Thanks to Click Social Marketing, creating, scheduling, and publishing Social Posts to various social profiles and tracking the click activity is easy! This is a powerful way to enhance your marketing efforts and engage with your audience!
This article will discuss how to view the Social Posts and Clicks within your environment that were generated via the Social Platform. Please be sure you check out our documentation on how to set this up here.
Now that you have already created and published your Social Post, how can you view this activity and data within your environment?
Viewing Social Posts
As you create social posts within the Social Platform, you will also be able to see these posts within your environment from the Posted system view. To view your social posts, navigate to Messaging > Social Posts.
You will be directed to the Active Social Posts system view. You can switch between the following system views:
System Views for Social Posts
Active Social Posts: These are Active Social Post records, as opposed to Inactive Social Post records. Social Post records where the Status equals Active.
Canceled: These are canceled Social Post records where the Status equals Active and the Status Reason equals Canceled.
Draft in Queue: This view will show posts that have currently been queued for publishing based off of your Social Profile's queue settings.
Drafts: This view will show posts that are currently drafts that cannot be published until they have been approved by another user.
Error: These are Social Post records where the Status Reason equals Error.
Inactive Social Posts: These are Inactive Social Post records, as opposed to Active Social Post records. Social Post records where the Status equals Inactive.
New: Here you will see see Social Post records where the Status Reason equals New. These records have not yet been published.
Posted: Here you will see Social Post records that have been Posted to the various social profiles. Within the view, the various columns will show the social network the post was published to, the profile name, the social CNAME the post is associated to, when it was posted, the Campaign associated, the number of clicks, the status reason, and when the record was created within your environment.
Scheduled: Here you will see Social Post records that are scheduled to be posted at a future date and time.
Here an example of what you will see within the Social Posts record within your environment:
Here is how the post looks from the customer-facing Facebook Page:
Viewing Social Clicks and Activity from Posts
Notice how the URL for our GoToWebinar registration page has been shortened to include the okt.to that we needed our Social CNAME to point to within our DNS host? This is what helps with the tracking for people who click the link from our published social post.
Visitors clicking on these links within your social posts will generate a Social Click record within your environment. To check all of your Social Clicks, navigate to Messaging > Social Clicks:
Opening a Social Click record will let you see which social network and post generated the click as well as some additional details about the visitor and the Visit record that they generated, if available.
Viewing Page Views
The recorded social clicks on links from your published social posts from identified visitors will also be recorded as Page View records within Dynamics. To view this, go to Web & Events > Page Views.
Open a Page View record. The type will be Page, but the URL will contain the CNAME that you set for your social marketing links, as well as several other parameters for tracking purposes. With your environment, it is easy to use this criteria to create personal views showing various activity and records generated from social posts.
All of this information can help you analyze which social profiles and posts are generating the most activity so that you can determine the most effective methods for your future communications!