If you have a need to manage social contacts, Hearsay makes it easy to research your existing contacts to maximize opportunities on social media right from the Contacts tab on the top navigation bar. For more information on searching for or sorting your contacts, refer to the Contacts section in the online Help Center.
NOTE: You’ll only get contacts to pull from LinkedIn and Twitter profiles and will not include phone number or email information. Contacts will need to be edited to include that information. Also, this feature is entirely optional and may not be of use if you manage contacts elsewhere.
Existing Contacts
Search your existing connections to your social accounts and interact with them or jump to their social pages from Hearsay.
New Contacts
Browse your connections’ connections to see who you could potentially connect directly with, as well as search entirely new contacts to generate leads.
To meet regulatory and social policy obligations, we require compliance pre-approval of most fields on your social media profiles. The Profiles tab allows you to manage these. Much like when you first connected to Hearsay and completed CRR forms, we require you to propose any changes to your profiles in Hearsay.
In this section, it’s easy to propose updated information. Upon compliance approval, Hearsay will automatically push updates to your profiles or instruct you on how to do so if you’re updating a field that you must complete on your social media site.
The table below defines the various Hearsay Social profile statuses and describes any required actions throughout the profile approval process
| Profile Status | Definition | Action Required |
|---|---|---|
 |
Status of any profile the first time it is connected to Hearsay Social. | Administrator mjust approve or deny your social media profile. |
 |
Status when any changes to your profile are made. | Administrator must approve or deny your changes. |
 |
Changes to your profile have been approved but are not live on your social media network’s profile. This status is only displayed if there are any changes to your profile that must be manually added or uploaded to your social media profile. | You need to upload or manually add the changes to your social media network’s profile. |
 |
Changes to your profile have been denied by the Administrator. | Make the necessary changes to your profile on he Hearsay Social application and resubmit it for approval. |
 |
Supervision Administrators have reviewed the profile request and suggested specific edits. | The user can either accept the suggestions to bring their profile into an approved state, or edit and resubmit the profile request for further review. |
 |
Your profile has been approved and auto-uploaded to your social media network(s). | No Action Required |
Pre-Approved Content
The Post Library contains pre-approved content created by National Life. You can search content using the filters mentioned in the previous section then post out a piece of content to your social media networks using the steps below.
Questions? Please feel free to reach out to our compliance team by emailing socialnetworking@nationallife.com.
Due to API limitations from social networks, Hearsay Social is not able to update every field associated with your account. In rare cases such as this, once the admin has approved the profile request, Hearsay will move your profile to an Action Required state and will present the specific profie.
To complete actions required, follow the these steps:
We require that you make profile changes and updates within the Hearsay Profiles tool to ensure compliance standards are in place. However, if you do make changes to your social account natively, this will cause the information listed in your approved profile within Hearsay to fall out of sync with your native social network profile—when this occurs, you will need to request approval. Compliance will be alerted to and review changes you made outside Hearsay.
You can review approved profile fields and what is currently on your social page per changes you may have made.
If there are fields within your profile that require edits in order to be approved, your profile will be denied. You’ll receive an email notification and instructions on the adjustments you need to make to receive an approval. You will need to make changes based on the feedback you receive and resubmit your profile details for compliance review.
To do so, follow these steps:
A key part of your social media experience and engagement is managing the social accounts that you have linked to Hearsay Social. It’s also about ensuring your user settings are set up properly so you are using the Hearsay Social application and your social media networks effectively and able to keep up to date with updates.
You can adjust your Hearsay Social account to make the Hearsay Social application work best for you by changing your User Settings. To access User Settings, select “User Settings” from the username drop down located in the top right corner of your account. Pay attention to the below recommendations to optimize your settings:
User Settings View: this is how your user settings page will appear.
Your Workspace Accounts page is where you can view and make changes to your connected social accounts. To access your social accounts settings, click the User Panel drop down, choose Workspace Settings, and then, click “Accounts.”
From there, select “Social Accounts.” You can view and manage the social media accounts you have connected to Hearsay Social, as well as connect more accounts and delete accounts.
Connecting Social Accounts
Once you’re approved to connect a social profile to Hearsay, you can do so from the workspace settings area. Compliance will send instructions upon profile approval, but you can also read up on connecting profiles below.
Connecting Social Accounts – Video Instructions: You should receive these instructions from compliance in your approval emails, but these links direct you to Hearsay videos that can help you get connected.
Removing Users
If other Hearsay Social users are members of your Workspace, as a Workspace owner you can remove them from your Workspace by selecting the ‘X’ on the right side of the Workspace member’s name.
