Creating a Post

You can publish a message to your Facebook Fans, Twitter followers, Google+ circle members, Tumblr followers, LinkedIn connections, and Weibo quickly. With this redesign of the Create a Post page, you can create and post to all your social networks.

With Publish you can create and publish posts with text, external links, photos, videos, and more. This article will give you a step-by-step tour on how to create a post using the new Create a Post page.

In this article:

Getting Started

Name Your Post

Select Your Streams

Create Your Content
    · Editing a stream type's post
    · Creating content for a Tumblr post
    · Adding At Mentions
    · Adding Emojis

Adding a URL

Adding Media
    · Image details
    · Video details
    · Audio details
    · Oracle Docs details
    · Coupons, Polls, and Custom Wall Apps
    · Tags

Select Values for Your Tracking URL

Schedule Your Post

Your Stream Type Settings

Facebook Options
    · Geotargeting
    · Feed Targeting
    · Photo Options

Twitter Options
· Publishing Multiple Images to Twitter

Google+ Options

LinkedIn Options
    · Geography
    · Company Size
    · Job Function
    · Industry
    · Seniority

Previewing Your Post
· Publish Short Link
· Review All Posts

Publish Your Post

Creating an Unpublished Post
· Call to Action Buttons

Uploading Multiple Posts

Performing Bulk Actions

Click a link above to get directly to that section, or scroll down and start reading.

Getting Started

From the Posts tab, click the feather icon to be taken to the Create a Post page.

The Create a Post page has 2 columns; on the left side, you'll build your post. As you put the elements of your post together, a live preview of the post will appear on the right side of the screen.

Naming Your Post

First, you need to name your post. This will help you find your post in the Post Grid or in Analytics later. As you type, other post names that your or others on your account have entered will popup, so you can keep names consistent for a campaign or specific client.

Note:: Admins can make the post name optional by clearing the Post Name is Required option on the Preferences tab in the Admin section of Publish.

Selecting Your Streams

Next, select the streams you want to publish to. Four of your streams will appear automatically, including any streams you have set as a default. The stream will appear in blue when its active. Click on the streams you want to publish to and they'll turn blue.

If the stream you want to publish to isn't displayed, click the arrow in the top right corner. A list of all your streams will appear.

There are options to easily find the streams you want to publish to.

Default Streams: Default streams will be automatically selected for publishing for every post you create. You can make a stream a default stream on the edit page for that stream in Workflow & Automation. For more information, see Social Properties help article.
Search: Type the name of the stream you want into the Search field. The list will change to display only streams with that name.
Filter by Social Network: Select the social network you want to see, such as Facebook, Twitter, Google+, LinkedIn, or Weibo. Only streams from that network will display in the list.

Note: If the stream you want to publish to needs to be reauthorized, it will be greyed out and you won't be able to publish to it.

Once you've found the stream you want to publish to, select the box next to the stream's name. As soon as you've selected a stream for a particular social network, a preview for that network will appear on the right side of the screen. It will show you how many streams you are publishing to for each social network.

Note: Facebook has a Twitter application that will automatically post on Twitter whenever you post to your Facebook wall. However, this conflicts with posts made through the Facebook API. If the Twitter application is active on your Facebook page, and you use Publish to post the same content to a Facebook Page and the Twitter account it is linked to, that post will fail to appear on Facebook.

Creating Your Content

The main text field is where you enter the text for your post. As you type, you'll see the message appear in the Preview section on the right, so you can see exactly how your message will look on each social network. You'll also see how many characters you have left for Twitter posts.

Editing a stream type's post

If you want to post to both Facebook and Twitter, but your message is over 140 characters,click on the text in the Twitter preview. It will change to an edit field, so you can edit your message down to 140 characters.

Creating content for a Tumblr post

When you select a Tumblr stream to create a post, you'll see it appear in the Social Network Previews section on the right. This is where you will create your Tumblr content, since Tumblr has several unique options for its posts.

Select the type of post you want to create. You can select from text, image, quote, link, chat, audio, or video.
Note: For image posts, you can only use a single image.
Enter the content for the post type you have chosen. The options in the content box will change depending on the type of post you select. You will see the same options for each post type that you see in native Tumblr.
Note: If you select photo, audio, or video, you will still select and add the media through the media section in the main Create Your Content section. You will also add your link for link posts in that section.
Enter any tags for the post.
Note: The tags you enter in the Tumblr area are only for Tumblr. Regular SRM or CRM tags must be entered in the regular tags section of the Create Your Content section.

Once you have finished entering your content for your Tumblr post, you can continue setting your other options in the main section of the Create a Post page.

