How to Access the Social Media Campaign Wizard


A campaign is a collection of marketing activities that includes emails, email workflows, web plugins, print media, online ad campaigns, social media posts, or any combination of the above. You can use supplier-provided campaigns or create your own. By creating campaigns, you will be able to gather data in one place for all the marketing activity around a specific product or service.

The social media campaign is a series of automated social media posts that will be sent — or not — based on a partners choices. With social media posts, you can post based on your marketing strategy.  This allows you to send the right message to the right person at the right time.

Social media campaigns can be set up in two ways; posts can be part of a social media only campaign or a social media post can be added to an existing campaign. In either case, suppliers make the post available to the partner.

Most campaigns are based on a series of social media posts scheduled to release on specific days and perhaps times.

FYI: Zift has specific times posts are released unless you specify otherwise.

Use the Social Media Wizard to step through the process of configuring, customizing, and scheduling a social post.


You should be familiar with the following topics before continuing:

  • Zift123 Username
  • Zift123 Password

Note: Social Campaigns cannot contain posts that utilize an App Connector such as HubSpot.

How to Access the Social Media Wizard

  1. Browse Campaigns if the campaign has not been activated.
    1. Navigate to Campaigns > Browse Campaigns, and use the social media filter to locate the campaign. Look for the Social Media icon on the campaign listing.
    2. Select Details for the campaign. You will land on the Campaign Dashboard.
    3. Select the Social Media assets to use in this campaign, click Continue.
    4. Activate the campaign.
    5. Select a Social Media post from the list displayed. You will land on the Activity Dashboard.
  2. My Campaigns if the campaign is activated and you want to add Social Media to the campaign.
    1. Navigate to Campaigns > My Campaigns and use the Social Media filter to locate the campaign.
    2. Select  a Social Media post that is Active. You will be on the Campaign Dashboard.
    3. Select a Social Media post from the list displayed. You will land on the Activity Dashboard.
  3. Select Edit to access the Social Media Wizard. The steps for the Wizard are Settings, Customize, and Schedule.

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