Table of Contents


Configuring Social Links

Social Links configuration allows administrators to add social media, communication, and contact links to the portal footer, providing users with easy access to your organization's external presence and communication channels.

Requirements

To configure Social Links, you must have:

  • Administrator System Role permissions

Configuration Process

Accessing Social Links Configuration

  1. Navigate to the Setup Home page
  2. Click Manage > Company Preferences
  3. Select the Social Links tab
  4. Configure your organization's external links

Adding Social Links

Adding New Links

  1. Click Add Link
  2. In the dialog, use the Select a Platform dropdown to choose an icon and platform type
  3. Enter the appropriate value in the field below (URL, phone number, or email address)
  4. Click Add

Available Platform Options

The following platforms and communication channels are available:

Social Media Platforms

  • Apple Music: Link to your organization's Apple Music presence
  • Blogger: Link to your organization's blog
  • Instagram: Link to your Instagram account
  • Pinterest: Link to your Pinterest profile
  • Spotify: Link to your Spotify presence
  • Telegram: Link to your Telegram channel
  • Threads: Link to your Threads profile
  • TikTok: Link to your TikTok account
  • Tumblr: Link to your Tumblr blog
  • Vimeo: Link to your Vimeo channel
  • WeChat: Link to your WeChat presence
  • WhatsApp: Link to your WhatsApp business contact

Media and Content Platforms

  • RSS: Link to your RSS feed
  • SoundCloud: Link to your SoundCloud profile

Communication Channels

  • Email: Direct email contact link
  • Phone: Direct phone contact link

Link Format Requirements

Social Media and Web Links

  • Require valid URLs (e.g., https://www.instagram.com/yourcompany)
  • Must include proper URL formatting with protocol (http:// or https://)

Phone Links

  • Require valid phone link format
  • Should use standard phone number formatting for your region
  • May include country codes for international accessibility

Email Links

  • Require valid email address format
  • Will create clickable email links for users

Managing Existing Social Links

Editing Links

  1. Navigate to Setup Home > Company Preferences > Social Links tab
  2. Locate the link you want to modify
  3. Click the dropdown arrow next to the link
  4. Click Edit
  5. In the dialog, update the URL, phone number, or email address
  6. Click Edit to save changes

Reordering Links

  1. Use the up/down reordering arrows on the left side of each link to drag and reorder
  2. Links appear in the theme footer in the same order as displayed in the configuration
  3. Arrange links in order of importance or user preference for optimal user experience

Deleting Links

  1. Click the dropdown arrow next to the link you want to remove
  2. Click Delete
  3. Confirm the deletion to permanently remove the link

Footer Display and User Experience

Footer Presentation

  • Social links appear as recognizable icons in the portal footer
  • Links typically open in new tabs/windows to avoid taking users away from the portal
  • Icons are displayed in the order configured in the Social Links settings

User Interaction

  • Users can click social link icons to access your external presence
  • Phone and email links trigger appropriate device actions (dialer, email client)
  • Social media links direct users to your organization's profiles and pages

Strategic Implementation

Link Selection Strategy

Essential Links

  • Primary Social Media: Include your organization's main social media presence where your audience is most active
  • Direct Communication: Consider including phone and email for immediate contact options
  • Content Channels: Add links to platforms where you regularly publish relevant content

User Audience Considerations

  • Partner-Focused: Include professional networks and business communication channels
  • Customer-Focused: Include customer service and support communication options
  • General Audience: Include broad-appeal social media and content platforms

Content and Branding Alignment

Consistent Presence

  • Ensure all linked social media accounts are actively maintained
  • Maintain consistent branding and messaging across all platforms
  • Regular content updates on linked platforms to provide value to users who visit

Professional Standards

  • Keep all linked content appropriate for your business relationships
  • Ensure social media presence aligns with your organization's professional image
  • Consider content moderation and response strategies for public platforms

Best Practices

Link Management

Quality Control

  • Regular Testing: Periodically test all social links to ensure they remain functional
  • Content Monitoring: Monitor linked social media accounts for appropriate content
  • Link Updates: Keep links current when social media handles or contact information changes

User Experience Optimization

  • Strategic Ordering: Place most important or frequently used links first
  • Relevant Selection: Only include platforms where your organization has an active, valuable presence
  • Contact Balance: Balance social media links with direct communication options

Maintenance and Updates

Regular Review Tasks

  • Link Functionality: Test all links quarterly to ensure they work correctly
  • Platform Relevance: Review platform selection based on user engagement and business goals
  • Content Freshness: Ensure linked social media accounts remain active and current

Change Management

  • Link Updates: Update links promptly when social media handles or contact information changes
  • Platform Changes: Adapt to new social media platforms or discontinuation of existing ones
  • User Communication: Consider informing users about significant changes to contact methods

Integration with Organizational Strategy

Communication Strategy Alignment

  • Multi-Channel Support: Social links support omni-channel communication strategy
  • Brand Consistency: Links extend your brand presence beyond the portal
  • Community Building: Social media links can drive community engagement and relationship building

Marketing and Engagement

  • Cross-Platform Promotion: Use portal to drive traffic to social media presence
  • Content Syndication: Leverage social platforms to amplify portal content
  • Relationship Development: Social links facilitate deeper relationships with partners and customers

Social Links configuration provides an important bridge between your Magentrix portal and your broader digital presence, enabling users to connect with your organization across multiple channels and platforms.


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