Symphony is an all-in-one dashboard to publish, schedule, and manage your content on Facebook, Twitter, and Linkedin.

User Guide: Inbox

We designed Symphony’s inbox with one purpose in mind: to make replying to all your brand mentions and messages as easy as possible. The inbox aggregates all your direct messages, tagged posts, and comments into one feed so you can see the latest conversations on all your pages in one place.

Once you’ve linked your social networks, clicking on inbox will display a chronological feed of all your latest conversations. You can also set up your brand search keywords to see conversations on the social web about your brand that you aren’t directly tagged in. You can also assign tasks for collaborators to respond to, streamlining your team’s workflow.

symphony-inbox-overview

Seeing all your messages at once can get a bit overwhelming, as such there are a variety of filters you can set to select exactly what kinds of conversations you want to see. You can view all messages and mentions for a single social network by selecting that network on the left-hand navigation menu.

If you wish to filter your conversations further, you can click the ‘filters’ tab at the top of the page to see every time of conversation we’re pulling. If you don’t want to see your twitter messages because they’re mostly spam, then filter them out.symphony-tools-inbox-filters

Archiving Posts in the Inbox

The goal with the inbox is to create a streamlined workflow for you or your team.  The ‘Archive’ option was created with this in mind. Once you’ve responded to a post or conversation, you can archive that post to remove it from your inbox feed and save it in the archive. This way your inbox is never cluttered, and you have an easy way to manage your past conversations from all your networks.

The “Make Task” feature enables seamless team workflow so you know who has replied to which conversations, and can easily parse out customer service posts from prospective leads or content marketing posts.

At the end of the day, the inbox is meant to serve your team’s needs. There’s a lot you can do here between filtering and replying to conversations, assigning tasks to teammates, archiving old posts, crossposting, and brand search. If you have any questions or comments on using the inbox, hit us up in the comments!

User Guide: Assign Tasks

Symphony’s task (conversation?) center is a central hub where you can quickly respond to all incoming mentions, comments, messages, and conversations around your brand. Think of it as your social inbox. There are several powerful features in the task center to help streamline your workflow:

  • Smart filtering to select which kind of incoming conversations you want to see
  • The ability to set brand keywords for monitoring purposes
  • View saved and archived conversations
  • View tasks sent to you by other members on your team
  • Cross Post conversations to multiple social networks

Filter Your Incoming Conversations

You can select which kinds of incoming messages you see by toggling the filtering options at the (top/side) of the page. You can filter by social network, or by specific types of conversations: private messages, comments, posts you’re tagged in, and brand search results.

Set Brand Keywords

Symphony’s task center is designed to help you never miss a conversation about you or your brand. Symphony will show you any time someone mentions your brand keywords on Facebook or Twitter, even if they don’t tag you or post it on your page. Brand keywords default to the names of your linked social profiles, but you can also customize what terms you’d like to include.

To edit your brand search terms:

  1. Hover over ‘brand search’ in the left menu & click the pencil icon.
  2. Enter one search term per line. Clicking ‘New Search Term’ will create additional lines. Each separate line is treated as ‘OR.’

For more tips on setting up your search terms, see our detailed Search How-To. [link]

Saved and Archived Conversations

Both the Task Center and Reader tabs allow you to save and archive posts, which can be viewed later in the Task Center. Saved posts are meant to be action items or important conversations you may want to access in the future. Archive is for removing posts from your inbox to clean up the clutter. To save or archive a conversation:

  1. Hover over the desired post in the Task Center or Social Reader – you’ll see several options pop up below the post. [screenshot]
  2. Saved posts are meant to be action items requiring response/attention, while the archive is like a recycling bin that holds posts you no longer wish to see.
  3. Saved/Archived posts can be accessed from the menu on the left-hand side of the page.

 Assign Tasks

One last feature of the Task Center is the ability to assign tasks to collaborators and team members. You can do this from the pop-up menu that appears when you hover over a conversation (just like you would to save and archive).

  1. Hover over the desired post and find ‘assign task.’
  2. You will prompted with a list of facebook contacts to assign the task to
  3. ?? (not quite sure how this works yet)

Task Flow With Symphony

We built symphony with the desire to accommodate many users with different work flows – we want you to be able to use Symphony in the most efficient manner for your business. However, there are some basic tips that may streamline your work flow and task management in Symphony.

[this section about advanced uses for the Task Center and ways to be more efficient.]