Connect Social Media Accounts
To add your first social account, click on the social media icon you’d like to add. Channels that you can manage in the social planner include Facebook, Instagram, Twitter, LinkedIn, TikTok, and Google My Business.
You can connect and disconnect accounts as needed, but start with at least one account connected to view the social planner and get started posting.
Selecting Accounts
If you're ready to connect your existing Facebook page or group, get started by clicking the Facebook icon. You'll see a pop-up that will open up for you to select the Facebook pages you would like to connect. Check off the pages and groups that you'd like to be used for social media postings. It's as simple as ticking some boxes!
Allow Account Access
After selecting your pages/groups, make sure to click the 'Allow' button. This will establish a secure connection between your CRM and the page/group.
Get Started!
Once 'Allowing Access' is completed, you can see all of the pages/groups on your screen, along with a helpful checkmark next to the 'Manage Social Accounts' step. This confirms that your account has been connected and is ready to go!
Ready to make your mark by scheduling out those social media posts? All you need to do is click on the 'Get Started' button located in the bottom right corner of the screen.