WordPress Plugin

Status Configuration and Types

How to configure the text, links and/or images to send to social media when working with Posts, Pages and Custom Posts.

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Statuses are the text, links and/or images to automatically send to your social media account(s) linked with your Social Post Flow account.

How and when these statuses are published depend on the Post Action being performed on a Post, Page or Custom Post Type (for example, whether a Post is first published, or an existing published Page is updated), and the scheduling configuration for each status.

For each Post Type, the WordPress integration provides options to:

  • Define Default status messages, depending on the Post Action being performed on the Post.
  • Choose which Social Media account(s) to send content to (and when)
  • Optionally define social media account specific status messages, which override the default status messages

To set your status messages, in the WordPress Administration, click on the Social Post Flow in the menu.

Social Post Flow: WordPress Plugin: Admin Menu

Social Post Flow provides a three level granular control of status(es):

Post Type

Depending on your theme and plugins, additional tabs may appear as well as the default Posts and Pages tabs. These additional tabs will be registered Custom Post Types.

Social Post Flow: WordPress Plugin: Tabs

To edit the status updates to be sent to Social Post Flow for a given Post Type, click the relevant tab.

Profile

For each Post Type, you’ll see each of your social media profiles connected to Social Post Flow, as well as a Defaults tab, listed on the left of the screen.

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It’s important to go through each tab to define the settings you’ll need.

Social Post Flow: WordPress Plugin: Profile Tabs
  • Defaults: Global settings that apply to enabled social media accounts.
  • Social Media Accounts: Each social media account linked to your Social Post Flow account will be displayed here, one account per tab. Clicking a tab will provide options to enable posting to that social media account, as well as an option to override the Default statuses specified:
    Social Post Flow: WordPress Plugin: Account Settings
    • Account Enabled: Tick this checkbox if you want to send status updates to this social media profile.
    • Override Defaults: Tick this checkbox if you want to specify a custom set of status updates for this specific social media profile.  If this checkbox is not ticked, the settings on the Defaults tab will be used.
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It is not enough to just define the Defaults.  You must ALSO click on each Social Media Account tab, choosing whether to enable that Account.  If you do not, no statuses will be sent to Social Post Flow.

Post Action

When clicking on either the Defaults tab, or a Social Media Profile, status settings are split into four Post Actions:

Post ActionDescription
PublishStatuses defined here will be sent to Social Post Flow for scheduled posting to the chosen social networks, when a new WordPress Post is published.
UpdateStatuses defined here will be sent to Social Post Flow for scheduled posting to the chosen social networks, when an existing published WordPress Post is updated.
RepostStatuses defined here will be sent to Social Post Flow for scheduled posting to the chosen social networks, when an existing WordPress Post meets the criteria for reposting.
Bulk PublishStatuses defined here will be sent to Social Post Flow for scheduled posting to the chosen social networks, when an existing WordPress Post is manually chosen by the user through the Bulk Publish screen.

To define the status(es) to send to Social Post Flow for a particular action, click that action tab:

Social Post Flow: WordPress Plugin: Action Tabs

Publish

Social Post Flow: WordPress Plugin: Account Enabled
  • Enabled: Tick this checkbox if you want to send a status update to your Social Post Flow account when a Post, Page or Custom Post Type is published.  This also applies to scheduled Posts, Pages and Custom Post Types.

Update

The Update Post Action is triggered when an existing published Post is updated (that is, a WordPress User modifies the Post by clicking Update or Save).

Any status(es) defined within the Update tab of either your Defaults, or a specific Social Media Profile, will be used when an existing published Post is updated.

Settings in the Update panel are the same as the Publish section above.

Repost

The Repost Post Action is triggered when an existing published Post, that has not been updated for a while, is selected by the Plugin for automatic re-sending to Social Post Flow.

Any status(es) defined within the Repost tab of either your Defaults, or a specific Social Media Profile, will be used .

Settings in the Repost panel are the same as the Publish section above.

Refer to the Repost Documentation to understand how reposting works, and where to define the conditions that determine which published Post(s) should be automatically re-posted to Social Post Flow.

