How to Publish Content with Salesforce Marketing Cloud - dummies

How to Publish Content with Salesforce Marketing Cloud

By Chester Bullock, Mark Pollard

When you first open a workspace in Salesforce Marketing Cloud, the Publish tab is what you see by default. However, you should do this part last. Just as you wouldn’t barge into an ongoing conversation at a dinner party and just start talking, you shouldn’t jump into contributing to the social conversation until you’ve spent some time getting the feel for the room.

Now that we’ve discussed listening and engaging with people who are already talking about you, we’re ready to address the idea of putting your own posts out there. The Publish module is where the people who create your outbound social communication do their work.

calender outbound posts Marketing Cloud
The calendar shows the outbound social communications scheduled during the days visible on the calendar.

Along the left side of the screen, note the following tabs (represented with icons):

  • Create
  • Calendar
  • Drafts
  • Performance
  • Tasks
  • Shared Content

Create

The Create tab is where you create content. The options for controlling the post may vary slightly, depending on the social network to which you’re publishing.

new post editor Marketing Cloud
The new post editor.

Use the following steps to create a post:

  1. From any tab in the Publish module, click the Create Content button.

    If you want to schedule a post for the future, you can instead start from the calendar and click the date on the when you want to publish the post.

  2. Select the social media channel in which you want to post.

    The editor window appears.

  3. In the Post To field, choose which account or accounts you want to publish the post to.
  4. In the Content field, compose the post.

    You can use the buttons below the field to add images, video, and other media besides just text. The buttons available vary depending on which social media network you chose in Step 2. A preview of the post appears on the right side of the screen for you to review.

  5. In the Label field, enter labels.

    Later, you can aggregate analytics data based on the values you enter in this field.

  6. In the Scheduling field, choose whether to publish the post immediately or schedule it for the future.
  7. (Optional) Complete any other fields that you want to use in the inspector.

    The other fields vary depending on the social media network.

  8. Click Publish Now (if you chose to publish the post immediately in Step 6), Schedule (if you chose to schedule the post in Step 6), or Save as Draft.

If you chose a publish date in Step 6 but then click the Save as Draft button in this step, the system will not publish your post until you reopen the draft and click the Schedule button.

Calendar

When you schedule a message to publish, it appears on the calendar on the date you scheduled. The color-coding on calendar items indicates the social account that will publish the message. You can use the buttons in the upper-left corner of the window to see the day, week, or month view on the calendar. You can also choose to see the items in a list instead of on a calendar.

calendar Marketing Cloud
The calendar shows your scheduled messages.

If you click a post, the Post Details inspector appears, overlaying the calendar on the right. The inspector includes the body of the post as well as details about its status and schedule.

Drafts

When you create the content for a post, you can publish it right away or you can schedule it to publish later. You can also save a post in progress as a draft so that you can finish it later. The Drafts tab is where you find your drafts.

Performance

After you’ve published some posts from your workspace, you can see performance information in the Performance tab. This tab gives you a high-level view of how many posts you’ve published on each account, how much interaction those posts have received, and more. You can also export some reports from this tab. Of course, you can get even more analytical information in the Analyze section of the app.

performance data Marketing Cloud
Performance data for the workspace is available in the Publish section of the app.

Tasks

If you have set up an approval workflow, the Tasks tab is where you find your queue of tasks to approve posts.

Shared content

Other users and workspaces can share content with you; if they do, you find it on the Shared Content tab. Shared content can be a valuable resource for increasing engagement with tried-and-true posts.

Shared content performance Salesforce Marketing Cloud
If a piece of shared content was previously published, you can see how it performed.

Each piece of content on this tab tells you how many times the post has been published and how much engagement the content inspired from the social network. By leveraging successful posts in multiple channels, you can get the most out of your content.