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.

 

 

 

 

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