These are designed to give you a head start and can be edited in the Advanced Workflow.


Learn more about the Advanced Workflow 

Give your campaign an internal name that is easily identifiable to the users to refer back to. 

Enter the account/s that you would like to post out of by typing the page name and selecting them from the type ahead.

If the type ahead doesn't show any accounts, you need to integrate the channel.  

Click here to learn about Integration Management.

Enter the text content of your post and the image you would like to go alongside it beneath the text box.

By entering the text under the orange pen tab, this will make a copy to the other social tabs.

Edit the text content for each channel if required by clicking on the relevant social media tab.

To add a form or survey to your current workflow, you will need to select the button at the top right of the page titled Advanced Workflow.

From here, to make a well rounded campaign, drag and drop the following automation options from the list on the left onto the main page:

• Form or Survey (Make sure it isn't the option entitled Email Form/Survey as this is specifically for email campaigns)
• Inbound Submission
• Redirect to URL
• Add to List
• Send Email

After doing this, you will need to link the connecters to each other as demonstrated in the image. Hovering over the black connecter will show you what can and cannot be connected together - a single click on the connecter will secure the connection to the top of the desired automation object.

After linking the connecters, if you prefer, click the Standard Workflow button in the top right of the page and you will return to the workflow you started with, but this time with the steps to complete the form being on the page. 

Learn more about the Advanced Workflow.

Select the form or survey that you would like to use alongside the post by clicking on the blue Edit button in the middle of the box in step 3 > Your Templates > select template. 

Select the list(s) that you would like the contacts who submitted a response to be added to after responding.

Those lists that have already been created in the platform will become visible for selection in a type ahead. New lists can be added by typing in the list name and pressing the Return key to format them correctly.

Select an email that will be sent to contacts after they submit their response to the form or survey. This can be a template that you have created previously or one that you have just edited within the section.
 


Click here to find out more about Image Uploads in form and survey templates.

 Ensure the URL is added in its entirety e.g. https://

Schedule or Publish

Choose when the post will be sent out by Publishing for immediate sending or Schedule Publish for a later date and time.

Click on the grey "Click Here" wording > choose date and time > Done > Schedule Publish

After publishing, the post/s will appear on the selected social media channels with the text and images that were attached in step 2 of the process.

Clicking on the link will take you through to the form/survey and then the email will be automatically sent after submission.

Learn more about Social Media Campaign Reporting