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Manage Social Media Posts

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Overview

If you use social media in your portal, you can you build, mix, and promote business engagement, conversation, and supplier- and partner-generated social content. Social content comes in many forms (audio, text, video, images, etc.). This content informs and entertains the people who consume it. Suppliers create social content for you that is co-branded with your social accounts, which allows you to push social content to your connections and followers.

In this article, we explain all the tasks associated with managing your social media posts with in your portal, including approving posts, scheduling and activating posts, managing your post library, and exporting recent activity data.

Before You Begin

Before you begin using social media, you should be familiar with the platforms that are supported, how to set up your Social Media Settings, and how to optimize the impact of your posts. See About Social Media to learn more.

Contents

Click + to expand each section.

Content Guidelines for Social Posts

Follow these guidelines when managing social posts in your partner portal

Supported Platforms Facebook, X, LinkedIn
Character Limits Facebook - 60000
X - 280
LinkedIn - 3000
Accepted Image Filetypes JPG, PNG
Image Limits Facebook - 30MB
X - 5MB
LinkedIn - 8MB
Make sure images follow the latest social media image size best practices for each platform. When in doubt, keep images at either a 1:1 or 2:1 ratio, e.g. 1200x1200px or 1200x628px
Accepted Video Filetypes MP4, WMV, MOV
Video Limits X - 140sec
Platform file size limit - 250MB
Content Restrictions
  • Maximum of 4 images per multi-image post
  • Image and video not permitted in a single post
  • Social handles (e.g. @lent) are only supported in X posts
  • Hashtags and merge fields should be typed manually - don't copy and paste
  • Add URLs to 3rd party video content (such as YouTube or Vimeo) in the post body/content
  • & and \ aren't permitted in LinkedIn URLs
Other Guidelines The platform automatically shortens all URLs to 20 characters

Manage Upcoming Posts

Note

All dates and times referenced in this view are based on the timezone set via portal_settings_icon.png > Settings > Company Profile (Administrator has access to this area).

In the Upcoming Posts page, you can view all the posts that have a scheduled date. For more information, see Browsing Upcoming Social Posts. You can carry out some tasks before they're sent:

How to Post an Upcoming Social Media Post Now

  1. Navigate to Social Media > Upcoming Posts. You can view all the posts that are available for publishing to your social media accounts. If you know the name of the post, you can search for it. Use the filters on the left to limit the display.  
  2. Once you’ve chosen which post to send, click the Edit Post icon icon_edit.png. You can customize the post content - for more information, see the How to Edit Upcoming Posts section of this article.
  3. Under Scheduling, click Post Now.
  4. Click Save. You will receive a confirmation once the post is sent.

portal_social_media_v2_upcoming_post_now.png

How to Approve or Delete Upcoming Social Media Posts

  1. Navigate to Social Media > Upcoming Posts. You can view all the posts that are available for publishing to your social media accounts. If you know the name of the post, you can search for it. Use the filters on the left to limit the display. 
  2. Choose the posts to approve or delete by clicking the checkbox next to each post.

  3. Click the Approve Selected or Delete Selected button, depending on what action you’d like to take.

    SM_Bulk_Final_Screenshot.png

How to Edit Upcoming Social Media Posts

Note

Suppliers may set restrictions on the personalization of some posts, however, you will always be able to change the scheduled date/time.

  1. Navigate to Social Media > Upcoming Posts. You can view all the posts that are available for publishing to your social media accounts. If you know the name of the post, you can search for it. Use the filters on the left to limit the display. 
  2. Click the Edit Post icon icon_edit.png next to the post you want to edit.

  3. Edit the post’s content.

    1. Select the social media platforms to which to post this content. The icon appears on the display beside the upcoming post.
    2. Edit the post’s content. Follow the guidelines for post content summarized in the Content Guidelines for Social Posts section of this article.
    3. Edit or upload your own images or video. You may also paste a hosted URL of your images or video. Follow the best practices and sizing notes for images and videos summarized in the Content Guidelines for Social Posts section of this article.

    4. Specify whether to use a social form. If enabled, this will require anyone who clicks on the post to fill out their contact details before proceeding to the content being promoted. Using a social form is a way for you to gather contact data from your followers. 

      Your supplier may require that all their social posts use a social form. If they've set this up, the Use Social Form option is not visible in the post. You will need to have personalized your social form - if you haven't, you won't able to activate/use social posts from them. You'll see the message To use this post you'll need to personalize your social contact form in the post.

      portal_activate_social_post_social_form_personalIzation_required.png

      Learn how to personalize your social form in the Personalize Social Forms section of this article.

    5. Set the scheduling for the post:
      • Auto-Schedule - A time to publish your post is automatically selected for maximum impact. For information, see the Auto-Scheduling Posts section of this article.
      • Select Date and Time - You choose your own date and time.
      • Post Now - Publishes your content immediately, when you click Save.

