Overview
The Social Media feature bundle allows partners to connect their Unifyr One account with their social media accounts. They can then leverage the social media content you provide by sharing it through their own connections.
Before You Begin
The Social Media feature bundle displays relevant content to partners based on their user group membership and the content you've made available. You should ensure these aspects of your program are in place prior to publishing the feature pages.
Intended Audience: Channel Operations Managers
Contents
Click on the + for more information
Social Settings Feature Page
Partners set up the social network accounts they wish to use, and the social tags to which they want to subscribe, here. Unifyr One supports connections to shared (Company) and non-shared (Personal) social media profiles.
The connection is intuitive. The user is shown an Add Account button that they can click to select which social media network they wish to connect. Unifyr One will use the credentials stored in their browser to make the connection.
To customize their social feed, the user select the type of subscription, and the tags to include in this level of subscription:
- Social Feed Posts (requires approval) - they subscribe to posts tagged with the selected tags, but will manually review all posts with these tags before publication
- Auto-Publish - all posts tagged with the selected tag will be automatically sent/published to their connected social media accounts
Upcoming Posts Feature Page
The Upcoming Posts feature page allows partners to view and manage posts that have been scheduled for future publication on social media sites.
The left panel allows partners to create new posts, view a calendar of upcoming posts, or search for a specific scheduled post using a text string. The panel also includes options to filter the list by social media platform, and social topic/tag.
The right panel displays a list of all planned posts that correspond to the currently selected search criteria, in order of scheduled publication. Prior to publication, partners can edit or delete posts from this page. They can also approve posts they have been sent for review.
Library Posts Feature Page
The Library Posts feature page allows partners to view all social posts that have been made available to them.
The left panel allows partners to create new posts, or search for a specific scheduled post using a text string. The panel also includes option to filter the list by social media platform, and social topic /tag.
The right panel displays a list of posts for the user to review, personalize (if permitted), and activate, by clicking the + icon. If personalization is permitted, they can edit the body copy, add media, choose whether or not to use the social form, and pick their date and time for the post to send.
Post History Feature Page
The Post History feature page allows the partner to review past posts and repost them if desired.
The partner can also create new posts from this page and view the calendar of scheduled posts.
Social Form Feature Page
The Social Form feature page allows the partner to personalize a social data capture form.
If you've enabled a social form when creating a post, the form is presented to anyone trying to engage with the content of the post. They must complete it to provide basic information about themselves before proceeding to the content.
Unifyr One provides a default social form. You can customize it to conform to your own business and branding requirements. For more information, see Configuring a Social Form.
Each partner can carry out personalization tasks for the form. What they can do depends on the form they're using:
Custom form configured by you (for new users who haven't personalized their social form before):
- Add any content they want to include in the form.
- Edit the content of text blocks you've provided in the form, provided you haven't locked the block.
- Upload their logo (note that the default template includes a placeholder/merge tag to autogenerate the partner's logo when they access the form.
- Update the layout of the form, and the fields/labels it contains.
- Customize the CTA button that will take the prospect to the content when they've completed the form.
Legacy static form (this may be in place for your long term users):
- Edit the content of any text boxes in the form
- Select any of the social media options and add your URL so recipients can easily access your social media resources.
- Preview the form in phone, tablet, and desktop widths, and in pixel sizes using the Width option.
- Publish changes in the form.
- Scroll down for additional personalization options, such as
- Logo - add a logo image and resize it
- Social media outlets - show social media icons to encourage engagement
- Social media URLs - add links to company social media accounts, website URL, and company email address
- Select a background for the form by either using the provided options or uploading one of their own
- Customize the text that appears in the Your Email and Your Name fields
- Add a CTA button to the email
Social Analysis Feature Page
The Social Analysis feature page provides partners with access to three social media reports to track the effectiveness of social media posts.
The Social Statistics report is the landing page of this section and displays data in three sections. The top section is a line graph showing the total actions taken by recipients in response to social posts. The partner can filter results by action and date range. This is cumulative information about all social posts.
Beneath the graph is the corresponding numerical data.
The bottom section lists the social posts that have garnered the most shares. This allows partners to review what content has been the most effective.
Partners can export a list of their social posts from this page.
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