2Workflow and Automation

Introduction to Workflow and Automation

This topic provides an overview of the Workflow and Automation section of the Oracle Social Cloud platform.

Overview of Workflow and Automation

The Workflow and Automation area of the Oracle Social Cloud platform is where you control your account settings, configure your resources (teams, channels, bundles) and configure your users.

These topics have been written assuming that you're assigned as an account or team admin on your Oracle Social Cloud account. This means that you have full access to Workflow and Automation. If you aren't an admin, then you may have access only to the Profile tab.

Components of the Workflow and Automation Layout

There are the following seven tabs on the Workflow and Automation page.

  • Profile - Set and edit your basic user information, like your password and address, and determine what teams, bundles, and channels you have been assigned to

  • Resources - Create, organize and control the Resources for your account

  • Users - Invite new users to your account, edit information on existing users, and view any pending invitations you have sent

  • Account - General settings for your account

  • Workflow - Create and run processes while collaborating with your coworkers

  • Automations - (Engage only) Set rules to automatically label, assign, and delete posts in Engage

  • Plugins - (Engage only) add connections to your RightNow, and Siebel accounts for Engage

There are topics for each of these sections, so if you want more information on those individual sections, check there.

Basic Terminology

Let’s go through some terminology that will be relevant in Workflow and Automation and throughout the Oracle Social Cloud platform:

The following terms are what we refer to as resources in Oracle Social Cloud Marketing--they each have their own area in the Resources tab.

  • Channels: For example, a Facebook channel, Twitter account or Tabs View that you publish to, create, moderate, and analyze using the Oracle Social Cloud platform.

  • Users: People who have access to your Oracle Social Cloud account. Users can be given various permission levels and be assigned to specific channels, teams, and bundles on your account.

  • Teams: Groups of users who have access to the same channels on your account.

  • Bundles: Groups of your channels. You can assign specific teams or users to your bundles

    .

    Related Topics

Types of Permissions Common to All User Roles

This topic describes permissions common to all user roles.

All user roles have the following permissions:

Topics and Dashboard Tabs

  • View topic properties

  • View dashboard

  • Export charts

  • Create and edit topic alerts and email digests

Note: Users can be put into bundles and will only have permissions in the bundles they're in.
Only Admins have the permission to create Historical Data requests. For more information on Historical Data, refer to the Overview of Add On Data for Topics topic.

Resources and Social Campaigns Tabs

  • View all data

  • Download reports

SEM Reports

  • View all data

  • Download reports

List of User Roles in Oracle Social Cloud

User roles in Oracle Social Cloud give your users permissions in the Oracle Social Cloud platform.

Each role has specific permissions for each part of the platform, with the following ten roles total:

  • Admin

  • Editor

  • Author

  • Moderator

  • Listen Editor

  • Reader

  • Media Manager

  • Analyst

  • Brand Designer

  • Designer

All these user roles have the same permissions. For more information about permissions common to all user roles, refer to the About Permissions Common to All User Roles topic. All these permissions are explained in detail in its role topic. Users will only have these permissions on the channels to which they have access.

    The Admin Role

    Admins have full administrative access to the account.

    The following table lists Admin role permissions by platform:

    Platform Permisssions
    Workflow and Automation
    • Add new users and channels to any team or bundle

    • Create new teams and bundles

    • Set permission levels and user roles for individual users on their account

    • View and create Workflow templates

    • Add paid partner accounts

    Publish
    • Create, schedule, target, publish, and edit posts

    Content and Apps
    • Create and add Facebook apps

    • Create and publish Views

    • Attach Views to Facebook Pages

    • Create and edit brand templates, template CSS, and View-level CSS

    • Access contests links

    • Restrict users with no roles from obtaining contests links

    Engage
    • View, assign, label, archive, reply, hide, delete, and lock messages.

    Listen

      The Editor Role

      This topic describes permission for the Editor role.

      The following table lists Editor role permissions by platform:

      Platform Permissions
      Workflow and Automation
      • Access only to My Profile page

      Publish
      • Create, schedule, target, and publish posts

      Content and Apps
      • Add modules to, edit, and publish Views

      • Access contests links

      • Restrict users with no roles from obtaining contests links

        The Author Role

        This topic describes permissions for the Author role.

        The following table lists Author role permissions by platform:

        Platform Permissions
        Workflow and Automation
        • Access only to My Profile page

        Publish
        • Create posts, but can only save them as drafts

          The Moderator Role

          This topic describes permissions for the Moderator role. This role only has permissions for the Workflow and Automation and Engage sections of the Oracle Social Cloud platform.

          The following table lists Moderator role permissions by platform:

          Platform Permissions
          Workflow and Automation
          • Access only to My Profile page

          Engage
          • View, assign, label, archive, reply, hide, and delete messages

          Listen and Analyze
          • Add a Note

          • Review Topic Properties

          • Create and edit topic alerts

          • View Indicators

          • View, create and export Insight dashboards

            The Listen Editor Role

            This topic describes permissions for the Listen Editor role.

            This role only has permissions for the following Listen pages: Topics, Indicators, and Dashboards.

            The following table lists Listen Editor role permissions by platform:

            Platform Permissions
            Indicators Tab
            • Create, edit, clone, and delete their own indicators

            Note: Users can be put into bundles or teams and will only have permissions in the bundles or teams they're in.
            Social Station
            • Create custom analytics

            • Create intelligence center views

            Topics and Dashboard Tabs
            • Create, edit, activate, deactivate, and delete their own topics

            • Clone topics created by other users

            • Create and edit topic alerts and email digests

            • Create and edit notes on topics

            • View dashboard

            • Export charts

              The Reader Role

              This topic describes permissions for the Reader role. This role only has permissions for the Workflow and Automation and Engage sections of the Oracle Social Cloud platform.

              The following table lists Reader role permissions by platform:

              Platform Permissions
              Workflow and Automation
              • Access only to My Profile page

              Engage
              • View, assign, label, and archive messages

                The Media Manager Role

                This topic describes permissions for the Media Manager role. This role only has permissions for the Workflow and Automation and Publish sections of the Oracle Social Cloud platform.

                The following table lists Media Manager role permissions by platform:

                Platform Permissions
                Workflow and Automation
                • Access only to My Profile page

                Publish
                • Promote published and unpublished posts

                • Create, publish, and delete unpublished posts

                  The Analyst Role

                  This topic describes permissions for the Analyst role. This role only has permissions for the Workflow and Automation and Analytics sections of the Oracle Social Cloud platform.

                  The following table lists Analyst role permissions by platform:

                  Platform Permissions
                  Workflow and Automation
                  • Access only to My Profile page

                  Listen and Analyze
                  • View and download reports for the Resources they have been assigned to

                    The Brand Designer Role

                    This topic describes permissions for the Brand Designer role. This role only has permissions for the Workflow and Automation and Content and Apps sections of the Oracle Social Cloud platform.

                    The following table lists Brand Designer role permissions by platform:

                    Platform Permissions
                    Workflow and Automation
                    • Access only to My Profile page

                    • Create Views

                    • Can't assign Views to bundles or add users to the View

                    Content and Apps
                    • Create and publish Views

                    • Create and publish brand templates

                    • Create and edit View-level CSS

                    • Access the Style tab for individual Views

                    • Access contests links

                    • Restrict users with no roles from obtaining contests links

                      The Designer Role

                      This topic describes permissions for the Designer role. This role only has permissions for the Workflow and Automation and Content and Apps sections of the Oracle Social Cloud platform.

