Start here
Setting up a brand
Setup has six steps. A summary on the right keeps track of your choices, and the weekly sampling card shows how many answers your prompts will use. Only Owners and Admins can add brands.
To add another brand later, choose Add brand on This week or Portfolio, or from the switcher at the top of the sidebar. It starts at step 3.
1. What are you tracking?
Choose My own brand (picked to start with) or My clients’ brands. This only sets where you land when setup is done: your brand’s Overview, or This week across all your brands. Either way you can track as many brands as you like.
2. Your workspace
Name your workspace, usually your company’s name. Your team sees it in the sidebar. If you already have a workspace, this step shows it and moves on.
3. The brand
Enter the brand’s website, such as example.com, and choose Detect. Ocita reads the homepage and fills in:
- Brand name: the name buyers use. Edit it if it’s wrong.
- Aliases: the name and domain count as the brand when answers are scored. You can add more later. See Competitors and aliases.
- Category: a few words such as “payroll software”. Prompts are drafted from it.
- Products and services
Then set the Run location: the country the engines answer from (United States, Canada or the United Kingdom, in English), plus a city if the brand is local. You can change it, and choose from more countries and languages, in Brand settings later. See Brands.
Sells in and Billing country record where the brand sells and where it’s billed. They don’t change what’s measured, and you can change them later in Brand settings.
When detection doesn’t work
- We couldn’t reach the site: check the spelling, or choose Enter by hand and fill in the details yourself.
- We couldn’t tell the category: describe it in a few words. Prompts are drafted from it, so be specific.
Detection and suggestions are limited to 20 an hour for each person.
4. Competitors
Ocita suggests five competitors from the answers it sees for this category. Uncheck any that don’t fit, and add others by domain. Each competitor’s name and domain become its first aliases. A brand can track up to 8 competitors.
5. Prompts
You get about 25 suggested prompts across up to 10 topics, grouped by funnel stage: Awareness, Consideration and Decision. Twenty start checked, which is enough for a Stable range later. Two controls choose which ones:
- Emphasis: Research leans toward awareness questions, Compare toward consideration, and Take action toward decision.
- Branded share: 10%, 20% or 30%, the most prompts that may name the brand. Branded prompts nearly always mention you, so they flatter your numbers.
Near-duplicates are flagged and start unchecked. Check or uncheck any prompt by hand. The bar above the list shows the funnel mix and how many are branded. Choosing prompts explains what makes a good set.
6. First check
Choose Run first check. The button shows how many answers it will use: each checked prompt, 3 times, on each engine. Progress bars show each engine’s answers as they arrive, usually over an hour or two. You can leave, and the results will be waiting.
The first check is always Directional. A brand added this week starts its full weekly runs next week. If the check can’t start, because the trial has ended, runs are paused or there aren’t enough answers left, the brand is still added and you’ll see why. See Troubleshooting.
Save and exit
Save and exit keeps your progress. The sidebar then shows Finish setting up, or Finish adding and the brand’s name, to pick up where you left off. A saved setup never resumes past the prompts step.