Advanced Social Media Setup

Setting up the Advanced Social Media (ASM) Module

Act-On’s advanced social publishing allows you to create, curate, and schedule your content in advance. Act-On then automatically publishes your content based on your targeted social media schedule, such as LinkedIn. This freedom allows you to better coordinate your social media activities with your other brand, demand, and nurture campaigns. Add Fields in Act-On Sign in to Act-On and head over...

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Advanced Social Media - Lead Score Setup

Lead scoring is a key feature that helps you prioritize leads, qualify the right leads for sales, and capture long-term sales opportunities that would otherwise have been lost. If you've integrated the Advanced Social Media Module with your account, you can even score your leads based on their social media engagement. Scoring Criteria Lead scoring through Advanced Social Media (Oktopost) is bas...

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Setting up Roles and Permissions in ASM

Roles and Permissions allow you to define your team member's access to each function inside the platform. Each user in your account has a role, and each role has certain permissions. By default, the Advanced Social Media Module offers four basic Roles that fit most scenarios: Role Description Owner The user who created the account; has access to all functions Admin Account administrat...

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Connecting Profiles and Pages to ASM

To get started with the Advanced Social Media Module, the very first step is to connect your social profiles and company pages. The more profiles and pages you add, the easier it is to expand your brand's social reach. The Advanced Social Media Module enables you to add your personal social profiles and company pages that you manage, as well as those of colleagues, to post on their behalf. Sup...

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Setting Up Conversion Tracking and Lead Capture in ASM

While the Advanced Social Media Module (Oktopost) provides metrics for all types of social media engagement within that platform, the integration with Act-On relies on a conversion event, such as a form submission, to populate your Act-On integrated list with clickthrough data. The following article provides step-by-step instructions for successfully producing these conversions and communicatin...

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Setting Up UTM Tagging in ASM

Using UTM tagging you can configure the Advanced Social Media Module to automatically add UTM codes to any link that you share using the platform. To set up UTM tagging in your Advanced Social Media account, simply go to the UTM tagging tab under your account settings and enable it. Once the feature is enabled, you will be able to modify the parameters according to your needs. However, in most ...

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Setting Up Teams in ASM

Businesses often have different social media teams taking care of different regions, languages or products. The Teams feature in the Advanced Social Media Module gives you the ability to define groups of users with common access to specific social profiles and campaigns while preventing access to others. To set up teams head over to the Teams tab under Account Settings and click on New Team. En...

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Setting Up Streams in ASM

The Advanced Social Media Module Streams allow you to monitor social media channels in real-time and engage with your audience. To create a new stream, simply head over to the Streams tab in your account, click on the big plus button, and select the desired stream type. When creating a new stream you will have to select the profile or page which will be used to request the data from the social ...

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Setting Up an Oktopost CNAME Record

A CNAME is a type of entry within the Domain Name System (DNS) that specifies where someone can find your website. To create a CNAME record you will need to edit your DNS settings. These settings are often found with your hosting provider or domain registrar. When in doubt, check with the particular provider you're using for additional instructions. Log in to your account on your hosting servi...

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