Welcome to your go-to guide on sharing your incoming social media posts through assignments to your team!
With Assignments in Conversations, you are able to make sure the right teammate is notified of and responds to incoming Conversations. A digital marketing team most likely is not the best equipped to answer customer service questions, but now you are able to assign those incoming requests to the appropriate teammate to make sure your audience is getting the support they need.
To learn more about Assignments for Approval in Publish, check out this article.
How to assign a post
Before assigning your social post, make sure your intended reviewer is listed as a user within your Meltwater Engage setup. You can see your list of users via Account > Manage Users.
Select Engage from the left-hand side navigation bar
Within Conversations, identify the post you'd like to assign to a teammate
You can either hover over the post within the content stream on the left or open the relevant post to load on the right, then select the three-dot menu
From the dropdown list select Assign
Select your reviewer from the drop-down list and add a note to be emailed with the assignment
Select Apply to submit assignment and email the social post to the reviewer
Once a conversation has been assigned, this will be indicated above the message in the content stream and below the comment or reply in the message details pane.
Conversations can be assigned from either the content stream on the left or the message details on the right. From the content stream, select the three-dot menu then Assign. From the message details, select the three-dot menu then Assign on any incoming comments or replies.
You will receive a pop-up where you can choose who to assign the content to and add any notes for context.
Once a conversation has been assigned, this will be indicated above the message in the content stream and below the comment or reply in the message details pane.
To re-assign a conversation to a different teammate, select the three-dot menu then Change Assignment to select a new teammate.
While conversations can be assigned, this does not restrict who can respond to the comment or reply.
How to action a post you've been assigned
As a reviewer, you'll receive email notifications when you have been assigned a social media post and any notes added by your team member.
To review and action your assignment:
Select View assignment at the bottom of your email.
The conversation assigned to you will load within Conversations in Engage.
Clicking on the three-dot menu or the "assigned to..." line will open the Assignment modal where you can view notes and re-assign if necessary.
You can also change assignment for the post's approval via the three-dot menu. Once you've selected another assignee to review the content, they will receive an email and can follow the above steps to submit their approval.
View all assigned and unassigned posts
It is easy to see all content assigned, assigned to you, or unassigned. Select the "content" drop-down from the filter bar and select one of the three options.
While conversations can be assigned, this does not restrict who can respond to the comment or reply.
Thank you for reading. If you have any further questions, feel free to reach out to us via Live Chat!
Team Meltwater