Creating a Social Campaign (beta)

Brand teams can plan social campaigns once and have them roll out across locations on schedule, without chasing local teams to post. To learn more about Campaigns, see What Are Campaigns?. 

Reviewing and Managing Social Campaigns

You can review all Social campaigns that have been created by navigating to either Campaigns or Social > Campaigns.

From the Campaigns screen, you can see all campaigns, including ones created for Social. If you want to drill down into Social-specific campaigns, you can review the Social > Campaigns screen.

Edit Social Campaigns

From the tables on the campaign screens, you can select the Edit button next to the campaign you want to edit. You will be able to review any conflicts and add/remove posts as needed. 

Creating a Social Campaign

You can create a Social Campaign from the Campaigns screen or by navigating to the Social > Campaigns screen:

Campaigns Screen

To create a Social Campaign, do the following:

1. In the Yext sidebar, click Campaigns. 
2. Click Create a Campaign. 
3. Select Scheduled Campaign.
   • Social is only compatible with scheduled campaigns.
4. Enter the campaign name and description, then click Continue.
5. Optionally, click the Campaign Scope card to select entities, then click Save. 
   • Campaign Scope determines which entities can use the campaign, and limits the potential audience to only contacts that are associated with the chosen entities. If you don’t select anything, all entities can access the campaign.
6. Hover over the Campaign Scope card and select Add Social Channel.
7. Optionally, click the Social Channel card to select subscribed entities. 
   • Use this option to automatically subscribe the selected entities to this campaign. 
8. Click the Add Social Post card.
9. Select a post from the list. 
10. Under Scheduling, select the Post Date, Publishing Window, and Timezone.
11. Click Add to Campaign.
12. Repeat steps 8-10 until you’ve added all the desired posts to the campaign. 
13. When you’re finished, do one of the following:
    • To save it as a draft, click the back arrow.
    • To activate the campaign, change the Inactive toggle to Active. 

Social Campaigns Screen

1. In the Yext sidebar, click Social > Campaigns. 
2. Click Create a Campaign. 
3. Add a Title and Description.
4. Choose the eligible locations for this campaign. 
5. Determine how these locations partake in the campaign:
   • Added by you: You choose which locations participate
   • Owners subscribe: All eligible locations post. Owners can turn posts off on the campaign page.
6. Write or choose posts from the Post Library.
   • If you create a new post, you will be directed to the create a post flow.
7. For each post, set the post date and publishing window
8. Choose to save the campaign as a draft or schedule it for eligible locations.