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Channel Management

An overview of channel management for both social and non-social content in Social Assurance.

Channels Overview

Channels help Social Assurance users specify the type of media that is being created within the platform. Channels must be created prior to creating your first Social Assurance record (See Adding Print and Digital Channels). Channels are also used to connect all of your social accounts to the platform (learn how to connect your Twitter, Instagram, Facebook, and LinkedIn accounts). The channels you add will be presented as options each time you select Compose (See Composing Social Content).

Channels are managed within the Brand Settings and accessible by administrators in the upper-right corner of the Brand Settings default page. Within the channels, administrators can manage:

  • Create a new channel - This includes both social, digital and print channels.
  • Invite a channel - This feature is utilized to invite existing user social pages to connect to the Social Assurance platform if the inviting user is not an admin on the social page.
  • Create a Channel Group - A channel group is used to link multiple channels and actions. This feature should be used to connect multiple social channels. For example, if you would like to make the same post across Facebook, LinkedIn and Twitter on a regular basis, a channel group can be created for Contributors, Moderators and Writers to use.

Channel Groups

Channel Groups allow Social Assurance users to link multiple channels into a group, allowing for singular posting on multiple channels. By grouping the social pages by town, you can share pertinent posts across all the social pages affiliated with those areas. To create a channel group:

  1. Under "Social Channels," use the "Create Channel" button to select "Group."
  2. Once selected, a window will appear with dropdowns to select brands and channels.
  3. Select "Add Channels to Group" from the dropdown
  4. Create the Channel Group name.
  5. Click "Submit."

Invite Channel

The "Invite Channel" feature allows you to invite a social page user to share access to their page (e.g., Facebook, LinkedIn and Twitter) and publishing privileges without giving them access to the Social Assurance platform. One scenario in which this feature is useful is inviting loan officers to connect their LinkedIn pages. To invite a user to share their page:

  1. Under Channels, click on "Invite Channel."
  2. Enter the invitee's name and email. Select the social network you would like them to provide access to.
  3. The individual will then receive a secure email requesting access to that social page. They can then click on the email link to connect their page to your brand in the Social Assurance platform.
  • You will then see that individual listed under the channels invitation to track the individuals and associated channels that have been sent invitations.

Disabling, Archiving and Re-authenticating Channels

The Channels section of the Brand Settings is where administrators can modify the status of their channels. To modify the status of the channel, click on the three dots to the right of the channel to be modified. Here you can:

  • Re-authenticate - If the social page access authentication needs to be updated or re-authenticated for any reason, this can be done here.
  • Disable - A channel can be disabled when it is desired to have the channel temporarily unavailable.
  • Enable - The channel may be enabled after being disabled by clicking on the three dots in the Channels section and selecting "Enable."
  • Archive - A channel should be archived when a channel is no longer needed. This will save all historical data and make the channel unavailable.