The Advocacy Board allows you to easily provide content to your Advocates. The Board is designed to fit into your existing workflow or run your own Advocacy program within Click Social. This article describes the different methods you can use to manage the content on your Advocacy Boards.
Story Management
Stories are articles or media assets that Admins want Advocates to share. Each Story can have multiple Messages for different networks with the same media asset available to share. Each Message in the Story inherits all properties of the Story (e.g. Campaign, publish date, expiration date, etc.)
Once a Board is created you will be able to manage all of the Stories within it using the Stories tab. To reach the Stories tab simply head over to Advocacy, select the Board, and navigate to Stories.
Similar to Message Assets in your Campaigns, this Stories tab allows you to create Stories, in which you can view, create, edit, and delete Messages.
How to create a new Story
- Click on the New Story button.
- Add a Media Asset to your story (optional, but recommended):
- Click the media button to add a video, image(s), or PDF.
- Click the link button to write in or paste a link to an article.
- Add a Title to tell your Advocates what the Story is about.
- Add a description to tell your Advocates more about the content of the Story and why they should share it.
- Add or import up to 15 Messages per Story.
- Select the Campaign you want the Story to be associated with.
- Select the time and date you want the Story to be published to the Board.
- Select the Topics this Story will be associated with.
- Click Share.
Selecting Messages from existing Campaigns
You can also add Messages from existing Campaigns to Stories by first selecting the Campaign and then clicking on the Import Messages button.
Copying a Story to the Board
Click Social allows you to copy existing Messages from different Campaigns onto each Board. This action can be done via the Message Assets tab or the scheduling console.
Once one or more Messages have been selected, you will notice a Create Story option that will allow you to choose the Board, pick the schedule and expiration time, and select relevant Topics for the Story.
Please note that copying Messages will NOT create duplicate Messages so you do not have to worry about selecting the same Message several times.
Removing Stories from the Board
There are two ways to remove a Story from the Board, and each has different effects on the Advocates' Leaderboard.
Changing a Story's expiration date to the current date/time will keep all of the metrics for Messages within the Story relevant on the Leaderboard and remove it from being able to be posted/scheduled by any Advocates.
Deleting a Story will remove it from the Board while also preventing any further metrics from counting on the Advocates' Leaderboard.
Editing an existing Story will delete the original and replace it with a new Story, and so it will affect the Leaderboard in the same way as a deleted Story.
Editing an existing story may also impact the campaign messages list.
Note that either way a Story is removed from the Board, any Posts that have already been scheduled will still be scheduled for those Advocates, so you may need to request your Advocates to cancel any Posts that you don't want to go out.
Story Statuses
Advocacy Stories have four available statuses: Scheduled, Published, Draft and In Approval.
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Scheduled means the Story will be available at the chosen publish date.
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Published means the Story is already available for sharing.
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Draft means the Story is not yet ready to be scheduled/published and will not appear on the Board until saved again with a different status.
- In Approval means the Story is currently in an Approval Workflow and, once Approved, will become scheduled/published depending on the Publish Date.
Please note that if an Advocate has discarded a Story, it will not show on their Board.
Story Expiration Period
Advocacy Stories have an expiration date which can be set either individually or per Board. To set the expiration per individual story select the Expiration Date option when creating the Story. Next, select a time period ot choose a custom date/time.
To set the expiration date for an entire Board head over to the Settings tab of an Advocacy Board and under Default Post Expiration Period, select one of the time periods.
Mark Stories as Featured
You can mark Stories as Featured when creating from scratch or copying them to the Advocacy Board. Doing so will put them at the top of the Advocacy Board in the 'Featured Stories' section. You can also set Stories already on the Board's feed as Featured by clicking the star icon next to a Story's status field.
Notifications
By default, Advocates will receive daily notifications about new items that were recently added and were not already shared by them. Also by default, Advocates will receive email notifications when a Story marked as Featured is published to the Board.
A Story that is marked as Featured after the Story has already been published to the Board will not send a "Marked as Featured" email notification.
Each Advocate can control the notification preferences from the Settings tab inside their individual Board.
Topics
Each Story can be associated with one or more Topics, which the Advocates can subscribe to and filter. Topics can be assigned directly from the same menu that is used for creating a new Story or editing an existing Story.
Please note that since Topics are used by Advocates, the subjects should be clear and kept to a minimum in order to make filtering easier. There is a maximum of 100 Topics per Board, but we recommend keeping this number significantly lower.