The Click Social Advocacy Board allows you to share content with employees and brand advocates.
You can customize the Advocacy Board and decide what features to include in the Board from the Board Settings tab.
General
Set or edit your Board name and decide what the default time period should be for content on the Board to expire. By assigning specific Teams to the Board, you can limit board access to the Board Admin Settings to only these Teams and system admins.
The default tone for confirmation messages on the board is Casual and includes light-hearted messages to encourage Advocates to share content and make suggestions. If you prefer more traditional confirmation messages, you can choose the Professional tone.
Features
Enable or disable various features within the Advocacy Board:
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Stories is the newest version of the Advocacy Board. Turning this on will allow you to group social Messages into individual Stories, focusing on the content pieces you want Advocates to share.
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Analytics lets Advocates see analytics on their advocacy efforts and track their performance.
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AI Assist enables Advocates to rephrase Messages with the click of a button, and use links to easily generate suggestions and custom content.
- Suggestions allow Advocates to suggest content for the Advocacy Board.
Leaderboards
Leaderboards let Advocates compare their progress with their fellow advocates. From here, you can set up gamification points and rules. For more details on this section, please see our Advocacy Gamification article.
Roles
Define advocate roles to assign to Advocates and determine which features they can use on the Board. If one of the existing roles doesn't meet your needs, you can create your own custom role. You can set any role as the default role assigned to new Advocates invited to the board.
Advocate Fields
Advocate fields enable you to segment different groups of Advocates, and to provide customized experiences and content based on those fields. There are two default fields, Region and Department, that you can use as-is, edit, or delete and create your own.
The field options can be assigned to Advocates, and then be used to segment Topics and limit which Advocates can view certain Topics. You can also report on Advocate Fields in Social BI to compare the segments of your Advocates, as long as the fields are set to the relevant Advocates before your report's date range.
Channels
Here you are able to select the channels you want advocates to use on the board. Advocates are only able to connect their social profiles to the networks you enable.
Notifications
If you enable advocate notifications, you can choose the frequency, day of the week, and time of day you would like to send them.
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New Content Slack Notifications for when the Admin has added new content to the Board. See here for more details on enabling this capability.
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New Content Email Notifications for when the Admin has added new content to the Board.
- Advocate Analytics Summary Emails to summarize the performance of their advocacy. Notification will be sent based on the advocate's timezone.
Signup
Allow employees from your company to join a Board without receiving an invite, by sending out a signup link. You can limit the Advocates that can sign up with the link by adding a domain limit, which prevents people without your company's email domain(s) from becoming an Advocate.
You can also select whether all Topics will be selected by default in the onboarding for new Advocates, or if advocates will need to select each Topic individually to opt-in.
Custom Branding
Add our own branding (logo, address, and email sender name) to email notifications that are sent to Advocates.