Social Planner
How to connect to your LinkedIn Profile(s) and Page(s)?
How to Use the Instagram Story Post Composer in Social Planner
Instagram Reels Publishing Guide for the Social Planner
Post Approval Flow in Social Planner
How to Customise post for each socials?
Google My Business Publishing Troubleshooting
Failed Post Error in Social Planner
Direct posting for Tiktok! Forget Push Notifications
Add Watermark to every image you post on Social Media
Share your Review Post on social media using Social Planner
How to Create Group Hashtags within the Social Planner
How to create a Facebook Reel in Social Planner
Facebook Publishing Troubleshooting Guide
Grouping of Social Media Profiles
How to connect to your Facebook Page(s)
How to connect to your Google My Business Location(s)
How to connect to Twitter
How to Connect TikTok in Social Planner in CRM?
How to connect Instagram Business account with Social Planner
How to Connect TikTok in Social Planner?
Clear LinkedIn Link Preview Cache Using Post Inspector
Have you shared a link on LinkedIn only to find the preview shows outdated or incorrect information—like a wrong title, description, or image? Even after updating your website with the correct preview
Automatically Schedule Social Posts from an RSS Feed
Streamline Your Social Media with Automated RSS Posting Keep your social media channels active by automatically publishing new content from any valid RSS or Atom feed directly through your CRM's Socia
Pinning Posts as Featured Content
About Featured Posts The Featured Posts feature allows you to highlight important messages within your social channels and on your main timeline. Pinning a post ensures it remains visible at the top o
Setting Up Paid Groups in Your Community
Introduction to Paid Groups Your CRM's Communities feature now supports Paid Groups. This functionality allows you to monetize both Public and Private Community groups by charging users a fee to acces
Setting Up Social Planner Email Notifications
About Social Planner Email Notifications Stay informed about the status of your social media activities directly from your inbox. You can configure the CRM to send automatic email notifications for ke
Using the Social Planner Template Library
Getting Started with Social Planner Templates The Social Planner now includes a Template Library, a collection of professionally designed social media post templates. This feature helps you create eng
How to Post PDFs as LinkedIn Carousel Photos
Posting PDFs as LinkedIn Carousel Photos You can now upload PDF files and post them as photo carousels directly to LinkedIn through the Social Planner. This feature converts each page of your PDF into
How to Schedule Community Posts from Social Planner
Overview Scheduling Community posts from the Social Planner lets you prepare and time your content for publication across your connected community channels. This feature centralizes your content strat
Track Social Performance Using Advanced Analytics
Understanding Advanced Analytics in Social Planner Advanced Analytics in the CRM's Social Planner provides a unified dashboard where you can monitor and analyze your social media performance across mu
Social Planner Content Guidelines: Images, Videos, and Text
Image Guidelines As you test different image styles, you will discover what resonates most effectively with your brand's audience. For general use, the following dimensions are recommended starting po
Connect an Instagram Account to Social Planner
Overview You can connect your Instagram account to your CRM's Social Planner in two ways. The newer, recommended method is called Direct Instagram Integration, which allows you to schedule posts, stor
Using the Follow-Up Comment Feature
What is a Follow-Up Comment? When you publish a social media post, posting a comment on it shortly after publication can help boost its visibility. Many social media platforms prioritize content with
Sharing Social Planner Content Across Sub-Accounts via a Snapshot
Streamline Social Media Management Across Your Agency Efficiently share and reuse social media content across multiple client accounts with the Snapshot feature. This powerful tool allows agency admin
Post Approval Flow in Social Planner
Getting Started with Post Approval Flow The Social Planner includes a post approval flow that allows team members to review and approve social media content before it goes live. This ensures quality a
Using Guided Content AI in Social Planner
Creating Platform-Specific Social Content The guided Content AI feature in your CRM's Social Planner helps you create effective social media posts tailored for specific platforms. By asking you focuse
Using AI to Create Images for Social Posts
Create AI Images in Social Planner Your CRM includes an AI content assistant that can generate original images from text descriptions directly within the Social Planner. This allows you to create cust
Creating and Publishing Instagram Reels with the Social Planner
Instagram Reels are a powerful tool for creating short, engaging video content that can help you reach new audiences and promote your brand. The Social Planner within your CRM allows you to create and
Setting Up Recurring Social Media Posts
About Recurring Posts The recurring posts feature in your CRM's Social Planner helps you maintain a consistent social media presence by automatically republishing evergreen content on a set schedule.
