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.

To publish or react to posts, you need active social profiles in Social Engagement. To add, edit, share, or remove a social profile, go to Settings > Social Profiles.

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 published on your profiles unless you decide to take action on a post within Social Engagement.

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 to the social profile.
  • Make sure you have the correct credentials before you attempt to add a social profile or claim ownership for an existing profile.

Types of social profiles you can manage

Social Engagement lets you publish or react to posts with social profiles for a subset of the sources that are available when setting up searches.

Currently, you can add the following social profiles:

  • Twitter user: Publish new posts and interact with posts on Twitter. Optionally, you can allow data acquisition for direct messages sent to this profile to allow other users create search rules that acquire gather these direct messages.

  • Facebook user: Interact with posts on Facebook with a Facebook user profile.

  • Facebook Page: Interact with posts on Facebook with a Facebook Page profile. To add this type of profile, 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

  • Instagram account: Interact with posts on Instagram. At least one active social profile for Instagram is required to gather data from Instagram feeds.

  • LinkedIn user: Interact with posts on LinkedIn with a LinkedIn member profile.

  • LinkedIn Organization Page: Reply to and like posts on LinkedIn Organization Pages with a LinkedIn organization page profile. To add this type of profile, you need to be an Organization Page Administrator on the LinkedIn page. At least one active social profile for LinkedIn Organization Pages is required to gather data from LinkedIn Organization Pages.

  • YouTube user: Interact with posts on YouTube with a YouTube user profile.

With a Responder or Manager user role, you can add, share, and delete social profiles you own.
To learn more about social profiles for data acquisition, see Manage access tokens.

Ownership status of social profiles

Settings > Social Profiles lists the different types of ownership for a social profile and lets you check the health state of your social profiles and access tokens.

  • Owned profiles: Profiles that you added to Social Engagement. These can be personal profiles or profiles that you set up and manage for your organization. Social profiles can have multiple owners.

    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 post on social media by using these profiles, but you won't be able to manage them unless you successfully claim ownership of them.

  • 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.

Add a social profile

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. Additionally, for some social profiles, you can explicitly allow data acquisition, so the system can gather private messages or direct messages.

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 boxes load properly. If it doesn't, you won’t be able to add or reauthorize social profiles.

Add a social profile to Social Engagement

Before you can work with a social profile, or use its token for data acquisition, the owner of a social profile needs to add it to Social Engagement.

  1. Go to Settings > Social Profiles.

  2. Select Add profile (Add button).

  3. In the list, select the type of social profile you want to add.

  4. In the authentication dialog box, sign in with your credentials and authorize Social Engagement.

    When you add a social profile for a page you administer, a list will show with all the pages that you can add. Find the pages you want to add, select the Add symbol (Add button) and select Save to confirm your selection.

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.

Share a social profile with other users

To let other users of your organization 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 an Office 365 group. 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.

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. The profile details pane opens.

  3. In the profile details pane, under Sharing / Owners, select Add.

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

    Caution

    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. Click the Add button to confirm your selection.

  6. Select the Save symbol at the bottom of the profile details pane to apply your changes.

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, under Sharing / Owners, select the Remove symbol for each user or group you want to stop sharing with.

  4. Select the Save symbol at the bottom of the profile details pane to apply your changes.

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. If a profile is shared with you, you can post on social media by using this profile, but you can’t remove it.

  1. Go to Settings > Social Profiles.

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

  3. In the profile details pane, select the Delete (Delete button) symbol.

  4. Click Confirm to delete the profile.

Note

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

If you know the credentials to a social profile, you can claim ownership for it. It's handy, for example, when the original owner of a shared profile is removed from the organization and someone else will take ownership for it. Once you successfully claimed ownership, you can start managing the 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, select the Reauthenticate your token (Claim ownership button in Social Engagement) symbol.

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

Note

While adding or reauthenticating a social profile for Facebook data acquisition, Social Engagement might encounter an error due to rate limits on our Facebook connector app. Please wait about 15 minutes before trying to add or reauthenticate your profile.

Acquisition token status of social profiles

  • 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

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.

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