Get Started with Social Media

Unifyr Support
Unifyr Support
  • Updated

Permission Required

This feature is not available to all users. Please contact your Supplier point of contact to take advantage of this feature.

Overview

Social media provides you with the means to build, mix, and promote business engagement with supplier- and partner-generated social content. Social content comes in many forms (audio, text, video, images, etc.). This content informs and entertains the people who consume it.

Before You Begin

You should be familiar with the following topics before continuing:

  • Partner Portal Username
  • Partner Portal Password

Get Started

Step 1 Step 2 Step 3 Step 4 Step 5 Step 6 Step 7 Step 8
Review Social Media Settings Approve Upcoming Social Media Posts Schedule Social Media Posts Schedule Library Posts Activate Campaign Social Posts Create Your Own Social Media Posts Personalize the Social Media Form Track Social Performance

1. Review Social Media Settings

  • Link Your Social Media Accounts (Company and Personal) to your partner portal. 
  • Use Social Streams if your supplier has made them available to you.

 Learn about Social Media Settings.

2. Approve Upcoming Social Media Posts

Upcoming Posts is where you can view all the supplier-provided posts that are available to be published.

 Learn more about Managing Upcoming Posts.

3. Schedule Social Media Posts

Take advantage of scheduling options to keep an active social media presence.

4. Schedule Library Posts

The Social Media Library contains supplier-provided posts that are available for your use. They are typically evergreen — meaning that they don't reference any specific event or timeframe — so they can be published at any time. 

5. Activate Campaign Social Posts

Suppliers may choose to package certain social posts within a product/solution/event-focused marketing campaign. These social posts are intended to be used in a multi-channel approach alongside emails, landing pages, reference materials, and more. You can activate the campaign and schedule these posts via the campaign.

6. Create Your Own Social Media Posts

You can create custom social media posts that meet the unique needs of your business.

 Learn more about Creating Your Own Social Posts.

7. Personalize the Social Media Form

You have the option to include a social form with each social post sent out from your partner portal account. This form requires everyone that engages with a social post you send out to provide basic information about themselves.

You can personalize your social form to meet your own business needs and branding standards.

 Learn more about Personalizing a Social Form.

8. Track Social Performance

It is important to analyze the results of your social media efforts. You may decide to adjust your wording or use different hashtags. Alternatively, you may decide not to change your posts because they were effective the way you ran them the first time. You can get the data to make those decisions from your portal.

 Learn more about Social Media Analysis.

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