                      The following table lists Designer role permissions by platform:

                      Platform Permissions
                      Workflow and Automation
                      • Access only to My Profile page

                      • Create Views

                      • Can't assign Views to bundles or add users to the View

                      Content and Apps
                      • Create and publish Views

                      • Create and edit View-level CSS

                      • Access to the Style tab for individual Views

                      • Access contests links

                      • Restrict users with no roles from obtaining contests links

                        Components of the My Profile Section

                        The My Profile section of Workflow and Automation is where you can set and edit your basic user information, such as your password and address, and access the teams, bundles, and channels you have permissions on.

                        There are two parts to the My Profile page: Your Information and Your Resources.

                        Your Information

                        The My Profile area allows you to display, add to, and edit the information you entered when you created your Oracle Social Cloud account. The user picture was pulled from the Facebook profile you linked to your account.

                        Also displayed is the following information:

                        • Company name and title

                        • City, State, Country

                        • Time zone

                        Click the pencil icon to edit your information.

                        You can edit everything mentioned above, and the following fields:

                        • If you haven't linked your Facebook profile, the following option will be displayed: Link Oracle Social Cloud Profile with Facebook. If you're logged into Facebook when you click this option, your profile will be linked to that Facebook account. If you aren't logged into Facebook, you will be given the option to log in.

                        • Link a Different Profile - This allows you to link your Oracle Social Cloud profile to a different Facebook account. Note: If you're not logged into Facebook, you will be given the option to log in. If you're logged into Facebook, make sure that you're logged into the account that you want to link with your Oracle Social Cloud profile before clicking the link.

                        • Unlink Facebook Profile - This allows you to disconnect your Facebook account from your Oracle Social Cloud account.

                        • Geolocation - This link takes you to the list of Geotargets you have been added to. For more information on geotargeting, refer to the Templates topic.

                        • Email address

                        • Phone number

                        • Receive email notifications? - Select this box if you want Oracle Social Cloud to send you e-mail notifications about things happening in your account. The notifications include, channel re-authorizations, expired user, destroyed user, and message limit thresholds.

                        • Security - This is your password for your Oracle Social Cloud account.

                        • Session Timeout - How many hours until you're automatically logged out of the Oracle Social Cloud.

                        Languages

                        If you want to view the Oracle Social Cloud platform in a different language, you will set that here. Use the drop-down menu to choose the language you want the platform to appear as, then click Save Changes. The text in Oracle Social Cloud will change to the language you chose. In the drop-down list, each listed language will appear in its own language.

                        Note: Anywhere you're entering text, like the Create a Post page in Publish, semantic analysis filters in Listen and Analyze, or modules in Content and Apps, aren't affected by this language setting. Whatever language you type, that is the language that will appear.

                        The following two column table lists the languages that are supported:

                        Table Supported Languages

                        Language Name in English Language Name in Localized Language

                        Czech

                        Čeština

                        Danish

                        Dansk

                        Dutch

                        Nederlands

                        English

                        English

                        Finnish

                        suomi

                        French

                        Français

                        German

                        Deutsch

                        Hungarian

                        Magyar

                        Italian

                        Italiano

                        Japanese

                        日本語

                        Korean

                        한국어

                        Norwegian

                        Norsk

                        Polish

                        Polski

                        Portuguese (Brazil)

                        Português (do Brasil)

                        Russian

                        Русский

                        Simplified Chinese

                        中文(简体)

                        Spanish

                        Español

                        Swedish

                        Svenska

                        Traditional Chinese

                        繁體中文

                        Ukrainian

                        українська

                        Once you have finished editing your information, click Save Changes.

                        Your Channels, Bundles, and Teams

                        Use the Channels, Bundles, and Teams tabs to display a list of the channels, bundles, or teams to which you have access.

                        The Resources Tab: Teams

                        The Resources Tab is where you will create, organize and control the resources for your Oracle Social Cloud account. Resources, as we mentioned before, are your channels, teams and bundles you have created for your account.

                        The Teams area is where you can create and edit teams - groups of users who work together on your channels.

                        Downloading a Report

                        The Download Report button on the main Teams page allows admins to download a report with information on all the teams on either their account or team.

                          Create Teams Grid

                          All teams on your account are listed in the Teams Grid. The grid shows the team name and the number of team members. Click the arrows beside your team name to expand and view your full team hierarchy.

                          You can edit, delete, or duplicate a team by clicking the gear image.
                          1. Click Create a Team. You will be taken to the Create a Team page.

                          2. Give your team a name and short description.

                          3. Click Create Team. The page will refresh, showing your team was saved successfully.

                          You can then edit your team's information and add users and teams.

                            Add a User to a Team

                            Once you have created your team, you can add users to that team.

                            1. From the team's Edit page, click Add User. The Assign Users dialog box will open.

                            2. A list of users on your account will be displayed.

                              Note: You can sort users alphabetically. Select the boxes next to the users you want to add, then click Save Changes.
                            3. You'll be taken back to the edit page for the team, with the new users appearing in the user grid.

                            Once you have added a user to a team, you can assign them a user role. To see full definitions of these user roles, see the User Roles topic.

                              The Resources Tab: Channels

                              The Resources tab is where you will create, organize and control the resources for your Oracle Social Cloud account. Resources, as we mentioned before, are your channels, teams and bundles you have created for your account.

                              The Channels area is where you can create, edit, and view details of channels on your account, like views and Facebook Channels.

                              You can work with the Channels section if you're an Oracle Social Cloud Marketing customer.

                              Certain browsers have popup blockers or other security or privacy features which prevent social network authorization windows from opening or properly communicating with the window in which they were launched. If you encounter issues authorizing a channel, you must ensure that popup blockers are disabled in your browser. In addition, if you're using Internet Explorer, you may need to disable the Protected Mode feature for your platform.

                              To disable Protected Mode feature for your platform in Internet Explorer:

                              1. Navigate to the page on which you're having issues.

                                Open the Internet Options dialog.

                              2. Click the Security tab.

                                Four zones are displayed.

                              3. Click the Trusted sites zone.

                              4. Click the Sites button with the Trusted sites zone still selected.

                                A second dialog opens.

                              5. Click the Add button next to the site URL that is pre-populated.

                              6. Click the Close button in the Trusted sites dialog.

                              7. In the Internet Options dialog, uncheck the Enable Protected Mode checkbox in the Trusted sites zone.

                              8. Click OK in the Internet Options dialog.

                              9. (Optional) You might need to restart your browser in order for the changes to take effect.

                                The Channels Grid

                                All channels on your account are listed in the Channels grid. The grid shows the channel name, if any action needs to be taken on the channel, how many assignees (users and teams) are on the channel, and who was the last person to edit the channel and the date and time of that editing. The gear icon on each channel allows you to either edit or delete the channel.

                                Sort Your Channels

                                When you first click the Channels tab, you'll see all your channels listed. You can also sort the list by social network, so you can see the channels just for that network:
                                • Facebook Views

                                • Facebook Channels (authorized Facebook pages)

                                • Twitter Channels (authorized Twitter channels)

                                • YouTube Channels

                                • LinkedIn Company and Showcase Pages

                                • Instagram

                                • Weibo Pages

                                • Tumblr

                                • WeChat

                                Note: The YouTube channels you see here are authorized channels only, and appear in Publish and Analytics. These don't appear in Listen or Engage. Facebook Channels are your owned, authorized Facebook brand pages. These channels can be used in the entire Oracle Social Cloud platform.

