Have you completed the Design step of your social media campaign and now you're having trouble in the Social Share step? Here's how you can change the image so it displays your newly updated campaign design.

Please know that the Social Share step controls only the image that will be posted to LinkedIn. There's another step to do this for Facebook.

To edit that image in the Social Share step, click the Edit link within the Preview and upload a different image.

Regarding Facebook shares, it is controlled in the Design step under ADVANCED SETTINGS.

This is how you can start creating a new social media campaign using this software.

The best way is to choose a template.

• Go to Campaigns in the left navigation pane and filter the available campaigns.
• Then hover over the one you like and click the ‘Use This Template' button.

How do I change content and images?

• Just click on the content and it switches to an editor.
• To change images, click to the right of an image and hit the ‘backspace' bar or switch to source code view and change the HTML code.
• You can do this by clicking anywhere in the content area. A content editor should pop-up. Click on the “HTML” button on the top left corner, then edit the code.

If you want a more in-depth walkthrough, you can check out this article:

Campaign: How To Create And Manage A Photo, Video Or Essay Contest From Start To Finish (Step-By-Step)

This is why Tweets can't be requeued.

Twitter strictly forbids reposting of the same content on its network. For that reason, we've disabled ReQueues for Twitter (X) only, it works on Facebook, Instagram, and LinkedIn. You can still go to the Sent folder and open the message you want to resend ‘as a copy', then make a change to it, then add it back to the Queue just over the Twitter (X) profile. Another requirement they've imposed recently is that you can't include more than one Twitter (X) profile in a single post, so those have to be done in the same manner as described above, one at a time.

Please be sure to make some change before reposting content, as Twitter (X) can shut down accounts with no warning or recourse if you violate these rules.

I want to create a post to one of my social profiles, but there's nothing on my Publish dashboard.

If you have your social account added in Account Preferences, and you're not seeing them on Publish dashboard, it could be that you are a sub-user of this account that you're working on.

You need to ask the main account holder or a user with an Admin role to go to Manage Users > Find your username > Edit and, add those social accounts under Permitted Accounts.

Why are my Instagram videos uploaded to YouTube even though they are very short?

Learn why videos are uploaded to YouTube.

If you choose to post your message to Instagram using our mobile app, videos will be uploaded first to YouTube.

For now, we upload to YouTube and a screenshot of your video gets pushed to Instagram to post and it includes a shortened link to the video on YouTube to save you time.

This article will give you best practices for which account will grow your business the fastest. This can vary by situation and industry, but is a good overview to get you started.

Instagram

Personal Account

• Pros:
  • Easy to set up and use
  • Can be used to connect with friends and family
  • Can be used to share personal photos and videos
  • Can be used to build a personal brand
• Cons:
  • Not as effective for businesses as a business account
  • Cannot access business features and tools
  • Cannot run ads

Recommendation:

A Personal Instagram account can help you build brand awareness and connect with potential customers on a personal level.

Business Account

• Pros:
  • More effective for businesses than a personal account
  • Can access business features and tools
  • Can run ads
  • Can track analytics
  • Can create a professional profile
• Cons:
  • More difficult to set up and use than a personal account
  • Requires more time and effort to manage
  • Can be more expensive than a personal account

Recommendation:

If you are a business owner, you should set up a Business account on Instagram. The way to do this is, after you created your Personal Account and you now have a username and profile picture, you can tap Next. Then tap Switch to Professional Account. Then select Business and follow the instructions to complete your profile.

An Instagram Business account will give you access to business features and tools that can help you grow your business, such as the ability to run ads, track analytics, and create a professional profile.

Facebook

Personal Account

• Pros:
  • Easy to set up and use
  • Can be used to connect with friends and family
  • Can be used to share personal photos and videos
  • Can be used to build a personal brand
• Cons:
  • Not as effective for businesses as a business page
  • Cannot access business features and tools
  • Cannot run ads

Recommendation:

You can set up a Personal Facebook account if you want to use Facebook to connect with friends and family. However, keep in mind that a personal account will not be as effective for businesses as a business page.

Business Page

• Pros:
  • More effective for businesses than a personal account
  • Can access business features and tools
  • Can run ads
  • Can track analytics
  • Can create a professional profile
• Cons:
  • More difficult to set up and use than a personal account
  • Requires more time and effort to manage
  • Can be more expensive than a personal account

Recommendation:

If you are a business owner, you should set up a business page on Facebook first. This will give you access to business features and tools that can help you grow your business, such as the ability to run ads, track analytics, and create a professional profile.

Business Group

• Pros:
  • Can be used to connect with customers and prospects
  • Can be used to share information and updates
  • Can be used to run contests and promotions
  • Can be used to gather feedback
• Cons:
  • Can be difficult to manage
  • Can be time-consuming to moderate
  • Can be difficult to get people to join

Recommendation:

If you are a business owner, you should consider setting up a business group on Facebook if you want to create a community around your brand. Business groups can be a great way to connect with customers and prospects, share information and updates, run contests and promotions, and gather feedback.

