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- Social Media Management
- Implementation and migration
How a Social Media Management rollout works
Start with your accounts, approval chain and one campaign.
Agree the operating boundary
The system holds posts, approvals, channel outcomes, campaigns, inbox, mentions, engagement and analytics. Channel publishing, listening and engagement data come through connections. The team decides its approval chain and response times.
Map the source data
Agree account codes, the content library, tags, hashtag groups and routing rules.
Configure a bounded pilot
Use a pilot campaign to test drafting, approval, recorded channel outcomes, inbox assignment and daily reporting.
Rehearse the exceptions
Check that resubmission reuses an existing approval chain, failed destinations stay visible, unmatched messages remain New and repeated daily rollups update their existing records.
Reconcile and release
Compare planned posts and open conversations with the current tool, get sign-off from Marketing Manager and agree the rollback window before cut-over.
What the customer provides
- Social accounts and who manages each connection.
- Approval steps and the approver for each.
- Content library, tags and hashtag groups.
- Routing rules, response times and the community team.
Changing it afterwards
Use Proto to prepare changes on a branch. Review changed fields, permissions and reports with Marketing Manager and replay the pilot’s exception cases before release. Past approvals keep the decision and comments recorded at the time.
Set up Social Media Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.