To build relationships and learn more about your prospects, you can track their accounts for social media services, such as Flickr or Twitter, and social networking services, such as Facebook, Google+ or LinkedIn. On prospect records, the social media accounts are found on the Social Summary tab. When you confirm a social media account for a prospect, an icon appears below the profile picture. You can click this icon to quickly access the social media account in a new tab.
For example, you can improve your ability to target donors. You can view your prospects' social media profiles, which may show friends, family, associates, interests, and favorite causes. You can add this information to the prospect record.
By default, Blackbaud configures Facebook, Flickr, Google+, LinkedIn, Myspace, and Twitter services. As new social media and networking activities become popular, you can add and manage them as necessary to track prospect activity online. To access the Social Media Services page from Prospects, under Configuration, click Social media services.
Tip: If you subscribe to Social Media Finder, when a new social media service returns on a wealth screen for a prospect, we automatically add the social media service to the list of services on the Social Media Services page. You do not need to add it manually.
If a social media or social networking service closes and no prospect records have accounts with the service, you may want to delete the service. You cannot delete services configured by Blackbaud.
Instead, we do recommend services you no longer need be marked inactive rather than to delete. On the Social Media Services page, click the down arrows next to the service name, and click Mark inactive.