                                  Add a Channel

                                  To successfully add a channel to Oracle Social Cloud, you must be an administrator of that channel on the social network. For example, to add a Facebook Page to Oracle Social Cloud, you must be an admin of that page on Facebook.

                                  1. Click Add Channel. You'll be taken to the Add Channel page.

                                  2. Choose which type of channel you wish to add:

                                    • Facebook Tabs View (Content and Apps only)

                                    • Facebook Channel (authorized Facebook brand page)

                                    • Twitter Channel (authorized Twitter account)

                                    • YouTube Channel

                                    • Weibo Page

                                    • LinkedIn Company Page

                                    • Tumblr Blog

                                    • Instagram Account

                                    • WeChat

                                    Note: Facebook Channels are your owned, authorized Facebook brand pages. These channels can be used in the entire Oracle Social Cloud platform.
                                  3. Click the channel type to select it, read and accept the terms and conditions, then click Add Channel.

                                  4. A modal window will open prompting you to authorize Oracle Social Cloud to have access to your social network account. Follow the steps. You must be an administrator of the channel to add it.

                                    Note: For WeChat, a QR code will be presented. In order to add this channel to Oracle Social Cloud, the user must be an administrator on the admin WeChat platform. Scan the QR code from within the WeChat mobile application.
                                  When you're done authorizing, you will be taken to the edit page for the channel in Oracle Social Cloud, where you can begin assigning teams and users to it, and place it in bundles.

                                    Overview of the Channels Edit Pages

                                    The Edit page for a channel displays specific details for the channel, allowing you to edit certain ones. This topic outlines the different edit pages for the various channel types.

                                    Facebook Channel Details

                                    On the edit page for an authorized brand Facebook channel, you can:
                                    • Authorize or reauthorize the channel

                                    • Change the channel's name

                                    • Make the channel the default channel - more info below

                                    • Set how you want incoming comments to display (Engage only) - more info below

                                    • Add third party analytics code to the channel

                                    • Add campaign tracking code to the channel

                                    • Add users and teams

                                    Default Channel

                                    A default channel appears automatically in the list of channels when you create a new post. If you don't want to publish to this channel on a particular post you're create, click the channel name in the Select Your Channels section to deselect it.

                                    Comment Sort Order (Engage Only)

                                    If your Facebook Page has been authorized for Engage, you can choose how you want comments coming in from that page to display. You can have them display chronologically or by ranking using the Facebook's ranking system.

                                    Adding Third Party Analytics and Campaign Tracking

                                    You can use third party analytics software with your channel, like Google Analytics and Omniture, to get specific information on your Publish posts.

                                    To add third party analytics code to your channel, paste the analytics code you received from your third party provider into the field Analytics field, then click Save Changes.

                                    Tracking a Campaign

                                    You can also track the traffic coming specifically through this channel by using a third party campaign code, which you will get from your third party provider. This code is added to every link that is published through this channel, so you can view that activity specifically.

                                    To add third party campaign code to your channel, paste the third party campaign code into the Campaign Tracking field.
                                    • If you're using Omniture as your third party, you only need to add the Ocid= part of the code or the key value integer. Here's an example:

                                      http://www.fakeplace.com/?Ocid=3121

                                    • If you're using Google Analytics and you're using multiple utmost, you must have an ampersand (&) between each. Here's an example:

                                      http://www.fakeplace.com?utm_source=Facebook&utm_medium=Coupon&utm_campaign=Tasty_Treat_Coupon

                                    Note: You can also add this code to URLs on posts after you have published them. For more information, refer to Overview of Dynamic Link Tracking.

                                    Authorize a Facebook Channel with a Facebook Account that is Different from your Profile’s Linked Facebook Account

                                    If you have linked a Facebook account to your Oracle Social Cloud profile and you want to authorize a new Facebook channel, then you must authorize the channel using the same Facebook account linked to your profile.

                                    To use another Facebook account, follow these steps to unlink the Facebook account from your profile:

                                    1. In Workflow & Automation, unlink your Facebook account from your profile in the Channels tab.

                                    2. Sign out of Oracle Social Cloud.

                                    3. Sign in to Oracle Social Cloud.

                                    4. In the Channels section in Workflow & Automation Resources, select the required Facebook channel and authorize it.

                                    Facebook Tabs View Details (Content and Apps only)

                                    On the edit page for a public Facebook View, you can:
                                    • Change the View's name

                                    • Add users and teams

                                    All other items are edited on the View Settings page for that View in Content and Apps. For more information, refer to Build a View

                                    Twitter Channel Details

                                    On the Edit page for an authorized brand Twitter channel, you can:
                                    • Authorize or reauthorize the channel

                                    • Change the channel's name

                                    • Make the channel the default channel

                                    • Add campaign code to individual posts

                                    • Add users and teams

                                    YouTube Channel

                                    On the Edit page for a YouTube channel, you can:
                                    • Authorize or reauthorize the channel

                                    • Change the channel's name

                                    • Add third party analytics code to the channel - more info above

                                    • Add campaign tracking code to the channel - more info above

                                    • Make the channel a default channel

                                    • Add users and teams

                                    Instagram Account

                                    On the Edit page for an Instagram Page, you can:
                                    • Authorize or reauthorize the channel

                                    • Change the channel's name

                                    • Add third party analytics code to the channel - more info above

                                    • Add campaign tracking code to the channel - more info above

                                    • Make the channel a default channel

                                    • Add users and teams

                                    LinkedIn Company Page

                                    On the edit page for a LinkedIn company page, you can:
                                    • Authorize or reauthorize the channel

                                    • Change the channel's name

                                    • Add third party analytics code to the channel - more info above

                                    • Add campaign tracking code to the channel - more info above

                                    • Make the channel a default channel

                                    • Add users and teams

                                    Weibo Page

                                    On the edit page for a Weibo page, you can:
                                    • Authorize or reauthorize the channel

                                    • Authorize or reauthorize direct messaging

                                    • Change the channel's name

                                    • Add third party analytics code to the channel - more info above

                                    • Add campaign tracking code to the channel - more info above

                                    • Make the channel a default channel

                                    • Add users and teams

                                    Viewing Direct Messages for Weibo

                                    To display your Weibo direct messages in Oracle Social Cloud, you must follow these steps:
                                    1. On the edit page for your Weibo page, copy the URL from the Direct Message section

                                    2. Sign in to your profile on Weibo.com

                                    3. Click Management Center

                                    4. Click Development Center

                                    5. Enter the URL from Oracle Social Cloud into the provided field and click Save.

                                      Direct messages will now be enabled for Oracle Social Cloud and can be viewed and responded to in Engage.

                                    Tumblr Account

                                    On the edit page for a Tumblr account, you can:
                                    • Authorize or reauthorize the channel

                                    • Change the channel's name

                                    • Add third party analytics code to the channel - more info above

                                    • Add campaign tracking code to the channel - more info above

                                    • Make the channel a default channel

                                    • Add users and teams

                                    WeChat Page

                                    On the edit page for a Weibo page, you can:
                                    • Authorize or reauthorize the channel

                                    • Authorize or reauthorize direct messaging

                                    • Change the channel's name

                                    • Add third party analytics code to the channel - more info above

                                    • Add campaign tracking code to the channel - more info above

                                    • Make the channel a default channel

                                    • Add users and teams

                                      Authorize Facebook for Authentication Instead of Instagram

                                      This topic describes how to authorize Facebook for authentication instead of Instagram.

