Your organizations have done tremendous jobs of creating and curating content for your instant-publishing or scheduling use. You can publish content from your organization by creating a simple post, adding required modifications as indicated by your organization, or using variables from your profile to fill in key information.
Personalized Suggested Content with Profile Variables
Publishing a Suggested Post
1. Click Post Library to navigate to your Suggested Content Library, where you can view all of the pre-approved content available to you. On the Explore tab, you can use additional filtering options and search for content by keyword.
NOTE: Content that is set to expire within 30 days will show the expiration date in dark gold. Content that has already expired and cannot be published will show the expiration date in red.
2. Select your desired post to publish by clicking on the post. This will open the composer window. If allowed by your organization, you can modify the post copy as needed.
Additionally, if your organization has included alternate descriptions, simply click on the right-facing arrow next to the post copy to choose an alternate description.
3. You may also have the option to update the attached image within a post. If you have the option to personalize the image attachment, you will see one of the following options:
- Select a single image from a set of pre-approved images to be included in the post. If enabled, you can upload a new image.
- It will be required that you upload an image to attach to the post.
4. From the Accounts dropdown, select the accounts you would like to publish the post to.
5. From the Post Time dropdown, select Now or Select Publish Time to choose a custom day and time for the post to publish to your selected accounts.
6. Click Schedule or Publish to complete the process. Some organization might require you to request approval for a modified post. In this case, select Request Approval. Your post will publish upon approval on the selected day and time.
Required Modification Content
If a post within your library includes text such as <ENTER OFFICE CONTACT>, you must modify the text and remove the < > symbols before the post will successfully publish. This enables advisors and agents the ability to add a personal touch to a templated library post.
Personalized Suggested Content with Profile Variables
Personalized content performs better than generic content. To help you create more personalized content in less time, you can publish suggested posts that are personalized for you automatically via Hearsay Desktop.
When you publish a personalized post that has been suggested by your admin, information from your workspace profile is auto-filled into corresponding fields. For example, your admin can create a post that contains your name and phone number and those are automatically populated in the post when you publish it. This means you don’t need to manually add any details to the post. This feature is not available on mobile.
To access personalized posts:
In the side menu, click Post Library.
On the Recommended tab, find the section called Personalize and select a post to publish.
Your information is auto-populated into the appropriate fields in the Post Text and you can continue publishing the post like normal.
In order to publish a personalized suggested post, you must have the corresponding information filled out in your workspace profile. If you get an error that you have missing data, click the yellow highlighted text to fill out the information in your Workspace Profile. To learn more about completing your workspace profile, see Updating Your Workspace Profile.
If you are unable to update the information yourself, please contact your administrator for assistance.
Frequently Asked Questions:
Greyed Out Social Networks
Q: Even though I have Facebook, LinkedIn, Twitter and Instagram connected to my workspace, the publisher window is only allowing me to share to some of these networks and not all of them. Why is this?
A: Your administration team, in order to better suit the environment of the network, can limit pre-approved content to specific accounts. As an example, a post may be curated specifically for LinkedIn but not for Instagram as this network does not support hyperlinks.
Pro Tip: When viewing your content library, reference the Network filter on the bottom-left corner of your screen. This tool will allow you to filter networks/accounts that have pre-approved content available for them.