Share messages to X (Twitter) or Facebook

Misty Flowers

February 02, 2024 16:09

Messages XR lets you share email messages directly to X (Twitter) and Facebook simultaneously from the Messages module, once Social Media Connections accounts have been set up. Social sharing is configured on the Message Details screen when composing a Promotional message.

💡Quick answers

What must be set up before you can share messages to social media? Social Media Connections accounts (X/Twitter and/or Facebook) must be connected in the Social Media Connections module; see the 'Set up Social Media Connections' article.
How do you share a message to social media when sending? On the Message Details screen, scroll to the Social Media section and toggle on the accounts you want to share to; the message will be posted when you click Send.
Can you share an Important Announcement message to social media? Social sharing is available for Promotional messages; check the Message Details screen for your specific configuration, as options may vary.
Can the social media post text be customized separately from the email body? Yes; when sharing is toggled on, a field appears to customize the social media post text independently from the full email message content.

Send out messages to your social media channels from the Messages XR module. Just as the channels for SMS, Voice, and Mobile App can be toggled on, you can now send a message to Facebook and X (Twitter) at the same time!

This article walks you through the process for pushing messages out to Social Media in the Messages XR module by configuring your social media accounts in Social Media Connections, which also allows you to share posts to your social media. Reach out to your Client Success Manager or email clientsuccess@finalsite.com to learn more about Messages XR.

Step 1: Set up and confirm social media accounts

Navigate to Social Media Connections in the left navigation module menu, and follow the steps to Set up Social Media Connections. Once successfully connected, you’ll see the accounts showing up in the Social Media Connections main dashboard.

Social media tabs will only display in the Messages XR module when there is an account that exists on the site that a particular user has permission to post to.

Step 2: Configure permission levels in Social Media Connections

Grant permissions for any admin user who will be sharing messages to X (Twitter) or Facebook. Navigate to Social Media Connections in your left navigation module menu and click on the settings gear to open up the permissions window.

Read more about permission levels in the article, “Social Media Connections admin permissions.”

Step 3: Create your message in the Messages XR module

The article, “Send communication in the Messages XR module” shows you how to prepare to send your message and customize your message details.

Step 4: Choose a template type

In the Email tab, choose either Advanced or Simple template.

Advanced Template content will display in plain text on your social media feed. Add images onto your social media message to engage your audience with a nice visual.

Simple Template content will display exactly the same way in your social media feeds.

click here to select either a simple or advanced template.png

Step 5: Include Facebook and/or X (Twitter) in your XR send

Check to see that the social media tab(s) you are wanting to include are visible in your Messages screen.

new social media tabs in messages xr.png

If you do not see the social tabs, it might be because:

Permission has not been granted to you in Social Media Connections admin permissions.
The social media account you're looking for has not been added into Social Media Connections.

Toggle on to send your message to Facebook

steps to including facebook in your xr send.png

Click the Facebook tab.
Toggle next to Facebook to be able to configure the details that will be sent to Facebook.
Choose the account you would like to send this message to.
Enter your Message Content or copy and paste the same content from your Email tab. Limit your text to 3000 characters.
Browse to select an image from Resources or upload as you go.

Toggle on to send your message to X (Twitter)

include X twitter in your XR send.png

Select the X (Twitter) tab.
Toggle next to X (Twitter) Account to be able to configure the details.
Choose the account you would like to send this message to.
Enter your Message Content. Limit your text to 140 characters.
Browse to select an image from Resources or upload as you go.