    You can send or remove any post immediately.

Activate Social Media Library Posts

Note

The Library Posts page contains supplier-provided posts that are available for you to use. These posts typically don't reference any specific event or timeframe, so they can be published at any time.

  1. Navigate to Social Media > Library Posts. You can view all the posts that are available for publishing to your social media accounts. If you know the name of the post, you can search for it. Use the filters on the left to limit the display. 
  2. Click the Activate icon + next to the post you'd like to activate. The icon is deactivated if you haven't got a connected social account (shared/company or personal) yet. 
  3. Complete the Activate Social Post settings (if your supplier has given you permission to personalize their posts).
    1. [Optional] Edit the social media platforms where you'd like to publish your post.
    2. [Optional] Edit the main text of your post. Follow the guidelines for post content summarized in the Content Guidelines for Social Posts section of this article. 
    3. [Optional] Edit or upload your own images or video. You may also paste a hosted URL of your images or video. Follow the best practices and sizing notes for images and videos summarized in the Content Guidelines for Social Posts section of this article.

    4. [Optional] Specify if recipients must fill out a social form before they view your promoted content. There are two possible options:

      • The Use Social Form choice is available. The default setting is No. 

      • Your supplier may require that all their social posts use a social form. If they've set this up, the Use Social Form option is not visible in the post. You will need to have personalized your social form - if you haven't, you won't able to activate/use social posts from them. You'll see the message To use this post you'll need to personalize your social contact form in the post.

        portal_activate_social_post_social_form_personalIzation_required.png

      Learn how to personalize your social form in the Personalize Social Forms section of this article.

    5. Set the scheduling for the post:
      • Auto-Schedule - A time to publish your post is automatically selected for maximum impact. For more information, see the Auto-Scheduling Posts section of this article.
      • Select Date and Time - You choose your own date and time.
      • Post Now - Publishes your content immediately, when you click Approve.
  4. Click Approve. The post is sent immediately, or added to the Upcoming Posts page, depending on the date and time set.

Activate_Library_Post.gif

Activate Campaigns with Social Posts

Note

Campaign Social Posts cannot currently be sent via social media accounts at the Personal level. You must link a Company level social media account via the Social Settings in order to leverage Campaign social posts. For more information, see Connecting Social Media Accounts.

Suppliers may choose to package certain social posts within a product/solution/event-focused marketing campaign. These social posts are intended to be used in a multi-channel approach alongside emails, landing pages, reference materials, and more.

To find campaigns that contain social posts, follow the steps below:

  1. Navigate to Campaigns > Browse Campaigns.
  2. One the left-hand sidebar, under Activity Type, select Social Media.
  3. You will see a list of campaigns that contain campaign-specific social media posts.
  4. Once the campaign is activated, you can personalize the posts within the campaign.

For more information, see Activate Campaigns and Manage Campaigns.

Note

If you subsequently archive the campaign, all mailings scheduled for the future are canceled and all workflows associated with the campaign are deactivated. You will need to re-schedule mailings and workflows to reactivate them. 

Any scheduled social posts in the campaign will not be canceled. They need to be unscheduled manually.

Auto-Scheduling Posts

If you select to auto-schedule your social post, it will publish according to the schedule below. Times are based on the timezone configured in your portal Company Profile.

Monday 9:00 - 9:30 AM 1:00 - 1:30 PM 2:00 - 2:30 PM
Tuesday 9:00 - 9:30 AM 1:00 - 1:30 PM 2:00 - 2:30 PM
Wednesday 9:00 - 9:30 AM 1:00 - 1:30 PM 2:00 - 2:30 PM
Thursday 9:00 - 9:30 AM 1:00 - 1:30 PM 2:00 - 2:30 PM
Friday 9:00 - 9:30 AM 1:00 - 1:30 PM 2:00 - 2:30 PM
Saturday   12:00 - 12:30 PM 1:00 - 1:30 PM
Sunday   12:00 - 12:30 PM 1:00 - 1:30 PM

Re-post a Social Media Post

If you have had a successful post, you may want to re-activate it. We store your past posts in Social Media > Post History.

  1. From Social Media > Post History, locate the social post you want to re-post. If you know the name of the post, you can search for it. Use the filters on the left to limit the display. 
  2. Click the Re-post icon share_icon.png next to the post you'd like to re-post.
  3. Complete the Re-post Social Post settings.
    1. [Optional] Edit the social media platforms where you'd like to publish your post.
    2. [Optional] Edit the main text of your post. Follow the guidelines for post content summarized in the Content Guidelines for Social Posts section of this article. 
    3. [Optional] Edit or upload your own images or video. You may also paste a hosted URL of your images or video. Follow the best practices and sizing notes for images and videos summarized in the Content Guidelines for Social Posts section of this article.