Twitter

Personal Account

• Pros:
  • Easy to set up and use
  • Can be used to connect with friends and family
  • Can be used to share news and updates
  • Can be used to build a personal brand
• Cons:
  • Not as effective for businesses as a business account
  • Cannot access business features and tools
  • Cannot run ads

Recommendation:

If you are a business owner, you should set up a business account on Twitter first. This will give you access to business features and tools that can help you grow your business, such as the ability to run ads, track analytics, and create a professional profile.

Business Account

• Pros:
  • More effective for businesses than a personal account
  • Can access business features and tools
  • Can run ads
  • Can track analytics
  • Can create a professional profile
• Cons:
  • More difficult

LinkedIn

Personal Account

• Pros:
  • Easy to set up and use
  • Can be used to connect with friends and colleagues
  • Can be used to share news and updates
  • Can be used to build a personal brand
• Cons:
  • Not as effective for businesses as a business account
  • Cannot access business features and tools
  • Cannot run ads

Recommendation:

If you are a business owner, you should set up a business account on LinkedIn first. This will give you access to business features and tools that can help you grow your business, such as the ability to run ads, track analytics, and create a professional profile.

Business Account

• Pros:
  • More effective for businesses than a personal account
  • Can access business features and tools
  • Can run ads
  • Can track analytics
  • Can create a professional profile
• Cons:
  • More difficult to set up and use than a personal account
  • Requires more time and effort to manage
  • Can be more expensive than a personal account

Recommendation:

Once you have set up a business account on LinkedIn, you can then consider setting up a personal account if you want to use LinkedIn to connect with friends and colleagues. However, keep in mind that a personal account will not be as effective for businesses as a business account.

Pinterest

Personal Account

• Pros:
  • Easy to set up and use
  • Can be used to connect with friends and family
  • Can be used to share photos and videos
  • Can be used to build a personal brand
• Cons:
  • Not as effective for businesses as a business account
  • Cannot access business features and tools
  • Cannot run ads

Recommendation:

If you are a business owner, you should set up a business account on Pinterest first. This will give you access to business features and tools that can help you grow your business, such as the ability to run ads, track analytics, and create a professional profile.

Business Account

• Pros:
  • More effective for businesses than a personal account
  • Can access business features and tools
  • Can run ads
  • Can track analytics
  • Can create a professional profile
• Cons:
  • More difficult to set up and use than a personal account
  • Requires more time and effort to manage
  • Can be more expensive than a personal account

Recommendation:

Once you have set up a business account on Pinterest, you can then consider setting up a personal account if you want to use Pinterest to connect with friends and family. However, keep in mind that a personal account will not be as effective for businesses as a business account.

Google Business Profile

Pros:

• Free to set up and use
• Can help customers find your business online
• Can provide valuable insights into your customers
• Can help you manage your online reputation
• Can help you attract new customers

Cons:

• Can be time-consuming to manage
• Can be difficult to get people to leave reviews
• Can be difficult to stand out from the competition

Recommendation:

If you are a business owner, you should set up a Google Business Profile. It is a free and easy way to improve your online presence and reach new customers.

Conclusion

Ultimately, the best type of account for your business will depend on your specific needs and goals. Consider your target audience, budget, and resources when making your decision.

Here are some additional tips for using social media to grow your business:

• Create high-quality content that is relevant to your target audience.
• Post regularly and consistently.
• Use hashtags to reach a wider audience.
• Engage with your followers by liking, commenting, and sharing their content.
• Run ads to reach a larger audience and promote your products or services.
• Track your results and make adjustments to your strategy as needed.

By following these tips, you can use social media to grow your business and reach new customers.

Have you ever been frustrated for not being able to publish your image to Instagram because of an incorrect aspect ratio? Cheer up now, here's a short guide to help you.

Instagram Image Sizes for 2022

① Instagram Ad (single image or carousel): 1080 x 1080 px

② Instagram Post: 1080 x 1080 px (1:1 ratio)

③ Instagram Profile Photo: 360 x 360 px

④ Instagram Landscape Photo: 1080 x 608 px (1.91:1 ratio)

⑤ Instagram Portrait: 1080 x 1350 px (4:5 ratio)

⑥ Instagram Story: 1080 x 1920 px (9:16 ratio)

⑦ IGTV Cover Photo: 420 x 654 (1:1.55 ratio)

Source

☝️ If you have a photo that's ready to go but has the wrong size, you can quickly resize it using any of these free online tools:

Canva how to resize

Pixlr e how to resize

Fotor how to resize

Picmonkey (free trial) how to resize

Learn the factors that may affect your social posting to LinkedIn.

