Getting Started - Setup Social Planner

Setup Social Planner

First things first, we'll get your accounts connected so you can start posting with ease. Here's how:

1. Navigate to Marketing > Social Planner > Settings (gear icon).

2. Click Connect Social > Connect Facebook.

3. Log in to your Facebook account.

4. Choose at least one Facebook page you'd like to manage.
   

   

5. Verify your connection.

Now that you're connected, let's create some engaging posts!

Creating Posts Using Templates

Templates make your life easy. Quickly customize pre-made designs for impactful posts. Here's the scoop:

1. Navigate to Marketing > Social Planner > New Post > Social Planner Templates.
   

   

2. Search, browse, and filter available templates.
   

   

3. Preview a template you like, then click Continue.

4. Schedule your selected template by clicking Select Socials (the plus icon on the right).

5. Fill out the necessary details in the Schedule Post modal, including your Facebook account and timing.
   

6. Click Schedule Posts.

Your post is scheduled and ready to go! Next, why not explore creating your own unique post?

Creating Custom Posts

Feeling creative? Craft your own custom posts in just a few clicks. Here's how easy it is:

1. In Marketing > Social Planner, click New Post > Create New Post.

2. Enter your post details, selecting your social account, content, and more.

3. Choose to save for later, post now, schedule for later, send for approval, or schedule as recurring.

Fantastic! Your content is all set. Now, let's enhance your experience further by connecting more social accounts.

Connecting More Social Accounts

Expanding your social presence? Easily add more social media accounts to manage all in one place:

1. Click Marketing > Social Planner.
   

2. Select additional social accounts you wish to connect.
   

3. Click Connect Social and follow the prompts.

There you go! You're now managing multiple platforms effortlessly.