Publishing Facebook Posts in Lead Gen & CRM

Schedule, copy, and edit your Facebook posts

Creating Facebook Posts

You can create Facebook posts once you have connected a relevant profile.

To create and publish Facebook posts, do the following:

1. Click Content Calendar in the left toolbar.
2. Click Create > Social Post. 
   
   

    

3. Select a connected Facebook profile.
4. Enter the post text into the What would you like to share? text box. 
5. Optionally, add any of the following:
      •   A      Media Center asset
      •   An     Image file
      •   A link for campaign tracking
      •   Any number of applicable emojis
6. Click Schedule Post.
   
   

    

7. Click the Post drop-down menu. Choose either of the following:
   • Post Now - Schedules the social media post for immediate release.
   • Schedule Multi-Post for Later - Schedules the social media post at a chosen date and time. 
8. Click Post to.
   
   

    

Note: Click   Delete when previewing the post in the Content Calendar to unschedule a social post. When typing a link, Lead Gen & CRM adds metadata that is tied to that link. This automatically adds a description and image, depending on the available metadata. Click    Delete in the preview to delete this metadata.

Special Facebook Posting Considerations

When posting to Facebook, be aware of the following:

• Lead Gen & CRM links in your published posts are there because they need to be. This is due to Lead Gen & CRM's API agreement with Facebook, and it is standard with any social media management tool. If you are posting to a company page, then this link will not be public, as only you can see it. If you post to a personal page, then this link will be public. Both you and your visitors will see the Lead Gen & CRM link.
• Facebook posts with images are uploaded in a specific way. Lead Gen & CRM first uploads the image to a Facebook album before sharing the image as a post with associated entered text. Though this looks like two separate posts, it is a single live post.
• There are certain restrictions to post boosting. You can boost your posts made in Lead Gen & CRM—but only if the post is made of just text or metadata. You cannot boost image posts that originate with Lead Gen & CRM.

Associating Facebook Posts with Campaigns

When creating a social post, you can link it to a campaign to see which leads are interacting it. Social Media Tracking must turned on in a campaign's settings page in order 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 require both a campaign and social posts.

Creating Campaigns with Social Media Tracking

To create a campaign that can be tied to a Facebook 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 Facebook Posts to a Campaign

To attribute a Facebook post with a campaign, do the following:

1. Click Content Calendar in the left toolbar.
2. Click Create > Social Post. 
   
   

    

3. Insert a web link. 
   
   

    

4. Click    Campaign.
   
   

    

5. Enter the name of your campaign in the pop-up window that appears and click Submit. 
6. Click Schedule Post.
   
   

    

7. Click the Post drop-down menu. Choose either of the following:
   • Post Now - Schedules the social media post for immediate release.
   • Schedule Multi-Post for Later - Schedules the social media post at a chosen date and time.
8. Click Post to.

    

Unscheduling Facebook Posts

You can unschedule all scheduled future social posts. Published social posts cannot be unscheduled or otherwise deleted through Lead Gen & CRM. You will need to delete published Facebook posts in Facebook.

To unschedule future posts, do the following:

1. Click Content Calendar in the left toolbar.
2. Click the desired social post to preview it. 
3. Click   Delete. 
   
   

    

4. Click Delete in the pop-up window that appears. 
   
   

    

Refer to Content Calendar Overview for more information on scheduling and unscheduling social posts.
 

Editing Facebook Posts

You can edit social posts that are scheduled but not yet published. Once a post is published, you cannot make edits. You will need to edit published Facebook posts in Facebook.

To edit scheduled future social posts, do the following:

1. Click Content Calendar in the left toolbar.
2. Click the desired social post to preview it. 

    

3. Click    Edit. 

    

4. Edit the post as necessary and click Schedule Post. 

    

5. Click the Post drop-down menu. Choose either of the following:
   • Post Now - Schedules the social media post for immediate release.
   • Schedule Multi-Post for Later - Schedules the social media post at a chosen date and time.
6. Click Post to. 

    

Copying Facebook Posts

You can copy or duplicate a social post. To copy posts, do the following:

1. Click Content Calendar in the left toolbar.
2. Click the desired social post.
    

    

3. Click    Copy.
    

    

4. Modify or leave the post as it is. Select the checkbox of the social media account you want to copy the post to and click Schedule Post.
   
    
5. Click the Post drop-down menu. Choose either of the following:
   • Post Now - Schedules the social media post for immediate release.
   • Schedule Multi-Post for Later - Schedules the social media post at a chosen date and time.
6. Click Post to.
   
   

Supported File Types

Lead Gen & CRM has a set list of file types that are supported when uploading files to the Media Center.

However, Facebook, LinkedIn, and Twitter only allow 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, it does not mean that you can post that file to social media. 

Frequently Asked Questions

Q: When is the best time to publish social posts?
A: For Facebook, the best time to publish is on weekdays from 1PM to 3PM EST.

Q: What is the optimal frequency for publishing social posts?
A: For Facebook, it is best to publish one social post per day.

Q: What social posts can I edit in Lead Gen & CRM?
A: Only scheduled future posts can be edited in Lead Gen & CRM. Published posts must be edited in Facebook.

Questions?