Associating Social Posts with Campaigns

You can tie a link within a social post to a campaign, so you can see which leads are interacting with your social media posts.

This article will detail the process in linking posts to campaigns.

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Article Contents

• Enabling Social Tracking
• Associating Social Posts with Campaigns
• UTM Codes

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Toolbar:

Campaigns

Content Calendar

Users:

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Jr. Salespersons

Enabling Social Tracking

Tracking must turned on in a campaign's settings page in order to add campaign tracking to a social post.

To enable campaign tracking settings, do the following:

1. Click Campaigns > Campaigns in the left toolbar.
2. Create or edit a campaign.
3. Scroll to the Social Tracking section.
4. Select or deselect the Allow social posts to be associated with this campaign checkbox.
5. Configure the rest of the campaign as desired.
6. Click Save Changes.

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Associating Social Posts with Campaigns

Once campaign tracking settings have been enabled, those campaigns can associate with social media posts.

To associate social posts with campaigns, do the following:

1. Click Content Calendar in the left toolbar.
2. Click Create > Social Post.  

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3. Create a post with a hyperlink that directs to a site tracked in Lead Gen & CRM.
4. Click the    Add campaign tracking icon that appears above the preview image. 

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5. Enter the name the desired campaign and click Submit.

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6. Click Schedule Post. 

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7. Choose either of the following:
      •   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
8. Click Post to. 

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Important: Links in social posts must have one of the following at the start of a link to allow them to be associated with campaigns:
   •   https://
   •   http://
   •   www.

When leads click the link in that social media post, they will be added to the campaign that was selected for that post.

UTM Codes

Once submitted, the link in your post will automatically generate a UTM parameter behind the scenes. These UTM codes cannot be edited and 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

Refer to the following article for more information on creating and using UTM codes:

• Creating Campaigns