Manage social profiles

Social profiles are the profiles on social networks that you authenticate by using Microsoft Social Engagement. These profiles represent your organization or business on social media. You use them to interact with posts on your behalf from within the application.

By using these social profiles you can reply, comment, like a post, or share messages on social media.

Data acquisition and acquisition of private messages from your social profiles require access tokens, and you need to explicitly allow data acquisition before you can view or interact with any posts. No posts are posted on your profiles unless you decide to take action on a post within Social Engagement. More information: Manage access tokens

Important
  • All social profiles are user-specific. You can interact only by using owned profiles or profiles that are shared with you. You must have an interaction role of Responder or Manager to work with social profiles in Social Engagement.
  • A social profile can have multiple owners. Every owner has the same level of access privileges.
  • Make sure you have the correct credentials before you attempt to add a social profile or claim ownership for an existing profile.
  • You can own social profiles by adding them to the solution. You can share the profiles you own with other users, and stop sharing them or delete them when you don't need them. More information: Let other users work with your social profile, Delete a social profile
  • You can delete both the profiles you own and any profile where you are one of its multiple owners. If a profile is shared with you, you can post on social media by using this profile, but you can’t remove it from Social Engagement. More information: Let other users work with your social profile

Types of social profiles you can manage

To add, edit, share, or remove a social profile, go to Settings > Social Profiles. From here you can also check the health state of your social profiles and access tokens. More information: Check the health state of your social profiles

  • Owned profiles: Profiles that you added to Social Engagement. These can be personal profiles or profiles that you set up for your organization. You can share these profiles with other Social Engagement users, stop sharing these profiles at any time, remove your ownership from these profiles, and delete them when you don't need them. Social profiles can have multiple owners. More information: Let other users work with your social profile, Delete a social profile

    Caution

    If you are an owner of a profile that has multiple owners, you can delete the profile. Always be careful not to delete any profiles that are in use.

  • Shared profiles: Profiles that are owned by other Social Engagement users, but shared with you. You can publish on social media by using these profiles, but you won't be able to delete or share them with any other users. If you need to, you can claim ownership of these profiles and then share them. More information: Claim ownership for a social profile

  • Profiles without owners: Profiles that were added to Social Engagement but currently don't have owners. You can’t use these profiles for posting on social media. At least one Social Engagement user needs to claim ownership of these profiles for them to be available. More information: Claim ownership for a social profile

  • Profiles for acquisition: Facebook, Twitter, and Instagram require at least one valid access token to acquire data. More information: Manage access tokens

  • Profiles for private messages acquisition: You can acquire private messages from your Facebook pages and Twitter accounts if you have at least one valid access token. More information: Manage access tokens

Add a social profile for Twitter or Facebook

Tip

Common browsers block pop-ups by default. You should explicitly allow your browser to show pop-ups in the domain for your Social Engagement application. This ensures that the authentication dialog box from Twitter or Facebook loads properly. If it doesn't, you won’t be able to add or re-authorize social profiles.

Adding social profiles in Social Engagement is an important step if you want to react to a post directly from within the application. You can engage with your audience through social profiles that you own or that are shared with you. By default, the process of adding a social profile doesn’t acquire any data. You must explicitly allow the data acquisition on the social profile to gather private messages or direct messages. More information: Tokens for interactions with posts

You can add a social profile for Facebook pages, Facebook profiles, and Twitter profiles. Facebook profiles are personal profiles for individual people. Facebook pages are represented and managed by people with Facebook profiles. People with Facebook profiles can manage multiple Facebook pages.

Note

When you plan to engage with a social profile in Social Engagement, make sure that you have the appropriate permissions for that profile. For Facebook pages, you need to have admin permissions to create posts as the page, or to send messages as the page. Get in touch with the admin of the Facebook page to adjust these settings. More information: Facebook Help Center: Page Roles

Add a Facebook page to your social profiles

  1. Go to Settings > Social Profiles.

  2. Click Add social profile (Add button).

  3. In the list, click Facebook page, and then click Add.

  4. In the authentication dialog box, enter the username and password for the Facebook profile that you want to enable in Social Engagement.

    Note

    You must be an administrator for this Facebook page to authenticate it.

  5. After the profile is successfully authenticated, you can select from the list of Facebook pages that the authenticated user administers. After you add the Facebook page, you can find it on the Social Profiles page under Owned profiles.

You can allow Power Analysts and Administrators to create rules for direct messages from this social profile in a search topic. More information: Add rules to a search topic

Add a Facebook user to your social profiles

  1. Go to Settings > Social Profiles.

  2. Click Add social profile (Add button).

  3. In the list, click Facebook user, and then click Add.

  4. In the authentication dialog box that appears, enter the username and password for the Facebook user profile that you want to enable in Social Engagement.

  5. After the profile is successfully authenticated, you'll find it on the Social Profiles page under Owned profiles.

Add a Twitter account to your social profiles

  1. Go to Settings > Social Profiles.

  2. Click Add social profile (Add button).

  3. In the list, click Twitter Account, and then click Add.

  4. In the authentication dialog box, enter the username and password for the Twitter profile that you want to enable in Social Engagement.