LinkedIn is limited to 3000 characters including spaces. Please shorten your link and it will work.

If it's under 1300, you need to be sure that you're logged in as the user who posted, to see the live post, depending on your privacy settings on LinkedIn.

I clicked on Facebook/Twitter/LinkedIn/Instagram post in Publish editor, but it won't allow me to edit my post

Please open your browser as a Private window mode and try again. It sounds like you might be experiencing a plugin/extension conflict.

Click on the text of your message in the Facebook/Twitter/LinkedIn/Instagram preview and it should convert to an editable field.

Another solution is to use a different browser versus a private window or you can start disabling each of your browser extensions until you find out which is conflicting, then see if that has an update available.

Is there bulk photo upload?

Is bulk upload of photo available?

We don't have a bulk photo upload yet.

But you can save all of your images in our Asset Library and you can use it anytime without the need for re-uploading.

Here's how:

Go to Publish Editor > Click Add Images > Click Upload An Image.

Repeat the process for all of your images.

When you do this, you are saving your images in the Asset Library.

So when you have to create a new post, you don't need to upload an image again, you just need to click on Add Images > Select the Image.

I scheduled a Facebook post and added a link. But the image that I'd like to show didn't pull through. The post is showing the website image.

Facebook doesn't allow any 3rd party app to specify which image is used with a Link type post, where there's a link attached.

However, they do allow you to force an Image post type and specify the image. It's a change they made late last year.

What you can do is upload your own image and attach it to your post, then switch on the ‘Attach media' switch above the Facebook preview. It will move your attached link to the end of your message, so it still links.

Learn how to use the Schedule feature of the Publish dashboard,

If your goal is to publish the same social post every 45 days, what you need to do, after publishing or scheduling it for the first time, is, you may go to Queue tab or Sent tab, find that post, click on actions on the right column, click the dropdown arrow and select ‘Open as Copy', and then schedule that post for the next 45 days. You need to repeat the process until you reach the number of times you want that post published.

Here's why we upload your videos to YouTube first when posting to Instagram using the mobile app.

Sorry, there is no option to NOT upload to YouTube when posting to Instagram using the mobile app because we don't support native video publishing yet. It goes to YouTube and shares the thumbnail and, link to the YouTube video on Instagram.

Learn about time-specific categories.

We do have a date range for Categories that shows a bar on the calendar for that date range indicating that the Category has something special going on during that time. It was designed for things like a holiday event that spans a period of time.

Understand how you can make use of leads.

A ‘Lead' in our reports and goals are visits to the client's web pages that contain our ‘Lead' tracking pixel, which we provide in Account Preferences.

You can place it on Thank You confirmation pages wherever you determine a ‘Lead' conversion takes place, it's different for every company.

Some consider an eNewsletter signup a Lead, they would place the pixel there. Other's don't consider that a Lead, so they wouldn't want to place the Lead pixel there.

You can actually place multiple pixels on one page.

In the above example, you might want to create a custom tracking event for eNewsletters and place the custom pixel AND the Lead pixel, so this, and other Lead conversion events are counted towards the company's total Lead count in reports.

Learn how share buttons can help you achieve your SMM goals.

Smart Share buttons provide an in-line share experience. Smart share buttons allow you to choose which image, title, subtitle, and description is shared. You can even embed a video in the social news feeds instead of an image.

Here are other benefits:

• Users are added to your Social CRM Database so you can identify and connect with your most influential advocates.
• Multi-network shares are simplified by allowing your visitors to enter a single message and share it to Facebook, Twitter & LinkedIn.
• Links are tracked and integrated with your analytics software as well as our reporting dashboard.
• Preview & edit how the shares will look in Facebook, LinkedIn & Twitter.
• Add custom default comments to encourage positive user comments.
• Add a coupon link or white paper link to the user comments automatically to boost referred visits.

Learn why this Social Media Management (SMM) tool was developed.

In a dizzying era of social media freeware, platforms, vendor mergers, widgets, apps, specialists, consultants, visionaries and hourly technical innovations, this software reduces the complexity of delivering clear, effective messages to highly targeted audiences by integrating mediums across the leading social networks—Facebook, Twitter, LinkedIn, and YouTube.

It is a powerful new social analytics solution for businesses seeking to build and sustain a large social community and automate hundreds of mundane IT tasks that would otherwise require hours of attention daily.

It frees up the social media team’s time to focus on more strategic tasks. The tool is ideal for small, mid-sized and large companies as well as advertising, marketing services, and public relations agencies.

With a unique focus on integrating video into any social media program and making the output mobile device-friendly, this SMM tool significantly reduces the risk, cost and complexity of managing this high-impact medium by simplifying the approval and syndication process.

It also adds extreme control over where video and associated content is published and how viewers can engage with a brand, a product, their peers and a larger social community.

