Creating Automations with Social Media Interaction

Trigger a specified action, such as assigning a salesperson to a lead or adding a lead to a list, when they interact with your connected social media account

Regarding Lead Social Connections 

Due to changes with third-party policies, Constant Contact is unable to connect your leads with their Facebook and Instagram accounts. As such, their activities on those social media platforms will not trigger automations or be added to the Life of the Lead on their lead record.

Constant Contact is able to connect leads with their LinkedIn account. Leads' activities on those social media platforms will trigger automations and be added to the Life of the Lead on their lead record.
 

Social Interactions

In a workflow, the when a contact interacts with the social account trigger and filter can automate actions based on when one of your leads engages with Facebook or LinkedIn.

Social interactions can be defined in multiple ways for each platform:

Facebook 

LinkedIn

Creating Interaction Visual Workflows

To create a visual workflow for social interactions, create or edit a visual workflow:

1. Click + > Trigger, located under Start in the workflow.
   
   
    
2. Click interacts with the social account, located under Social in the list of triggers.
   Important: Due to the limitations on data available from Facebook, social interactions are matched by first and last name, and not by email address. This may cause your automation to trigger for a lead with the same name that did not interact with your Facebook account.
   
   
   
    
3. Enter the connected social profile to associate with this trigger. 
4. Click OK.
   
   
    
5. Click + Add > Action under the created trigger.
   
   
    
6. Add the actions that you want automated from this social trigger.
   
   
    
7. Click the Active/Inactive toggle to set this workflow to Active.
   
   

Refer to Automations Overview for more information on setting up actions and action groups. 

Recommended Actions

There are several ways to customize a workflow. For social media interactions, Constant Contact recommends the following workflow actions:
 

Questions?