Publishing Twitter Posts in Lead Gen & CRM

As of 2017, Twitter was averaging 330 million active users per month, which means your message can reach—quite literally—millions of people.

Lead Gen & CRM Social provides the tools you need to schedule and maintain your Twitter posts and enhance your social media activity with the power of marketing automation.

In this article, you will learn how to create, publish, edit, and schedule Twitter posts in Lead Gen & CRM.

---

Article Contents

• Creating Twitter Posts
• Associating Twitter Posts with Campaigns
• Link Shortening in Social Posts
• Unscheduling Posts
• Editing Posts
• Copying Posts
• Supported File Types
• Frequently Asked Questions

Available With:

Trial	✓
Essential	✓
Advanced	✓
Ultimate	✓

Toolbar:

Content Calendar

Email

Users:

Administrators	✓
Company Managers	✓
Marketing Managers	✓
Sales Managers
Salespersons
Jr. Salespersons

Creating Twitter Posts

To create and publish Twitter posts, do the following:

1. Click Content Calendar in the left toolbar.
2. Click Create > Social Post.
3. Select the Twitter profile to post to.
4. Enter the post text into the What would you like to share? text box. 
5. Optionally, add any of the following:
   
      •   A    Media Center asset
      •   An    Image file
      •   A link for campaign tracking
      •   Any number of applicable emojis
6. Click Schedule Post.
7. Click the Post drop-down menu.
8. Choose either of the following:

   Option		Description
   Post Now		Schedules the social media post for immediate release.
   Schedule Multi-Post for Later		Schedules the social media post at a chosen date and time.

9. Click Post to.
   
   

   Click to enlarge.

Note: You can only post to one Twitter account at a time.  The Published by Lead Gen & CRM text is not visible to the public. When typing a link, Lead Gen & CRM adds metadata that is tied to that link—which will automatically add a description and image, depending on the metadata available. If you want to delete this metadata, click the X on the top right of the preview. You can tag users in posts by typing the @ symbol, followed by the user's Twitter handle. Lead Gen & CRM will interpret the @ symbol and Twitter handle as plain text and display it as such. However, once posted, Twitter will convert them to an actual mention.

To create and publish Twitter posts, do the following:

1. Click Content Calendar in the left toolbar.
2. Click Create > Social Post.
3. Select the Twitter profile to post to.
4. Enter the post text into the What would you like to share? text box. 
5. Optionally, add any of the following:
   
      •   A    Media Center asset
      •   An    Image file
      •   A link for campaign tracking
      •   Any number of applicable emojis
6. Click Schedule Post.
7. Click the Post drop-down menu.
8. Choose either of the following: 

   Option		Description
   Post Now		Schedules the social media post for immediate release.
   Schedule Multi-Post for Later		Schedules the social media post at a chosen date and time.

9. Click Post to.
   
   

   Click to enlarge.

Note: You can only post to one Twitter account at a time. The Published by Lead Gen & CRM text is not visible to the public. When typing a link, Lead Gen & CRM adds metadata that is tied to that link—which will automatically add a description and image, depending on the metadata available. If you want to delete this metadata, click the X on the top right of the preview. You can tag users in posts by typing the @ symbol, followed by the user's Twitter handle. Lead Gen & CRM will interpret the @ symbol and Twitter handle as plain text and display it as such. However, once posted, Twitter will convert them to an actual mention. 

Associating Twitter Posts with Campaigns

You can tie a link within a social post to a campaign to see which leads are interacting with your social media posts. Social Media Tracking must turned on in a campaign's settings page in order to add campaign tracking to a social post.

Once the campaign-attributed social post is submitted and published, the link in your post will automatically generate a UTM parameter behind the scenes. These UTM codes cannot be edited. The UTM codes can be viewed once you schedule the post and view it in the Content Calendar.

If you have multiple UTM codes tied to multiple campaigns, then they will be evaluated in the following order:

1. Google Ads
2. Social
3. Custom campaign tracking rules

Associating posts with campaigns require both a campaign and social posts.

Creating Social Campaigns

To create a campaign for Twitter, do the following:

1. Click Campaigns > Campaigns in the left toolbar.
2. Create or edit a campaign.
3. In the Social Tracking section, click the Allow social posts to be associated with this campaign checkbox.
4. Click Save Changes.
   
