Administration

Create

• Manage Dynamic Campaigns in the Admin Planner
• Marketing Admin Onboarding
• Creating Personalized Suggested Posts Using Modification Required Smart Fields
• Creating Personalized Smart Posts Using Profile Variables
• Creating and Suggesting Video Content for Your Organization
• Auto-Subscribing Users to a Campaign
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Supervision

• Compliance Admin Onboarding
• Approving Public Sources
• Bulk Action of Supervision Items
• Contextual Risk Analysis
• Managing a Post Alert
• Managing a Post Approval Request
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Analyze

• Dashboards and Reports Overview
• Breakdown by Workspace Report
• Compliance Dashboards
• Content Dashboards
• Field Engagement Dashboard
• Field Performance Dashboard
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Organization

• Canceling a User Invitation
• Connect Meta Accounts in Bulk For Your Organization
• Create or Manage Workspace Groups for Targeted Content Distribution
• Deactivating a User
• Disconnecting End-User Mobile Devices
• Hierarchy and Workspace Manager
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Settings

• Allow Publishing For Workspace Owners Only
• Allow Users to Edit Their Own Website URLs
• Automatically Hide Sensitive PII
• Bitly URL Shortening
• Block Apple Intelligence Writing Tools on Mobile Devices
• Block Network Crawling
• See all 25 articles

Relate Setup

• Relate Admin Guide
• Enabling Redtail For Your Organization
• Enabling Wealthbox for your Organization
• Using Relate Internationally
• Disabling Salesforce Record Creation in Embedded Relate
• Upgrading the Salesforce Managed Package
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Additional Tools & Resources

• Action Flows Admin Guide
• Admin Guide for Support
• Sites Admin Guide
• Social Admin Guide
• Best Practices for including URLs/Links in Posts
• Get Contact Modification History via Contacts API
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