Social Publish Overview

Before creating posts, you will have to set up social media connectors in Settings.

Create a Post

1. Click on Outbound > Social Publish.
2. Click New.
3. Choose which social media application(s) you would like to post to, and select the appropriate accounts for each in the drop-down.
4. Select the Act-On asset that you would like to share.
5. Fill in the necessary text fields:
   • Title – This is visible in the social post as the header above the link/form/asset being shared (this is also the post title inside Act-On for your reference)
   • Description – This is visible in the social post as a description of the link/form/asset being shared
   • Content for X (Twitter) or LinkedIn – This is the main text of the social post.
     
     If you selected an Act-On image as the asset to share, the Title and Description fields are not needed.
6. Select an image to use for the post.
7. Under the Schedule section, choose whether to post immediately or at a specific time in the future.
8. Click Next.
9. Review the details of the post, then click Publish to create your post.

Once a post is drafted/created in Social Publish, you can find the post in any one of the following categories:

All Social Publish posts that are published/sent will be found on the Published listing page. As you hover over a post, you can: 

• Review the Social Publish post
• Report on the social media channels the post went to and how many clicks each post received
• View the visits generated by each Social Publish post

All Social Publish posts that are scheduled rather than sent immediately can be found on the Scheduled listing page. As you hover over each scheduled Social Publish post, you can:

• Preview the Social Publish post
• Reschedule the Social Publish post to post on a different date/time
• Unschedule the Social Publish post and return it to the Drafts listing page

Any Social Publish posts that failed to send will be found on the Failed listing page. As you hover over a failed Social Publish post, you can:

• Preview the Social Publish post and view its report
• Reschedule the Social Publish post to post on a different date/time

When a Social Publish post is created and saved as a draft, it will be found on the Drafts listing page. You can manage this page using the features below:

• Preview the Social Publish post
• Make a copy of the Social Publish post
• Delete the Social Publish post altogether
• Resume editing of the Social Publish post