    4. [Optional] Specify if recipients must fill out a social form before they view your promoted content. There are two possible options:

      • The Use Social Form choice is available. The default setting is No. 

      • Your supplier may require that all their social posts use a social form. If they've set this up, the Use Social Form option is not visible in the post. You will need to have personalized your social form - if you haven't, you won't able to activate/use social posts from them. You'll see the message To use this post you'll need to personalize your social contact form in the post.

        portal_activate_social_post_social_form_personalIzation_required.png

      Learn how to personalize your social form in the Personalize Social Forms section of this article.

  4. Set the scheduling for the post:
    • Auto-Schedule - A time to publish your post is automatically selected for maximum impact. For more information, see the Auto-Scheduling Posts section of this article.
    • Select Date and Time - You choose your own date and time.
    • Post Now - Publishes your content immediately, when you click Approve.
  • Click Approve. The post is sent immediately or added to the Upcoming Posts page, depending on the date and time set.

Personalize Social Forms

If your supplier has provided the option, you can include a social form on social posts that contain high-value content that you’d like to gate. This form requires anyone trying to engage with your social media posts to provide basic information about themselves before accessing your content.

Your supplier may require that all their social posts use a social form. If so, you don't have the option to choose whether to include it. 

The social form can be personalized to meet your needs and brand standards. This is a required action if you want to use the form (or if your supplier mandates it).  if you haven't, you won't able to activate/use social posts from your supplier. You'll see the message To use this post you'll need to personalize your social contact form in the post.

portal_activate_social_post_social_form_personalIzation_required.png

To personalize a social form, navigate to your Social Form page.

What you can do depends on the form that's been provided by your supplier:

Note

If you’re eligible for a new version of the social form, you’ll see a message when you navigate to your Social Form page - you can choose to use it or keep your existing form:

portal_social_media_social_post_new_version.png

Customized form - this will differ by supplier, but an example is shown below:

  • Edit the content of any blocks in the form (note that your supplier might lock areas they don’t want you to edit - you'll see a message if so)

    portal_content_locked.png

  • Upload/update your logo (note that your supplier may have included a placeholder in the form, so that your logo is pre-populated when you access the form).
  • Update the layout of the contact details form, and the fields / labels it includes.
  • Customize the CTA button that will take the prospect to the content when they've completed their details

For information on the editing options available to you here, see Content/Formatting/Display Options for Marketing Content.

The Custom Social Form Editor is powered by Beefree - see here for some useful information resources:

Best Practice

To comply with GDPR regulations, you may need to include consent controls in the social form. Here are some suggestions:

  • To include a checkbox for recipients to confirm that they've read your policy:
    1. Add a suitable field to the form, and click Edit for it in the Form Properties panel
    2. Make it Type = Single Choice
    3. Give it one possible one value (e.g. Yes)
    4. Label it with the request you want to make to recipients
    5. Make it required in the form
  • To add a link to your privacy policy, use the icon_link_image.png option in a paragraph.

admin_social_form_consent_controls.png 

Legacy form

portal_social_media_social_form.png

  • Edit any text inside the dotted lines as required.
  • Select any of the social media options and add your URL so recipients can easily access your social media resources.
  • Preview the form in a smartphone, tablet, and desktop sizes, or in pixels size using the Width drop-down option.
  • Publish changes to the form.
  • Scroll down for additional personalization options, such as:
    • Logo - You can add a logo image and resize it.
    • Social media outlets - Show social media icons to encourage engagement.
    • Social media URLs - Add links to your company’s social media accounts, your website URL, and your company email address.
    • Select a background for the form by using either the provided options or uploading one of your own.
    • Select a background for the form by using the provided options or uploading one of your own.
    • Customize the text that appears in the Your Email and Your Name fields in the social form.
    • Add a Call To Action (CTA) button to the email.

Assign a Social Media Lead to a Sales Rep

You can assign a lead generated from social media activity to one your designated Sales Reps.

  1. Navigate to Social Media > Social Analysis.
  2. Go to the Leads tab.
  3. Select the lead you want to assign to a sales rep. Click Assign.
  4. From the drop-down list, select the sales rep to assign to this lead.
  5. Click Assign.

Export Data from Social Media Recent Activity

The Recent Activity for social media gives you insight into the companies and contacts who engage with your social posts. This valuable data can be exported into a CSV file for use in other applications.

To export recent activity data, follow these steps:

  1. Navigate to Social Media > Social Analysis.
  2. Go to the Recent Activity tab.
  3. Search for a specific contact or company.
  4. Export the activity data to a CSV file. Choose Export All to export all available records.

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