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

Adding Your Profiles to Symphony

The first step to getting started with Symphony is to add the social profiles and blogs that you’d like to manage. Symphony is meant to be an all-in-one social media management dashboard, and it works better the more accounts you connect to it. Here are the types of accounts you can connect:

  • Facebook profiles
  • Facebook business pages
  • Facebook groups (if you’re the group admin)
  • Twitter accounts
  • LinkedIn profile
  • LinkedIn Company Pages
  • Blogs you manage

Symphony will ask for Facebook permissions, including the ability to “post on your behalf”. Don’t worry! Symphony will never post anything unless you tell it to. Once you’re in Symphony you’ll see the home page like this:

how to link your social media profiles to symphony

 

To pick which individual Facebook pages you want to link click the Facebook button (Twitter will connect whichever account you’re currently logged in with). You’ll see a list of your pages appear:

Setup social media profiles with symphony

 

Once you’ve linked your desired profiles, click ‘Done’ and you’ll be taken to the home dashboard for the first time. This is what your profiles will look like:

connect social profiles to manage

If you need to link more profiles, click “Add profiles & blogs.”

Now that you’re set up there’s a few basic tasks you might also want to do:

You’re ready to rock and roll and start harmonizing your social media empire!

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.]

User Guide: Brand Mentions Search

Brand search is a powerful feature to find out what people say about you on social networks. Symphony scours Twitter and Facebook to find mentions of your brand (and any common variations and misspellings) and present them in a simple list in one place. From there you can reply or comment on those mentions directly from one place.

Setting up Brand Search

First go to the Inbox page (see the image below). If you don’t see an “Inbox” menu then maybe your subscription plan doesn’t provide it. In which case, consider upgrading your plan. The inbox is meant to aggregate mentions of your brand so you can easily respond to them at once. Thus, we recommend you put only your brand keywords, not general industry keywords. Using anything other than your brand name will most likely clutter your inbox, making it difficult to see the posts you really need to respond to.

symphony-inbox-brand-search

One feature that makes searches powerful in Symphony is the ability to reply to and Cross-Post search results to your own networks. If you hover over a given post you’ll see several options pop up: Crosspost, Reply, Retweet, and Favorite for Twitter, and Like, Comment, and Share Facebook.

The “Task” button will assign this post to a teammate to respond to (available in select plans). Crosspost allows you to share that post to any social profile, even if it’s on a different social network.

Crossposting to Social Profiles

Crosspost is a nifty tool to quickly share content across several social profiles. Crossposting is straightforward: click the Crosspost button, select your targets, write something, click Post. That’s the basic flow. But there are a lot of interesting little gems that can save you a lot of time. Read on!

Let’s start with an example. Here I’ll share a link to our Facebook page and Twitter accounts. As you see, I’m selecting the two targets from the list of profiles that I’ve connected to Symphony already. Then I just copy&paste the link into the big text area on the left side. Immediately, Crosspost reads the link and adds the title, summary, and image. The area on the right side shows a preview of how the post will look like on each of the social networks I’m about to post it to.

Using Crosspost

Important things to notice in the animation above:

  • You can select many targets to publish the post to several places at once. However, you must’ve already connected those targets to Symphony from the home page.
  • Notice how I paste the link only in the text area and Symphony automatically populates the rest (title, image, and summary). You can edit the details afterwards.
  • The preview on the right side is essential. It let’s you see how your post will look like before you post it, so you can make any necessary edits if needed.
  • Once you click Post, the post will be immediately published to the targets you selected.

 

What Else Can I do in Crosspost?

Now that we covered the basics, here are some of the other things you can do in Crosspost:

  • Schedule posts for later.
  • Edit the attached image.
  • Search for public-domain and Creative Common images to attach to your post
  • Pull images from Dropbox.
  • Share your latest blog posts.
  • Crosspost someone else message from the Inbox. For example, if someone write something nice about you and you’d like to share it.

Crosspost social media publishing power tool

User Guide: Workgroups & Collaborators

Symphony was built with power publishers and social media professionals in mind. If you’re like us even just a tiny bit, you probably have multiple groups of profiles you’d like to manage. Symphony allows you to compile your profiles into separate Workgroups. You then have the ability to quickly toggle between groups to see a single set of profiles at once.symphony-toggle-workgroups

Here are some ways you might want to use the groups feature to manage your various profiles:

  • Create a separate group for your clients
  • Create separate groups for your business and personal profiles
  • Create a group for each of your blogs & their corresponding social media profiles

Setting up Your Groups

  1. First, link all your desired social profiles and blogs on the home page. These go into your ‘My Profiles’ group by default.
  2. Go to the Group Management page by clicking ‘Organize Into Groups’ on the home dashboard, or by using the drop-down menu in the upper-righthand corner of the screen.
  3. To create a new group, click the ‘New Workgroup’ button at the top of the page. Add any desired social profiles and click done.
  4. You can edit the group name by clicking the pencil in the group header.workgroup-setup

Collaborators in Groups

Symphony allows you to collaborate with team members. You can assign team members to be either an Admin or a User in a group. Admins have the ability to change settings for any of the social profiles in that group, while users can read, respond to conversations, and schedule posts.workgroup-setup symphony-workgroup-collaborators

Each collaborator will see only the profiles in the group they’ve been added to, and every team member in the same workgroup will see the same pages when they view that group.

For more on how to get the most out of Symphony for your team, see our guides on using the inbox and assigning tasks.