If your supplier has provided the option, you can include a social form on social posts that contain high-value content that you’d like to gate. This form requires anyone trying to engage with your social media posts to provide basic information about themselves before accessing your content.
Your supplier may require that all their social posts use a social form. If so, you don't have the option to choose whether to include it.
The social form can be personalized to meet your needs and brand standards. This is a required action if you want to use the form (or if your supplier mandates it). If you haven't, you won't able to activate/use social posts from your supplier. You'll see the message To use this post you'll need to personalize your social contact form in the post.
To personalize a social form, navigate to your Social Form page.
What you can do depends on the form that's been provided by your supplier:
Note
If you’re eligible for a new version of the social form, you’ll see a message when you navigate to your Social Form page - you can choose to use it or keep your existing form:
If you accept the new version of the form, make sure that you click Save to keep it, even if you don't do any of your own personalization.
Customized form - this will differ by supplier, but an example is shown below:
-
Edit the content of any blocks in the form (note that your supplier might lock areas they don’t want you to edit - you'll see a message if so)
- Upload/update your logo (note that your supplier may have included a placeholder in the form, so that your logo is pre-populated when you access the form).
- Update the layout of the contact details form, and the fields / labels it includes.
- Customize the CTA button that will take the prospect to the content when they've completed their details.
For information on the editing options available to you here, see Content/Formatting/Display Options for Marketing Content.
The Custom Social Form Editor is powered by Beefree - see here for some useful information resources:
Best Practice
To comply with GDPR regulations, you may need to include consent controls in the social form. Here are some suggestions:
- To include a checkbox for recipients to confirm that they've read your policy:
- Add a suitable field to the form, and click Edit for it in the Form Properties panel
- Make it Type = Single Choice
- Give it one possible one value (e.g. Yes)
- Label it with the request you want to make to recipients
- Make it required in the form
- To add a link to your privacy policy, use the
option in a paragraph.
Legacy form
- Edit any text inside the dotted lines as required.
- Select any of the social media options and add your URL so recipients can easily access your social media resources.
- Preview the form in a smartphone, tablet, and desktop sizes, or in pixels size using the Width drop-down option.
- Publish changes to the form.
- Scroll down for additional personalization options, such as:
- Logo - You can add a logo image and resize it.
- Social media outlets - Show social media icons to encourage engagement.
- Social media URLs - Add links to your company’s social media accounts, your website URL, and your company email address.
- Select a background for the form by using either the provided options or uploading one of your own.
- Select a background for the form by using the provided options or uploading one of your own.
- Customize the text that appears in the Your Email and Your Name fields in the social form.
- Add a Call To Action (CTA) button to the email.
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