Add a social media account

1. Open the record of the constituent with the social media account to add. For information about how to open a constituent record, see Constituent Search.

2. Select the Contact tab.

3. Under Social media accounts, select Add. The Add a social media account screen appears.

4. In the Social media service field, select the social media or social networking service for the account.

   For Twitter accounts, enter a handle for the account, such as @Blackbaud.

   For all other accounts, enter the URL of the constituent's profile page and the User ID for the constituent's social media account.

   Tip: When you view a constituent's social media or social networking profile page, you can copy the URL from your web browser's address bar. If the social media service was configured by Blackbaud, the program automatically enters the User ID.

5. To confirm the constituent's profile page URL or account name is valid, select Test page.

6. In the Account type field, select the type of account to add, such as personal or business.

7. In the Information source field, select a source for the social media information.

8. If the constituent requests that you not contact the account, select Do not contact using this account.

9. Select Save. You return to the Contact tab.