YouTube is one of several social platforms that can be integrated with the ClickDimensions Social Marketing feature powered by Oktopost. 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 YouTube Social Connector to allow Social Posts to YouTube from CRM.
Navigate to the YouTube 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 YouTube:
Set Up the YouTube Connector
You are then prompted to authorize Oktopost to access the YouTube account you would like to connect to. ClickDimensions Social Marketing is powered by Oktopost. Enter the details for your account, and then click Next.
Once you are signed in, you will then be asked to allow our application to access your account. Click Allow to continue:
Once this is complete, you will see a success message. You can then click to learn how to post to YouTube using this connector, click to set up another connector, or close the window.
The connectors window will now show the active YouTube connector with the other connectors set up for your Dynamics environment.
You are now ready to create a social post!
| Feature Added: 11.2 |
| Feature Updated: 11.2 |
| ClickDimensions Version Needed: 11.2 |