Advanced Social Media Setup

Setting up the Advanced Social Media (ASM) Module

Act-On's advanced social publishing (powered by Oktopost) lets you create, curate, and schedule social content in advance, then have Act-On automatically publish it on your targeted schedule across channels like LinkedIn. Setting up the integration up front means your social activity can be coordinated with your other brand, demand, and nurture campaigns instead of running in its own silo. Who ...

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Advanced Social Media - Lead Score Setup

Lead scoring helps you prioritize leads, qualify the right ones for sales, and catch long-term opportunities that would otherwise slip through the cracks. If you've integrated the Advanced Social Media Module with your account, you can extend that scoring to social engagement too - so a LinkedIn click or a campaign clickthrough can move a contact's score just like a form fill or email open woul...

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Setting up Roles and Permissions in ASM

Roles and Permissions in the Advanced Social Media Module control exactly what each team member can see and do in the platform. Every user has a role, and every role carries a specific set of permissions.Why this matters: As more people touch your social publishing - marketing, contractors, agencies, regional teams - you need a way to let people do their job without giving them access to billin...

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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

Setting up the Advanced Social Media (ASM) Module gets your Oktopost integration talking to Act-On, but conversion tracking is what actually turns a social click into lead data. This article walks through wiring up a tracking script, a matching conversion in Oktopost, and testing the whole path end to end so clickthroughs land where you expect. Why this matters: Without a working conversion, Ok...

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Setting Up UTM Tagging in ASM

UTM tagging lets the Advanced Social Media Module automatically stamp tracking parameters onto every link you share from the platform, so the traffic and conversions those links generate show up correctly in Google Analytics and other web tracking tools.Why this matters: Without consistent UTM parameters, social clicks blend into your "direct" or "unknown" traffic in your analytics, and you los...

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Setting Up Teams in ASM

Businesses often split social media work across different regions, languages, or products. The Teams feature in the Advanced Social Media Module lets you group users so each team only has access to the specific social profiles and campaigns that belong to them - and nothing else.Why this matters: Without teams, every user can see every profile and campaign, which gets messy fast once more than ...

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Setting Up Streams in ASM

The Advanced Social Media Module's Streams let you monitor your social channels in real time, right inside Act-On, and jump into conversations as they happen instead of digging through each network separately.Why this matters: The faster you spot a mention, retweet, or comment, the faster you can respond - and timely engagement is often the difference between a missed conversation and a real on...

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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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