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.
Article Contents
| Trial | ✓ | |
| Essential | ✓ | |
| Advanced | ✓ | |
| Ultimate | ✓ |
Automation| Administrators | ✓ | |
| Company Managers | ✓ | |
| Marketing Managers | ✓ | |
| Sales Managers | ||
| Salespersons | ||
| Jr. Salespersons |
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.
Social Interactions
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:
Facebook
| Interaction | Description | |
| Likes | When a contact likes a post from a connected Facebook page. | |
| Comments | When a contact comments on a post from a connected Facebook page. |
|
| Tags | When a contact tags/mentions your connected Facebook page in a post. |
Twitter
| Interaction | Description | |
| 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. |
LinkedIn
| Interaction | Description | |
| Likes | When a contact likes a post from a connected LinkedIn page or profile. |
|
| Comments | When a contact comments on a post from a connected LinkedIn profile. |
Creating Interaction Visual Workflows
|
To create a visual workflow for social interactions, create or edit a visual workflow:
|
Recommended Actions
There are several ways to customize a workflow. For social media interactions, Constant Contact recommends the following workflow actions:
| Action | Description | |
| 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 are 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. |