This approach to better social results is based on years of experience by its founders and an appreciation for why many social campaigns don’t work—because the devil is in the details—which we deliver through an impressive workflow that saves time and money while improving reach and results.

Find out what our Knowledge Base is about.

This Knowledge Base is our online help desk that will guide you through to get you started using our social media management software. It provides step-by-step instructions that you can easily apply to get familiar with our social tool.

Here's a list of our current integrations.

1. Zapier
2. MailChimp
3. Salesforce
4. Infusionsoft
5. Aweber
6. ActiveCampaign
7. MailerLite
8. ExactTarget
9. GetResponse
10. Moosend
11. Platform.ly
12. Webhook
13. Drip
14. SendFox

To integrate with your email service provider, simply go to Account > Integrations >Select your provider > Match the field names between your provider and ours OR, simply add the API key. You're done!

Now you can integrate this tool with most Email Service Providers and CRM's by using the HTML form they provide. Here's how.

New Feature Demo & Training: HTML Form Integration For Social Media Campaigns

Introduction

We are excited to announce our new HTML form integration feature for Social Media Campaigns. This feature extends our integration capabilities, especially for those using an Email Service Provider (ESP) or Customer Relations Manager (CRM) not previously integrated with our software.

Setting Up HTML Form Integration

Step 1: Integration Screen

• Navigate to the Integrations screen from the top navigation.
• You will see a new option, HTML Form Integration.

Step 2: Prepare Your Form

• Access your ESP or CRM dashboard.
• Go to Landing Pages and Forms.
  • Note: The process may vary based on your provider. Consult their support if needed.

Step 3: Embedding the Form

• Choose the form you wish to integrate.
• Select the Embed option, focusing on HTML rather than JavaScript.
• Copy the entire HTML code of the form.

Step 4: Paste HTML in Software

• Return to our software.
• Under HTML Form Integration, paste the copied HTML code.

Step 5: Extract and Map Fields

• The software will parse the HTML and extract fields like first name and email address.
• Map these fields to corresponding fields in the software database.
• Note: Ignore fixed-value fields as they are automatically handled.

Step 6: Integration with Campaigns

• In your campaign settings, select the HTML Form as your submission form.
• This will map the campaign to your ESP or CRM via the HTML form.

Additional Steps for Complex Forms

• For more complex forms (e.g., webinar sign-up forms), you might need to extract HTML directly from the page source.
• Copy the HTML form tags from the source and paste them into the software.
• Map the relevant fields as previously described.

Summary

• Simplify your form: Avoid using overly complex forms. Tailor your form to only include necessary fields for your campaign.
• Support: If you encounter any issues or have questions, our customer support team is here to assist you.

This integration feature bridges the gap for those whose ESPs or CRMs were not directly integrated with our software. It allows for a broader range of integrations and provides flexibility in managing your campaigns.

This format provides a comprehensive guide for users to utilize the new HTML form integration feature effectively, ensuring they can integrate a wide range of ESPs or CRMs with our software.

This helps you if you have a Workspace that you no longer want to be attached to your Agency Dashboard or if you no longer need the Workspace at all.

Go to the Agency Dashboard and hover over the Workspace you want to delete. Depending on the account type you have, you might see a red trash can icon when you hover over the Workspace in the list. If so, just click it twice. However, if no trash can icon appears, you have to contact us via live chat because you have the option of detaching it from your dashboard to use it as a standalone account… or to delete it permanently. Just let the agent know which you want to do.

Searching within the software is quick and easy.

The Search area is displayed at the bottom of many of our pages.

To perform a quick search, click the drop-down arrow and choose what you are searching for (for example, a campaign, a message, etc.) and then type the search keyword in the Quick Search box. Click Search and any matches will be displayed. Click the Clear button to clear the search fields. You can also click the drop-down arrow to change the number of results displayed.

Follow these steps if you're unable to use the mobile app to post to Instagram.

You need to clear your Instagram cache/data.

Here's how to clear app data for a specific Android app:

• Step 1. Open Settings.
• Step 2. Navigate to Apps.
• Step 3. Tap on Instagram.
• Step 4. Tap on Clear Data and Clear Cache.

Do you need to authorize Google to allow SMTP email? Follow the steps below.

Click here for detailed instructions from Google Workspace Admin Help Docs

1. Go to Apps > Google Workspace > Gmail > Routing.
2. Scroll to SMTP relay service.
3. Select configure.
4. SMTP relay service – enter description of service. Ex: SMTP for [software name] – [Your brand] Outbound Mail Integration.
5. Allowed Senders – select “Only addresses in my domain”
6. Authentication – Select Require SMTP Authentication
7. Encryption – Select Require TLS encryption

If your G-Suite account uses 2-Step Verification

1. Create an App Password.
2. Go to your Google Account.
3. Select Security.
4. Under “Signing in to Google,” select App Passwords. You may need to sign in. If you don’t have this option, it might be because:
   1. 2-Step Verification is not set up for your account.
   2. 2-Step Verification is only set up for security keys.
   3. Your account is through work, school, or other organization.
   4. You turned on Advanced Protection.
5. At the bottom, choose Select app and choose “Other – custom name”
6. Enter [Your Brand Name]
7. Select Generate.
8. Copy the 16-character code and save it in a safe place.
9. Tap Done.

