Twitter is one of several social platforms that can be integrated with the ClickDimensions Social Marketing feature powered by Oktopost. You may include Twitter Profiles and set up these integrations via connectors.Connecting to these social profiles will allow you to create, schedule, and publish social posts from within your Dynamics environment, 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 Twitter Social Connector to allow Social Posts to Twitter from CRM.
- Dynamics 365
- Legacy
(Dynamics 365) Navigate to the Twitter Connector
Once your CNAME is set up for Social Marketing, navigate to Settings and Support > ClickDimensions Settings > click Social Profile Configuration.
A new window will open and show you the current connectors you have set up for this Dynamics environment. Click +Add New to choose a new connector.
A new window will open and show you a menu of current available connectors to set up. Select the following option for Twitter:
Set Up the Twitter Connector
You are then prompted to authorize Oktopost to access the Twitter account you would like to connect to. ClickDimensions Social Marketing is powered by Oktopost. Enter the details for your account, and then click Authorize App.
Once this connection is authenticated, you will see a success message. You can then click to learn how to post to Twitter using this connector, click to set up another connector, or close the window.
The connectors window will now show the active Twitter connector with the other connectors set up for your Dynamics environment.
You are now ready to create a social post!
| Feature Added: 8.8 |
| Feature Updated: 11.2 |
| ClickDimensions Version Needed: 8.8 |
(Dynamics 2013/2015) Navigate to the Twitter Connector
Once your CNAME is set up for Social Marketing, navigate to Settings > ClickDimensions Settings
Click Social Profile Configuration.
A new window will open and show you the current connectors you have set up for this Dynamics environment. Click +Add New to choose a new connector.
A new window will open and show you a menu of current available connectors to set up. Select the following option for Twitter:
Set Up the Twitter Connector
You are then prompted to authorize Oktopost to access the Twitter account you would like to connect to. ClickDimensions Social Marketing is powered by Oktopost. Enter the details for your account, and then click Authorize App.
Once this connection is authenticated, you will see a success message. You can then click to learn how to post to Twitter using this connector, click to set up another connector, or close the window.
The connectors window will now show the active Twitter connector with the other connectors set up for your Dynamics environment.
You are now ready to create a social post!
| Feature Added: 8.8 |
| Feature Updated: 11.2 |
| ClickDimensions Version Needed: 8.8 |