Managing On Page Message Tasks

On-Page Message tasks help your team post personalised messages directly on supporters’ Facebook fundraising pages.

Use the Task Centre to review the supporter and fundraiser context, personalise the prepared message where needed, post it on Facebook and record the completed action in Social Sync.

For an overview of finding, sorting and managing tasks, see our Task Centre guide.

Open the Task Centre and filter by On-Page Message to focus on this task type.

Tasks are ordered by due date, helping you work through the most urgent actions first. You can also filter to show Overdue tasks.

Open a task to see the supporter, task title, Facebook fundraising page, due date and related fundraising or audience record.

Before posting, use the supporter panel and fundraising page to understand the context behind the task.

You can review information such as fundraising history, lifetime value, registrations and other relevant supporter details.

It can also be useful to open the Facebook fundraising page before editing the message. For example, if the supporter has shared their motivation or personal story, you can use that context to make your message more relevant and personal.

The message created by the journey appears in the composer ready for you to review and edit before posting.

You can personalise it using merge fields, emojis, fundraising or campaign links, registration or microsite links, and Custom Forms for data capture.

Dynamic fields use information from the supporter and audience record, making it easier to include relevant details without searching for them manually.

You can also replace the prepared message with another On-Page Message template where a different response is more appropriate. For example, if you discover that a supporter is fundraising in memory of someone, you could switch to a more suitable in-memory message.

You can add tags to the supporter’s audience record when the task is completed.

This can help you track which stewardship actions they have received, build future segments and report on the impact of different messaging approaches.

Once you are happy with the message, select Message.

Social Sync will build the final message with dynamic content populated, copy it ready to paste and open the supporter’s Facebook fundraising page in a new tab.

Then return to Social Sync and mark the task as Complete.

When you mark the task as Complete, Social Sync keeps a record of the action, including the final message, who completed it, when it was completed and any tags added to the audience record.

The completed task remains available in your Task Centre history.

If the fundraising page is no longer available, cannot be accessed or is unsuitable for posting, mark the task as Cancelled instead.

Social Sync records who cancelled the task and when, and the task remains available in the Task Centre if it needs to be reopened later.

If several On-Page Message tasks no longer need to be completed, you can manage them in bulk from the Task Centre.

Use Cancel when you want to keep a record of the task, or Delete when the task was created by mistake, is a test record or should be permanently removed.

See our Task Centre guide for more information on bulk actions, sorting and task statuses.

Templates and dynamic content help your team work efficiently, while still giving you the flexibility to adapt each message when the supporter context calls for it.

A quick review of the supporter profile or fundraising page can help you recognise their motivation, previous support or fundraising progress.