FAQs in this section
What is Vtiger Social?
What can I do using Vtiger Social?
In which editions is Vtiger Social available?
How do I log in to my Facebook account using Social?
How do I create and publish a post on Facebook using Social?
How do I schedule a Facebook post using Social?
Can I post to multiple social media accounts from Vtiger Social?
How do I reschedule a post using Social?
How do I delete a scheduled post from Social?
Can I edit a post after publishing it 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 create a comment stream in Vtiger Social?
In what situations should I use the record creation options on Social?
What are the steps to add or link records from Social's Facebook?
How do I add a contact from Social's Facebook account?
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 link a contact from Social?
How do I create a case from Social?
How do I delete a post?
What is the Social Inbox?
Can I filter activities on my Social Inbox?
How do I add an account to Social?
How do I disconnect an account to Social?
How do I remove an account from Social?
What type of automation does Social allow?
Why do we need automation rules in Vtiger Social?
What is Google My Business?
How is Google My Business related to Vtiger CRM?
What is the use of Google My Business with Vtiger Social?
Which platforms does Vtiger Social support?
How do I log in to Google My Business?
How do I create a Google My Business (GMB) post?
Can I schedule a post on Google My Business (GMB) using Social?
Can I schedule a post on Facebook and Google My Business (GMB) at the same time?
Can I post on multiple channels from the Social module?
How do I reschedule a GMB post?
How do I create a deal from a Google My Business post or review?
Where can I see the questions that users leave on my Google My Business page?
Can I add FAQ to Google My Business?
How do I automate processes for Twitter in the Vtiger CRM?
Table of Contents
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 reply on your Twitter page.
For example, if you receive a reply that says, “How do I buy this product?”, you can assume this to be a lead for your business and create a lead record for the user.
Additionally, you can specify tags or keywords that must be present in the reply.
For instance, if the tag is “want to subscribe”, and a user Tweets a reply that matches the tag, you can assume them to be a lead and trigger the creation of a lead record.
Follow these steps to add a rule:
For example, if you receive a reply that says, “How do I buy this product?”, you can assume this to be a lead for your business and create a lead record for the user.
Additionally, you can specify tags or keywords that must be present in the reply.
For instance, if the tag is “want to subscribe”, and a user Tweets a reply that matches the tag, you can assume them to be a lead and trigger the creation of a lead record.
Follow these steps to add a rule:
- Log in to your CRM account.
- Click the Main Menu.
- Go to Essentials > Conversations.
- Select Social. The Social module dashboard opens.
- Click Manage Accounts on the bottom left corner of the screen. The Social Settings window opens.
- Click Automation > Twitter on the left-hand side.
- Click on +Add Rule. The Add automation window opens.
- Enter or select the following information -
- Name: Provide a title for the rule.
- Select trigger: Choose when the record must be created (on receiving a reply).
- Contains Keywords: Enter the keywords that must be present in the reply.
- Choose action: Choose which record to create.
- Click Save.
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