Rather than selecting Owned Social Accounts one by one in Conversations, Publish, or Measure, organize your connections into groups to create a smoother process for responding to comments, publishing on your accounts, and reporting on your socials.

This article will cover:

Prerequisites

Before creating Groups, you will first need to connect your owned social accounts. Learn more about Connecting Your Owned Social Accounts.

Additionally, you will need admin permissions to create groups in the Social Connections tab. These permissions can be found under Account—> Manage Users. Please contact your account's admin to change permissions.

Grouping Your Owned Social Accounts

To group your owned social accounts, follow these steps:

Click the Account drop-down in the left-hand navigation bar
Select Social Connections
Click Owned Connections at the top of your screen
Select Groups
Click Create Group
Select social accounts you want to include in that group
Give your group a name
Click Next
Select users to add to the group
Click Next
Customize each user's permissions accordingly. You can change permissions for Conversations, Publish, and Measure.

Note: updating these settings will override existing permissions.
Select Create Group

Editing or Removing a Group

Editing a Group

Click the Account drop-down on the left-hand navigation bar
Click Social Connections
Select Owned Connections at the top of your screen
Select Groups
Select Edit Group
Make the changes necessary
Click Save

Removing a Group

Click the Account drop-down on the left-hand navigation bar
Click Social Connections
Select Owned Connections at the top of your screen
Select Groups
Navigate to the group you want to remove
Select the trash bin icon next to the group name
Click Remove

Using Groups in Publish and Conversations

Now that you have created groups in your Owned Social Accounts settings, you can use those groups to save time when publishing or in the conversations tab.

Using Groups in Publish

Follow these steps to use groups when publishing content:

Select the Engage drop-down in the left-hand navigation bar
Click Publish
Select Create
Click Post
Select Social Accounts
The groups you created will now populate above your individual social accounts. Select the check box next to the group(s) you want to publish to
Click OK
The workflow from here will be the same as it is for publishing on individual social accounts

Note: As seen in the screenshot above, a group will be disabled from publishing if it has more than one TikTok, X, or YouTube account in that group. Additionally, if you have already selected a group that contains one TikTok, X, or YouTube account, the second group selected will be disabled should it also contain a TikTok, X, or YouTube account. This is due to existing limitations when it comes to posting to multiple accounts of TikTok, X, or YouTube.

Using Groups in Conversations

Follow these steps to use groups in Conversations:

Select the Engage drop-down in the left-hand navigation bar
Click Conversations
Select the accounts toolbar at the top of your screen
The groups you created will now populate above your individual social accounts. Select the check box next to the group(s) you want to focus on
Click OK
Your conversations page will refresh to reflect the accounts in the group(s) selected

💡 Tip

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