Social Media Accounts

• Only manually added and confirmed social media accounts appear as icons below the profile picture on the wealth and ratings record.

• The links in the list are clickable. For example, click a social media service link in the URL column to open the social media account in a new browser tab.

  Tip: Facebook and other account links work better if you log in to Facebook first. We recommend you log in to Facebook before you click social media icons or URLs on a wealth and ratings record.

• When you delete a social media account that returned from a wealth screening, it operates the same as other wealth data that returns. It removes the information temporarily, but it can return on the next WealthPoint screening.

• To confirm the social media account is your prospect's, use the URL and match code description to determine if the data from PeopleGraph is accurate.

• Raiser's Edge email addresses marked as inactive are not sent to PeopleGraph and will not return social media data.

• To remove the confirmed or rejected status from a social media account, click the double arrows for the record's row in the list and click Clear status.

Whether or not you subscribe to Social Media Finder, you may need to add an account manually. For example, if you do not know the email address for a prospect but a basic Google search of the person based on name and geography returns an account, you will want to track this on the wealth and ratings record.

To add a new account, from the Social Summary tab of a wealth and ratings record, in the Social media accounts section, click Add.

To edit an existing account, from the Social Summary tab of a wealth and ratings record, in the Social media accounts section, click the down arrows for the account you want to update, and click Edit.

1. Select the social media service for the account. If the service you want doesn't appear in the dropdown, you need to add it in Prospects, Configuration first.

2. For Twitter, enter in the prospect's Twitter account name. For all other services, enter the full URL to the prospect's social media account.

3. Enter in the User ID for the social media service. Often, the ID is a portion of the account's URL. For example, if the Facebook URL for Mark Zuckerberg is https://www.facebook.com/zuck, the portion of the URL that is his ID is "zuck."

   For some social media services, the User ID will auto populate based on the URL.

4. If known, select the account type and information source. You can add new account types and information sources on the fly. If this record is for information purposes and the prospect requests not to be contacted through the social media service, select the checkbox.

5. Before you navigate away, we recommend you test the account's link. Click Test page. A new browser tab appears for you to confirm the link works and the profile matches your prospect.

6. Click Save. You return to the wealth and ratings record.

   If you edit information for an account that returned from a wealth screening, your edits are not overwritten the next time you run a wealth screening.