  5. After the profile is successfully authenticated, you’ll find it on the Social Profiles page under Owned profiles.

You can allow Power Analysts and Administrators to create rules for the direct messages from this social profile in a search topic.

Add an Instagram account to your social profiles

  1. Go to Settings > Social Profiles.

  2. Click Add social profile (Add button).

  3. In the list, click  Instagram Account, and then click Add.

  4. In the authentication dialog box, enter the username and password for the Instagram profile you want to enable in Social Engagement.

  5. After the profile is successfully authenticated, you'll find it on the Social Profiles page under Owned profiles.

Add a LinkedIn account to your social profiles

  1. Go to Settings > Social Profiles.

  2. Click Add social profile (Add button).

  3. In the list, click LinkedIn Account, and then click Add.

  4. In the authentication dialog box, enter the username and password for the LinkedIn profile that you want to enable in Social Engagement.

  5. After the profile is successfully authenticated, you’ll find it on the Social Profiles page under Owned profiles.

Add a LinkedIn Organization Page to your social profiles

Before you can acquire LinkedIn data and reply or like on behalf of a LinkedIn Organization Page from within Social Engagement, you need to add the organization page to your social profiles. To authenticate the organization page as a social profile, you need to be an Organization Page Administrator of the page on LinkedIn.

  1. Go to Settings > Social Profiles.

  2. Click Add social profile (Add button).

  3. In the list, click LinkedIn Page, and then click Add.

  4. In the authentication dialog box, authorize Social Engagement.
    This will list all organization pages you administer.

  5. Select the LinkedIn Organization Page from the list.

  6. Select Save to create the social profile.

You can now reply and like on behalf of the organization page, but you can’t write new posts.
Optionally, you can share this social profile with other users in Social Engagement.

Add a YouTube account to your social profiles

  1. Go to Settings > Social Profiles.

  2. Click Add social profile (Add button).

  3. In the list, select YouTube Account, and then click Add.

  4. In the authentication dialog box, enter the username and password for the YouTube profile you want to enable in Social Engagement.

  5. Upon successful authentication, you'll find the profile on the  Social Profiles page, under Owned profiles.

Let other users work with your social profile

To let other users of your organization’s solution post on behalf of a social profile that you own, you can share it with them. After you share a social profile, other users can select the social profile when interacting with a post. You can also share a social profile with a group. More information about groups: Work with Office 365 Groups in Social Engagement

Important

Make sure you share the profiles with users who have a user role of Manager or Responder and are authorized to view or access the social profile feature. Sharing is only available if the social profile allows interactions with posts. Every user who this social profile is shared with can use this profile to publish actions through tokens. More information: Manage access tokens

Share a social profile

  1. Go to Settings > Social Profiles.

  2. In the list of Owned Profiles, select the social profile that you want to share.

  3. In the profile details pane, click Add.

  4. Start typing the name of the user you want to share the profile with, and then select it from the list.

    To share the profile with all users in your organization who have access to Social Engagement, select the Shared with all users check box.

    Important

    By sharing a social profile, you let other users post on behalf of the social profile to social networks. Choose your sharing options wisely to avoid unwanted posts on social networks.

    When you select Shared with all users, all users with a Responder or Manager interaction role will be able to use the social profile for publishing actions (such as replying, commenting, sharing, retweeting, and liking) within Microsoft Social Engagement.

  5. Confirm your selection.

Stop sharing a social profile

  1. Go to Settings > Social Profiles.

  2. In the list of Owned Profiles, select the social profile that you want to stop sharing.

  3. In the profile details pane, clear the check box for each user you want to stop sharing with.

  4. Confirm your selection.

Delete a social profile

You can delete a social profile that you own. You can also delete a social profile that has multiple owners. Always be careful not to delete any profiles that are in use by other Social Engagement users.

  1. Go to Settings > Social Profiles.

  2. In the list of Owned Profiles, find the social profile that you want to delete.

  3. Click Delete (Delete button) next to the social profile name, and then click Save.

    If you allowed data acquisition for private messages, all acquired private messages are hidden for all users but persist in the database. More information: Data retention in Social Engagement

Claim ownership of a social profile

  1. Go to Settings > Social Profiles.

  2. In the Shared Profiles or Profiles without owners list, select the social profile that you want to claim ownership of.

  3. In the profile details pane, click Claim ownership (Claim ownership button in Social Engagement).

  4. To claim ownership, enter the required credentials in the dialog box.

Privacy notice

Microsoft Social Engagement uses Microsoft Cognitive Services to detect the language of the content in private messages from Twitter and Facebook pages. To detect the language, only the title and content of private messages are sent to Microsoft Cognitive Services. The title and content of private messages are not stored in Microsoft Cognitive Services. Review the privacy statement for Microsoft Cognitive Services here: https://www.microsoft.com/trustcenter/cloudservices/cognitiveservices#privacy

See also

Engage on social networks
Check the health state of your social profiles
Manage access tokens
Set up searches to listen to social media conversations