Facebook is one of several social platforms that can be integrated with the ClickDimensions Social Marketing feature powered by Oktopost. You may include Facebook Pages and Facebook Groups and set up these integrations via connectors. Connecting to these social profiles will allow you to create, schedule, and publish social posts from within our Social Platform, as well as track the interactions people have with these posts. Click here to learn more about ClickDimensions Social Marketing.
NOTE: In order to use Social Connectors, it is required to have a CNAME set up for Social Marketing. Click here for instructions on how to set this up.
NOTE: The basic ClickDimensions solution includes support for up to 5 social profiles. If you are interested in increasing the number of available social profiles, you can contact your ClickDimensions Customer Success Manager for information regarding upgrading to the standard or professional social packages.
Goals
- Learn how to set up a Facebook Social Connector to allow Social Posts to Facebook.
- Dynamics 365
Navigate to the Social Profiles
Once your CNAME is set up for Social Marketing, navigate to either Messaging > Social Platform or Messaging > Social Posts and then select Social Platform from the options:
This will open a new login window. Enter the email and password that was setup for your Account Owner in the Social Marketing Settings and click Sign In to continue to the Social Platform.
This will bring you into the Social Platform's main page. From here, you can select your Profile icon in the bottom-left corner and navigate to Settings > Social Profiles and then select Connect a Profile to add a new social profile:
If the Connect a Profile option is greyed out, then this indicates that you have reached the limit for your license and you may need to delete an existing profile or contact your Customer Success Manager to update your social license.
This will open the Add a Social Profile window where you can select the profile that you would like to create. For Facebook, you will have two options:Facebook Page: Connect the Facebook Page of an organization so that posts are created and posted from within Dynamics to the authenticated Facebook Page.
Facebook Group: Connect the Facebook Group so that posts are created and posted from within Dynamics to the Group. All Group members will be able to see the published posts. You must install the Oktopost Facebook Groups App to your Facebook Group in order to post to the Group using the Facebook Connector
Install the Oktopost Facebook Groups App
NOTE: This step is only necessary if you are connecting to a Facebook Group. If you are connecting to a Page, disregard this step and continue to Set Up the Facebook Connector.
Navigate to your Facebook Group and click the Settings option in the sidebar. In the main menu, choose Apps.
In the new window, scroll down and click Add Apps.
In the Group Apps window, search for Oktopost, select the app, then click Add.
Set Up the Facebook Profile
If you are not logged into a Facebook account, then you will be prompted to log into the account that you would like to use to create the social profile and to allow the profile to access Page leads. If you are logged in, then you will proceed directly to the Terms and Conditions page.
Once you logged in and accepted the Terms and Conditions, click Continue. You will then be prompted to select the Facebook Page(s) that you would like this connector to access and whether you would like for native posts to be pulled in.
The Collect and display native posts option will allow the Social platform to pull some analytics from the posts that you made directly in the social network instead of the ClickDimensions Social platform. If enabled, then the platform will try to pull in native posts from the past 30 days to display on your calendar and CRM and it may take up to 15 minutes for native Facebook posts to be pulled in.
There are some limitations to how some content from native Facebook posts may be handled:
- Clicks will not be pulled in from native social posts.
- Native Group posts are not supported.
- Native posts on personal profiles are not supported.
- Targeting will not be displayed.
- Users cannot reshare Facebook videos.
- Page mentions will not be shown.
- Reshares will be shown as link attachments.
- GIF files will be converted and shown as videos.
- Link previews may appear differently.
- Scheduled posts will appear when they publish, not sooner.
- Stories are not supported.
The Social Profiles window will now show the Facebook profile along with your other social profiles.
You are now ready to create a social post!
| Feature Added: 8.8 |
| Feature Updated: 12.3 |
| ClickDimensions Version Needed: 8.8 |