Customize Social Media Posts for Different Platforms
The Customize for Each Post feature in your CRM allows you to create and schedule unique social media content tailored to the specific requirements of each platform, all from a single interface. Inste
Add a Location to a Social Media Post
About Location Tagging You can now add a specific location to the social media posts you create in your CRM. Tagging a place enhances your post's visibility, boosts local search engine optimization (S
How to Mention or Tag Profiles in Posts from the Social Planner
You can now include @mentions in your social media posts directly from the CRM's Social Planner. This feature helps increase engagement by tagging other profiles or pages in your content. Benefits of
Creating and Scheduling Pinterest Pins
Overview You can create, schedule, and publish Pinterest pins directly from your CRM's Social Planner. This allows you to manage your Pinterest content alongside your other social media posts from a s
Scheduling YouTube Shorts and Videos in Social Planner
YouTube is a powerful platform for reaching your audience. Using the Social Planner, you can schedule and publish both standard videos and YouTube Shorts directly from your CRM. Creating and Schedulin
X (formerly Twitter) Integration Discontinuation
X Integration Discontinuation As of December 4, 2024, the integration between our CRM and X (formerly Twitter) has been discontinued. This change affects all Social Planner functionality related to X.
How to Automatically Optimize Images for Social Media Posts
About Media Optimization The Social Planner includes a feature called Media Optimization, which automatically prepares your images for scheduling across social media platforms. This eliminates the nee
Developing a Social Media Strategy for Electricians
Why a Social Media Strategy Matters for Your Electrical Business Effective marketing is about connecting with potential customers when they are looking for your services. Most people research service
Leveraging Social Media to Grow Your Electrical Business
Why Social Media is Essential for Electricians Your expertise lies in electrical work, but filling your schedule with consistent, paying jobs requires effective marketing. While referrals are valuable
Leveraging Social Media for HVAC Business Growth
Why Social Media Matters for Your HVAC Business As an HVAC professional, you excel at repairing heating systems, installing efficient AC units, and maintaining ventilation—but are you leveraging socia
How to Verify Your Business on Meta
Meta Verified for Business is a subscription service that enhances your business's visibility, support, and security across Meta's platforms, including Facebook and Instagram. Do You Need Business Ver
Your Gym's Social Media Playbook
Your gym's social media presence is often the first impression for potential new members. Managing multiple platforms, creating content, and engaging with your community can feel overwhelming. This gu
A Plumber's Guide to Social Media Success
Why Social Media Matters for Plumbing Businesses As a plumber, you handle critical repairs and installations every day—but are you effectively reaching new customers online? In today's digital landsca
Create Instagram Collaborator Posts in the CRM
This guide explains how to create Instagram Collaborator Posts directly from your CRM's Social Planner. This feature allows you to team up with another Instagram account to publish a single post that
Using the Link Shortener in Social Planner
What is the Link Shortener? The Link Shortener is a feature built into the CRM's Social Planner tool. It automatically transforms long website addresses into compact links for your social media posts.
Social Media Domination Playbook for Real Estate Professionals
Introduction In today's digital landscape, social media presence is essential for real estate professionals looking to connect with buyers and sellers. This playbook outlines a strategic approach to b
Getting Started with the Social Planner
Introduction The Social Planner is your central hub for managing and scheduling content across your social media channels. This guide will walk you through the initial setup and core features so you c
From Social Posts to Bookings: A Med Spa's Guide to Converting Content
Transform Your Social Media into a Booking Engine If your social media feed looks polished but your appointment book remains sparse, you're facing a common challenge. Many med spas invest significant
How to Use Media Optimization and Watermarking in the Mobile Social Planner
Streamline Your Mobile Social Publishing This guide explains how to use the Media Optimization and Watermarking features within the mobile app to prepare your images for social media. These tools help
Building a Monthly Social Media Strategy for Beauty Salons
Why Consistent Content Matters for Your Salon In today's digital landscape, your potential clients are constantly browsing social platforms between appointments. Instagram, TikTok, Google, and review
Building a Content Strategy for Your Chiropractic Practice
Why Content Matters for Chiropractors You don't need viral fame to attract new patients—you need consistent visibility, trustworthiness, and relevance. Content helps potential patients discover your p
Social Media Strategy for Real Estate Consultants
Why Social Media Matters for Real Estate In today's digital landscape, your online presence directly impacts your ability to attract and retain clients. Most home buyers and sellers research agents on
Social Media Strategy for Mortgage Professionals
Why a Social Media Strategy Matters Modern borrowers begin their homebuying journey online, often turning to social media to research and vet potential lenders. Traditional marketing methods like post
