Administration – Social Tab

Maintaining an active presence and communication via social media is important to all mortgage professionals. In BNTouch, many businesses will need to link social media account information for several users at the same time. To manage your users’ social media links, you can open the Social Tab of the Administration menu. In the User Menu in the upper-right corner of the screen, click “Administration,” then open the “Social” tab. Only administrative users can access this area of the CRM; please contact your administrator if you need help and do not have access.

Here, you’ll see a list of all users for your BNTouch account sorted by name. For each user, social media information can be entered in rows below, including Twitter, Facebook, LinkedIn, Youtube, Google+, Yelp, Zillow, and Instagram. Links you list in these fields will be used in marketing and communication referencing that user, including relevant meta-tags. In addition, you can choose to display these links as icons in that user’s email signature using the “Show Links?” drop-down menu. You can even customize the type and size of social media icons that will appear in those emails using the “Set Name” menu.

If you make any changes to fields on this list, they will only be saved if you click the “Update Information” button below. If you cannot see all of the fields in this list, you can use the scroll bars to change which fields display; the username and account type will still be visible when you do so.