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7.4. Autopilot Birthday & Milestone Notifications
Updated 03.31.15
Active
Updated 11.09.18
Social Network Authentication Video:
Social Auto Pilot tutorial video:
Social Networks that NewPanda can post to on your behalf: Facebook Pages, Twitter and LinkedIn.
You can quickly authenticate for manual and/or Autopilot social posting to your Facebook Pages, Twitter, and LinkedIn networks. Once you have authenticated your social networks, follow the link at the bottom of this page to activate Social Autopilot channels and networks. You must allow popups from NewPanda in order to authenticate your Social Networks. The authentication wizard appears via invited popup. Click here for help allowing popups from NewPanda.
1. Choose the Social Networks tab from your Settings page:
2. From the Social Networks page, click Manage Social Networks at the bottom of the page.
3. Add your Facebook Pages, Twitter and/or LinkedIn information as desired by locating the appropriate application, clicking Connect, then following the prompts provided by each application.
Note: You must provide login and password information to allow the apps to communicate with NewPanda. If you are not comfortable allowing access, you will not be able to update your Facebook pages, Twitter and LinkedIn applications through your NewPanda tools.
Facebook Pages: To add a Facebook Page, you must be logged in to your Facebook account AND your NewPanda account at the same time. Click Manage Social Networks, then select Facebook Pages. When the page refreshes, click Connect. See Facebook's document on how to create and get the most from your Facebook Page.
Then follow the Facebook prompts to allow NewPanda to communicate with your Facebook Pages. When the process is complete, your NewPanda Social Networks page will refresh and ask you to select the Pages you wish to add by clicking the Add link. You will be prompted to login to your Facebook account (again) by Facebook to authenticate your record.
Once you've connected with Facebook, the NewPanda system will display all Facebook Pages associated with your current Facebook account. Click Add for the page(s) you want to allow. Be sure to click SAVE at the bottom of the page to save your changes.
To add more Facebook Pages, you'll need to log out of both your Facebook account AND your NewPanda tools, then login again. This is done to provide an extra layer of security by having you pass separate Facebook login information for each account you use.
To edit a social network, simply delete the old one and add a new one.
Delete a social network by clicking the appropriate delete icon.
Click here to view instructions on activating Social Autopilot channels and networks. NewPanda cannot post to your Social Networks until you designate the Social Autopilot channels (topics) you want to get, and the Social Networks to which each topic should post.
Important notes with Social Network Authentications:
- Your Facebook permissions must be such that you allow NewPanda to access your account and make posts on your behalf. If your permissions are not set correctly, Facebook will deny us permission to post on your behalf, and your authentications will be revoked when we attempt to post. More info here.
- If you change your login info, permissions or other administrative settings within your social networks, you will need to re-authenticate your social networks through NewPanda and re-select them for Social Autopilot content.
event messages will appear in your Your Messages feature prior to being transmitted or posted. eCards are available for viewing and/or editing about 60 days in advance; social posts about four days in advance.
As our system sends your individual Birthday and Milestone Event Auto Pilot eCards, we'll also send you a copy via NewPanda Delivery Confirmation email. You'll receive an exact copy of the eMessage being sent to the recipient as your confirmation.
Scroll to the bottom of the confirmation message to view the email address of the actual recipient.
If needed, access the Manage Your Contacts feature and filter by the email address to view complete information about the recipient.