You can automate actions based on when one of your leads engages with Facebook, LinkedIn, or Twitter. This article will detail how to create interaction automations.
The following user roles can create automations with social interactions:
- Marketing Managers
In a workflow, the when a contact interacts with the social account trigger and filter can automate actions based on when one of your leads engages with Facebook, LinkedIn, or Twitter.
Social interactions can be defined in multiple ways for each platform:
|Likes||When a contact likes a post from a connected Facebook page.|
|Comments||When a contact comments on a post from a connected Facebook
|Tags||When a contact tags/mentions your connected Facebook page
in a post.
|Retweets||When a contact retweets a tweet from a connected Twitter profile.|
|Replies||When a contact replies to a post from a connected Twitter profile.|
|Mentions||When a contact mentions a connected Twitter profile in their post.|
|Likes||When a contact likes a post from a connected LinkedIn page
|Comments||When a contact comments on a post from a connected LinkedIn
Creating Interaction Visual Workflows
To create a visual workflow for social interactions, do the following:
For more information on setting up actions and action groups, refer to Automations Overview.
There are several ways to customize a workflow. For social media interactions, SharpSpring recommends the following workflow actions:
|Send a notification
to email or user
|Send your marketing or sales team a notification when someone interacts with your Facebook, Twitter, or LinkedIn posts.|
|Assign a salesperson to a lead once they interact with your social media accounts. You can even choose round robin so your entire team has an even distribution of leads.|
|Add to list
or list with tag
|Use Facebook, LinkedIn, or Twitter lists to segment your leads based on what platform they're interested in.|
|Give your leads a qualified lead status if they interact with your social platforms.|
|Create personas based on what social platform your leads use to create dynamic content based on different platforms.|