The Actions List includes the most important actions an end-user needs to take, including:
- Following up on a Social Signals
- Subscribing to a Campaign
- Making a necessary profile edit from compliance.
NOTE: This article contains visual media. If you are viewing this article via our Web Widget, please click the button at the top-right corner, to the right of this Help Center article's title, to view this content.
Connect a Social Account
Guides a new workspace owner to connect his/her first social media profile using the Action Card and pop-up tutorials. Clicking Connect takes the user to the settings page. Once a user has connected a social media account, he/she is guided back to the home page.
Publish First Post
Once the user returns to the home page, they will see a prompt to publish a post. Clicking Publish guides the user to the Content Library where they will be guided through the process to publish a social media post.
When a social network token prevents Hearsay Social from accessing a previously connected social media account, we alert the user and link to the Settings page where the user can reconnect the account. This card cannot be dismissed and will automatically disappear when the user has completed the action.
In the event the user has a profile that is not in an approved state and requires user action, we alert the user and link to the Profiles page where they can make updates. This card cannot be dismissed and will automatically disappear when the user has completed the action.
Every Monday, Hearsay will display three posts that a user can schedule to publish with one click. These posts are comprised of pinned content and the most recent content available in the user's Content Library. Users can choose to schedule or dismiss one, two or all three posts.
Subscribe to Campaigns
In addition to the Campaign Email, Hearsay will now promote new campaigns to advisors through the Recommended Actions list. This will make it easier for advisors to find and activate new campaigns.
Personalized Content Recommendations
Prompts the end-user to take a quick survey which will display content/campaign recommendations based on the answers provided.
Post Original Content
This card prompts advisors to create and publish a piece of original content. If an advisor hasn't posted original content in the previous two weeks, this Action Card will prompt the advisor to do so. When an advisor gets the Action Card and clicks on the Create New button, the Action Card brings up the Publisher. The advisor follows the same steps as always to create a new post.
Hearsay Mail & Sites
Connect Email Address
Guides an end-user to connect his/her email address for use in Hearsay Mail. This will allow the user to send pre-approved templated emails to their book of business on behalf of their email address.
Upload Email Contacts
Guides the end-user to upload their book of business for use in Hearsay Mail.
Form Submission Follow-up
Notifies the end-user that a new lead has been filled out from their Hearsay Site, and prompts the user to send a follow-up email in Hearsay Mail.
Q: If an agent/advisor does not want to take action on cards, how can they navigate to the normal homepage?
A: An agent can dismiss action cards by clicking the X in the top right corner of a card, exceptwith mandatory compliance cards (e.g. reconnecting your account with a lost token, updating your profile, etc.) Once all action cards have been completed or dismissed, the agent will be redirected to the current Hearsay Social home page.