Configuring a Social Form

As a supplier, you may offer a Social Form option with your social media output, to ensure that anyone who is trying to engage with your social media posts must first provide basic information about themselves by completing a form.

• You can enable the social form for a social post, and the partner can decide whether to use it or not
• You can mandate the use of a social form for all social posts, which gives the partner no choice (this option must be enabled by your Unifyr One team - submit a request to your Unifyr team if you want to use it)

The partner must personalize the form if they want to use it.

Unifyr One provides a default template for a social form, which you can configure and customize to meet your own business and branding requirements.

Note

The configurable form is a relatively new addition to Unifyr One Admin - your partners may already have a personalized social form that they include in their social posts. If this is the case, their existing form is used. They will see a message if you’ve pushed a new version to them, but can choose not use it.

 

To provide a custom social form:

1. Navigate to Partner Marketing > Social Media.

2. Click the Social Form tab in the left sidebar. You’ll see a form with default content (this is from the global Social Form template in   > Settings> Templates > Social Media > Social Form).

   

3. Use the the Content, Rows, and Settings menus in the WYSIWYG Editor to update the content of the page. We recommend starting with the Settings tab to set your global preferences first. Once you set global settings, you can change the settings of each content block individually as you add them.

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

   The Unifyr One Email/Page Editor is powered by Beefree - see here for some useful information resources:

   • Beefree Academy - Designing in the Beefree Builder
   • Beefree's YouTube channel

   You can include merge tags to add placeholders for these types of content to be autogenerated for the partner/user that is activating the post:

   • Core data and your custom partner data. Merge tags representing your custom Partner fields are prefixed with Partner -.
   • An autogenerated partner logo - this is included in the template. The merge tag {{partnerLogo}} is used in a Dynamic Image block.

   Any content you provide in your social form can be updated/personalized by the partner before they include it in their social posts.

   Note

   A partner must personalize the form if they want to include it with their social posts - this is a required action.

   If you want to prevent a user from updating content you’ve provided, toggle the Unlocked/Locked setting for the block in the Content tab of the editor.

   

4. To update the form in the Social Form, click on the form then use the right-hand Form Properties panel to define its layout, and the fields and labels it displays.

   You can include fields that collect standard and custom Lead Contact data in the form. The partner can add them, too, when they’re personalizing the form (unless you lock the form down). For more information about custom fields, see Custom Fields.

5. Click Save. The form is available to your partners who haven’t already personalized a social form for use. If they’re already using a social form, they’ll see a message when they visit their Social Form page, asking them if they want to switch to the new one or not. If they choose to change to the new version, they’re taken to the Beefree Editor in the portal to add their personalization.

Best Practice

To comply with GDPR regulations, you should 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 custom contact 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 option in a paragraph.