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.
Regarding Lead Social Connections
Due to changes with third-party policies, Constant Contact is unable to connect your leads with their Facebook and Instagram accounts. As such, their activities on those social media platforms will not trigger automations or be added to the Life of the Lead on their lead record.
Constant Contact is able to connect leads with their LinkedIn and Twitter accounts. Leads' activities on those social media platforms will trigger automations and be added to the Life of the Lead on their lead record.
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, create or edit a visual workflow:
There are several ways to customize a workflow. For social media interactions, Constant Contact 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 are 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.