Categorize social posts using custom properties

Create custom social post properties to categorize posts and track how different types of content perform. Set property values on social posts, then use them to analyze content based on categories relevant to your business.

For example, create a Content theme property, then use a custom report to compare impressions for each theme. This can help you understand which content generates the most impressions across social channels.

Learn more about HubSpot's default social post properties.

Create a custom social post property

Create custom social post properties to categorize your social posts. Learn more about creating custom properties.

1. In your HubSpot account, click the settings icon in the top navigation bar.

2. In the left sidebar menu, navigate to Properties.
3. Click the Select an object dropdown menu, then select Social post properties.
4. Click Create property.

5. In the right panel, in the Property label text field, enter a name for your property.
6. Click the Field type dropdown menu and select an option.
7. Click Create property.

Categorize a social post using custom properties

After you create custom social post properties, set their values when creating or editing posts in the social composer, or when reviewing published posts on the Manage tab. Learn how to manage the properties displayed for social posts.

To set property values in the social composer:

1. In your HubSpot account, click More, then navigate to Marketing > Social. If More doesn't appear in your account, navigate to Marketing > Social directly.

2. In the upper right, click Create post.
3. In the social composer, click Custom properties.
4. Click the [custom property], then select or enter a value.

5. Continue creating the social post.

Edit property values on a published social post

1. In your HubSpot account, click More, then navigate to Marketing > Social. If More doesn't appear in your account, navigate to Marketing > Social directly.
2. On the Manage tab, hover over a social post and click Details.
3. In the Social details panel, under Custom properties, click Edit properties.

4. In the dialog box, click the [custom property], then select or enter a value.
5. Click Save.

Filter social posts by custom properties

Filter social posts by custom property values to view posts that match specific criteria.

1. In your HubSpot account, click More, then navigate to Marketing > Social. If More doesn't appear in your account, navigate to Marketing > Social directly.

2. On the Manage tab, click the List view. 
3. At the top, click Advanced filters. 
4. In the right panel, click Add filter.
5. Search for and select a social post property.
6. Set the filter criteria for the selected property. The filter will be applied to the social posts automatically.

Learn more about applying filters to index pages.

Use case: create a report using custom social post properties

Use the custom report builder to compare key metrics against the custom property values you’ve set on your social posts. Custom social post properties are available in the custom report builder under the social posts data source.

Use case: Sprocket’s marketing team wants to understand which content themes generate the most impressions across its social channels. The team uses its custom Content theme social post property to categorize posts, then creates a custom report to compare impressions for each theme.

To create a similar report:

1. In your HubSpot account, click More, then navigate to Reporting > Reports. If More doesn't appear in your account, navigate to Reporting > Reports directly.

2. In the upper right, click Create, then select Create report.
3. In the left sidebar menu, click Custom report.
4. Click Next.
5. Click the Primary data source dropdown menu and select Social posts.
6. In the upper right, click Next.
7. Click and drag fields from the left sidebar into the Configure tab to build your report. Below is an example report using Sprocket’s custom Content theme property: 

   • Visualization: Pivot table

   • Rows: Social Channel Type
   • Columns: Content theme
   • Values: Impressions

8. In the upper right, click Save report.