Adding At Mentions

You can tag Facebook Pages and Twitter accounts in your posts. Similar to Tumblr, to add an @ mention to your post, you will edit your post in the Social Network Previews section for Facebook or Twitter. On your post on the right side of the screen, type the @ symbol and the first three letters of the Page name or Twitter account, and a list of Pages will appear. You can then select the Page you want to tag for Facebook, or the handle for Twitter.

Adding Emojis

If you are using Facebook, Twitter or Google+, you can add emojis to your posts. There are different ways of adding emojis to posts. This topic decribes how to insert emojis.

To add emojis to posts:

When you are creating your post, click into the CREATE YOUR CONTENT field.
Enter your written content.
Insert an emoji using one of the following methods:
- Emoji Code - Between colons (:), enter the emoji code. For more information on emoji codes, you can access the third-party emoji cheat sheet hosted by Webpage FX.
- Emoji Picker - Select and insert an emoji using the emoji picker on your OS:
  - Mac: Control + Command + Space
  - Windows: - Activate the Windows Touch Keyboard by clicking the keyboard icon in the lower right corner of the taskbar.

Adding a URL

Adding a URL to a post can bring more attention to your post and help drive traffic to other sites. To add a URL to you post, just paste it into the URL field.

Publish will scan the article and automatically pull the title, description, and images (if the link has them) and display them below the URL. If you want to edit the title or description, click on them and they will become editable fields.

Use URL Image in Post

If you select the Use URL Image in Post option, Publish will pull in multiple images from the URL and you can scroll through the images and select the one you want to use with your post. You can also use your own image.

Include URL in Post

Select this option if you want the URL to be displayed in the text of your post.

Note: This is for Facebook and Google+ posts only, and doesn't work with photo album posts.

Preview

When you add a URL, it will appear in the Preview area as ora.cl shortlink. This is not the real short URL, just a placeholder. It will appear at the end of your post by default, but you can move it to anywhere in the post you want.

Twitter URLs

If you add a URL to a Twitter post and save it as a draft, the URL is appended to the content of the post, as well as displayed in the URL field. If you want to delete the URL from that saved post, make sure you delete it in both places.

Adding Media

Media, especially pictures, make your posts even more enticing. Click on the paper clip icon and the Asset Manager opens, where you can attach a photo, a video, or an MP3 to your post. You can select from media you've previously attached, upload from your computer, or you can drag and drop the item from your computer.

In the Asset Manager, you might notice media files that should not appear in your list of assets. If you want to delete media files, select the one or more files, then select the trash can icon at the top right corner of the Asset Manager. A confirmation dialog appears asking you to confirm the removal of the files. Click Remove.

There are specific file types and uploads of media you can attach to a post. Here they are for images, video, and MP3.

Image Details

When you attach an image to a Facebook post, you can select to publish that image to your newsfeed or to an album on Facebook. The image will appear differently depending on how you publish it. You can select those options in the Facebook Photo Options in the Social Network Settings area. Images will display to the maximum size of 2048x2048 pixels.

You can upload the following image file types:

JPG
PNG
GIF
TIFF

Video Details

When you attach a video to a Facebook post, it will appear and play inline with your post. You can either upload a video here in this section, or link to a video by copying and pasting the video URL into the http:// URL section.

After you've uploaded a video, you need to select a thumbnail starter image. You can select a frame from the video, or upload an image from your computer or a URL. Remember, it's important to select an image that is compelling and will make them want to click.

When you attach a video to a Tweet, it will appear and auto-play silently inline only when the video length is equal to or less than 140 seconds. Videos that are longer than 140 seconds will appear in the Tweet as a still image, with a play button overlay and a link. If you click the video play button on the still image, the video will play inline.

Note: There is no size limit to the videos you can upload, though the longer videos may take several minutes to process.

You can upload the following video file types:

MOV
QT
AVI
WMV
MPG
FLV
MPEG
MP4
OGM

You can link to videos from the following online video sites:

YouTube
Vimeo
URL that meets Facebook's Open Graph Protocol specifications

Audio Details

You can upload the following audio file types:

There is no size limit to the audio files you can upload.

Oracle Docs Details

In the Create Your Content Asset Manager, you can click Oracle Docs to access documents on the Oracle Document Cloud service.

Note: This feature is available only in deployments where the Oracle Document Cloud service has been purchased and enabled.

After clicking Oracle Docs, you'll need to login. Once logged in, select the files that you want to include in your post, then click OK.

Note: Only folders to which you have access will be viewable. Only file types listed in the Adding Media section are supported.

