Publishing LinkedIn Posts in Lead Gen & CRM

Create, publish, edit, and schedule LinkedIn posts

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Creating LinkedIn posts

Before you can create LinkedIn posts from your Lead Gen & CRM account, you'll need to connect your LinkedIn account to Lead Gen & CRM in Settings. Read this to learn more about connecting your LinkedIn account to Lead Gen & CRM. 

To create and publish LinkedIn posts to your connected LinkedIn account through Lead Gen & CRM, do the following:

1. Click Content Calendar in the left toolbar.
2. Click + Create > Social Post.
   
   
   
   
3. From the Add profiles dropdown, select 1 or many connected social profiles. You can select Instagram, Facebook, and/or LinkedIn profiles as needed. Read more about posting across multiple platforms.
   
   
4. Choose the Images and Videos tab as needed and upload the    Media you want in your post.
   
   Note: Switching from one tab to another will remove any media you have already uploaded in the other tab. 
   
   
5. Optionally, click File Manager to pull media files from your Lead Gen File Manager.
   
    
6. Drag and drop images to re-order them. 
7. Enter message content into the Add caption text box. 
8. Add a media center asset, a campaign link, and any number of applicable emojis as needed. 
9. Review your post in the live preview and when ready, click Continue. 
   
    
10. Choose a Post time: 
    
    • Post now - Schedules the social media post for immediate release.
    • Schedule for later - Schedules the social media post at a chosen date and time. 
11. Optionally, select the toggle to notify a Lead Gen user for approval and choose the Lead Gen user from the drop-down.
12. Click Post Now or Schedule. 
    
    

    
    
    

To edit, reschedule, copy, or delete a scheduled social post, return to the Content Calendar and click on the social post. Read this to learn more about modifying or deleting scheduled posts. 

Posting to multiple platforms at once

If needed, you can duplicate your post across social platforms by selecting as many connected profiles as you'd like.

Make each post the same, complete with the same set of images and the same caption, or check the box to edit each platform individually. This helps if you want, for example, one set of images and one caption for your Instagram profile(s), a different set of images/caption for your Facebook page(s), and a different set of images/caption for your LinkedIn profile(s). 

URL shortening in social posts

LinkedIn automatically shortens all web links longer than 26 characters. This is done to make posts easier to read and provides more room to add text. The links will not appear shortened in Lead Gen & CRM when you are creating the post, but will be automatically shortened when the post is published to your actual LinkedIn account.
 

Associating LinkedIn posts with Campaigns

You can tie a link within a social post to a campaign to see which leads are interacting with your social media posts. Social Media Tracking must be enabled on a campaign's settings page to add campaign tracking to a social post.

Once the campaign-attributed social post is submitted and published, the link in your post will automatically generate a UTM parameter behind the scenes. These UTM codes cannot be edited. The UTM codes can be viewed once you schedule the post and view it in the Content Calendar.

If you have multiple UTM codes tied to multiple campaigns, then they will be evaluated in the following order:

1. Google Ads
2. Social
3. Custom campaign tracking rules

Associating posts with campaigns requires both a campaign and social posts.

Creating Campaigns with Social Media Tracking

To create a campaign that can be tied to a LinkedIn post, create or edit a campaign:

1. ​​Click the Allow social posts to be associated with this campaign checkbox in the Social Tracking section.
2. Click Save Changes. 
   
    

Attributing LinkedIn Posts to a Campaign

To attribute a LinkedIn post to a campaign, do the following:

1. When publishing or editing the social post, click Add campaign. 
   
    
2. Select the name of your campaign from the dropdown menu. 
   
    
3. Continue modifying your post as needed, and then proceed to schedule or post.
   
    

Supported file types

Lead Gen & CRM has a set list of supported file types for uploading to the Media Center. However, LinkedIn only allows certain file types to be posted.

When posting to social media, if you try to upload an unsupported file type or use a Media Center asset that is unsupported by social media platforms, the post fails outright.

This means that even though you can upload a .ZIP file as a Media Center asset, you cannot post that file to social media.

Questions?