   

   Click to enlarge.

Attributing Twitter Posts

To attribute a Twitter post with a campaign, do the following:

1. Click Content Calendar in the left toolbar.
2. Click Create > Social Post.
3. Insert a web link. 
4. Click    Campaign.
5. Enter the name of your campaign in the pop-up window that appears.
6. Click Submit.
7. Click Schedule Post.
8. Click the Post drop-down menu.
9. Choose either of the following: 

   Option		Description
   Post Now		Schedules the social media post for immediate release.
   Schedule Multi-Post for Later		Schedules the social media post at a chosen date and time.

10. Click Post to.
    
    

    Click to enlarge.

Link Shortening in Social Posts

Links placed in a Twitter post will automatically be shortened by Twitter. The links will not appear shortened in Lead Gen & CRM when you are creating the post, but will be automatically shortened when the post is published to your actual Twitter account.

Unscheduling Posts

You can unschedule all scheduled future social posts. Published social posts cannot be unscheduled or otherwise deleted through Lead Gen & CRM. You will need to delete published Twitter posts in Twitter.

To unschedule future posts, do the following:

1. Click Content Calendar in the left toolbar.
2. Click the desired social post to preview it.
   
   

   Click to enlarge.

3. Click    Delete.
   
   

   Click to enlarge.

4. Click Delete in the pop-up window that appears.
   
   

   Click to enlarge.

Refer to Content Calendar Overview for more information on scheduling and unscheduling social posts.

Editing Posts

You can edit social posts that are scheduled but not yet published. Once a post is published, you cannot make edits. You will need to edit published Twitter posts in Twitter.

To edit scheduled future social posts, do the following:

1. Click Content Calendar in the left toolbar.
2. Click the desired social post to preview it. 

   Click to enlarge.

3. Click    Edit.
   
   

   Click to enlarge.

4. Make the necessary edits. Click Schedule Post.
   
   

   Click to enlarge.

5. Choose either Post Now or Schedule
   Multi-Post for Later.
6. Click Post to.
   
   

   Click to enlarge.

Copying Posts

You can copy or duplicate a social post. To copy posts, do the following:

1. Click Content Calendar in the left toolbar.
2. Click the desired social post to preview it. 

   Click to enlarge.

3. Click    Copy.
   
   

   Click to enlarge.

4. Modify or leave the post as it is. Select the checkbox of the social media account you want to copy the post to and click Schedule Post. 

   Click to enlarge.

5. Choose either Post Now or Schedule
   Multi-Post for Later.
6. Click Post to. 

   Click to enlarge.

Supported File Types

When posting to social media, if you try to upload an unsupported file type or use a Media Center asset that is unsupported by social media platforms, the post fails outright. This means that even though you can upload a .ZIP file as a Media Center asset, it does not mean that you can post that file to social media.

Lead Gen & CRM has a set list of file types that are supported when uploading files to the Media Center. However, Twitter only allows certain file types to be posted:

Be aware that, though Twitter supports .GIF files, there are certain instances where it cannot publish the files in a post. Refer to Twitter's help documentation for more information.

Frequently Asked Questions

Q: When is the best time to publish social posts?
A: For Twitter, the best time to publish varies based on target audience. Generally, aim for publishing on weekdays from 3PM to 5PM EST.

Q: What is the optimal frequency for publishing social posts?
A: For Twitter, it is best to publish up to five tweets per day.

Q: Which types of social posts can I edit in Lead Gen & CRM?
A: Only scheduled future posts can be edited in Lead Gen & CRM. Published posts must be edited in Twitter.

Q: Why are my feeds displaying only parts of a profile's many posts?
A: Added Twitter feeds will update based on the connected profile. That said, not every added feed is a feed of the connected profile's tweets. Certain feed types display certain portions of tweets, retweets, or mentions. Profile feeds, for example, will display the majority of posts made to a connected profile.

Q: Why am I being rate limited?
A: This has to do with Twitter's API. Twitter has very low rate limits for feeds. If you are experiencing a feed connection error for Twitter, it may be due to this rate limit. You should try again in 15 minutes.