Coupons, Polls, and Custom Wall Apps

The Flash-based coupon and poll posting feature is no longer available in the SRM platform. To provide a more powerful, mobile-friendly experience for your applications, we encourage publishing of apps created using the Content & Apps area of the SRM. The apps created using a powerful modular system allow you to build any experience you desire, and will work smoothly with mobile devices. If you aren’t familiar with the kinds of content you can create in Content & Apps, please see Building a View help article.

Adding Tags

Tags are words and phrases that you can apply to posts, allowing you to organize and track your posts to your different social properties. Admins will create the tags on the Admin Tab. For more information, see Admin Tab Help article. The tags will appear in the Post Grid in the Tags column.

Note: You can add as many tags to a post as you want.

You can see the tags you have access to by clicking the arrow, or start typing and tags that match what you are typing will appear.

Selecting Values For Your Tracking URL

This area relates to Dynamic Link Tracking, which allows you to easily create URLs within their posts that 3rd party analytics systems can use to track the effectiveness of your marketing campaigns. In this section, you'll select values to add to your tracking URL, using the drop-down menus.

For more information on Dynamic Link Tracking and how to use it in the SRM platform, see Dynamic Link Tracking help article.

Scheduling Your Post

You can get your work done ahead of time and create posts that will automatically publish on the date and time you select. Click on the calendar icon and a date and time selector will appear. You can edit the date once you select it by clicking on the date in the text field.

Once you select a date for your post, the Publish Post button will change to Schedule, so you know you are getting your post out when you intend to.

You can also select to have Publish send out an email to a list of addresses when the post is published. Select the Send an email when the post is published option and a text field will appear. Just enter the email addresses separated by commas.

Setting Your Stream Type (optional)

Your post is created and set up. You still have more options, depending on which type of stream you are posting to. Click the icon for the stream type and you'll see the extras you can select from.

Setting Facebook Options

There are 3 options for Facebook posts: Geotargeting, Feed Targeting, and Photo Options.

Geotargeting

Geotargeting lets you make a Facebook post that only your Fans that are in a certain country, city, and/or language will be able to see. A geotargeted post will only be visible on those users' news feeds and only those users will be able to see the post on your Page.

Just enter the name of the country and/or language you want to target into the provided boxes. If you have created any templates in SRM Admin, use the-drop down menu to select the geotargeting template you created.

IMPORTANT: Make sure you wait for the geotarget template to load completely before you publish your post. If it doesn't load, your post will not be geotargeted.

Feed Targeting

With Feed Targeting, you can select specific targets based on information that users provide in their Facebook profiles to narrow who sees your post.

How is Feed Targeting different from Geotargeting?

When you Geotarget a post, only people who have that location set on Facebook will see the post in their newsfeed and on your brand Timeline. When you Feed Target a post, only people who have those targets set on Facebook will see the post in their newsfeed, but anyone will be able to see the post on your Timeline.

How do I use a target?

Each target has an Add button next to it. Click that button to make the target active for your post. Also, if you decide that you don't want to use that target, the link changes to Remove after you've added it, so you can get rid of it at any time.

What are the targets I can use?

There are seven targets you can use. These are, Age Range, Gender, Relationship Status, Interested In, Education, Country, and Language.

Each target has options to select from and some have limitations.

Age Range

The Age Range target lets you limit your post within a set range of ages. You can set the range from a minimum age of 13 to a maximum age of 65.

Gender

The Gender target lets your post appear to male users only, female users only, or both in one post.

If you don't make a selection, your post will target both genders by default.

Relationship Status

The Relationship Status target gives you many options to target. You can target each of these relationship statuses individually:

Single
In Relationship
Married
Engaged

Or you can also mix and match, selecting different statuses in various combos. For example, you can target In Relationship and Married in one post.

If you don't make a selection, your post will target all statuses by default.

Interested In

The Interested In target lets you target users who are interested in male only, female only, or both in one post.

Educational Status

The Educational Status target lets you select to target your post by a user's educational level. You can target each of these educational statuses individually:

High School
Undergraduate
Alumni

Photo Options (Facebook Only)

When you publish a post with a photo attached, you can select to publish that photo to your newsfeed, to your brand's Timeline album, a new photo album, or to an existing photo album on Facebook.

The following are the options.

Note: Make sure you upload all your photos in the Create Your Content Asset Manager before you create your post.

Publish to Newsfeed

When you publish a photo to your newsfeed, it is attached as a link and a thumbnail on your post. The photo isn't added to any Facebook photo albums. You can only publish one photo to a post at a time.

