ZINFI Unified Partner Management — Market

Admin Social Syndication Management — Product Tour

Run partner social syndication — connecting accounts with token renewal, linking company pages, the three-panel Manage Posts dashboard, search filters, Quick Post, creating posts with expiry, reactivating archived posts, and social steps in multi-touch campaigns.

28 guided steps, about 9 minutes. Sample data only — nothing in the tour affects live data.

Full walkthrough

  1. Market → Social brings together Accounts, Posts and Manage Archived Posts. Vendors author brand-approved content once, and partners publish it from their own LinkedIn, X and Facebook accounts. Every social action flows through these three sections.
  2. Social Accounts lists Account Name and Account Type — facebook, twitter and linkedin. The Action column offers Delete, Link Company Page and Renew; Renew refreshes an expired authorization token, and UPM sends re-authorization reminders so posts are never blocked.
  3. Add connects another social account. Press Next and we'll open it.
  4. Add Social Accounts starts with Account Type: Facebook, X or LinkedIn — here LinkedIn is selected. Account Name names the connection, here Widget Networks Corporate.
  5. Next opens the platform's sign-in to authorize the connection. Once authenticated, the account appears in Social Accounts. Press Next and we'll connect it.
  6. Widget Networks Corporate is now in Social Accounts. Link Company Page chooses where its posts publish. Press Next and we'll open it.
  7. Account Name shows the connected account, and Link Page lists the pages pulled from it, with Engenuity Private Limited selected. Each account links one page, deciding whether posts go to a personal profile or a corporate brand page — a governance control for multi-brand programs. Save binds the page; Return cancels.
  8. Save links Engenuity Private Limited to the account. Press Next and we'll save it.
  9. Manage Posts shows Available Post(s), Scheduled Post(s) and Track Posted Content side by side, with Create Post at the top left — the full content lifecycle on one screen.
  10. Search filters the post library. Press Next and we'll open it.
  11. Search opens inside Available Post(s) and filters by Campaign, Post for, Post Tag, Post Type, Post Title and Quarter. Search applies the filters and Reset clears them, keeping large multi-quarter libraries easy to manage.
  12. Each available post carries three actions: the rocket for Quick Post, the pencil for Edit & Post and the bin for Delete.
  13. Quick Post publishes the post as-is. Press Next and we'll open it.
  14. Quick Post offers Post to Account or Post to Page, then Post publishes it. Under Social Accounts, a message asks you to add a social media account if none has been synced.
  15. Track Posted Content shows each post's timestamp, platform icon, Message and Link, with Like, Share and Comment counts. The pencil opens Edit & Repost to revise and redeploy published content.
  16. Create Post authors new brand-approved content. Press Next and we'll open it.
  17. Manage Post opens Post Information with Campaign, Post for, Post Title, Long URL, Generated Short URL, Quarter, Post Tag and Expiration Date. This post is Zero-Trust Webinar Invite for the Firewall Widget Campaign, tagged Cloud and Debut.
  18. Post Type sets the platform, and Format Type offers the formats that platform supports — Text Only and Image Only for LinkedIn and X; Facebook adds Link and Text. Generate URL under Long URL fills Generated Short URL. On its Expiration Date, the post moves to Manage Archived Posts automatically.
  19. Post Content holds the message, and its character counter follows the Post Type limit. Published is checked, so the post is ready in Available Post(s).
  20. Save adds the post to Manage Posts. Press Next and we'll save it.
  21. Market → Social → Manage Archived Posts holds posts past their Expiry/Expiration Date, deactivated automatically. Search uses the same filters, and each post offers Edit & Post (pencil) and Delete Post (bin).
  22. Widget Networks NextGen SecureEdge is ready for another cycle. Press Next and we'll open it.
  23. Manage Post shows the archived post's details. Expiry/Expiration Date is set to 06/30/2027, a future date that returns the post to the active library.
  24. Save reactivates the post. Press Next and we'll save it.
  25. Widget Networks NextGen SecureEdge is back at the top of Available Post(s) and no longer in Manage Archived Posts. Zero-Trust Webinar Invite sits right below it. The active library stays relevant while past content is preserved for future cycles.
  26. View Campaigns lists social posts beside Emails, Microsites, Events and Web Syndication. Each campaign shows its Single Touch or Multi Touch execution and its Social Syndication tactic.
  27. Add a Multi-Touch Flow sends an Email first. The Email Clicked condition routes high-intent contacts into a Social Post that amplifies the message, while the other branch checks Email Opened before sending a reminder Email.
  28. Tracking tokens attribute every click to its campaign and partner, and Track Posted Content shows engagement. Multi-touch attribution follows social touches to closed-won deals, with CRM sync to Salesforce, HubSpot, Microsoft Dynamics and SugarCRM and roll-up reporting across brands and regions. That completes Admin Social Syndication Management: connect and renew accounts, link company pages, manage, search and publish posts, reactivate archived content and add social steps to multi-touch campaigns.

Questions about this tour

What does the Admin Social Syndication Management tour cover?
This 28-step admin tour follows Market → Social through connecting and renewing social accounts, linking company pages, the Manage Posts dashboard with search and Quick Post, creating posts with an expiry date, reactivating archived posts and adding social steps to multi-touch campaigns.
How do partners publish vendor social content in ZINFI?
Vendors author brand-approved posts once in Manage Posts. Partners connect their own LinkedIn, X and Facebook accounts, link a personal profile or company page, then publish with Quick Post or edit before posting. Track Posted Content reports likes, shares and comments.
What happens when a social post expires?
On its Expiry/Expiration Date a post is deactivated and moves to Manage Archived Posts. An administrator can edit the post, set a future expiry date and save it to return it to Available Post(s) for another campaign cycle.
How long does the ZINFI Admin Social Syndication Management tour take?
About 9 minutes at a normal pace — 28 guided steps through the Admin Social Syndication Management module, part of the ZINFI Unified Partner Management (UPM) platform under the Market pillar. The tour is self-paced and can be left and restarted from the beginning.
Do I need an account to take the Admin Social Syndication Management tour?
No. There is no sign-up and no demo call. The tour runs in the live interface on sandbox records, so nothing you click changes real data, and you can exit at any step.