Work with Campaign and X (Twitter) tw-ac-ovv
The Managing social networks (Social Marketing) module lets you interact with your customers via X (formerly known as Twitter). Use this capability to:
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Post messages and send DMs - Use ÃÛ¶¹ÊÓƵ Campaign Social Marketing to post messages on X. You can also send direct messages to all your followers.
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Collect new contacts - ÃÛ¶¹ÊÓƵ Campaign Social Marketing also makes it easy to acquire new contacts: contact users and ask them if they want to share their profile information. If they accept, ÃÛ¶¹ÊÓƵ Campaign automatically recovers the data, which enables you to carry out targeting campaigns and, when possible, to implement cross-channel strategies.
To configure ÃÛ¶¹ÊÓƵ Campaign to post tweets to your X accounts, delegate write access to ÃÛ¶¹ÊÓƵ Campaign for these accounts. To do this, you must:
- Create a X account and sign up for a developer account. Learn more
- (optional) Create a test X account for sending proofs. Learn more
- Create a X application (one app per X account). Learn more
- Create a new service for Twitter (one service per X account). Learn more
- Synchronize your X account with Campaign. Learn more
X developer account dev-account
To start with this integration, you must sign up for a .
Campaign uses the 1.1 version of the X API. To use it, you need to apply for Elevated access via the Developer Portal. Learn more about X Elevated Access .
Create an application on X create-an-app-on-twitter
Once you have been approved with Elevated access, create a X application to enable ÃÛ¶¹ÊÓƵ Campaign to create posts on your X account. To do this, follow the steps below:
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Log on to your X account.
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Connect to .
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Select Create an App.
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Let X assistant guide you through the process.
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To allow ÃÛ¶¹ÊÓƵ Campaign to create posts on your account, edit to the App permissions from the User authentication set up section of your app. Select Read, Write, and Direct Messages.
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In the Type of app section, select Web App, Automated App or Bot. You can leave the Callback URL field empty, and save your configuration.
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Back to your app dashboard, select your app and browse to the Keys and tokens tab. Under Access Token and Secret, if the Read, Write, and Direct Messages permission is not mentioned, you must regenerate your app’s token and secret. Note that all the keys and tokens must be saved upon creation. You will need them to configure your Campaign Twitter service.
Create a Twitter service in Campaign create-tw-service
To link your Campaign instance with your X account, create a Twitter service and delegate write access to Campaign.
To enter settings, you must access both to your ÃÛ¶¹ÊÓƵ Campaign client console and an your X app permissions.
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In ÃÛ¶¹ÊÓƵ Campaign, browse to the Profiles and targets tab, and select the Services and Subscriptions link
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Create a new service.
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Select the Twitter type.
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Enter the label and internal name of the service.
note caution CAUTION The Internal name of the service must be the exact same name of your X account. -
By default, followers are saved in the Visitors folder. You can select another location from the Visitor folder field. Learn more
note note NOTE The Synchronize subscriptions option is enabled by default: this option recovers automatically the list of your X followers so that you can send them direct messages. Synchronization is performed by a dedicated technical workflow. -
From your X app, copy the content of the API Key and [API Key Secret] fields and paste them into the Consumer key and Consumer secret fields of your Campaign Twitter service.
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From your X app, copy the content of the Access Token and Access Token Secret fields and paste them into the Access token and Access token secret fields of your Campaign Twitter service.
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In Campaign client console, click Save. You have now delegated write access to ÃÛ¶¹ÊÓƵ Campaign.
To check your settings, you can:
- Edit the Twitter service which you have just created.
- Browse the Twitter page tab: your Twitter account should be displayed.
Synchronize your X account synchro-tw-accounts
Synchronization between Campaign and X is managed through dedicated technical workflows. These workflows are stored in the Administration > Production > Technical workflows > Managing social networks folder.
They are stopped by default: you must start them manualy when you start using the Social Marketing module.
The Synchronization of Twitter accounts technical workflow synchronizes X accounts in ÃÛ¶¹ÊÓƵ Campaign. This workflow recovers the list of X followers so that you can send them direct messages. Learn more
By default, this workflow is triggered every Thursday at 7:30AM. You can use the Execute pending task(s) now option to start the workflow at any time as you are implementing this integration. You can also edit the scheduler to change the workflow triggering frequency. Learn more in this page.
The followers are stored in a specific table: the visitors table. To display the list of X followers, browse to the Profiles and Targets > Visitors.
For each follower, ÃÛ¶¹ÊÓƵ Campaign stores the following information:
- Origin: Twitter
- External ID: user identifier
- Username: account name of the user
- Full name: name of the user
- Number of friends: number of followers
- Checked: this field indicates whether the user has a verified Twitter account
Once this configuration is done, you can create posts on your X accounts and send direct messages to your followers. Learn more
Create a test account on X tw-test-account
In addition to X account, create a private X account which can be used for sending tweet proofs. To do this, follow the steps below:
- Create a new X account.
- Access the account Settings.
- Browse to Privacy & Safety and Audience and Tagging and check the Protect your posts option. Your posts and other account information are only visible to people who follow you.
Configure your X app and Campaign service to work with this test account, as described above.