Author Archives: isocialsmart

Creating Subscription and Merged Content

Overview – Subscription content allows posting to multiple users social accounts simultaneously based on the content each user in your organization has subscribed to.

Prerequisites

Category Setup – In order to use subscriptions you must first set up library categories to represent the topics your users will subscribe to.  This can be found in Settings/Keywords/Library.  Simply enter the categories you wish to have subscription content for.

Merge Field Setup – If you intend to use merge fields in conjunction with the subscription content then your merge fields need to be setup and the content must be populated for merging in each user record as follows.

Naming User (Merge) Fields – First you must establish names for your user defined fields that will be utilized for merging content on a user by user basis.  This can be done under settings/customization. Note that no spaces are allowed in the merge field labels. 

Enter Merge Details for Your Users – Simply enter the merge values you would like merged for each user by editing the users under settings/users. 

 

 

 

 

 

 

Entering Subscription Content – Once the prerequisites are in place subscription content can be entered in the library and optionally merged data can be used in conjunction with the subscription content as follows.

Create new content under Library/Create.  Then simply enter the desired content and select the content category desired.  If you desire to use merge fields simply select the appropriate field from the merge field dropdown and place your cursor where you would like the field inserted and click on the Insert Merge Field button to insert the field.  You will notice that the field is surrounded by “##” – do not edit the text inside the ## area.

Managing Subscription Users – Finally you can edit the subscription areas so that the content categories you desire can be pushed out to the appropriate users social accounts.  This can be done by navigating to Library/Subscriptions.  Then click on the edit icon for they user you would like to manage.  Finally just select the social accounts under the appropriate category to subscribe a user to a particular category.

 

 

 

 

Research

Overview – The Research tab  is for setting up news feeds, web alerts and social searches about topics you are following.  You can then share the information with your social networks as you see fit.

research screen shot

There are three types of research items as follows:

News feeds – Select + Research and then choose news feed to add a feed by URL or to search the news feed directory and add a feed. research news feed

Alerts – Alerts are feeds that show information on topics you are interested anywhere on the internet.  You must login with a Google account in order to create an alert.  Then simply type in the text you would like and save it in order create alerts. research alerts

Social – Social feeds allow you to search and view social media for specific terms.  Click on +Search and enter a search term as well as a title category and visibility and social searches will appear on the left side of the screen.research social search

WordPress Plugin

The Social Smart wordpress plugin allows you to send draft blog posts to iSocial Smart  where based on a workflow you define blog posts can be published upon approval and made available for the public to read on your wordpress site.  In addition iSocial Smart  can simultaneously send posts to multiple social media sites including Facebook, LinkedIn and Twitter upon approval including posting to Facebook and LinkedIn groups and company pages.

In order to install and activate the plugin please follow the instructions below.  Note that you must already have anSocial Smart  login in order to install the plugin.

  1. Download the plugin – either download the plugin from the the plugin library or download the plugin directly from or site here.  To install after manual download place the zip file in the WP-Plugins folder and unzip.
  2. Configure the Plugin – In WordPress open Settings/ iSocial Smart Settings and click activate plugin now.  Then enter the email address or user name of your Social Smart  login as well as yourSocial Smart  login credentials to complete the activation process.
  3. Enter WordPress Credentials – OpenSocial Smart  and go to Settings / WordPress – Enter the URL to your wordpress site as well as the Worpress admin user name and password.   Click save and you should see the Credentials successfully validated messages as depicted in the screen shot below.2014-06-10_14-57-21
  4. Create a Post –
    Once you activatedSocial Smart plugin, you’ll see an Social Smart section in the Publish box on your post writing screen each time you write a new post.
     When you publish your post as usual, you’ll see it show up on the services you’ve enabled. If you want to opt out from any of the services for a specific post, click the “Edit” link next to the Social Smart  as shown above. You can then uncheck whichever services you don’t want your post to appear on. You can also customize the message that introduces your post on your services.

 

Disclosures

Overview – Disclosures are available under settings/disclosures.  Disclosures are intended to be appended to posts so as to satisfy any legal and regulatory requirements around a post.  This option is only visible to users that have the “Admin” role.Disclosures

Create a Disclosure – Simply press the create button to create a new disclosure.

Edit – Click edit in order to change an existing disclosure.

Delete – Click delete to remove a disclosure.

When creating or editing disclosures the following items are available.

Title – Enter the name of this disclosure.  This is used to identify the disclosure and is for informational purposes only.

Category – Enter a category for this disclosure.  This is a keyword field that allows new items to be entered.  This is for informational purposes only.

Campaign Field – Select the campaign associated with this disclosure.  The items available in this keyword field are populated from the user entry.  This field is used in conjunction with the language field by the rules engine along with the campaign and language designated on the current user record in order to append the appropriate disclosure to a given post.