☝️ Tip: Most of the time, you’ll only have to enter an App password once per app or device, so don’t worry about memorizing it.

Add credentials to the Custom email server SMTP of this software.

1. Navigate to “White Label.”
2. Select “Custom email SMTP Server.”
3. Under SMTP Server enter: smtp-relay.gmail.com
4. Port – 587
5. Encryption – TLS
6. Select “SMTP Auth”
7. Auth Username: your full email address (yourname@yourdomain.com)
8. Auth Password: enter the 16-character code from above
9. Enter Sender/Reply-to Name
10. Enter your Sender/Reply-to Email
11. Send Test email.

You're DONE!

It's time to Get Started so you can make your social media management easier and faster!

Learn more about the software, how to navigate through its features and achieve your business goals.

Great to see you here! Get started with your account with these training articles and resources.

How to Set-Up Your Software Account Quickly (Onboarding) / How to Add Your Social Accounts

How to Add All of Your Facebook Pages and Groups in Account Preferences

How to Add Your Instagram Accounts

How to Post to Your Instagram Accounts Using Our Mobile App

How to Post to Your Instagram Accounts Directly Via our Integration With Vyral.io

How to Upload Videos to Your YouTube Channel

Find answers to your questions in our Knowledgebase (or get your specific questions answered even faster with Speedy, our AI Support Bot).

When participants of a campaign upload their videos, where do these videos go?

Where are these videos stored?

Submitted videos are now hosted on our server.

(This is for any contest campaigns that allow uploads)

Please check your ‘Deadline to Submit Entry' in Campaigns > Edit Campaign > Contest Options, and make sure that it's a FUTURE date.

I am unable to log-in to the mobile app, but able to log-in to the web app

Here are some tips to be able to login to the mobile app:

• Be sure you're using the main account login, not a sub-user account login.
• Be sure you are not using your email address, it must be the Username.
• If you get the incorrect password notice, manually delete the password, then immediately type it in and try again.
• You might need to uninstall the mobile app and install it again, to refresh the system.
• If none of these work, try changing your main login password to a shorter one in the web app, then try the app again.

Is there a way to remove the “Published by…” text in my posts?

Do you see the “Published by…” text when you post through our software? Here's what you need to know.

If you're referring to the 3rd party API attribution, social networks will always show that because it was posted with our API. Sorry, but there's no way to remove it at this time. Though will try in the future when they open their API options.

I press “Publish Now” button, NOTHING happens.

Is the Publish dashboard unresponsive?

You may need to refresh your system. Can you please log out, close that tab, create a new tab and log back in?

Do this step if your Verification Report status shows “Failed.”

In Publish editor, please go to the Sent tab, click on the dropdown arrow on Actions column and select Open as Copy. Please try posting it again.

Where can I find a social post I published?

Here's how to find published posts.

In Publish editor, please go to the Sent tab, click on the dropdown arrow on Actions column and select Verification Details.

If it published successfully, you should see the status as “Verified.” You can click “View live post” to check how it appears on your social network.

Emojis are important in connecting with your audience when publishing social media posts. Learn how you can use them regardless of the device you're using.

How to Use Emojis on a Mac

Step 1: Place your cursor in the Message field of the social publisher.

Step 2: Press ALL at the same time – Command + Control + Space Bar. This should open up a small panel of all the fun emojis that you can use.

Step 3: Choose your emoji. Scroll through the panel, select a category, and click. There you have it!

You can see that more emoji options become available when you click on an emoji for 2 or more seconds. Make the hair black, blonde or brunette, or change the skin tone. Enjoy!

How to Use Emojis on a PC

Step 1: Place your cursor in the Message field of the social publisher.

Step 2: Press ALL at the same time – Windows key +; or Windows key + . and the emoji box pops up.

Customize the video submission buttons in video campaigns.

You need to add the following to the CSS field in the ADVANCED SETTINGS tab in the Design Editor to remove the ‘Record a Video' button:

#sm_submit_record_webcam {
display:none
}
#frm-button submit-video-buttons {
display:none
}

Or edit them after they are submitted?

To remove the caption entry on the Photo Contest template, you will have to use a custom CSS that will hide the text from the form. I'm sorry but we don't provide that support. You may want to ask for help from your web developer.

When I embed it on my web page using the embed code it defaults to that!