Bulk Publish

Any status(es) defined within the Bulk Publish tab of either your Defaults, or a specific Social Media Profile, will be used when you manually use the Plugin’s Bulk Publish functionality.

Settings in the Bulk Publish panel are the same as the Publish section above.

Refer to the Bulk Publish Documentation to understand how to manually Bulk Publish Posts to Social Post Flow.

Adding, Editing and Deleting Statuses

Add Status

To add a status to a given action and/or profile:

  • Navigate to the Post Type
    Social Post Flow: WordPress Plugin: Tabs
  • Click on the Profile (or, to specify status(es) that you might use across multiple Profiles, click the Defaults tab)
    Social Post Flow: WordPress Plugin: Profile Tabs
  • Click the applicable Post Action tab (Publish, Update, Repost, Bulk Publish), depending on when you want the status(es) to be sent:
    Social Post Flow: WordPress Plugin: Account Enabled
  • Tick the Enabled option
  • Click the Add Status Update button in the table that appears.
  • Refer to the Status Editor section below to configure the status.
  • Click the Save button when you’ve finished editing a status.

Edit Status

To edit an existing status:

  • Click the Edit icon (pencil) next to the status that you want to edit
    Social Post Flow: WordPress Plugin: Status: Edit Icon
  • Refer to the Status Editor section below to configure the status.
  • Click the Save button when you’ve finished editing a status.

Delete Status

To delete a status:

  • Click the trash icon beside the status to delete.
    Social Post Flow: WordPress Plugin: Status: Delete Icon
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The delete / trash icon will not display on the first status. If you do not wish any statuses to be sent for the given Defaults or Social Profile, uncheck the Enabled checkbox instead.

Reorder Status Updates

To re-order a status updates:

  • Drag and drop them by using the move icon
    Social Post Flow: WordPress Plugin: Status: Reorder Icon

Save Statuses

You can add, edit, delete and re-order statuses for a Post Type until you’re happy with your settings.

Once done, it’s important to apply those changes by saving them.

To save changes, click the Save button towards the bottom of the screen.

Social Post Flow: WordPress Plugin: Status: Save Button
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Once you have completed the Plugin setup, a green tick will be displayed on each Post Type, Social Media Account and Action tab, to identify which are enabled for sending statuses to Social Post Flow.

Status Editor

When adding or editing a status, the following form is displayed below the status:

Social Post Flow: WordPress Plugin: Status: Edit Form

Type

A status can be configured to one of four types, which determines how it looks when published to your social media profiles.

Social Post Flow: WordPress Plugin: Status: Type Dropdown

Text

No images are included.

If a URL is included in the text, it may link (subject to the social network), but no link preview / OpenGraph card will display.

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No images are included.

The URL specified in the Link setting will be used as the link preview / OpenGraph card.

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Additional URL(s) included in the text may link (subject to the social network), but no link preview / OpenGraph card will display for these additional URL(s).

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Image

One or more images will display, based on how the Image section of the status is configured.

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If a URL is included in the text, it may link (subject to the social network), but no link preview / OpenGraph card will display.

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Refer to the Image Statuses documentation to configure image statuses.

Story

Available for Instagram accounts only at Instagram > Override Defaults > Publish/Update/Repost/Bulk Publish > Edit Status

One image will be displayed.

No text is displayed.

Text

To define the status text, edit the main textarea.

Refer to the Status Tags documentation, to understand what dynamic data from the Post can be included in the status’ text.

First Comment

Optionally define the first comment to display immediately below the post when shared on social media.

Refer to the Status Tags documentation, to understand what dynamic data from the Post can be included in the status’ text.

If a URL is included in the first comment text, it may link (subject to the social network). Some networks will display this link as a smaller link preview card below the comment:

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Scheduling

Social Post Flow: WordPress Plugin: Status Configuration: Schedule

For each defined status, several options are available to define where (and when) a status should appear in your Social Post Flow queue when the Post is published, updated, reposted or bulk published.

Add to End of Queue

Adds the status update to the end of the social media profile’s queue.

