Socialbakers’ Builder: How to Properly Set Up Your Account

Builder is a content management platform that helps marketers increase social media efficiency. With Builder’s real-time competitive analysis, performance reporting, and collaborative workflow, you will maintain total control of social publishing.

Socialbakers’ Builder: How to Properly Set Up Your Account

By using Builder, companies throughout the world are able to improve their social performance by fully optimizing the tool’s advanced features. This case study will focus on how to setup the tool to bring the highest level of value to your social media team.

If you have already set up the tool and would like to see how to get the most value out of the tool itself, then check out the whitepaper “Make the Most of a CMS Tool”.

Some of the key values of Builder are:

  • More Time For Engaging Content: Focus more on content and less on social management. Automatically publish content across the most valued social networks, freeing up time to focus on content and improve performance.
  • Foster Best Practices: Move from insight to action in a collaborative platform where workflow tools, sharing, and benchmarking are vital for social success. Access anywhere, 24/7, and remain in control.
  • Boost Brand Equity: Improve the volume and quality of the conversations about your brand. Take control of the conversation, drive engagement and maintain control of who publishes what and where.
  • Redefine Social ROI: Receive real-time competitive benchmarking and advanced reporting to create more relevant social goals and keep sight of the big picture.
  • Manage Every Social Interaction: Efficiently manage every social profile by assigning incoming interactions to individuals or teams. Deep analysis of any conversation and clear reporting of individual’s performance.
  • Connect With Customers: Be where they are, be there when they need you, create brand advocates and raise client satisfaction.

Take the Time to Set Up Your Account Properly

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Builder settings are highly customizable because it is important that your CMS (Content Management System) account reflects the hierarchy and roles that already exist in your company. It’s worth the time to set up your account correctly; it will result in more efficient and valuable use of the tool.

When logging into Builder for the first time, you will notice that the dashboard appears empty and the tutorial video will appear in a popup. We recommend that you watch the entirety of this video and refer back to specific sections based on your needs at a later date.

We really can’t stress the importance of this! Please see these resources for setting up your account. All of these resources are also available in the product. Just go to the “Help” section under “Account Settings.”

1. User Guide – Overview of the product by section. Recommended for quick walkthrough

2. Implementation Guide – In-depth walk-through of the product by section. Recommended for day-to-day users

3. Video Tutorial – Video walkthrough of the product can quickly switch to the section most relevant to you. Recommended for all

4. Contact Support@socialbakers.com – Don’t hesitate! We have a very friendly support staff eager to help set up your account! Recommended for all!

Facebook Token Expirations – What are they and why are they Important?

Facebook and Socialbakers are dedicated to ensuring your page is secure. One of these security measures involves Facebook Access Tokens. A Facebook access token allows third party applications, such as Socialbakers’ Builder, to post on the behalf of the page. Given the purpose of Builder, it is critical that Builder has access to the token.

Certain events cause Facebook access tokens to expire. When these events happen, Builder is no longer able to post on behalf of your page. If the token is not renewed this can result in the tool being unable to publish scheduled posts.

Access token expiry is a result of the Facebook API 3rd party permission process. Tokens can expire if:

1. If a page does not send a request (E.g. publish a post) for 60 days.

2. The admin changes his login email or password.

3. A user is removed as an Admin on Facebook.

4. Several computers access the Facebook account at the same time.

5. The Facebook account is accessed by several users in varying locations at the same time.

6. If the API believes that the account is fake. Please note that this occurs frequently with pages that are sending a high volume of requests.

7. A change is made in the Facebook API regarding 3rd party applications.

Even if a page is active, all tokens will eventually expire. Facebook does not define when this happens. We advise that you regularly check scheduled posts.

How To Renew A Token

If an access token expires, then Builder will send you email notification to renew the token. In order for the tool to manage posting on the page’s behalf, the token must be renewed. Since you have already granted the tool permission rights, the only thing that must be done is to renew the token (instead of re-granting the tool permission rights).

Socialbakers suggests two ways of resolving this issue:

1. Email notification – Make sure that every team member is aware that if they receive an expired token, then they should immediately renew the token. Easily done by clicking on the “renew token” button in the email.

2. Socialbakers Support – Socialbakers is able to renew the token if we are granted admin rights to each Facebook page. If this is something that you are interested in then please contact your account owner or contact support@socialbakers.com.

Account Roles Vs. Team Roles

One of the key advantages of using Builder is that you can have complete control over what individual team members are allowed to do with the Builder account and what they can do with each Facebook Page, Twitter Profile, and Google+ Page that you are managing.

For this reason, Builder has two types of user right management settings:

Account Roles: Defines the actions that a user can make in your Builder account.

Team Roles: Defines the actions that a user can make on a specific Facebook or Google+ Page or a Twitter Profile.

Account Role Descriptions

To see the individual actions that one person can make with an account role, please click on the edit or information icon to the right of the account role title. The following popup will appear:

There are then 6 types of settings that determine the actions that a user can make:

  • Accounts: What a user can do with the account. Actions can include editing, changing, or accessing account settings.
  • Users and Permissions: What a user can do regarding account and team roles. Actions can include buying, editing or deleting each type of user rights role.
  • Competition Pages: What a user is allowed to do for competitive pages. Actions include adding, editing or buying competitor Pages.
  • Filters: What a user can do with regards to filters. Actions include creating, buying, editing and removing filters.
  • Labels: What a user can do with regards to labels. Actions include creating, buying, editing and removing labels.
  • Pages: What a user can do with regards to Pages. Actions include creating, buying, editing and removing Pages.

System Vs. Custom Account Roles

Depending on the size of your Builder account, you can create your own account roles to fit the demands of your organization.

There are two account roles that automatically come with the account:

Account Admin: Complete control over every account and team role in Builder.

Account Editor: Can only edit each type of setting. Cannot purchase, delete or buy anything.

Team Role Descriptions

To see the individual actions that an individual can make on a team role, then please click on the edit or information icon to the right of the team role title. The following popup will appear:

There are then 4 types of settings that determine the actions that a user can make:

  • Content Management: What a user can do with content. Actions include assigning, deleting, labeling and changing a status of a post, liking content, and marking content as archived or spam.
  • Publishing: What a user can publish. Actions include: replying to comments, tweets, creating messages, approving messages, and publishing content.
  • Editing: Determines if a user can edit page settings.
  • Reporting: Determines if a user can access the reporting section.

HAVE MORE QUESTIONS?

Email support@socialbakers.com for more information on how to improve your social media.

Staff Writer

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