                                      After December 11, 2018, Instagram’s Platform API will no longer be supported. As a result of this third-party change, you must link your Instagram account to a Facebook page. For more information, refer to this Instagram FAQ.

                                      Once you have linked your Instagram account to your Facebook page, you will need to reauthorize your Instagram channels in Oracle Social Cloud.

                                      To reauthorize your Instagram channels in Oracle Social Cloud:

                                      1. Navigate to Workflow & Automation.

                                      2. In the Resources work area, select the Channels tab.

                                      3. Click your existing Instagram channel.

                                      4. Click Reauthorize.

                                        Your account is now reauthorized, using the Facebook for authentication, instead of Instagram.

                                      For more information about migrating from the Facebook page, refer to this Facebook FAQ: Add an Instagram account to a Facebook Business Page

                                        Add Users and Teams

                                        For each type of channel, you can add specific users and teams to that channel. You can do this below the main edit area.

                                        When you add a user to a channel, you can also assign them to a specific user role for this channel. If you assign a user as an administrator on this channel, this gives them the ability to reauthorize it.

                                          Update Your Channel Status

                                          Your channels have up to three apps that power them, depending on the social network.

                                          When you go into the Channel page, you will be presented with a box showing the status of these apps. If a channel needs to be reauthorized or reconnected, a link, along with an exclamation point, shown in red, will indicate the requirement. Click the button to reauthorize them.
                                          Note: You must be an admin of the Facebook Page or Twitter channel as well as an admin in Oracle Social Cloud to authorize a channel.
                                          Deauthorized Channels

                                          Occasionally, your Facebook channel, Twitter channel, or YouTube channel may become deauthorized or reauthorized and will need action on your part to get it working with our system again. These channels will appear in the master list of your channels in grey with a red exclamation point.

                                          The Channels require reauthorization text link will show the number of channels that need attention. Click this link, and you will be taken to a list of your reauthorized channels. You can click on the channel and be taken to its page, where you can reauthorize whichever app is needed.

                                          To reauthorize a channel:

                                          1. Click the gear icon and select Edit from the menu. You will be taken to the channel's edit page.

                                          2. In the Channel Status box, click the Authorize button.

                                          3. The Authorizing Your Channel dialog box will open. Once the authorization is finished, you can close the window.

                                          Note: You must be an admin of the Facebook Page and an admin in Oracle Social Cloud in order to reauthorize a channel.

                                            Download a Report

                                            The Download Report button on the main Channels page allows admins to download a report with information on all the teams on either their account or team.

                                              Backfill Your Data

                                              When you add a channel to the Oracle Social Cloud platform, we use APIs to add previous data from that channel to the Oracle Social Cloud. The amount of data differs with each type of channel, so here's the info for each:

                                              Engage Messages:

                                              • Facebook: 30 days

                                              • Twitter: The last 200 tweets

                                              • LinkedIn: The last 100 posts

                                              • Instagram: The last 200 posts or last 30 days — whichever comes first

                                              • Weibo: In Development

                                              • WeChat doesn't support backfill. Additionally, you can't respond to messages after 48 hours

                                              Listen and Analyze:

                                              • Listen and Analyze: Resources

                                              • Facebook: 6 months

                                              • Twitter: Up to about 3000 latest tweets, based on Twitter’s limit

                                              • YouTube: 6 months

                                              • LinkedIn: In Development

                                              • Instagram: In Development

                                              • Weibo: In Development

                                                The Resources Tab: Bundles

                                                The Resources tab is where you will create, organize and control the Resources for your Oracle Social Cloud account. Resources are your channels, users, teams and bundles that you have created for your account.

                                                The Bundles area is where you can create and edit bundles. Bundles are groups of channels that you can assign users and teams to. Bundles are useful for controlling permissions on your account; you can create bundles for specific channels and users, so you can control exactly who has access to those channels.

                                                  Create a Bundles Grid

                                                  All bundles on your account are listed in the Bundles grid. The grid shows the bundle name, description, and details, including how many channels, teams and users are part of the bundle. You can edit or delete a bundle by clicking the gear image on the right side of the grid.

                                                  To create a bundle:
                                                  1. Click Create a Bundle. You will be taken to the Create a Bundle page.

                                                  2. Add a name and short description for your bundle.

                                                  3. Add channels, users, teams, and sub-bundles to your bundle by clicking Add or Select in each section.

                                                  4. When you're finished adding items to your bundle, click Create Bundle. You will be taken back to the Bundles grid, where your new bundle will appear.

                                                    Note: You will add channels, users, teams, sub-bundles, templates, and workflows in the same way you add these items to teams. After you add them, they will appear in those sections in the Edit page for the bundle.

                                                    Download a Report

                                                    The Download Report button on the main Bundles page allows admins to download a report with information on all the bundles on either their account or team.

                                                      Navigate with Bundles

                                                      Once you have created bundles on your account, you can use the Bundle drop-down list to select and use a bundle in the various products in the Oracle Social Cloud platform.

                                                      Account admins will see all the bundles that have been created in this list. Other users on the account will only see the bundles that they have been assigned to.

                                                      To select a bundle, click on the bundle's name from the drop-down list. The page will refresh and that bundle's info will be displayed. The Bundle drop-down list will display only the bundle's name.

                                                      If a bundle has sub bundles, an arrow will be displayed beside the bundle name. Click on the bundle name, and the menu will refresh to display the bundle's name in the header and the sub bundles will appear in the drop-down list.

                                                      Related Topics

                                                      The Resources Tab: Templates

                                                      The Resources tab is where you will create, organize and control the Resources for your Oracle Social Cloud account. Resources, as we mentioned before, are your channels, teams, bundles, and templates you have created for your account.

                                                      The Templates area of the Resources tab is where you can create and edit templates for use in Oracle Social Cloud Publish.

                                                      You can work with the Templates section if you're an Oracle Social Cloud Marketing customer.

                                                      What is a Template?

                                                      Templates allow you to create posts in Publish with certain fields pre-filled. You can create templates as complex as creating consistent messaging for campaigns, or as simple as assigning your users to post to specific regions.

                                                      How does Geotargeting work?

                                                      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.

                                                        Create a Template

                                                        1. From the main Templates page, click Add a Template. You'll be taken to the template creation page.

                                                        2. Give your template a name. This can be anything. Click Save Changes to continue.

                                                        3. Choose the locations you want to geotarget. You can geotarget to a country, language, or both.

                                                          • Country: Type the name of the country you want to target into the text field. If the country name matches one from Facebook's master list, it will appear and you can click to select it.

                                                          • Region: You can choose to narrow your country geotarget to a particular region, either a state/province, or a city. Select one of the options.

                                                          • Language: Type the name of the language you want to target into the text field. If the name matches one from Facebook's master list, it will appear and you can click to select it.

                                                        4. Click Save Filter to save your template.

                                                        Your template will now appear in the master list on the Templates main page and in Publish, where you can use them for your posts.

