Configuring automatic posting to social media

You can post messages to Facebook and Twitter, and send company updates to LinkedIn directly from Xperience in the Pages application.

You have the following options to publish content from within the editing interface to the supported social media. Each of them is suitable for a different situation.

• To post information about a certain section of the content tree, regardless of the page type, choose Publishing to social media using a workflow step.
• To post information about pages of one specific page type (e.g., article), either manually or automatically at the time of publishing, choose Publishing to social media using form controls.

In both these cases, you post to the chosen social media from within the interface where you edit a page. You can use macros in the post, for example, to insert the URL of the page into the post.

Publishing to social media using a workflow step

You can post messages to social media as part of a page’s workflow process using the Publish to Facebook, Publish to Twitter, and Publish to LinkedIn workflow steps. You can use this approach to automatically publish information about pages in a section of your site’s content.

1. Connect Xperience to the social media and Add a social media account.

2. Edit the social media account that you want to publish to.

3. Enable the Default check box and save the social media account.

   • The Default check box designates the account as the account that advanced workflow should use. You can have only one default account per one social media.

4. Create an advanced workflow with the Publish to Facebook, Publish to Twitter, or Publish to LinkedIn step.

   

5. Set the Text of the message that will be automatically posted to Facebook/Twitter/LinkedIn in the Workflow step properties. You can use macros in the message.

   • For example, Check out our new blog post at {% AbsoluteURL() %}. The resulting URL could then look like this: www.example.com/blog/my-latest-blog-post

6. (Optional) Enable Post only once to avoid multiple posts related to one page.

   • Providing the property is enabled, the workflow action doesn’t create more posts if there is already a post related to the page in the system.

7. Create a page using this defined workflow.

When advancing over the Publish to Facebook/Publish to Twitter/Publish to LinkedIn step in the workflow, the predefined message will be automatically posted. The message will appear in Xperience in the Facebook,Twitter, or LinkedIn application.

Publishing to social media using form controls

By adding the Facebook auto post, Twitter auto post, and LinkedIn auto post form controls to a page type, you can enable editors to post messages to social media from the page editing interface.

1. Connect Xperience to the social media and Add a social media account.
2. Open the Page types application.
3. Edit () the chosen page type.
4. On the Fields tab, click New field.
5. Set up the following properties:
   • Field name
   • Data type: Long text or Text
   • Field caption
   • Form control: Facebook auto post, Twitter auto post or LinkedIn auto post
6. Click Save.

When you edit a page of the modified type in the Pages application, a new field appears on the Form or Content tab. The field allows editors to compose a message to be posted on social media.

When the editor saves the page, the system publishes their post on the chosen social media account (Facebook page, LinkedIn company profile or Twitter channel). If the editor sets the Publishing time to a future time, the system schedules the publishing of the post to the specified time. Users can view both scheduled and published posts in Xperience in the Facebook, Twitter, or LinkedIn application.