You can choose the "when a contact interacts with the social account" trigger/filter to automate actions based on when one of your leads engages with Facebook, LinkedIn, or Twitter. This trigger can cause an automation to occur when a lead does one of the following:
Choose the platform that you want associated with the trigger and you can send yourself a notification, assign lead owner and more all through actions within the Visual Workflows. Add a time delay between actions to create a nurture campaign targeted towards your leads that are talkative on social media This article will provide a walkthrough on how to set up automations based on social interactions.
The following users can set up automations with social interactions:
- Marketing Managers
What is a social interaction?
You can create automations with the interacts with the social account trigger/filter type. Below is a breakdown of how social interaction is defined by each platform.
Social interactions can be defined in multiple ways for each platform. For Facebook, your automation will be triggered when a contact either likes, comments, or tags a Facebook page (interactions on personal Facebook profiles cannot trigger automations due to Facebook's API). For Twitter, the trigger will fire when someone retweets, replies, or mentions your profile. For LinkedIn, the social trigger will fire an action group based on likes and comments on a company's LinkedIn page.
Creating a Visual Workflow
Step One: Go to Automation > Visual Workflows and click Add Workflow.
Step Two: Add the trigger "when a contact interacts with the social account."
Click the + plus sign and click the trigger to add interacts with the social account to your workflow. Then, choose the social profile that you want associated with this trigger (choose from connected Facebook, LinkedIn, and Twitter accounts).
Step Three: Choose the actions.
Click the + plus sign below the trigger that was just added, and then click Action. Next, add the actions that you want automated from this social trigger. Choose to put a time delay between actions to schedule future events based from when the automation fires. For more information on setting up actions and action groups, check out our help article Tasks and Action Group Overview.
Note: Actions are not currently repeatable when added to a Visual Workflow.
Step Four: Activate your workflow.
In order to turn your workflow on, you will need to make sure it is active. From the top-right corner, click the switch to make the workflow either active or inactive. An active workflow is live once you turn it on, so make sure that everything is set before activating your workflow.
Looking for inspiration? Here are some recommended 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 contact owner: 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.
Change contact status: Give your leads a qualified lead status if they interact with your social platforms.
Change contact persona: Create personas based on what social platform your leads use to create dynamic content based on different platforms.
Important: Due to the limitations on data available from Facebook, social interactions are matched by first and last name, and not by email address. This may cause your automation to trigger for a lead with the same name that did not interact with your Facebook account.