You need to go to Campaigns Editor > Design > EDIT WIDGET in the left navigation panel, then select the proper size there. It will automatically change the code when you click Save & Deploy. Just copy the iframe code there and you're done.

How publishing a video to Instagram using the mobile app works

This is how your video is published in Instagram using our software.

If you publish a video to Instagram through our mobile app, it will upload the video to YouTube and push a screen thumbnail of the video to Instagram along with a shortened URL to the video on YouTube.

When the mobile app notifies you that it's time to post, and you click on ‘Open in Instagram,' you will see the video thumbnail, and the shortened url, when you paste the caption.

How many pixels can you generate using the software and use in your campaigns?

A maximum of 6 custom pixel codes can be generated, 6 custom plus the existing 1 sale and 1 lead pixel.

When I use the pixel codes in my eCommerce store, how would it know any of my sales?

Place the ‘Sale' pixel on the Thank You order confirmation page of your eCommerce store. Replace the ‘0.00' part of the script with the variable provided by your eCommerce platform for the purchase amount.

Follow the instructions below to customize the autoresponder of a campaign.

Go to Campaigns Editor > Settings. From there, find Email Notifications. Choose the email that you want to edit. Click on ‘Edit' on the right side. It should open the Email Editor where you can set up the email that your participant will receive upon submitting an entry in your campaign.

Learn how to add a Facebook pixel (or any pixel) to your Social Media Campaign template.

Go to Campaigns > Edit Campaign > Design > ADVANCED SETTINGS, then add the Facebook script to the Tracking & Retargeting Tags section depending on if you only want it on the Thank You screen or every screen, it's your choice.

Follow the steps below to re-link all your Facebook Pages and Groups and Instagram accounts to the software.

How to authenticate / re-authenticate

It sounds like somehow we didn’t get the app permissions when you authenticated Facebook. Please remove all Facebook and Instagram accounts from within the software and remove the software app (Campaign Share) from your ‘Business Integrations' page in your Facebook account, then re-authenticate in the software. Be sure to check all the permission boxes.  It should clear this up.

Be sure that when you go to add a second Facebook account, you log out of the first Facebook account by going to www.facebook.com and clicking Log Out from the menu (Otherwise, it will just keep trying to add the first account), then return to your Account Preferences in the software and add the next Facebook account, repeat for each new account.

Also, make sure that the Facebook account you authenticated with has an “Admin” or “Editor” role. The following roles will not have permission from Facebook to post: “Moderator”, “Advertiser”, “Analyst”, or “Jobs Manager”.

Facebook Connection Issues Resolved!

If you've experienced failed Verification Reports with Facebook or Instagram lately, you might need to re-establish the connection with Facebook from scratch. It only takes a minute.

Here’s what to do:

Resolving Facebook and Instagram Integration Issues

Introduction

Experiencing issues with Facebook or Instagram? Here's a step-by-step guide to effectively clear out any problems and start fresh.

Step 1: Clear Out Connected Accounts

• Navigate to your Facebook account.
• Remove any Instagram accounts connected with your Facebook profile.

Step 2: Remove Permissions

To ensure a fresh setup, follow these steps to remove existing permissions:

• Go to Facebook and click on your profile image.
• Select Settings and Privacy, then click Settings.
• On the left side, choose Security and Login followed by Business Integrations.
• Locate our publishing app, such as ‘Campaign Share', and choose to remove it.
• Confirm the removal to clear out all your previous permissions.

Step 3: Re-Add Account and Permissions

Now, it's crucial to re-add your account and permissions correctly:

• Return to your account and click Add Account.
• As you re-add the account, pay attention to the permissions stage.
• When prompted, Select All Permissions. This includes permissions for groups or pages you may not intend to use with our software.

Important:

• Grant all permissions, even for groups/pages you don't plan to use with our software.
• This step is essential for authentication purposes and ensures seamless publication across desired groups or pages.

Step 4: Finalize Configuration

• After selecting all required permissions, you will be redirected back to your account.
• You can now continue to configure and use your account as needed.

Remember, these steps are vital for a smooth integration and use of our services with your Facebook and Instagram accounts.

☝️Does your setting seem different than what is above? You may have a business account on Facebook. Please go here to find Apps:

Learn more about the autoresponder emails.

The autoresponder emails are notification emails that you can set for every action that happens during your campaign, for example, when someone submits an entry, when the entry is approved, or when you want to remind your participant to share.

About using 3rd party URL Shorteners.

Sorry, you can't. If you turn off the software tracking, you will have no link shorteners at all. We're looking into integrating with other link shorteners in the future. 

For now, you have to use our URL Shortener.

Does the system separate them by campaign?

Correct. Pixels are based on actions and the system knows how to separate.

My YouTube Channel Options Are Not Showing

Please try this first.

Remove YouTube from Account Preference, then add it back and be sure all permissions are granted during authentication. And please make sure it's an active YouTube channel.