Developing a Social Media Strategy for Dental Practices
Why Social Media Matters for Dental Practices Modern patients often begin their search for a new dentist online, using social media to evaluate a practice's personality, professionalism, and patient s
Embed Third-Party Media in Social Posts
Enhance Posts with Embedded Media You can make your social media posts more engaging by embedding media content directly from popular third-party platforms. Instead of uploading files, you can use eit
How to Verify Your Business on Facebook
Overview To use certain features and products on Meta platforms, you may need to verify your business. This process confirms that your Business Manager account is associated with a legitimate and offi
Preparing Your CSV File for Bulk Social Media Scheduling
Understanding CSV Upload Options The Social Planner allows you to schedule multiple social media posts at once using a CSV (Comma-Separated Values) file. You can upload files in either .csv or .xlsx f
LinkedIn Analytics in Social Planner Statistics
LinkedIn analytics are now integrated into your CRM’s Social Planner Statistics, complementing existing support for Instagram and Facebook. This enhancement enables you to monitor and analyze your Lin
Automating Evergreen Social Content with Category Queues
What Is a Category Queue? A Category Queue is a tool that allows you to organize social media posts into groups based on a shared category and publish them automatically on a recurring schedule. Once
Social Planner: In-App Notification Banner for Disconnected Accounts
Stay Alert to Keep Your Social Media Flowing Your CRM includes a helpful notification system that alerts you immediately when any of your connected social media accounts become disconnected. These ale
Using Advanced CSV for Bulk Social Media Scheduling
What is Advanced CSV for Bulk Scheduling? Advanced CSV for Bulk Scheduling is a powerful feature within the CRM's Social Planner that enables you to upload and schedule large volumes of social media c
Optimize Your Social Media Posts with the Best Time to Post Feature
What is the Best Time to Post Feature? The Best Time to Post feature is an intelligent tool within the CRM's Social Planner that helps you maximize the impact of your social media content. It analyzes
Using Guided Content Questions in Social Planner
What Are Guided Content Questions? Guided content questions are a feature within the Social Planner that helps you create targeted and relevant social media content using AI. Instead of writing generi
How to Use the Edit with Ask AI Feature in Social Planner
What is Edit with Ask AI? Edit with Ask AI is a conversational tool within Social Planner that allows you to refine your social media content using natural language instructions. Instead of rewriting
Tagging Channels and Events in Community Posts and Comments
What Is Channel and Event Tagging? Tagging channels and events allows you to create clickable links directly within your community posts and comments. By typing the # symbol, you can select from a lis
Social Planner - Social Listening
What is Social Listening? Social Listening is a feature in your CRM that allows you to monitor real-time online conversations, cultural shifts, and emerging trends across various platforms. It goes be
Discover Trends with Social Listening
What is Social Listening? Social Listening is a research workspace within the Social Planner that gathers trending signals from multiple public sources. It helps you understand what people are searchi
Connecting and Using the Threads Integration in Social Planner
What is the Threads Integration in Social Planner? The Threads integration allows you to manage your Meta Threads account directly from your CRM's Social Planner. You can create, schedule, and publish
Manage Comments in Social Planner
What Is Comment Management? Comment Management in Social Planner allows you to view and respond to comments on your social media posts from a single dashboard. You can manage conversations directly wi
Connect and Manage Bluesky with Social Planner
What is Bluesky Integration? Bluesky is a decentralized social network where users share text, images, and videos. The CRM's Social Planner allows you to integrate your Bluesky account, enabling you t
Create Ads Directly from WhatsApp and Social Planner
Your CRM now includes one-click shortcuts that let you turn WhatsApp conversations and social media posts into paid ads without navigating away from your current workspace. These shortcuts automatical
Schedule Posts to Google Business Profile
About the Google Business Profile Post Scheduler The Google Business Profile (GBP) Post Scheduler is a tool within your CRM that lets you create and schedule posts for your Google Business Profile. Yo
Connecting Facebook Post Sync in Social Planner
About Facebook Post Sync Facebook Post Sync is a feature that imports your existing Facebook Page posts directly into the CRM's Social Planner. This allows you to view, manage, and analyze your histor
Social Planner: Sync Existing Instagram Posts
About Instagram Post Sync Instagram Post Sync is a CRM feature that automatically imports your previously published Instagram content into the Social Planner. This allows you to view, manage, and anal
How to Create Facebook Text Posts with Backgrounds in Social Planner
Creating Facebook Text Posts with Backgrounds You can create, preview, and schedule native-style Facebook text posts with colorful backgrounds directly from the Social Planner feature in your CRM. Thi
Creating LinkedIn Polls in Social Planner
What You Can Do You can now create and publish LinkedIn Polls directly from the Social Planner tool in your CRM. This feature allows you to design interactive polls without leaving your dashboard. Sup