Selecting Social Spaces beneath the Marketing tab displays the Social
Spaces screen, illustrated below. Social Spaces are a place where you
can aggregate your social media feeds and combine them with information
about your business, lead capture forms and other advertising. They
allow you to engage your customers in a more social way – rather than
passively reading your website, they can go to your Social Space and
interact with you. 
This screen displays your default Social Spaces on a Default Spaces list
for editing purposes and with its Name, Statusand Last Modified date
information. The Other Spaces portion of the screen displays any
additional Social Spaces that you create within CRM3®. Clicking on a
Social Space Name displays a pop-up menu, shown here, which allows you
to activate a Social Space if had has not yet been activated. 
Selecting Add Space on the Social Spaces screen displays the Space Settings screen, illustrated below, which is used to add additional Social Spaces to CRM3® . To add a Social Space:
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Add a relevant title in the Page Title text field and click OK to create your new Social Space.
Selecting Edit Settings allows you to modify the Space Name,
External Website URL and Layout you selected when you created
an additional Social Space using an expanded version of the Space
Settings dialog.
Additional options are available on this version of the Space Settings screen, including the ability to modify your Background Settings and add Tags to the Social Space.
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In the Background Settings portion of the screen, select
an image to represent your background by clicking Choose File
to locate the image on your computer and clicking Upload to upload
it to the system. To remove a background image, click Clear Background.
- Select the Repeat-X or Repeat-Y checkbox to have those default axis values repeat horizontally and vertically to fill the entire screen.
- Select a different background color from within the Select a Background Color portion of the screen using the color selector, as shown in the illustration here.
In the Tags portion of the screen, add a relevant Tag to associate with the
Social Space and click Add. Repeat the process for as many Tags as you would like to add.
Click Remove to remove any Tags that you decide not to use.
Clicking on a within the Default Spaces or Other Spaces portion of the screen displays a pop-up menu of options, as shown in the illustration below, which allows you to edit that Social Space using the Edit Space link, preview a Social Space by clicking Preview Space or remove a Social Space from the system by clicking Delete Space.
The following screen is displayed and this is where you’ll need to configure your Social Space and add your own social media feeds (such as Twitter, Facebook, etc.) to market your business.
Next, we’ll break this screen down into its individual components so that you can see how to configure your social space.
Selecting Create A Social Space within the Social Spaces portion of your Dashboard allows you to add additional Social Spaces to CRM3® using the Space Settings dialog, as shown in the following illustration. Social Spaces that you add are displayed within the Other Spaces portion of the Social Spaces screen. Follow the steps below to work with the Space Settings dialog and add a Social Space to CRM3®.
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Enter a name for the new Social Space in the Space Name text field.
- Enter the external website URL for the new Social Space in the External Website text field.
- Within the Select A Layout portion of the screen, select either 2/3 + 1/3, 1/3 + 2/3, 3 Column, 2 Column or 1 Column to define the layout for the new Social Space.
- Click OK to add the new Social Space to the system.
- Click Cancel to close the Space Settings dialog without creating the new Social Space.
Selecting an Additional Social Space within the Other Spaces portion of the Social Spaces screen displays a pop-up window of options, illustrated below.
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Click Edit Space to edit the additional Social Space.
- Click Delete Space to delete the additional Social Space.
- Click Preview Space to view a preview of the additional Social Space.
Selecting Add Gadgets when editing a Social Space that you have added displays the Add Gadgets window, illustrated below, which allows you to add a Facebook Page, Flickr Feed, Lead Capture, LinkedIn Company, Rss Feed, Twitter Feed, Wysiwyg or YouTube Feed Gadgets to the Social Space.
Additionally, you can enter search criteria for a Gadget you don’t see on the screen and click Search to search the internet for that Gadget so that you can add it.
As you select Gadgets from the Gadgets list, they are marked as Added! as shown in the illustration here, and you can search for additional Gadgets by entering a Gadget Name in the Search text field and clicking Search.