Add to Start of Queue

Adds the status update to the start of the social media profile’s queue.

Post Immediately

Posts the status update to your social media profile immediately.

Custom Time

Social Post Flow: WordPress Plugin: Status Configuration: Custom Time

Schedules the status update in your Social Post Flow queue for a given offset in days, hours and minutes relative to the Post’s last updated date and time (for publishing new Posts, this will be the Post’s published date and time).

For example, to schedule the status update in your Social Post Flow queue to be sent to your to social media profiles 2 days after your Post is published, updated, reposted or bulk published:

  • Days: 2
  • Hours: 0
  • Minutes: 0

Custom Time (Relative Format)

Social Post Flow: WordPress Plugin: Status Configuration: Custom Time, Relative Format

Schedules the status update in your Social Post Flow queue for a given offset relative to the Post’s last updated date and time (for publishing new Posts, this will be the Post’s published date and time).

For example, to schedule the status update in your Social Post Flow queue to be sent the Tuesday your Post is published, updated, reposted or bulk published at 9am:

  • The next: Tuesday
  • at: 09:00

Custom Time (based on Custom Field / Post Meta Value)

Social Post Flow: WordPress Plugin: Status Configuration: Custom Time, based on Custom Field / Post Meta Value

Schedules the status update in your Social Post Flow queue for a given offset in days, hours and minutes relative to the Post’s Custom Field / Meta Field.

For example, to schedule the status update in your Social Post Flow queue to be sent to your social media profiles 2 days after the date given in your Post’s Custom Field called event_date:

  • Days: 2
  • Hours: 0
  • Minutes: 0
  • Before / After: After Custom Field Value
  • Custom Meta Field Name: event_date

For example, to schedule the status update in your Social Post Flow queue to be sent to your social media profiles 12 hours before the date given in your Post’s Custom Field called my_date:

  • Days: 0
  • Hours: 12
  • Minutes: 0
  • Before / After: Before Custom Field Value
  • Custom Meta Field Name: my_date

Supported values for your Custom Meta Field can be found on PHP’s Documentation for Supported Date and Time Formats.  These include, but are not limited to:

  • yyyy-mm-dd (e.g. 2019-01-01)
  • yyyy-mm-dd Hh:ii:ss (e.g. 2019-01-01 13:12:00)
  • Timestamps (e.g. 1571847286)

Specific Date and Time

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This option is only available when defining status messages at Post level.  Refer to the Documentation on how to do this.

The Events Calendar

Refer to the Documentation for applicable scheduling options when creating or editing status(es) for an Event.

Events Manager

Refer to the Documentation for applicable scheduling options when creating or editing status(es) for an Event.

Modern Events Calendar

Refer to the Documentation for applicable scheduling options when creating or editing status(es) for an Event.

Image

Refer to the Image Statuses documentation.

Post and Author Conditions

Refer to the Status Conditions documentation.

Testing Statuses

Sometimes Publishing or Updating a Post, Page or Custom Post Type may (or may not) send statuses as expected.

Social Post Flow’s Test Mode allows you to test your Plugin and status(es) configuration, logging the result as if a status would be sent to Social Post Flow, without actually sending it.

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Want to test reposting? Refer to the Repost documentation.

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Want to test bulk publishing? Refer to the Bulk Publishing documentation.

Enable Test Mode

Enable Test Mode in the Plugin’s Settings.

Enable Logging

Enable Logging in the Plugin’s Settings.

Test: Publish or Update

In the WordPress Administration, either publish the Post in question, or update the existing published Post, depending on which action you want to test.

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Scheduling Posts is also supported, but you’ll have to come back and review the Log once the Post in question has been published by WordPress (typically on or shortly after the scheduled publication date and time)

In Social Post Flow > Logs, filter by Result = Test

Social Post Flow: WordPress Plugin: Logs: Filters

You’ll see status(es) that would have been sent.  Make a note of any errors or issues, and make configuration changes as necessary to resolve

Social Post Flow: WordPress Plugin: Logs: Table

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