Marketing – Social Media Admin

In many ways, Social Media is a requirement in order to stay relevant in one’s industry, and the Mortgage industry is no exception. In BNTouch, you have the ability to integrate your Social Media accounts with your CRM, allowing you to manage your Facebook, LinkedIn, and Twitter posts alongside your marketing.

Once you have connected your company’s social accounts to your CRM account, you can manage the access that each of your CRM users have with that service. To do this, open your Marketing Tab and click the “Social Marketing” sub-tab. If you can’t see this option, click the “More” drop-down menu in the upper-right corner of the screen to display other sections.

Here, the options available for social media integration are separated into three categories: “Social Posts”, “Facebook Ads”, and “Admin Status”. This article will focus on the last option, which will only display for administrative accounts. If you need help with syncing your social media accounts or posting to these services and do not see this option, please contact your administrator.

When you open the “Admin Status” section, you will see a list of all users in your account. To the right of each user, the user’s social media login credentials, and login status and history for your social media services. Accounts that have not been synced will show a red “X”, while linked accounts will have a green checkmark. If a user’s login credentials are no longer synced, “Expired” will display by the checkmark icon. Facebook credentials usually last for up to 60 days, in which case the user will need to log into the synced Facebook account to re-enable the integration.

Additionally, each user’s post history and count will display to the right, allowing you to see the activity level of each user’s social media presence. Above the list, total post counts and active users will show for your business.

You can invite CRM users in your office to use social media features by checking the boxes to the left and using the “Invite to Use Social” button above. This will send an email to each user with instructions for connecting their user account with the company’s social media account. You can also include all users that are not actively synced with a social media account using the checkbox in the upper-right corner.