Meltwater Engage offers powerful tools to streamline social media management, including content publishing, community engagement, and performance measurement. Here are some best practices to help you maximize efficiency and organize your social media efforts effectively.
This article will cover:
Learn more about Engage Best Practices from our recent Product Workshop.
Account Set Up: Groups
Groups in Engage help upscale your usage by enabling you to better organize accounts. Depending on your use case, groups can be organized based on:
Access Levels: Grant access to specific team members based on their role.
Geography: Organize accounts by region for geographically focused campaigns.
Use Case: Tailor groups for campaigns or business units.
By creating as many groups as necessary, you streamline processes, making managing and controlling access to different social accounts, posts, and workflows easier.
Creating a Group
Click the Account drop-down in the left-hand navigation bar
Select Social Connections
Click Owned Connections
Select Groups
Click Create Group
Select the 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 Publish and Measure
Note: Updating these settings will override existing permissions.
Select Create Group
Benefits
Organization: Better manage workflows by separating accounts into specific categories.
Efficiency: Streamline publishing processes by enabling group-based workflows.
Publishing Best Practices
Approval Workflows in Publishing
Approval workflows allow you to ensure content quality and maintain oversight before anything goes live. This is particularly helpful when working with junior team members or if you want an additional layer of review.
Junior Members: Set approval workflows where their posts need approval before publishing.
Senior Members: These team members have the final say, approving or rejecting posts before they go live.
Workflow Rules
Only one person can approve content; they cannot also be the creator.
Approval workflows can’t be applied to posts published immediately (i.e., "Now").
If the post isn’t approved by the scheduled time, it automatically moves to draft mode.
Publishing for Groups
Rather than publishing content for individual accounts, you can post directly to groups, a time-saver that ensures a consistent strategy across multiple channels. Follow these steps to publish to a group:
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
Benefits
Efficiency: Save time by publishing to multiple accounts in one go.
Consistency: Maintain a uniform message across platforms while optimizing posts per channel.
Collaborators
Use collaborators to extend your brand's reach. By working with other social media influencers or partners, your posts can appear on feeds you might not normally access.
AI Assistant
Leverage the AI Assistant to generate content ideas, draft captions, or refine your messaging. The AI tool helps ensure your posts are engaging and optimized for your audience.
Best Times to Publish
Use Engage’s analytics to determine the best times to post. This ensures your content gets maximum visibility based on when your audience is most active.
Conversations Best Practices
Meltwater Engage provides a flexible way to manage inboxes from various social channels in one place. This saves time by allowing you to respond to all your messages and comments without switching between platforms.
Tagging Content
Use tags to categorize incoming messages based on criteria like urgency, sentiment, or campaign relevance. Tags help you quickly prioritize and respond to important messages.
Saved Responses & Automation
Use saved templates for common inquiries to speed up your responses. Additionally, you can automate specific actions in your community management, allowing a hands-free approach to handling routine tasks.
Measure Best Practices
Cross-Channel Performance
Engage provides a consolidated view of your social performance across different platforms. By tagging posts internally, you can track campaign performance, compare results across platforms, and get a clear view of what's working.
Internal Tagging
Create as many internal tags as you need for your content, such as campaign names or themes. These act as "sticky notes" to help organize and assess the effectiveness of specific posts or strategies across different channels.
Key Metrics
Engagement: Track likes, comments, shares, and overall interaction.
Reach: See how far your posts are spreading and how many people they are reaching.
Conversions: Measure clicks, sign-ups, or purchases that result from your social campaigns.
💡 Tip
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