Note: If your photo is smaller than 315 pixels, it will display as a small thumbnail with large metadata to the side. If your photo is larger than 315 pixels, it will display as a large photo, with the metadata beneath.

Publish a single photo to your Timeline album

When you publish a photo to your Timeline album, Facebook will add that photo to the album and generate a post to your newsfeed with a large thumbnail of the photo and the message you created above. You can only attach one photo to your Timeline album at a time.

Publish to a new Facebook Album

When you publish a photo to a new album, Facebook will add the album to your photos page, and will generate a post to your newsfeed with a large thumbnail of the photo. You can attach a maximum of 15 photos to your post. When you add more than one photo to a Facebook post, a new Facebook album will be created. In the Your Social Network Settings section, the Publish to a new Facebook photo album option will be selected automatically. Enter your album title in the text box below the option.

When you are publishing multiple photos to an album, you can select which photo to display as the album cover. In the Create Your Content section, select the option next to the file that you want to display as the album cover. Notice that the image now appears as a larger block in the preview area on the right side of the screen.

Note:If you are posting to Facebook and Twitter at the same time, the album cover that you select for Facebook will automatically be the larger image in your Twitter feed.

When you are publishing to a new album, Facebook will post to your newsfeed for you with your album's title, description, and number of photos in the album. So instead of a place to create a message, the Create Your Content section will change to let you add your album title and description that Facebook will use to create a post.

Note: Due to social network restrictions, your published photo post may appear differently than how it appears in the preview on the right.

When you select this option, the content creation section of CAPP will change to let you give your new album a title and description.

Publish to an existing album

When you publish a photo to an existing album, Facebook will add that photo to the album and generate a post to your newsfeed with a large thumbnail of the photo. You can attach a maximum of 15 photos to your post.

When you are publishing to an existing album, Facebook will make an action post to your newsfeed for you. You've probably seen these before: Kim added 4 photos to the album Weekend Adventures. So instead of a place to create a message, the Create Your Content section will change to let you add your album title and description that Facebook will use to craft the action post.

Note: Due to social network restrictions, your published photo post may appear differently than how it appears in the preview on the right.

Geotargeting a Photo Album

Geotargeting works a bit differently when you are publishing to a photo album, as opposed to a single image. When you assign a geotarget to a photo album post, the geotarget will be applied to the individual photos, not the album. So your album will be visible to all your Fans, but only the photos that have the Fan's target will be visible to them.

Working With Twitter Options

This topic describes options that are available, specific to Twitter.

Publishing Multiple Images to Twitter

SRM allows you to upload multiple images to a post. Twitter allows a maximum of four images per tweet. If you attempt to select more than four images, an error message will appear.

When you are publishing multiple photos, you can select which photo to display as the album cover. In the Create Your Content section, select the option next to the file that you want to display as the album cover. Notice that the image now appears as a larger block in the preview area on the right side of the screen.

Note: If you are posting to Facebook and Twitter at the same time, the album cover that you select for Facebook will automatically be the larger image in your Twitter feed.

Working With Google+ Options

There's only option for Google+ streams is that you can select specific circles to publish to. select the Google+ stream from the drop-down, and a list of the circles you've created for that stream will appear. Select the box next to the circles you want to publish to.

Working With LinkedIn Options

You can target who can see your LinkedIn posts using five different criteria. These are, Geography, Company Size, Job Function, Industry, Seniority.

Using Geography

Using the provided text field, enter the name of a location you want to target. Remember, these are LinkedIn locations, so you might have to try some different entries before finding what you are looking for.

You can enter up to 10 locations to target.

Setting Company Size

Select the boxes next to the company size you want to target:

Self-Employed
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10000+ Employees

You can enter up to 10 company sizes to target.

Selecting Job Functions

Select the boxes next to to the job functions you want to target:

Research
Accounting
Administrative
Business Development
Purchasing
Consulting
Arts and Design
Community and Social Services
Education
Engineering
Entrepreneurship
Finance
Human Resources
Information Technology
Legal
Healthcare Services
Marketing
Military and Protective Services
Operations
Program and Project Management
Media and Communication
Product Management
Quality Assurance
Real Estate
Sales
Support

You can enter up to 10 job functions to target.

Selecting Industry

Select the boxes next to the industries you want to target. You can select up to 10.

Selecting Seniority

Select the boxes next to to the seniority level you want to target:

Chief X Officer
Director
Entry
Senior
Manager
Owner
Partner
Training
Unpaid
Vice President

You can enter up to 10 seniority levels to target.

