Advocacy Boards let you share social content with advocates inside your organization before it goes public. Once Advocacy Boards are enabled on your account, you'll need at least one board before you can start sharing content with your advocates.
Quick Reference (Advanced Users)
- Create a board from the user menu: Advocacy tab > Create a New Social Advocacy button.
- Users and content are never shared between boards - each advocate and each message asset belongs to exactly one board.
- Only use multiple boards when there's a clear, distinct separation of users and content (for example, a regional division with its own Salesforce and language-specific content).
- Leaderboard visibility is configured per board, in the settings section.
Understand how Advocacy Boards work
Although the Advanced Social Media Module supports multiple boards per account, we strongly advise you to fully understand all the implications before opening more than one board.
The Advanced Social Media Module Advocate Boards don't share users or content. This means that a user (advocate) can only be on only one board and each piece of social content (message asset) can only exist on one board. Multiple boards should only be used in cases where there is a clear and distinct separation of users and content. For example, if your organization has a division in France, with a separate Salesforce and French-only content, this situation could warrant a French Only board.
Create a New Advocacy Board
- From the user menu, head over to the Advocacy tab.
- Click on the Create a New Social Advocacy button.
- Type in the name of the new board.
Once the new board is created you'll be able to add new advocate users and configure the board settings.
Show Leaderboard
The leaderboard is an open dashboard that shows the most engaged advocates by shares and clicks. There are some organizations that due to certain restrictions or policies don't want this information available to their employees. The leaderboard availability can be turned on and off from the setting section.
Message Editing
By default, advocates can edit the social content prior to posting on their social networks. We encourage personalizing the content as it tends to gain more engagement. In any case, the link attachment on Facebook and LinkedIn posts cannot be edited, regardless of the organization's settings.
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