
Once the Web Tag has been installed and you click “next”, you will be asked to insert any URL from your website to run the test.
If we are recognising the Web Tag, you’ll now be able to review your setup, followed by hitting “submit” in the top right hand corner of the screen.
If we are not recognising the Web Tag or you have installed it via Tag Manager, please reach out to your Customer Success Representative.
Once submitted successfully, it will take between 24 and 48 hours for the property to be set up from Echobox’ end and our data science team . Your Customer Success Manager will reach out to plan the next steps of your onboarding process.