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 Using Mentions

Mentioning other profiles can:

  • Boost post engagement by notifying the tagged account.
  • Support cross-promotion between brands or influencers.
  • Improve content discoverability on some platforms.

Important Notes

Mentions are available for Facebook and LinkedIn company pages. For Instagram, TikTok, and Google My Business, the @username will appear as plain text. Note that:

  • Mentions are not supported in CSV uploads, Review Posting, or RSS Posting.
  • In the preview, tags are highlighted in blue to confirm recognition.
  • Auto-suggestions are not available for Instagram—you must type the full @username manually, and the account must have mention permissions enabled.

Steps to Add a Mention or Tag

Step 1: Access the Social Planner

From the left navigation menu, select Marketing, then click the Social Planner tab at the top.

Step 2: Create a New Post

Click the blue + New Post button and choose + Create New Post from the dropdown.

Step 3: Choose Social Channels

Select the social networks where you want to publish. If you choose multiple channels, you’ll be prompted to enable the Customize for each channel option.

Step 4: Write Your Post

Compose your message for each channel. To tag a profile, type @ followed by the username. After a few characters, suggested profiles may appear for selection (where supported).