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Social Network Field

Add links to one or more social networks within a record

Emma Montgomery avatar
Written by Emma Montgomery
Updated over 3 months ago

The Social Network field in SmartSuite enables you to link social media accounts like Facebook, Twitter, Instagram, and LinkedIn to your records. This field is ideal for keeping track of relevant social media activity and streamlining workflows for CRM, marketing, and other solutions.

Plan Availability

All plan types

Permissions

Administrators, Solution Managers: Can add, configure, and manage Social Network fields.

Benefits of the Social Network Field

  • CRM Integration: Track the social media profiles of contacts and organizations.

  • Marketing Efficiency: Quickly link and monitor social media campaigns.

  • Content Management: Organize and reference noteworthy social content related to specific topics.

Adding a Social Network Field

From Grid View

  1. Open the Column Menu:

    • Click the + icon after the last column header, or

    • Open the dropdown menu of an existing column and select Add Field to the Right.

  2. Select Social Network:

    • Choose Social Network from the list. Use the search bar for faster selection.

  3. Configure the Field:

    • A configuration window will open to set field options.

From Record View

  1. Open Record View:

    • Navigate to a specific record.

  2. Add a New Field:

    • Click the + sign next to an existing field to add a new field below it.

    • Select Social Network and customize its settings.

Customizing the Social Network Field

Solution Managers can tailor the Social Network field to meet their needs:

  • Select Social Networks:

    • Choose which platforms (e.g., Facebook, Twitter, LinkedIn) will be available in the field.

    • Simply check the boxes next to the desired networks.

  • Field Requirements:

    • Make the field mandatory for new records if needed.

  • Help Text:

    • Add helpful guidance for users by including context-specific help text.

Working with the Social Network Field

When you click a Social Network field in a view or the edit record page, you will be presented with the social network options configured for the field. A few notes about working with its content:

  • The base URL is pre-populated for you, you only have to provide the portion of the URL that uniquely identifies the account.

  • If you copy the Social Network field value, it will copy the entire URL to your clipboard. If there are multiple values configured they will be separated by a comma.

Practical Use Cases

1. Sales CRM

Scenario: Sales teams need quick access to client social media profiles.

Solution: Use the Social Network field to store links to customer accounts like LinkedIn or Twitter.

2. Marketing Campaign Management

Scenario: Map social networks to track performance for marketing initiatives.

Solution: Link campaign-specific profiles and monitor engagement metrics.

3. Content Organization

Scenario: Teams managing social media content need to catalog posts or profiles related to a project.

Solution: Use the Social Network field to link and reference noteworthy posts.

Tips for Using the Social Network Field

  • Keep It Relevant: Only enable platforms critical to your workflow to reduce clutter.

  • Combine with Automations: Use SmartSuite Automations to notify teams or trigger actions based on updates to social links.

  • Use Help Text: Add instructions to guide users on what types of profiles or links to include.

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