InvestorLine Social Media Assessment Quiz

Before engaging on social media, what must you do? (check all that apply)

Complete and pass the Social Media Training

Ensure you have over 500 LinkedIn connections

Have experience tweeting

What are some of the instances in which you should contact your manager? (check all that apply)

You have doubts about content you want to post

You want to know who is the most popular on Twitter

You want your manager to take your picture for your LinkedIn profile

It is therefore imperative when using social media that your activities must always be guided by: (check all that apply)

Honesty and integrity

High ethical standards and fair dealing

Utmost respect for others on social media

Highest consideration for BMO’s reputation at all times

Tim, a prospect and one of your LinkedIn connections, asks a question on your LinkedIn page which requires detailed knowledge about a subject you are not very familiar with. What should you do? (check all that apply)

Use Google and research the correct answer

Acknowledge the connection by including the standard templated response

Ask another colleague in the branch

Respond by letting them know you are not familiar with the subject and they should ask someone else

Seek guidance from your manager

All of the above

You plan to use your LinkedIn account to generate new business. Which of the following activities are NOT allowed: (check all that apply)

Uploading, posting, or emailing content that includes any unsolicited or unauthorized advertising, promotional materials, junk mail or spam (excluding any pre-approved prospect-friendly marketing materials)

Sending unsolicited promotional material

Connecting with clients

Sending messages to distribution lists

Connecting with a prospect you met at an event

You would like to post and share a Globe & Mail article to your LinkedIn and Twitter page. You:

Post the article without seeking approval because the Globe & Mail is a reputable source

Post the article through your Sprinklr account for pre-approval

Don’t post it because third party articles are not permitted to be posted whatsoever

Which of the following apply when sending an Inbox or Direct Messages through LinkedIn or Twitter for business? (check all that apply)

Must abide by the rules relating to Incoming electronic communications as detailed in the Social Media Policy

Your message should not contain any information private or confidential

Your message is not used to resolve or address critical issues or other service disputes with clients

Pre-approval of the message must be obtained prior to sending

Using BMO email address only

You attended a hockey game with a client and took a photo of the two of you at the game. Can this be posted on Twitter?

Posting photos is permitted as long as the client has signed a consent form

Posting photos of clients is not permitted

Yes, as long as PCD Marketing has seen the photo first

If the event was for business purposes the photo can be posted

What are the risks associated with using social media? Select all that apply:

Not a secure platform

Followers/connections may want to become a client

Postings and responses can be viewed by all your connections and followers

Connections/followers may engage with you regarding your postings

Inappropriate conduct may result in disciplinary action

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