How do I create and manage service lists?

This page covers setting up and editing Service Lists. Service Lists enable you to be able to build up a group of posting services. When a service list is then selected in the Compose Box or Bulk Importer, for example, the message you compose will then be sent out to all the Services within the Service List.

We recommend using Service Lists to post to specific client's services if you don't plan on creating a specific user account for that Client. However, as Service Lists are only used for posting, this will not enable you to get specific reports based on posts to that Service List or similar. If this is needed, please set up an account specifically for your client instead.

 

Creating a Service List

1. Go to your Services tab in your dashboard.

2. Then select Service Lists from the drop down menu or, if you’re already in the services area, select Service Lists from the menu to the left of the page.

3. Select the Add a New List button.

 

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4. Please fill in the fields as per the following:

  • List Name: Give your new service list a name
  • List Color: Choose a color for your own reference, if you don’t select a specific color, the system will add a default color for that list.
  • When Posting: Service Lists enables you to schedule a post to one Service List and have that post display under the scheduled view of another user account. Please see this article for more details.
  • Consumers: If you want other user accounts to be able to select that list in the Compose Box
  • Contributors: If you want other user accounts to be able to add services to that list.

Please Note:
If you want a user account to be able to both post to the list and add services to that list if needed, add them both as a Consumer and a Contributor.


5. When you’re happy with your settings, click the Create List button.

 

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6. Once you’ve created the list, click on it and then the options for that list will expand on the right hand side of the page.

7. Click Add Services to start adding services to your list.

 

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8. The posting services set up on your account will be displayed in the dropdown menu. You can starting typing in the name of the service you’re looking to add and the list of services will be filtered. When you’ve found the service you want to add, click on it in the dropdown and it will be added to the list. Repeat this process to add other services to the list.

 

Please Note:
Services Lists are intended to be used to post to the same client’s services or similar without having to individually select each service in the Compose Box. With this in mind, we have limited the amount of services you can include in a list to 50 services in total.

 

 

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Managing Service Lists

9. Once services are added to your list, you can use available options to manage the list such as editing the name, color for the list, etc. and can also delete the list from here.

10. Use the search box for that list to search for specific services within that list.

11. To delete a service from that list, click the ‘x’ icon displayed on that service.

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12. When you’ve completed setting up a list, you can always add more services to a list or edit it, etc. by clicking on the list which will expand the options for that list to the right of the page.

 

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Posting to a Service List

13. When your service list is set up, you’ll be able to select it from the drop-down menu in the Compose box in the same way you would normally select a service.

 

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13. When your service list is set up, you’ll be able to select it from the drop-down menu in the Compose box in the same way you would normally select a service.

 

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