The first thing that you’ll want to do is upload your company logo to the system by following the steps below.
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In the Icon portion of the screen, click Edit Image to replace the CRM3® logo with your company’s logo. The following window is displayed.
- Click Browse to locate the image on your computer and then click Upload to upload it to the system. A thumbnail of the image that you upload will be displayed in the Thumbnail box. Click OK to complete the process. Tip: The best size for your company logo should be about 80 x 80 pixels.
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In the About portion of the screen, enter some descriptive text pertaining to your company, then click Save to complete the process.
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In the RSS Blog Feed portion of the screen, click and then click Edit Settings to modify this portion of the screen. The RSS Feed Settings dialog is displayed, illustrated below, is displayed
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Change the default CRM3® feed in the Feed URL box and add your own RSS feed. If you don’t want to use your RSS Feed Settings at the present time, select the Disabled radio button. If you do not know how to create an RSS feed from your company blog or website you can visit this webpage, which explains the technology and how to use it.
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In the LinkedIn portion of the screen, click and then Edit Settings to modify the LinkedIn connection to reflect your company information. The Linked-In Settings dialog, illustrated below, is displayed
- Enter your company’s name in the Company text field and then click OK to establish your LinkedIn connection. If you don’t want to use your LinkedIn setting at the present time, select the Disabled radio button.
- Clicking Expand your network to see who connects you will take you to the LinkedIn site where you can create invitations for other LinkedIn users in your network. Clicking Follow Company will allow visitors to your Social Space to follow your company’s activity on LinkedIn and be a member of your Follower list.
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In the Facebook portion of the screen, click Sign Up to create a Facebook account if you don’t already have one. If you already have a Facebook account, click and then Edit Settings to display the Facebook Settings dialog, illustrated below.
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Modify the Facebook Pages URL text field to reflect your company’s account information within Facebook. If you don’t want to use your Facebook settings at the present time, select the Disabled radio button.
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In the Flickr portion of the screen, click and then click Edit Settings as shown in this. The Flickr Settings dialog is displayed, as shown in the following illustration.
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If you have a Flickr account, modify the Flickr User ID in the Flickr User ID text field. If you don’t want to use your Flickr settings at the present time, select the Disabled radio button.
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If you don’t have your Flickr user id handy, use theidGettrwebsite to quickly locate it within Flickr using the following screen:
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In the Twitter portion of the screen, click and then click Edit Settings to modify this setting. The Twitter Settings dialog is displayed, as shown in the illustration below.
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If you have a Twitter account, modify the Username text field to reflect your Twitter user name and click OK to change this setting. If you don’t want to use your Twitter settings at the present time, select the Disabled radio button.
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In the YouTube portion of the screen, click and then click Edit Settings. The YouTube Settings dialog is displayed, as shown in the following illustration.
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If you have a YouTube account, modify the Username text field to reflect your YouTube username and click OK to change this setting. If you don’t have an account with YouTube, visit www.youtube.com to create one; then return to this dialog to make the change. If you don’t want to use your YouTube settings at the present time, select the Disabled radio button.
Selecting Edit Space on the pop-up menu displays the Edit Social Space screen, illustrated below, which allows you to configure the Social Space as described within the Adding a Social Space section of the document, with additional links provided to Edit Settings, Add Gadgets and Preview Space provided.
Clicking a Social Space within the Other Spaces portion of the Social Spaces screen and selecting Preview Space from the pop-up menu allows you to view a Preview of that Social Space, as shown in the illustration below.
The Gadgets that you selected when you created it are displayed.
Clicking a Social Space within the Other Spaces portion of the Social Spaces screen allows you to remove that Social Space from the system. Before performing the deletion, the system displays the Delete Space window, illustrated below, to ensure that is your intention.
Click OK to delete the Social Space or click Cancel to close this window without deleting it.