Please make sure that:

There is at least one social profile selected in Publish Editor. You need to click ‘Add a video' and upload a video. Then it will show the YouTube channel options. We are making a change soon to allow publishing to YouTube even when no social profiles are selected.

Add all your social accounts into your Workspace.

At the top-right of your screen, click ‘Account', then choose ‘Account Preferences' from the drop-down list. At the top of this page, click ‘Add Account' next to each social network you want to add.

We've created a Getting Started Guide to help:

Getting Started Guide

How can I edit a post in the queue that my user has added? I don't see it with the main account.

Learn how to edit the posts that other users in your account created.

[Update 23 Jun 2023]

NEW FEATURE: Account Owners Can Now Join an Approval Workflow!

When you start a fresh account, in the past, you would need to also set up a User login for yourself separate from your main login credentials if you wanted to approve routings. Now you don't have to. You only need to set up User accounts for your staff and clients!

If you are the main account holder, you still have to add yourself as a user in your account and set the Admin role. Please check this article.

How can I approve posts of other users in my account?

When you log in using the username of that Admin, you should be able to edit the messages in the Queue tab of a sub-user.

However, we recommend that you use instead of the approval workflow so queue posts don't go out before you've checked them and approved.

Learn how our social media management tool can help your agency.

Our social media marketing and management tool can help your agency grow by giving your clients access to social media campaigns that bring in measurable engagement and referrals to their business. You will be able to provide reports proving this.

The question that we explore in this article is how to structure your client accounts.

Should you run all clients through a single account OR run each client through a separate account?

The sweet spot for you might be a mix of the two, where less demanding clients are served in the main account and others get their own account (hopefully paying a small technology fee to help out). Since using a single account is less expensive, this article is written as a how-to for serving multiple clients in one account, but the drawbacks are also detailed so you can make your own decision on a client-by-client basis. I won’t mention convenience factors as a drawback, I will stick to what can and can’t be accomplished.

Social Publishing

You can schedule posts for multiple clients using a single account.

1. In Account Preferences, add the social profiles of all clients.
2. In the publisher, select only the profiles for that client.
3. Create separate Categories for each client and select their Category when posting to their profiles. You can even create multiple Categories for each client, so you might have ‘Client A – Promotions’ and ‘Client A – News’ for example.
4. If your client will need to have publishing rights as one of your three allowed sub-users, be sure to restrict their Social Profile access to their accounts only, so they can’t post to your other clients' profiles. Do this in User Settings.
5. If you have one or more clients that need to approve posts before they publish to social, you will need to create a sub-user for whoever does the posting (even if it’s you) and a separate sub-user for you that is set to approve the posts. As approval emails come to you, you can click the ‘Approve’ button if that client doesn’t require pre-approval. If that client requires it, you would need to forward the approval email to them so they can click the ‘Approve’ button or reply if they have changes.

Drawbacks to a single account versus separate accounts:

• All of your shared links will include the parameters set in Account Preferences. This means that if you have a client who doesn’t want Google Analytics UTM parameters added to their links (even though it doesn’t hurt anything to include them even if they don’t use Google Analytics), you would need to strip out these parameters from the global settings and from that point forward, manually add tracking parameters to each URL you share.

Calendar

You can use the marketing calendar for multiple clients using a single account.

1. To share the calendar with your client, instead of issuing them a sub-user account with calendar permissions, you will need to filter the calendar for their Categories, then screenshot the calendar and send it to them as an attached image or PDF.
2. You may still add reminder notifications for each client on the calendar, and even have it email them directly with the reminder at the assigned time. This allows any email address to be used.

Drawbacks to a single account versus separate accounts:

• You won’t be able to share a live calendar with your client unless you have a separate account, or they would be able to access other client’s calendar items too.

Campaigns

You can run campaigns for multiple clients using a single account.

