From Social Media (LinkedIn, Twitter, Facebook) to Datatel

Twitter / Facebook / LinkedIn / Putting it all together

This guide aims to walk you through the process of updating information in our database based
on social media interactions.
This procedure should be used at least once a week, and will require using a spreadsheet
titled SM to Datatel.xlsx found on the server at T:University Advancement/Alumni/Alumni Office/Social media/NewFollowers.xlsx
*Note that conversations (such as in private or direct messages) should be added to CASM in the
name of the staff member engaged in that conversation.*

Twitter

Go to https://twitter.com/LaurentianAlum
Login: LaurentianAlum
Password: Laurentian2012
Click on Followers
Refer to the spreadsheet to see which user
was last looked up, start after that name.
Click that user to bring up a
Profile Preview
Click the persons name to go to their full
profile.
Continued on next page

What to look for on

LinkedIn, Twitter
and Facebook?

Phone numbers
Email addresses
Home and/or work address
City in which they reside
Current occupation
Graduation year

Twitter: Continued

For each new follower, copy their profile link, name, and bio to PREM in the database. Twitter
handles go in ODEM.

Facebook procedures on next page

Facebook
Facebook is a little tricky since what we have access to depends a lot on the users privacy
settings.
1 and 2: After logging in to Facebook using your account (students doing this task will need to
be managers on the Laurentian University Alumni Association page), select the Laurentian
University Alumni Association page.

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3. Head to the Likes notification area.

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4. Click See more likes. (note that this is not a complete list of users who like our page.)
Go back as far as the last time this procedure was done.

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Continued on next page

5. Click on a users name.

6. Copy the users profile link into ODEM.

7. If the user allows us to view any information in their About section, copy that to the database as well.

LinkedIn procedures on next page

LinkedIn
Sign in using the Laurentian Alumni profile. (Login: alumni@laurentian.ca Password: laurentian2012)
1. Check for new connections
2. Add anyone pending approval.
3. Visit the new connections profile.

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On the new connections profile page, copy the persons occupation and location to the database.
Then click on Contact Info. The information here will vary based on what the
person chose to share, but should always include a LinkedIn URL
address, copy that and all methods of contact listed (phone, email, address, etc.)

Once that is done for all new connection requests...

4. Hover over the Network menu, click on Contacts,
5. Which brings you to another page, sort contacts by New
6. If you see a new connection, not on the spreadsheet, click the name which will open a
profile preview.
7. Click view full profile.
8. Copy all relevant information to the spreadsheet as in previous steps.

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Followers + Likes = LinkedIn research

After getting all the information from new LinkedIn connections, time to do the same for those
new Facebook likes and Twitter followers.
Go to the Laurentian University LinkedIn Page with these steps.

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Once you get to the search page, start looking up those new Facebook and Twitter followers.
You may get multiple results and will need to use information from the other profiles to make
a positive match.
Once a match is established., copy all relevant information to the database where appropriate.

Putting it all together

Once youve mined all the data you could from social media profiles, time to use all that
information to update the database.
Using Datatel, search for every new name in the Followers spreadsheet.
o It can be a challenge matching the new Twitter/Facebook/LinkedIn follower to a Datatel entry.
Look at the persons bio, any links they have, graduation year, degree, last known address, etc.
can yield clues to help determine the correct person. Looking at previous posts when possible
can help as well.
Once a match is found, update home and business information as needed, including any
email addresses.
The persons social media links and handles need to be saved using the ODEM feature in
Datatel. To get there, follow these steps.

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1. Access the NAE search feature. If you have someones record pulled up in
PAVI, simply type NAE in the top left, hit enter and youll be there. Next,
click additional info.

2. Click on ODEM. (BIO will let you access phone, address etc.)

3. Select the proper Social Media Network from the drop down menu.
Copy the links to the appropriate profile.

When discrepancies appear, ask for updated information using the template below.
Depending on whats available, send that update request (in order of preference) by email,
LinkedIn private message or twitter message from @LaurentianAlum account.
Avoid using Facebook for private messages since they require going through your private account.
Information request template
Subject line: Reconnecting with Laurentian Below is the information we currently have on
Email body:
file:
(insert address fields)
Hello (name),
(insert phone number)
(insert email address)
Our records show that we do not have a current address, email or phone number on
Could you please provide us with an updated
file for you. Without your address or email we address, phone number and email?
are unable to send you invitations to alumni
You can respond to this private inbox message
events and reunions in your area, discount
or email us at alumni@laurentian.ca.
offers with alumni affinity partners and local
merchants, and the latest news about Lauren- Thank you,
tian University.
(your name)