Language Field – Select the language associated with this disclosure.  The items available in this keyword field are populated from the user entry.  This field is used in conjunction with the campaign field by the rules engine along with the campaign and language designated on the current user record in order to append the appropriate disclosure to a given post.

URL Type – Select external if your disclosure is on an external web site.  Select internal if you would like Social Smart to allow you to edit and display the disclosure.  

Message – Using the rich text editor you can edit your internal disclosure here.  This is what is shown when the disclosure link is clicked.

URL – Enter the trailer that will be appended for this disclosure URL.  Note that if a duplicate is entered a number will be appended to it in order for it to be unique.

Getting Started – Additional Users

Login – Open the email sent by the registration system or by your administrator to retrieve your URL, user name and password. Simply click on the URL and login using the user name and password that you have been assigned.  After logging click I agree if you agree with the terms and conditions of the software license agreement.login

 

Step 1 – Select time zone and language.  Simply select your time zone and language from the drop-downs.

Step 1

Step 2 – Add Social Media Accounts – From the stream or queue you can add Facebook., LinkedIn and Twitter accounts to your login.  See details below.

IMPORTANT – Make sure you are logged out of your social media accounts and popups are allowed from our server before you continue.  In order to logout open your social media account and click logout or open a private browser window on your computer.

Simply click on the appropriate icon to associate a social media account from within the system.  After logging in the social media accounts and icons will be listed on the right.

Step 2

Step 3 – Add Optional Research –  If you would like the solution to expose research items to you automatically then select your interest by clicking on them in step 3.step 3

Start Posting – You are all set and you can begin posting to social media.  Just enter a post and select the social media accounts you desire to post to.  You can also click on the book icon to select from the pre-approved content that your administrator has set up for you.  Timeline

To Approve Posts – After a post that requires approval is entered an email will be sent to your approver and it will show in your queue where posts are approved and rejected.  Your approver can simply approve and reject posts as desired from the queue.  Approved posts should appear on social media almost immediately.  Full details on approving posts can be found here.

Login

Overview – Enter your credentials on the login screen.  Your administrator provides these details and they can be managed by your administrator in the settings/users area.

login

User Name – Enter your user name or email address in this field.

Password – Enter your password here.

 

IBM Connections Integration

Overview -Social Smart has built in integration to IBM Connections.  IBM Connections management is available under settings/IBM Connections.  This option is only visible to users that have the “Admin” role.   The IBM Connections integration is complex.  We recommend that you contact our support department to make changes to your IBM Connections settings.

IBM Connections

Rules

Overview – Rules management is available under settings/rules.  This option is only visible to users that have the “Admin” role.  The rules represent your social media policies in electronic form.  The rules engine is complex.  We recommend that you contact our support department to make changes to your rules.

rules

Blacklist

Overview – Blacklist management is available under settings/blacklist.  This option is only visible to users that have the “Admin” role.  Simply enter your desired blacklisted words and click save to update.

blacklist

User Management

Overview – User management is available under settings/users.  This option is only visible to users that have the “Admin” role.

user managementCreate a User – Simply press the create button to create a new user.

Edit – Click edit in order to change a users details.

Delete – Click delete to remove a user from Social Smart and completely revoke their privileges to the application.  Note that all archived content for that user will be retained.

User Name Field – Enter the user name for your user here.  Be sure to share this information with the user so they can log in to Social Smart.

Password Field – Enter the password for your user here.  Be sure to share this information with the user so they can log in to Social Smart.

First Name Field – Enter the first name for your user here.

Last Name Field – Enter the first name for your user here.

Email Address Field – Enter the email address for your user here.

Campaign Field – Select the default campaign associated with this user.  The items available in this keyword field are populated from the user entry in Social Smart.  This field is used in conjunction with the language field by the rules engine along with the campaign and language designated on the current user record in order to append the appropriate disclosure to a given post.

Language Field – Select the language associated with this user.  The items available in this keyword field are populated from the user entry in Social Smart.  This field is used in conjunction with the campaign field by the rules engine along with the campaign and language designated on the current user record in order to append the appropriate disclosure to a given post.

User Role – select from one or more of the below roles in order to give this user the appropriate access to Social Smart.

User – Users can log into the system / associate social media accounts with Social Smart and post content based on the social media policies in place for your organization.

Admin – The admin role has access to every aspect of the system.  There should only be a couple of administrators in a typical organization.

Approver – In addition to user capabilities the approver role designates the current user as an approver.  Note that this does not designate this user as an approver for all content but the user will show in the approver drop-down thus allowing this user to be designated as an approver for any user.  See details on the approver field below.

Content Creator – In addition to user capabilities content creators an create pre-approved content for the library.  See the content creation area of this guide for more details on creating content.

Approver Field – Select the appropriate approver for this user in the approver drop-down.  Note that only users that have been previously designated as approvers appear in this field.  Depending on the rules you set up for your organization the approver may receive notifications from this user when new posts have been created.