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Channel activation

To use Twitter, you should have the channel activated in your iAdvize account. Please contact your CSM if it isn't already done. 


Twitter synchronization

Add your Twitter account directly in the iAdvize administration by this way : 

Engagement > Settings > Twitter > Add a new account 

You'll be redirected on a Twitter page where you should fill in your login and your password. 
Several Twitter accounts could be synchronized in a same iAdvize website account, but you have to add them one by one to the interface. 
Automatic rule 
When a Twitter account is synchronized, an automatic rule is created* and contains those criteria : 
Tweet content : @brand + Answer to the Twitter account : brand
* Warning: pay attention of the dual rules creation following a new synchronization of the Twitter account via iAdvize. One synchronization = one automatic rule.  
Link of synchronization 
In parallel, your Onboarding Success Manager would share you a link to finalize your Twitter synchronization. This link is unique and it's associated to one Twitter account. 
By clicking to this link, you'll receive a confirmation message. Without this last step, you couldn't send Tweet via the iAdvize agent's desk. 

3rd party channels expertise 

The last step consist to add the 3rd party channels expertise to your agents who have to answer to Twitter messages. 


By the way, a picking-list corresponded to one SID where the rules and the social accounts are synchronized. So, this requires that the user has the correct site associated in his "Expertise" field.


twitter_x3.png Twitter : Collect all the public messages matching these conditions

Condition Settings Value Comment
The tweet Contains / Does not contain Text The value has to be exact
Replies to this account / Name of the account Will collect the messages sent to that specific account (@account)
Language  Is / Is Not A language within the list That information if given by Twitter, we don't check it on our side
Link Has a link Yes / No Does the tweet contains a link or not?
Link Is / Is not Url To collect/refuse tweets containing a specific link
Author's name Is / Is not Text To collect/refuse tweets written by a specific Twitter user
Number of followers Greater than / Less than / Greater than or equal to / Less than or equal to Number The author of the tweet has to respect that condition for its message to be collected.
Author's bio  Contains / Does not contain Text  The author's bio on Twitter has to contain the value to be collected/refused.

Settings_ON_3x.pngHow to set up my targeting rules for Twitter? 

  • Go to this part of iAdvize: Engagement > Targeting campaigns > Create targeting campaign (if it has not done yet) 
  • Once in the relevant targeting campaign, click on the "+" located at the top right to create your targeting rule.
  • Select "Twitter" and give a name to your targeting rule
  • Add conditions to target visitors
  • Save your targeting rule.  



NB: It is now possible to exclude Retweets directly from the targeting rule