1. Most campaigns insert the company name in the terms of use/rules, so you will want to change the company name in Account Settings for the duration of the campaign and you can only run them one client at a time. We are adding a custom field for company name for in the next couple weeks at no charge though, so you can simply enter your client’s company name in each campaign. This will allow you to run campaigns for multiple clients simultaneously. [UPDATE: We have completed this task and it is live! It is located in the Design step of the campaign setup process and can be found in the ADVANCED SETTINGS in the left nav.]
2. If you have one or more clients that need to approve User Generated Content entries as they come in, you will need to set your personal sub-user account as the Moderator, then as approval emails come to you, you would need to forward the approval email to them so they can click the ‘Approve’ or ‘Delete’ button or reply if they have concerns. There’s no need for them to log in to Approve or Delete.
3. Select the integration for that company. However, keep in mind that each account can integrate with one MailChimp account and one Aweber account, etc. You can map multiple lists within those accounts, but you can’t integrate a single Campaign Share account with company A Mailchimp account and company B MailChimp account, only one Mailchimp account (for example). If you have two clients with Mailchimp or 2 Aweber or 2 Infusionsoft, etc. accounts, you can use the integration feature with the first client, but for the second client, you’ll need to download their campaign participants database as a CSV file and send it to them to upload to their system manually.
4. Create separate email notification templates for each client and assign to their campaigns
5. Create custom subdomains on the fly, by replacing the system generated subdomain with your client’s company name. We have a ‘catch-all’ subdomain system to allow for this. For example, if the system generates https://demo.speedysocialai.com/testimonials/c12256/  you could replace ‘demo’ with ‘clientname’ so you could share https://clientname.speedysocialai.com/testimonials/c1156/ with your client to promote and it works. It even keeps that URL in the browser location bar throughout the visit.
6. If you are running a Referral Sweepstakes or a campaign with Referral Rewards, you should create a separate custom tracking pixel in Account Preferences just for that client. Otherwise, if Client A and Client B share the same customer and are using the same tracking pixel used as the goal for the referral campaign, if an entrant to Client A’s referral rewards or referral sweepstakes campaign and shares their entry, then Friend A clicks on the shared link and later navigates to Client B’s tracked page a week later, this would count as meeting the goal set by Client A even though they didn’t get that visit, Client B did.

Drawbacks to a single account versus separate accounts:

• The integration issue described above.
• There is a global email template feature in Account Preferences that adds a custom HTML header and footer to all notifications. You won’t be able to use this or it will add client A branded headers/footers to all notifications. You’ll need to add branding within each email notification you create for that client.

Social CRM

There are limited features that can be used when using a single account.

1. You can share individual contact detail pages with your client by using the blue ‘Assign’ button on the detail page. Then enter the client’s email address. The system will email them a link to the detail page without having to log in to the software.

Drawbacks to a single account versus separate accounts:

• While individual campaigns can be exported or integrated for individual clients, Social CRM is a consolidation view that pulls in all activity from all campaigns, share buttons and social post activity into a single view. That means that contacts from all clients will appear in this view and there is no way to filter them out by the client.

Share Buttons

You can generate share buttons for multiple clients using a single account.

1. Include the name of the client at the beginning of the share button name (Ex. ‘Client A – white paper’). This will allow you to filter using the client’s name to find their buttons if you need to edit or delete them. It will also help in reporting.

Tracking Pixels

You can track multiple custom events for multiple clients using a single account.

1. Provide each client with the Sale and Lead tracking pixels to add to their websites.
2. Generate a custom tracking pixel (you can create up to 6 of them) as your clients request them for tracking things like blog visits, email newsletter signups, etc. Once you create one, all of your clients may use the same custom pixel. For example, if you create a blog visit tracking event and Client A places it on all their blog pages and Client B places it on theirs too, what will happen is when you run a social post for Client A and filter the report for their Categories, it will show all blog visits for their posts only. Similarly, it will report on blog visits resulting from clicks on Client B’s social posts only. The same thing with Campaign reporting, it will work too. The risk here is that if Client A and Client B share the same customer, if they click on Client A’s post then navigate to Client B’s blog a week later, this will register as a blog visit and will inflate the blog visit count for Client A. The referral campaign issues are discussed in that section above.

Drawbacks to a single account versus separate accounts:

• Reports will include reporting on all custom tracking events. For example, if you have a client that wants to track people who sign up for White Paper A and White Paper B separately, you can create separate custom tracking event pixels for each of those events. However, now when you run social publishing and campaign reports, it will show ‘White Paper A’ and ‘White Paper B’ on their reports. The values should be zero since they don’t have those pixels on their pages, but it will look a little odd to them.

Reporting

You can track multiple custom events for multiple clients using a single account.

1. To generate a Published Message report, select the Category of your client from the dropdown filter. If your client has multiple Categories assigned to them, like ‘Client A – blog posts’ and ‘Client A – promotions’, you would need to run the reports separately for each Category.
2. To generate a Campaigns report, select their campaign from the dropdown filter.
3. To generate a Share Buttons report, enter the client’s name in the search field and it will only show their share buttons, assuming you followed the instructions above and included the company name in the share button name.
4. To generate a Videos report, select the videos for that client.

Drawbacks to a single account versus separate accounts:

• The Overview report will not work for multiple clients, as it pulls in information from all activities across the entire account.
• The Optimal Publishing Times report will not work for multiples clients, as it pulls in information from all activities across the entire account.

Conclusion

The most cost-effective way to manage multiple clients is through a main account for all clients except for clients who are more demanding. The most convenient way is to have a separate account for each client.

How to allocate the roles of the three users available on each account

You can set up yourself as the ‘Approver' for one sub-user, your designer as another sub-user, and the client as the third sub-user to view reports and the calendar only.