                                                          Add a Template to a Bundle

                                                          Once you have created a template, you'll need to add it to a bundle for users to be able to use them in Publish. The template will be automatically added to the bundle you created it in.

                                                          1. Click the Bundles tab.

                                                          2. Click the name of the bundle you want to add the template to, and navigate to the Templates area.

                                                          3. Click Select Templates.

                                                          4. Select the template you want to add, then click Save Changes.

                                                          The template will then be available to users in the bundle in Publisher.

                                                          To learn how to use your templates in Publish, refer to the Create a Post topic.

                                                            The Users Tab

                                                            The Users tab is where you can invite new users to your account, edit information on existing users, and view any pending invitations you have sent.

                                                            User Grid

                                                            When you first enter the Users tab, you'll land on the main User page, which has the holy grail for users, the User grid. All users on your account are listed in the User grid.

                                                            The grid shows the user's name, when that user was added to the system, the user’s contact information, and their default role. You can edit a user’s information, or delete a user by clicking the gear icon.

                                                            You can also search for a specific user by typing their name or email address into the Search field. The list will repopulate with just the users that meet your search criteria.

                                                              Invite Users

                                                              To give users access to your account, you need to send them an invite. You can either invite them individually, or in a group through a report.

                                                              Note: You must be in your account level bundle to invite users, not a sub-bundle.
                                                              1. Click Invite Users. The Invite Users dialog box will open.

                                                              2. Enter the email addresses of the users you want invite to your account. If you want the invitee to be an admin on your account, select the Assign as Account Admin check box.

                                                              3. Click Send Invitations and your invites will be emailed.

                                                              Once you have invited users to your account, you can begin adding them to teams, channels, and bundles, and set their user roles, even if the invitations are still pending. For more information on user roles, refer to the User Roles topic.

                                                                Invite Multiple Users

                                                                1. Click Invite Users. The Invite Users dialog window will open.

                                                                2. Download the sample CSV file.

                                                                3. Fill out the CSV file with the user information you want to add, and save it with a new name.

                                                                  Note: There is a limit of 150 users per CSV upload, so if you have more than 150 users to invite, you will need to add them in separate uploads.
                                                                4. Return to the Invite Users modal and click Choose file.

                                                                5. Select the CSV you just saved, and click Upload Users.

                                                                The users you invited will receive the invite email and will need to click the link in the email to accept the invitation and set up their account.

                                                                  View Pending Invitations

                                                                  You can view invites that have yet to be responded to by clicking the Pending Invitations tab. This tab enables you to view invite details, and resend invites at a user’s request.

                                                                    Download a Report

                                                                    The Download Report text link on the main Users page allows admins to download a report with information on all the users on either their account or team.

                                                                      Edit a User

                                                                      If you need to edit a user's information, click the gear icon by the name field or simply click on their name to open their user profile.

                                                                      Note: You can edit a pending invitation.

                                                                      On the user's profile page, you can change any of the user's information. Once you make the changes you need to, click Save Changes.

                                                                      To return to the Users page, click All Users.

                                                                      Changing a User’s Role

                                                                      If you need to change a user's default role, you can do that from the User grid. Just find the person you want to change and use the drop-down menu to select the role you want them to have. The page will refresh and the user's role will be updated.

                                                                      Note: Users can also be assigned to a role on a specific channel. For more information, refer to the Channels topic.

                                                                        Overview of the Account Administrators Subtab

                                                                        Clicking the Account Administrators tab will take you to a page that shows every user on your account whose user role is Account Administrator, which means the user has been assigned the administrator role as their default.

                                                                          The Accounts Tab

                                                                          The Account section of Workflow and Automation is where you can set and edit various options for your account, as well as add media accounts, and set up custom audiences for your paid media.

                                                                          There are three tabs in the Account section. They are, My Account, Media Accounts, and Custom Audiences.

                                                                          The My Account Section

                                                                          This section is where you can change various settings for your account.
                                                                          • Account Avatar - Choose an image that will appear beside your account in the bundle picker.

                                                                          • Account Name - Displays your account name.

                                                                          • Time Zone - Sets the time zone for the entire account. This will be the default time zone for the account, though individual users can set their own time zones on their profile.

                                                                          • Default Timeout Value - Sets time duration in hours for which you can be logged into your account before you're logged out. This is set by default at eight hours.

                                                                          • Password Expiration Value - Sets how long until your user's password expires.

                                                                          • Enable Message Locking - Enables message locking for your account. For more information on message locking, refer to the Getting Started with Engage topic.

                                                                          • Make Unpublished Posts Visible - Makes unpublished posts visible in Engage. For more information on unpublished posts in Engage, refer to the Hidden section of the Filtering Messages topic.

                                                                          • Set the Publish Default Landing Page — Displays the Post or Calendar as the default when navigating to Publish.

                                                                          Once you have finished making any changes, click Save Changes. You'll get a confirmation message that your changes have been saved.

                                                                          Media Accounts and Custom Audiences

                                                                          The Media Accounts and Custom Audiences sections are part of our paid media solutions. All the details on how to use these sections are in the Custom Audiences topic.

                                                                          Related Topics

                                                                          Overview of Custom Audiences

                                                                          Facebook's Custom Audience system allows you to match your customer lists to Facebook users, opening you to social marketing opportunities you may not have had before. With Oracle Social Cloud, we've set up an easy way to access this system, as well as providing you with valuable metrics, and allowing you to target certain groups of customers by partnering with Oracle Eloqua, and Commerce.

                                                                          In these topics, we'll take you through the concepts behind custom audiences and how to set up custom audiences in Oracle Social Cloud.

                                                                            Get Started Creating a Facebook Ads Account

                                                                            The first thing you'll need to do is create a Facebook Ads account. Your Ads account will contain all your ads activity, including campaigns, ads, and billing information.

                                                                            You’ll do this using Facebook Business Manager or Facebook Ads Account Settings.

                                                                            Facebook Business Manager allows advertisers to setup a business ads account associated to Facebook business account. They can manage all of their ad accounts, pages, apps and permissions in one place. You can access Facebook Business Manager here: https://business.facebook.com

                                                                            Note: When using Facebook Business Manager, make sure you're using your brand's Facebook page when you're setting up your Ads Account.

                                                                            Facebook Ads Account settings allows you to setup a personal ads account associated to a Facebook profile. You can access Facebook Ads Account settings here: https://www.facebook.com/ads/manager/account/settings.

                                                                            Important: You must accept Facebook's Terms of Service for Custom Audiences before you start using Custom Audiences in Oracle Social Cloud. You can find and accept those TOS here:

                                                                            https://www.facebook.com/ads/manage/customaudiences/tos.php.

                                                                            For more information on using Facebook for business, refer to the Facebook Business Guide: https://www.facebook.com/business.

                                                                              Add Your Ads Account to Oracle Social Cloud

                                                                              Once you have your Ad account set up, you'll need to add it to the Oracle Social Cloud platform as a media account.

                                                                              Note: You must be logged into the same Facebook account you use for your Ads account. Click your Profile tab and link your Facebook account with Oracle Social Cloud.
                                                                              1. On the Accounts tab Workflow and Automation, click the Media Accounts tab.

                                                                              2. Click Add A Media Account.

                                                                              3. A list of your Facebook Ad Accounts will appear as a drop-down list. Select the one you want to add, then click Add.

                                                                              4. You will be taken to the Media accounts main page. Your new account will appear in the list.

                                                                                Note: If it hasn't already been authorized, an email will be sent for the administrator of the Ads Account to authorize it for use in Oracle Social Cloud. The account must be authorized before you can set up a custom audience.

