Manage Social Media Posts

Overview

Using social media through ZiftONE lets 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 ZiftONE, 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 in ZiftONE, you should be familiar with the different platforms ZiftONE supports, 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 ZiftONE:

Supported Platforms

Facebook, Twitter, LinkedIn, WeChat

Note

From November 2023 onwards, WeChat support is being deprecated. You can still use existing accounts and posts but there is no option to link new accounts or create new posts.

Character Limits Facebook - 60000
Twitter - 280
LinkedIn - 3000
WeChat - 600
Accepted Image Filetypes JPG, PNG
Image Limits Facebook - 30MB
Twitter - 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 Facebook, Twitter, LinkedIn - MP4, WMV, MOV
WeChat - RM, RMVB, WMV, AVI, MPG, MP4
Video Limits Twitter - 140sec
WeChat - 20min
ZiftONE file size limit - 250MB
Content Restrictions Maximum of 4 images per multi-image post (Facebook, Twitter, LinkedIn only)
Image and video not permitted in a single post
Emojis aren't supported
Social handles (e.g. @zift) are only supported in Twitter 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
Guidelines for WeChat posts

Posts must include a Post Title (31-64 characters) 
Content must be uploaded to WeChat servers and linked from the post with the Post Url field
Posts will be of type Article Broadcast Message
WeChat does not support links out from posts, so you will not be able to use social forms.
WeChat Users can publish WeChat's broadcast allotment of one broadcast message per day for a subscription account and four messages per month for a service account. Any additional posts will appear in Post History with an error message.

Note

From November 2023 onwards, WeChat support is being deprecated. You can still use existing accounts and posts but there is no option to link new accounts or create new posts.

Other Guidelines The Zift platform automatically shortens all URLs to 20 characters

Manage Upcoming Posts

Notes

  • All dates and times referenced in this view are based on the timezone set via Settings > Company Profile.

  • WeChat Users can publish WeChat's broadcast allotment of one broadcast message per day for a subscription account and four messages per month for a service account. Any additional posts will appear in Post History with an error message.

Important

From November 2023 onwards, WeChat support is being deprecated. You can still use existing accounts and posts but there is no option to link new accounts or create new posts.

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 to be published to your social media accounts. If you know the name of the post, you can search for the post. Use the filters on the left to limit the display.  
  2. Once you’ve chosen which post to send, click the Edit Post icon. You can customize the post content.
  3. Under Scheduling, click Post Now.
  4. Click Save. You will receive a confirmation once the post is sent.

How to Approve or Delete Upcoming Social Media Posts in Bulk

  1. Navigate to Social Media > Upcoming Posts. You can view all the posts that are available to be published on your social media accounts. If you know the name of the post, you can search for the post. 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.

Note

From November 2023 onwards, WeChat support is being deprecated. You can still use existing accounts and posts but there is no option to link new accounts or create new posts.

  1. Navigate to Social Media > Upcoming Posts. You can view all the posts that are available to be published to your social media accounts. If you know the name of the post, you can search for the post. Use the filters on the left to limit the display. 
  2. Click the Edit Post icon next to the post you want to edit.
  3. Edit the post’s content.
    1. Select which social media platforms to post this content to. 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. 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. Learn how to personalize your social form in the Personalize Social Forms section below.
    5. Set the scheduling for the post:
      • Auto-Schedule - ZiftONE will automatically select a time to publish your post 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.
    6. If editing a WeChat post, you have access to these additional fields:
      • WeChat Group - From the drop-down list, select the group for this account. These groups are created in WeChat and allow users to send targeted messages. If a group is not set, unclassified will show.
      • Post Title - Add a title that does not exceed 64 bytes.
      • WeChat Post URL

        WeChat requires that all linked resources be hosted on their servers. To use this setting:

        • Upload the target content to WeChat
        • Copy the generated link from WeChat
        • Paste the link in this field

    You can send or remove any post immediately.

Activate Social Media Library Posts

Note

WeChat Users can publish WeChat's broadcast allotment of one broadcast message per day for a subscription account and four messages per month for a service account. Any additional posts will appear in Post History with an error message.

Note

From November 2023 onwards, WeChat support is being deprecated. You can still use existing accounts and posts but there is no option to link new accounts or create new posts.

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

  1. Navigate to Social Media > Library Posts. You can view all the posts that are available to be published to your social media accounts. If you know the name of the post, you can search for the post. Use the filters on the left to limit the display. 
  2. Click the + icon next to the post you'd like to activate.
  3. Complete the Activate 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. Typically, the selection made by the supplier is kept. The default option is No. Learn how to personalize your social form via the Personalize Social Forms section below.
    5. Set the scheduling for the post:
      • Auto-Schedule - ZiftONE will automatically select a time to publish your post 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 Approve.
    6. If editing a WeChat post, you have access to these additional fields:
      • WeChat Group - From the drop-down list, select the group for this account. These groups are created in WeChat and allow users to send targeted messages. If a group is not set, unclassified will show.
      • Post Title - Add a title that does not exceed 64 bytes.
      • WeChat Post URL

        WeChat requires that all linked resources be hosted on their servers. To use this setting:

        • Upload the target content to WeChat
        • Copy the generated link from WeChat
        • Paste the link in this field

You can send or remove any post immediately.

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.

Note

From November 2023 onwards, WeChat support is being deprecated. You can still use existing accounts and posts but there is no option to link new accounts or create new posts.

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.

Learn how to activate and manage Campaigns.

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 ZiftONE 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

Note

WeChat Users can publish WeChat's broadcast allotment of one broadcast message per day for a subscription account and four messages per month for a service account. Any additional posts will appear in Post History with an error message.

Note

From November 2023 onwards, WeChat support is being deprecated. You can still use existing accounts and posts but there is no option to link new accounts or create new posts.

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 it. Use the filters on the left to limit the display. 
  2. Click the Re-post icon 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 users must fill out a social form before they view your promoted content. Typically, the selection made by the supplier is kept. The default option is No. Learn how to personalize your social form via the Personalize Social Forms section below.
    5. Set the scheduling for the post:
      • Auto-Schedule - ZiftONE will automatically select a time to publish your post 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 Approve.
    6. If editing a WeChat post, you have access to these additional fields:
      • WeChat Group - From the drop-down list, select the group for this account. These groups are created in WeChat and allow users to send targeted messages. If a group is not set, unclassified will show.
      • Post Title - Add a title that does not exceed 64 bytes.
      • WeChat Post URL

        WeChat requires that all linked resources be hosted on their servers. To use this setting:

        • Upload the target content to WeChat
        • Copy the generated link from WeChat
        • Paste the link in this field

You can send or remove any post immediately.

Personalize Social Forms

You can include a ZiftONE 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.

The social form can be personalized to meet your needs and brand standards. To personalize a social form, follow these steps:

  1. Navigate to Social Media > Social Form.
  2. Edit the social form.
    • Personalize the content of any text boxes in the form.
    • Select any of the social media networks and add your URL so recipients can easily access your social media resources.
    • Preview the form in a smartphone, tablet, and desktop widths and pixels sizes using the Width drop-down option.
    • Add a logo image and resize it.
    • Show social media icons to encourage engagement.
    • 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 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.
    • Personalize the Call To Action (CTA) button.
  3. Click Apply to save any changes you've made to the post's properties.
  4. Click Save and Publish when you are done editing.

portal_social_media_social_form.png

Assign a Social Media Lead to a Sales Rep

  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

Social media Recent Activity 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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