FAQs in this section
What is Vtiger Social?
What can I do using Vtiger Social?
How do I log in to my Facebook account using Social?
How do I write and publish a post on Facebook using Social?
How do I schedule a Facebook post using Social?
Can I like Facebook posts or comments from Social?
How do I reply to Facebook comments from Social?
What is a comment stream in Vtiger Social used for?
How do I add or link records from Social's Facebook tab to an existing contact?
How do I add a contact to my Facebook account from the Social module?
How do I add a lead from Social's Facebook account?
How do I link a lead from Social's Facebook account?
How do I delete a post?
How do I add a social media account like Facebook to Social?
What is Google My Business?
What is the Google My Business integration with Vtiger Social?
How do I log in to Google My Business?
How do I create a Google My Business (GMB) post from Social?
Can I schedule a post on Google My Business (GMB) using Social?
Can I schedule a post on Facebook and Google My Business at the same time?
Can I post on multiple channels from the Social module?
How do I reschedule a Google My Business post?
How do I create a deal from a Google My Business post or review?
Where do I see viewer queries on the Google My Business page?
Can I add an FAQ to Google My Business from Social?
How does Twitter work with Vtiger's Social module?
Who can access the Social module settings for Twitter
What can I do on Vtiger Social’s Twitter page?
How do I use Twitter from the Social module in the CRM?
How do I authorize my Twitter account in the Social module?
What are the different sections on the Social Twitter page?
What is the My Tweets section on the Social module's Twitter page?
How do I post a Tweet from the Social module in the CRM?
How do reply to a Tweet?
How to retweet a Tweet?
How do I quote a Tweet (share a Tweet)?
How do I like a Tweet from the Social module screen in the CRM?
How do I view a  user’s profile on Twitter?
How do I view the number of retweets and likes from the Twitter Dashboard in the CRM?
What are Actions in the Twitter Dashboard?
How do I add a contact from a Tweet using Actions?
How to select and link a Twitter user to a Contact record?
How to add a lead from a Tweet using Actions?
How do I link a Lead from a Tweet to a Lead record in the CRM?
How to add a deal from a Tweet using Actions?
How do I add a case using Actions from a Tweet?
How do I view Contacts, Leads, Deals, and Cases from the Twitter Dashboard in the CRM?
How do I delete a Tweet from the CRM using Actions?
What is the Mentions feature on the Vtiger Social Twitter page?
How do I reply to a Tweet which mentions me or my business?
How to retweet a Tweet that mentions me or my business?
How do I share a Tweet that mentions meor my business?
How do I hit a Like to a tweet that mentions me or my business?
What is the Scheduled section on the Vtiger Social Twitter page?
How do I reschedule a scheduled Tweet?
How do I delete a scheduled Tweet?
How is the user’s name displayed in Twitter?
What is the Search Streams feature in Vtiger Social module?
How can you use Search Streams simultaneously on different channels like Twitter and Instagram?
What is the Manage Accounts feature on the Vtiger Social Twitter page?
How do I add a Twitter account to the Social module in Vtiger CRM?
How do I look at different tweets and mentions from the same screen in the CRM?
How do I remove my Twitter account from the Social module?
How do I automate processes for Twitter in the Vtiger CRM? 
What is the Social Inbox in Vtiger CRM
How do I disable my Twitter account from the Social module?
What social media accounts can I manage using Vtiger Social?
Can I automate Social Posts from Process Designer?
Can I post messages using Social message action in the Process Designer?
How do I sync Facebook with Vtiger?
What is the Social Inbox?
Why do we need automation rules in Vtiger Social?
Which social platforms does Vtiger Social support?
Can I filter activities on my Social Inbox?
How do I disconnect an account from Social?
How do I remove an account from Social?
Can I post messages to multiple social media accounts from Vtiger Social?
How do I reschedule a post using Social?
Can I edit a post after publishing it using Social?
In which editions is Vtiger Social available?
How do I delete a scheduled post from Social?
How do I create a comment stream on Vtiger Social?
In what situations should I use the record creation options on Social?
How do I link a contact from Social?
How do I create a case from the Social module?

What type of automation does Social allow?

With automation rules, you can automatically create contact, lead, and case records in the CRM. You can trigger the creation of records when a user leaves a comment, like, or review on your Facebook page. 

Follow these steps to add a rule: 
  1. Log in to the CRM.
  2. Click the main Menu.
  3. Go to Marketing > Campaigns.
  4. Select Social. The Social module page opens.
  5. Click Manage Accounts on the left-hand side. You will land on the Social Settings window.
  6. Click Facebook under Automation on the left-hand side.
  7. Click on +Add Rule.
  8. Enter the following information:
    1. Name - Enter a title for the rule.
    2. Select trigger - Choose when the record must be created (on receiving a comment, like, or review).
    3. Select tags - Enter the keywords that must be present in the comment or review. This field does not show when the trigger is Like.
    4. Choose action - Choose which record to create. 
  9. Click Save.
To learn more about the Social module, click here.
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