                                                                                Create a Custom Audience

                                                                                Now you're ready to set up your custom audience. You do this in the Custom Audiences section of the Accounts tab.

                                                                                1. Click Create A Custom Audience. You'll be taken to the Create A Custom Audience page.

                                                                                2. Give your custom audience a name, which is unique to your account, and an optional short description.

                                                                                3. Using the Media Account drop-down list, select which media account you want to use with this custom audience. Do this only if you have multiple media accounts in Oracle Social Cloud.

                                                                                4. Click Create Custom Audience.

                                                                                  Once you click Create Custom Audience, you'll be taken to the detail page for your new custom audience where you can save any changes going forward. Your custom audience has been created and will appear on Facebook in your Custom Audiences section.

                                                                                  You are now ready to populate your custom audience. You can do this by uploading a CSV of audience members, or by auto-synching a list of audience members with an integration through Oracle Eloqua, or Commerce.
                                                                                  Note: You can only use the integrations if you have Oracle Eloqua, Responsys, or Commerce as a part of your Oracle Social Cloud Marketing package. If you're interested in adding these products to your portfolio, contact your Oracle Sales representative.

                                                                                  You don't need an integration to use the Upload CSV option.

                                                                                  Populate Your Custom Audience by CSV

                                                                                  If you have a list of your customers, you can upload those names into your custom audience and Facebook will find them in their system. You can then use this custom audience to create a social ad to target just those customers.

                                                                                  You not only can populate a custom audience using this button, but you can also use it with existing custom audiences to add members, delete members, or completely reset the members in a custom audience.

                                                                                  1. From the Sources tab within the custom audience detail page, click Upload CSV.

                                                                                    The Custom Audience Users Upload form appears.
                                                                                  2. Complete the following fields:

                                                                                    • Choose a CSV File - Click Choose File and find the CSV file you want to use.

                                                                                    • Select an Action - Select Adding Members from this drop-down menu.

                                                                                    • Select a Data Type - Facebook will use one type of data to find your customers in their user list. Choose from email address, phone number, or Facebook ID. Depending on the information you have in your CSV.

                                                                                    • Enter either the CSV Index field or the spreadsheet column letter that contains the data - After you have chosen the data type you want Facebook to use, you will need to tell the system where to find that info in your CSV. Enter the number or letter for the index field or column that has the data type you selected.

                                                                                  3. Click Upload.

                                                                                    Your CSV is sent to Facebook so they can begin matching your customers.
                                                                                    Note: You can upload multiple CSVs for use in the same custom audience.

                                                                                  How long will it take for my custom audience to populate?

                                                                                  Once you submit your CSV, it can take up to 24 hours for your matches to appear. The details of how many users have been matched will be added automatically to the detail page of your custom audience.

                                                                                  Example of Populating a Custom Audience by CSV

                                                                                  In this example, a CSV file is used to add members to the existing Gold Members 2016 custom audience. The CSV file is named new_gold_2016.csv, and contains one column of data in form of email addresses. The email addresses in the CSV file are located in column B of the spreadsheet.
                                                                                  1. Navigate to Workflow and Automation, then select Account.

                                                                                  2. From the menu, click Custom Audiences.

                                                                                  3. In the row with the custom audience entry: Gold Members 2016 , click the gear icon, then select Edit.

                                                                                  4. From the Sources tab within the custom audience detail page, click Upload CSV.

                                                                                    The Custom Audience Users Upload form appears.

                                                                                  5. Click Browse, then navigate to and select the new_gold_2016.csv file.

                                                                                  6. Select Add Members from the Select an action menu.

                                                                                  7. Select Email Address from the Select Data Type menu.

                                                                                  8. Enter B in the Data Type column index field. This indicates that the data is found in column B of the spreadsheet.

                                                                                  9. Click Upload.

                                                                                    Populate Your Custom Audience with Eloqua

                                                                                    If you're using Eloqua, you need to install the Oracle Social Cloud Custom Audiences app and add the action to your Eloqua campaign or program. This will send contacts to the custom audience in Oracle Social Cloud.

                                                                                    For more information about Eloqua, refer to the instructions on the Eloqua Help Center.

                                                                                    Note: If you have any questions or issues, contact Eloqua support.

                                                                                    Advantages to Eloqua

                                                                                    Using Eloqua with Custom Audiences opens out your marketing opportunities beyond your own simple email lists. Eloqua gives you access to their large base of customers, which allows you to segment your customers using their digital body language so you can select a target of those customers for a custom audience, expanding the reach of your social advertising. If you're interested in adding Eloqua to your services, contact your Oracle Social Cloud Sales representative.

                                                                                    How long will it take for my custom audience to populate?

                                                                                    If you're using Eloqua to populate your custom audience, it will update the audience list hourly, so you will see changes to your total audience numbers over time. For more informatio see the following topics on the Sources Tab.

                                                                                      Components of the Custom Audience Main Page

                                                                                      After you have created a custom audience, it will appear on the table on the main Custom Audiences page.

                                                                                      Below this will be a table listing all the custom audiences you have created, along with some basic information about each one.
                                                                                      • Status - The two options are Ready, which means your custom audience has been populated and is ready to be used, or Waiting, which means you have created the custom audience, but haven't yet populated it.

                                                                                      • Custom Audience - The name of your custom audience.

                                                                                      • Facebook Match - The number of matches Facebook has found for the list you submitted.

                                                                                      • Total - The total number of users that were submitted to Facebook from Oracle Social Cloud.

                                                                                      • Total Match - The percentage of users matched of the ones you submitted.

                                                                                      • Last Updated - The last time anyone edited the custom audience.

                                                                                      Editing or Deleting a Custom Audience

                                                                                      Clicking the gear icon gives you the option for Edit or Create lookalike or Delete. Selecting Edit will take you to the edit page for the custom audience, where you will be able to view specifics or make changes as necessary. Selecting Create lookalike will help you create lookalike custom audiences. Selecting Delete will delete the custom audience from Oracle Social Cloud and from Facebook.

                                                                                        Overview of the Custom Audience Detail Page

                                                                                        After your custom audience has been populated, the edit page will give you lots of information about your Custom Audience. You can reach the edit page either by selecting Edit from the gear icon next to the custom audience name on the main Custom Audiences table, or simply click on the row for the custom audience.

                                                                                        On the main area of the edit page is the name and description you entered for the Custom Audience, and the media account you associated with the Custom Audience.Additionally, there's a percentage representing the total audience that you're reaching on Facebook. This is figure is determined by dividing the number of users Facebook matched by the number of users that were submitted to be matched.

                                                                                          Overview of the Sources Tab

                                                                                          The Sources tab shows you information about the audience lists you're using in the custom audience.

                                                                                          The Sources Graph

                                                                                          The graph gives you a visual representation of the changes in the number of users in your custom audience over the last seven days. There are several separate lines:
                                                                                          • Sources - There are separate lines for each to upload a CSV file or an Eloqua source.

                                                                                          • Updated Total - This line shows you the number of submitted audience members.

                                                                                          • Facebook Match - This line shows you the number of matched audience members.

                                                                                          You can display trends of the changes in your custom audience, as audience members being added or removed as you have made changes to your audience.