Previewing Your Post

Your post is created and you can make sure your post looks perfect for each of your stream types in the preview on the right hand side of the screen.

The preview will show you how many streams you are publishing to for each stream type and how the post will appear. If you need to make changes to the text for a specific stream type, just click on the text. It will change to an edit field. Once you are finished making changes, click Done and your changes will be saved.

Publishing Short Link

If you are including a URL in your post, Publish shortens that URL for you into a more convenient shortlink. In the right hand preview, you'll see a dummy short link:

To get the real short link, you'll need to go to the Review page.

Review All Posts

If you need to get a short link, or want to edit your posts in a larger space, you can do that by clicking the Review all Posts text link. This will take you to a new page with your posts laid out and the real Publish short link in place. You can publish from that page or return to the main CAPP page.

Publishing Your Post

Once your feel like your post is ready to go, click Publish Post button on the main page. Your post will be sent out to all your streams, or saved if you've scheduled it to be posted later. You'll be taken back to the Posts main page, and you'll see your post listed in the post grid.

Extended Publishing

If your post is taking longer than 15 minutes to publish, it will go into Extended Publishing status. You will receive an email letting you know that the post is in extended publishing, and giving you the option to cancel the post.

If you keep the post in Extended Publishing, and the post does not publish successfully within a 4 hour window, it will be automatically cancelled and you will receive an email confirming this.

Editing After Publishing

After you've published a post, you can still edit some of its details. For example, a Twitter Page can be changed since it's hosted by SRM, but the tweet text cannot, since Twitter doesn't allow tweets to be modified after they're posted.

For complete information on what you can edit on different types of post, see Taking Actions on a Post help article.

Creating a Suggested Post

When you click the arrow on the Create a Post button, you'll see the Suggested Post option. If you click this, you'll see the exact same Create a Post page, but it's what happens when you finish creating the post is what makes it different.

Suggested posts allow you create messaging and content for users across your bundle. When you create a Suggested post and save it, it will be saved in the Post Grid with the status Suggested. Users on your account can then copy that post, edit it if necessary, and publish it to the streams they need to.

You can create Suggested posts from scratch, or you can copy a post that has already been created and save it as a Suggested post.

Sharing Suggested Posts with Multiple Bundles

You can also share suggested posts across multiple bundles. However, there are some things you'll need to set up first. Here's what you'll need to do:

Create a stream only for suggested posts
Create a new social property on the social network, such as a Facebook page. We suggest naming it in a way so you know it's connected to suggested posts, like BrandName Suggsted Posts. You will use this stream to create the posts you want to suggest going forward.
Once you create it, add the stream to your SRM account.
Create a suggested posts sub-bundle
In your account-level bundle, create a sub-bundle and name it something related to suggested posts, like BrandName Suggested Posts Bundle.

For more info on bundles, see Bundles help article.
Add your new Suggested Post stream & users to your new Suggested Post sub-bundle
Add your new suggested post stream to your new suggested post sub-bundle. You will then need to add the users who will be CREATING suggested posts to this sub-bundle.
Once you've added the users to the sub-bundle, you must assign them to a user role on the stream itself, which you will do in Workflow & Automation.
Note: We suggest making these users Authors on this stream.

For more info on adding users to streams, see Social Properties help article.
Add your new Suggested Post stream to other bundles
Finally, you'll need to add the new suggested post stream to the bundles of the users you want to use your suggested posts. Once you've added the stream to those bundles, you'll need to assign those users to a role on the stream itself.
Note: We suggest making these users Authors on this stream.

Once you have your suggested post stream added and users assigned to it, users can begin creating and sharing suggested posts. When users create suggested posts on the suggest posts stream, these will appear in the Post Grid as suggested posts, as we described above.

IMPORTANT: When a user is using a post that has been suggested, they need to deselect the suggested post stream before saving/publishing their posts.

Creating an Unpublished Post

The final option you'll see when you click the arrow next to the Create a Post button is Unpublished Post. When you create an Unpublished post, it will be sent to Facebook, but will not appear on your newsfeed or page timeline. These posts are only distributed to users through promoted channels.

You can create Unpublished posts that are just text, single photo posts, or link posts.

Call To Action Buttons

When you add a link to an unpublished post, you have the option to add a Call to Action button that will appear in the large link meta data that appears below your post.

After you add a link in the URL, the link area will expand to show you the meta data for that link. You can alter the link description, the display link, the link image, and you'll see a drop down menu for Call to Action. You can select from five options. These are, No Button, Shop Now, Book Travel, Learn More, Sign Up, or Download.