Social Syndication Management — Product Tour

Full walkthrough

1. Social Syndication Management lives under Market → Social in the left menu, with three sub-sections: Accounts, Posts and Auto-Post Settings. It lets you distribute vendor-curated content to Facebook, Twitter and LinkedIn — manually or automatically — without a separate social media tool. This is the Social Accounts page, Market → Social → Accounts.
2. Every connected account shows its Account Name and Account Type — Facebook, Twitter or LinkedIn.
3. Actions per account: Delete removes it, Link Company Page associates a corporate page (Facebook and LinkedIn only), and Renew refreshes its authentication token before it expires.
4. Add starts the flow to connect a new social account. Press Next and we'll open it.
5. Account Type is a set of branded radio buttons — Facebook, Twitter or LinkedIn.
6. Account Name is a recognizable label for the account — it's what you'll see back on the Social Accounts grid.
7. Next hands off to that platform's login screen to authenticate. Press Next and we'll simulate that and bring the connected account straight back to the grid.
8. Back on the grid — for a Facebook or LinkedIn account, Link Company Page is how you attach a corporate page. Press Next to open it.
9. Account Name confirms which connected account you're linking a page to.
10. Link Page lists the company pages the system pulled in from that account. Only one page can be linked per account.
11. Save completes the linkage — from here content can post to both the personal account and its company page. Return cancels without saving.
12. Manage Posts — Market → Social → Posts — is the central workspace: Available Post(s) on the left, Scheduled Post(s) in the center, Track Posted Content on the right.
13. Available Post(s) are vendor-published posts ready for you to distribute, each tagged to a campaign.
14. Search filters the content library. Press Next and we'll open it.
15. Five parameters: Campaign, Post Tag, Post Type (the platform), Post Title and Quarter. Search returns matching posts, Reset clears every field.
16. Every available post has a Quick Post icon for instant publishing with no edits. Press Next and we'll open it.
17. Post to Account publishes to the social account synced with your UPM account; Post to Page publishes to that account's linked company page. If no account is connected yet, this popup shows a warning instead and points you back to Add a social account.
18. Scheduled Post(s) are queued for future publishing — they land here automatically once you schedule a post from the edit form.
19. The trash icon on a scheduled post cancels it before it goes live.
20. Track Posted Content is the live feed of everything already published — platform, timestamp, message body and destination link.
21. Like, Share and Comment counts update against each published post in real time.
22. The pencil icon opens Manage Post to customize and schedule a post before it publishes. Press Next and we'll open it.
23. Post Title labels the post for your own reference.
24. Long URL is the destination landing page. Generate URL shortens it into the Generated Short URL field below, ready to drop into the post.
25. Time Zone and Schedule Time set exactly when this post goes live.
26. Post Content is the text body — fully editable before it publishes.
27. Social Accounts checkboxes choose which connected accounts receive this post — you can select more than one.
28. Save queues the post — it'll appear in Scheduled Post(s) back on Manage Posts. Press Next and we'll save it.
29. Auto-Post Settings — Market → Social → Auto-Post Settings — automates distribution so you don't have to publish each post by hand.
30. Account(s) Selection lists every connected Facebook and LinkedIn account with two checkboxes each: Enable Autopost on Account and Enable Autopost on Company Page.
31. Campaign(s) Selection lists every vendor campaign — check the ones that should trigger auto-posting.
32. Save activates the automation. From now on, every new post the vendor publishes under a selected campaign goes out automatically to the accounts and pages you chose. Press Next and we'll save it.
33. That completes Social Syndication Management: connecting and linking accounts, browsing and searching the post library, Quick Post and scheduled posting with URL shortening, live engagement tracking, and Auto-Post automation.

Questions about this tour

How does social syndication work in ZINFI?

A partner connects their social accounts and company pages to the portal, then publishes vendor-prepared posts from a shared post library. Posts can go out immediately through Quick Post or be scheduled, with URLs shortened for tracking.

Can partner social posting be automated?

Yes. Auto-Post configuration lets a partner opt in to publishing new vendor content to their connected channels automatically, so their feed stays active without manual work each week.

Can partners see how syndicated posts performed?

Yes. Engagement on published posts is tracked in the application, so a partner can see which vendor content resonated on their own channels.

How long does the ZINFI Social Syndication Management tour take?

About 11 minutes at a normal pace — 33 guided steps through the 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 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.