                                                                                          The Sources Table

                                                                                          Below the graph is a table of all the audience lists that make up your custom audience. The table has the following columns:
                                                                                          • Audience Name - The title of the CSV file or Eloqua target that was uploaded to this custom audience.

                                                                                          • Change - The number and percentage of change to your custom audience when the custom audience was last updated.

                                                                                          • Updated - The timestamp for the last time the custom audience was updated.

                                                                                          • From - The source of the audience list, either CSV file or Eloqua.

                                                                                          You can reorder the table by any of the columns.Click on the arrows next to the column header and the table will reorder.

                                                                                            Overview of the View History Tab

                                                                                            The View History tab gives you a full audit trail of changes that have been made to your custom audience.

                                                                                            The View History Graph

                                                                                            The graph gives you a visual representation of the history of your custom audience over the last seven days. It contains two lines:
                                                                                            • Updated Total - This line shows you the number of submitted audience members.

                                                                                            • Facebook Match - This line shows you the number of matched audience members.

                                                                                            The View History Table

                                                                                            This table includes all the changes or updates made to this custom audience, and has the following columns:
                                                                                            • Action - What update was done to your custom audience, either Added or Deleted.

                                                                                            • Upload Status - Whether the update was successful or not.

                                                                                            • Submitted Update - The number of audience members that were submitted to be either added or deleted from the custom audience.

                                                                                            • Updated - The timestamp for when the update was submitted.

                                                                                            • Audience Name - The title of the CSV or Eloqua target that was submitted as an update.

                                                                                            • Source - The source of the audience list, either CSV or Eloqua.

                                                                                            You can reorder the table by several of the columns. Click the arrows to reorder the table columns.

                                                                                            You can also filter the table by source to display only changes made from CSV or Eloqua. From the Filter by Source drop-down list select a source, and the table will refresh to only display the history of that source.

                                                                                              Create Lookalike Custom Audiences

                                                                                              A Lookalike audience uses the details of the original audience as a base to create a similar audience.

                                                                                              1. Go to the Custom Audiences main page and find the custom audience you want to copy from the table.

                                                                                              2. Click the audience gear icon and select Create Lookalike Audience from the drop-down list.

                                                                                              3. In the modal change any of the following fields:

                                                                                                • Name (Optional) - If you choose not to give your audience a new name, it will have the name of the original audience with _Lookalike at the end.

                                                                                                • Country - Choose the country you want the audience to target.

                                                                                                • Optimize for: - Choose how you want your audience to be optimized, for similarity or greater reach.

                                                                                              4. When finished click Create.

                                                                                                A message appears with confirmation that your Lookalike audience was created.
                                                                                                Note:
                                                                                                • It may take up to 24 hours to populate your audience.

                                                                                                • Your Lookalike audience may not contain the same users as the original audience.

                                                                                                • Once you create a Lookalike audience, you can't make changes to it.

                                                                                              The Lookalike Main Page

                                                                                              This page provides information on your Lookalike audience, as well as information on the original audience the Lookalike was created from, such as the country the lookalike is targeting, how it's optimized, and the media account that it's associated with.

                                                                                                Overview of Workflow

                                                                                                We've built the Workflow feature of the Oracle Social Cloud platform to help you more easily collaborate with your coworkers, and help you create and run processes so you can easily accomplish tasks as a group without ever leaving Oracle Social Cloud. With Oracle Social Cloud workflows, you can create workflow templates that you can use and reuse for your standard projects, and track and comment when you use those templates in a group collaboration space.

                                                                                                  Create Workflow Templates

                                                                                                  First, you will need to create some workflow templates. Workflow templates are a series of steps . You can create templates as simple as a single step, or as complex as multiple steps with multiple approvals. These templates can be used over and over again, so you can use them to standardize the steps you follow to do common projects or campaigns.

                                                                                                  You create your workflow templates in the Workflow section of Workflow and Automation.

                                                                                                  1. Click Create Workflow.

                                                                                                  2. Give your workflow a unique name.

                                                                                                  3. Click Save.

                                                                                                    Your workflow will be saved, and you'll be taken to the edit page for that workflow.
                                                                                                  To start adding steps to your workflow template, click Add Step. A modal window will open, allowing you to set the options for the step.Workflow templates are saved in your root bundle, no matter which bundle you're in when you create them. To use that workflow in a specific bundle it must be added to that bundle by using the bundle edit page in Workflow and Automation.

                                                                                                  You can get more information on adding items to bundles in the Bundles topic.

                                                                                                    List of Workflow Step Types

                                                                                                    When creating a workflow, you first select the step type. Each step type has different options.

                                                                                                    To Do Step
                                                                                                    • Description - Enter what exactly the assignee will need to do for this step. For example, find images to use in the fall campaign post.

                                                                                                    • Assignee - Select who you want to do this step.

                                                                                                      The drop-down menu has several choices for you to assign the step. These are, a single person from your bundle, a team assigned to your bundle, or Assign Later, which lets you wait until the workflow template is used to assign the step. All the people and teams assigned to your bundle are listed as options in the drop-down menu. You can also type a name into the search box to find someone specific.

                                                                                                    Approval Step
                                                                                                    • Description - Enter what exactly the assignee will need to do for this step. For example, approve the images for the fall campaign.

                                                                                                    • Assignee - Select an assignee for the step.
                                                                                                      Note: This can't be the first step in the workflow.
                                                                                                    Create Post Step
                                                                                                    • Assignee - Since the title of the step explains what the step is, you only have to assign the step.

                                                                                                    Publish Post Step
                                                                                                    • This step is a trigger for Oracle Social Cloud to automatically publish the post when this step is reached. You don't have to enter any information for this step.

                                                                                                    • This step requires that a Create Post step be included in the workflow and must appear after it.

                                                                                                    Once you have entered the details on the step, click Add to add the step to your template.

                                                                                                    Keep adding steps by clicking Add Step.

                                                                                                    Rearranging Steps

                                                                                                    If you need to reorder your steps, just click on a step and drag it to the place you want it.

                                                                                                    Saving Your Template

                                                                                                    Once you're finished adding all your steps, click Save. Your workflow will appear in the list on the main Workflow page.

                                                                                                    Editing or Deleting a step

                                                                                                    If you need to edit a step, click the pencil icon next to the step name. It will open the modal up again and you can make any changes you need to. To delete a step, click X (delete). The step will be automatically deleted.

                                                                                                    When you go back to the main Workflows page, your workflow template will appear on the main page. If you need to delete or edit the template, click the gear icon and those options will appear in a drop-down list.

                                                                                                      Use a Workflow

                                                                                                      Once you have your workflow template set up, you will be ready to use it. you will do this inside a thread.

                                                                                                      What is a Thread?

                                                                                                      Threads are collaboration spaces, where you can have a conversation with your coworkers about your project, and track the progress of your workflow. You can be a participant, which means you're assigned a task or are part of a team that's been assigned a task, or an observer, which means you aren't assigned a step but you can comment in the thread.

                                                                                                      Threads live in the Collaborations section of the Home page. Also displayed on the homepage the News and Updates tab in addition to the Collaborations tab.

                                                                                                      Start a Thread in Publish

                                                                                                      You can also start a thread from the Create a Post page in Publish. On the Create a Post page is the Select Your Workflow section. This section will only appear if you have previously created some workflow templates.

