Social Campaigns

Overview

Social media is a massive part of any Omnichannel strategy. That’s why it's critical to sync your social media handles with your Marketing Engine. You can create, publish, or schedule the posts directly from the Marketing Engine to your X, Facebook, and LinkedIn business accounts all at once!

How to Create Cross-Channel Social Posts

To create a social post, perform the following steps:

1. Click on Campaigns

2. Click Social Post, then click Create Social Post

1. Enter the appropriate fields:

   1. Campaign Name (required)

   2. Campaign Description

   3. Pages Where You Want to Post (required)

   4. Post Type (required)

   5. Post Text (required)

Post Types

Depending on which post type you select, you will be required to fill out additional fields. To view the required steps for each post type, see the table below:

Text

Carousel

Video

Image

This post type is only available for Facebook, X, and Linkedin.

If you are posting on Facebook, you will be required to add a Call to Action button. In the example above, this post has a button linking users to a renewal page where they can learn more.

If the Call to Action button label is missing, remove the non-Facebook pages from the channel selection field. Once selected, you can add back your other social channel selections.

This post type is only available for Facebook!

Facebook allows you to create a carousel of cards in your post. Add a headline, description, URL link, and image for each card. Add or remove cards as needed. Note that all cards will have the same Call to Action button.

This post type is available on all social channels!

Simply select a video from your library or upload a new video.

This post type is available on all social channels!

Select an image from your library or upload a new one.

Schedule or Publish Your Post

• To Schedule Later:

  • Click Schedule Later

  • Choose a date and time

  • Click Schedule

  
• To publish the post right away, click Publish.

FAQs