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See the Content Library Navigation article for additional filter options. |
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How to View Content
There are two options for previewing the content.
Click the image in the Content Panel.
ORClick the eye icon in the Content Panel.
Both options open the Content Preview panel.
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On the Content Library page, check the box next to Social Media under Content Type.
Click the Post to Social Media icon for the content selected to be posted.
The Post to Social Media screen opens.
Complete the fields in the Post to Social Media screen.
Template Name: The template name is entered by the admin when the template is created. If you change the template name when creating a social media post, the new name appears as the Task Name in the Task Management screen in inTouch. The template name does not change. The template name is limited to 128 characters.
Description: Enter a description of the content to be posted (optional).
User Association: Select the user associated with the content from the drop-down menu in the User Association field. If tokens are being used in the content, it will pull from this user.
Connect Facebook: This allows you to link your Business Facebook page. You can connect through the Social Media Post settings OR through your User Profile. See the How to Connect to Facebook section below.
Deauthenticate Facebook: This allows you to break the connection between Insellerate and your Facebook account. Tasks scheduled prior to deauthentication will not post until you reauthenticate the account; their status will be listed as Expired in the Task Management screen in inTouch. This button is only visible when Facebook is already connected. You can deauthenticate through the Social Media Post settings OR through your User Profile. See the How to Deauthenticate Facebook section below.
Connect LinkedIn: This allows you to connect to your LinkedIn account. See the How to Connect to LinkedIn section below. You can connect through the Social Media Post settings OR through your User Profile.
Deauthenticate LinkedIn: This allows you to break the connection between Insellerate and your LinkedIn account. This button is only visible when LinkedIn is already connected. You can deauthenticate through the Social Media Post settings OR through your User Profile. See the How to Deauthenticate LinkedIn section below.
Social Media Message: This is the message that will be displayed as the post text. Content creators may choose whether the content message is editable.
Shared Link: Enter aURLin this field. This link will appear at the end of the social media post. It can be used to direct users to a website, their Apply Now link, article, blog post, etc.
Post Options: Several options are available for when to post to social media. See the How to Post a Message section below.
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From the Post to Social Media Screen
Click Connect Facebook.
Click Continue as your <your name> to sign in when prompted.
Select the Business Page where you want the post to be published.
Click Next.
Select the actions that may be taken.
Click Done.
The Deauthenticate button appears next to Facebook Pages in the Settings section of the Post to Social Media screen.
From the User Profile
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Click Deauthenticate next to Facebook Pages.
Click Yes when the Confirm Deauthentication popup window opens.
A toaster appears in the top, right corner of the screen to confirm the deauthentication.
The Connect Facebook button reappears in the Settings section of the Post to Social Media screen.
From the User Profile
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From the Post to Social Media Screen
Click Connect LinkedIn.
Sign in to your LinkedIn account.
Click Allow when prompted to permit publishing a post.
The Deauthenticate button appears next to Post to LinkedIn in the Settings section of the Post to Social Media screen.
From the User Profile
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