                                                                                                      Select the workflow you want to use with the post, and then enter a name for your thread. The thread will automatically be created for you. You will be able to assign users and teams after you select to save the post.

                                                                                                      Note: If you select multiple channels when you create a post and assign it to a workflow, you will start threads for every channel you select. Each step in all the threads that are created will have the same user or team assigned to it. Ensure that's what you really want to do.

                                                                                                      Active and Closed Threads

                                                                                                      This page includes an Active and Closed section. Active contains threads that are still active - they either still have steps to be completed, or there's conversation still happening inside.

                                                                                                      Closed contains threads that have completed all steps in their workflows. When a thread is closed by the thread creator, comments can no longer be added. However, you can still display the full audit trail of activity and comments, which you can export if you need to.

                                                                                                      Inside Active and Closed are two options, Participating and Observing. Those are the roles you're assigned to for each thread.
                                                                                                      • Participants are users or teams who are assigned to steps in the workflow and can comment on the thread. Users/teams who you assigned when you created the workflow will be automatically added as participants when you start the thread with the workflow. When you assign a step to a user/team after the thread has started, those users/teams will then be added as a participant.

                                                                                                      • Observers are users or teams who can view what's happening in the thread, but aren't assigned to a step. They can comment on the thread. You will add any observers after you create the thread, using the drop-down list.

                                                                                                      So, if you click Participating in Active, only the active threads that you're a participant in will be displayed.

                                                                                                      Note: If a user or team is removed from the Oracle Social Cloud, the step will be assigned to the thread creator. If the step was assigned to a user in the workflow template, the step assignee will be changed to Assign Later.

                                                                                                      Complete a Step

                                                                                                      When it's your turn to complete a step, you will receive an email letting you know it's time and with a link to the thread page. When you have completed your task, the system will then send an email to the person assigned to the next step in the flow.

                                                                                                      Create a Post Step

                                                                                                      If your task is to create a post, clicking Create Post will take you to Publish, where you can create your post. Displayed will be the thread name that the post is linked to. Currently, you can't schedule a post when you create a post through a thread, but we're working on that.

                                                                                                      Note: You won't be able to publish the post at this point. When you're finished with the post, you will be able to save the post as a draft so others can review it. Clicking Save Draft will trigger the system to send an e-mail to the next person assigned to the next step in the flow.

                                                                                                      Publish the Post

                                                                                                      If your flow contains a Publish Post step, once the last step before Publish Post is complete, the system will automatically publish the post for you.

                                                                                                      Comments and Activity

                                                                                                      Beneath the steps in your workflow are the comments and activity that has occurred in your thread. These form a handy audit trail to what's been happening on your thread. Comments and completed steps will appear in this area. You can add comments using the provided box.

                                                                                                      To display only completed tasks, click Activity. If you only want to display added comments, click Comments.

                                                                                                      Export the Audit Trail

                                                                                                      To make a report how your thread progressed, click Export Audit Trail. Clicking the button will open a download window where you can save the audit trail as a CSV file.

                                                                                                        Overview of the Notification Widget

                                                                                                        To keep up with your tasks in Workflow, use the notification widget which lets you know what's happening to your threads. These notifications are items that don't warrant an email, but are things you still want to know about if you're in the Oracle Social Cloud platform.

                                                                                                        Click the Notifications link to display any new notifications. Clicking will open the widget, and display your last five notifications. The following lists the available notification types:
                                                                                                        • Step Completed

                                                                                                        • It's Your Turn!

                                                                                                        • Step Rejected

                                                                                                        • Workflow Started

                                                                                                        • Workflow Completed

                                                                                                        • Conversation Closed

                                                                                                        • Observer Added

                                                                                                        • Observer Unsubscribed

                                                                                                        Clicking on a notification will take you to the thread that the item is about, where you can take action if necessary.

                                                                                                          The Automation Tab

                                                                                                          On the Automation tab, you can set rules to automatically label, assign, and delete posts. This can help you censor or categorize content, and then either forward it to a person for further processing or delete it immediately.

                                                                                                          Note: Any automations you set on this page affect your top-level bundle (your account as a whole) and aren't bundle-specific.

                                                                                                            Create Auto-Label

                                                                                                            In addition to manually adding labels to posts in the channels you monitor, you can set an automation rule so that anytime specific words are used in posts, those posts automatically are assigned a certain label.

                                                                                                            1. Click Automations, then click the AUTO-LABEL + Add icon.

                                                                                                            2. Enter a name for your rule.

                                                                                                            3. Enter keywords. These are the keywords to search for across the channels you select.

                                                                                                              Options:
                                                                                                              • Whole word matches only. Choosing this option will only label messages that use the specified whole word in your keyword, instead of a partial match, which is the default option.

                                                                                                              • Sequence of consecutive digits. Selecting this option let's you match any sequence of consecutive digits for a number of your choice. For example, if you wanted messages to auto-label any time they contain nine consecutive digits, such as a social security number, enter "9" in that box. That will label any messages that contain exactly nine consecutive digits, no more, no less.

                                                                                                            4. Select the channels from the list. The keywords entered in step 3 are searched for all the channels you select here. For example, all channels you own.

                                                                                                            5. Select a label. Every time the keywords you entered in step 3 are found on the channels you entered in step 4, they're auto-labeled based on your input here. For example, you can enter the keyword Problem in step 3 and the label name as Complaint.

                                                                                                            6. Click Create.

                                                                                                              Use Auto-Assign and Auto Delete

                                                                                                              You can set an automation rule so that anytime specific labels are given to posts, they're assigned to a specific person or they're automatically deleted.

                                                                                                              For example, you can set an auto-label rule so that whenever the keyword Problem is found in a post, it's labeled Complaint. Then, you could add an auto-assign rule so that any post labeled Problem is automatically assigned to your community manager, or you could set an auto-delete rule so that any post labeled Complaint is automatically deleted.
                                                                                                              1. Click Automations, and then click the AUTO-LABEL + Add icon.

                                                                                                              2. Enter a name for your rule.

                                                                                                              3. Enter the label names, and click Next.

                                                                                                              4. Select to either delete all posts with those labels or automatically assign those posts to a person. If you assign them, then you must also select the user name from the list. That user will receive a notification of the post.

                                                                                                              5. Select the channel or channels from the list.

                                                                                                              6. Click Create. If you chose auto-delete, you must confirm that you want all those posts deleted.

                                                                                                                Auto Label with Indicators

                                                                                                                By default, messages from your Listen and Analyze topics, and in some cases your owned channels, are auto-labeled with indicators. This includes both standard indicators and any custom indicators that have been created in your account. You can control which indicators are labeled automatically by deselecting and selecting the indicators in Workflow and Automation.

                                                                                                                1. Navigate to Workflow and Automation, then click the Automations tab.

                                                                                                                  Note: The list of indicators you see in the Indicator Auto-Labeling section include standard and custom indicators for your account.
                                                                                                                2. To exclude an indicator from auto-labeling, deselect the indicator in the Indicator Auto-Labeling section.

                                                                                                                  Messages in your account will no longer be labeled with the deselected indicator.
                                                                                                                3. To include an indicator in auto-labeling, select the indicator in the Indicator Auto-Labeling section.

                                                                                                                  Messages in your account will be labeled with the selected indicator.

                                                                                                                For more information about creating indicators, refer to Create Indicators.