After connecting to your social media accounts, manage the Social Feed made available by your supplier. Admin partner users can manage the feed for the Company (shared) access accounts and for Personal (non-shared) access accounts. All other partner users can only manage the feed for their Personal accounts.
The social content in the feed is classified with tags. You can select any of the tags to subscribe to content categorized with that tag, and specify the level of approval you want for posts that have that tag - require your approval before posting, or allow them to auto-publish. You must select at least one tag.
Follow these steps to personalize your Social Feed:
- Navigate to your Social Media Settings page -
> Settings (or My Settings) > Social Media.
Select the type of subscription (Social Feed or Auto-Publish) and click Edit.
- Social Feed (Requires Approval) - subscribe to posts tagged with the selected tags, but manually review all posts with those tags before publication. Partners will be notified when new content is available, and new posts will have a Requires Approval label in the partner portal.
- Auto-Publish - automatically send/publish all posts tagged with the selected tags to your connected social media accounts according to their scheduled time and date.
Note: If you choose not to configure the subscription settings, you still have access to posts you're entitled to see. You can manage them according to your own requirements.
- Click Edit.
Create a rule that defines the tag categories and tags to include in this level of subscription. Use the drop-down menus.
For example, to create a rule that will match social posts tagged with Vertical = Maritime:
- Drop-down 1: Vertical
- Drop-down 2: contains
- Drop-down 3: Maritime
You can subscribe to multiple tags in a category, for example Vertical = Maritime OR Transportation by selecting each required value in drop-down 3 with CTRL+click.
As another example, to create an exception rule that will match social posts that are tagged with any value of Vertical EXCEPT Maritime:
- Drop-down 1: Vertical
- Drop-down 2: does not contain
- Drop-down 3: Maritime
- Click Add new rule to add another rule to this rule group using an AND statement. Posts must meet both rules in the rule group to be matched for the subscription.
- Click Add new group of rules to add another rule using an OR statement. Post only need to meet the criteria of one of the rule groups to be matched for the subscription.
- If you've got multiple rules or rule groups, click the
under a rule/group to remove it.
- Click Save and done. The rules you've configured are summarized under Match Rules.
- Repeat for the other subscription level, if required.
When personalizing these settings, it is important to note that Social Tag settings are an OR statement. Auto-Publish takes precedence over Requires Approval. If a post includes one tag that for which you want to approve posts, and another tag that you've set to Auto-Publish, the post will auto-publish.
For example, you may have these tag settings in your portal account, as you want to check French translations of posts about your CT400 product before distributing:
Language = French - Requires Approval
Language = English - Auto-Publish
Product = CT400 - Auto-Publish
If a post is tagged with Language = French and Product = CT400, it will be auto-published as it matches one of the posting conditions.