Onboarding: Streamline Your Social Media Marketing

Setting Up Your Account for Maximum Efficiency

Welcome to your new Social Media Marketing and Management account! Our goal is to help you set up your account swiftly, enabling you to save hours each week on social media marketing and management tasks. Follow these steps to streamline your social media management:

Adding a Social Profile

1. Start by Adding Your Facebook Personal Account:
   • After adding your Facebook personal account, any associated business Instagram accounts will automatically be linked.
   • Note: If you have a personal Instagram profile, you can add it separately.
2. Facebook Pages Management:
   • All your Facebook pages get attached automatically.
   • Important: Deselect any Facebook pages you don't intend to publish to, as direct publishing to personal Facebook accounts via third-party apps is not permitted.

Configuring Account Settings

1. Customize Your Settings:
   • Review various account settings to tailor them to your specific needs.
   • Add custom tracking events, like tracking free trials from a specific social media post or campaign performance.
2. Saving Your Customizations:
   • Once you have adjusted your settings, click ‘Save' to finalize the changes.

Exploring the Social Media Publisher

1. Default Account Selection:
   • Set your preferred accounts (like Instagram, LinkedIn, Twitter) as default for publishing.
   • Craft your message and attach links or images from the page or our free stock image library.
2. Post Customization:
   • Customize the content for different platforms. Add hashtags for Instagram and Twitter, or alter the LinkedIn attachment title.
3. Scheduling and Posting:
   • Choose to send your posts immediately or schedule them based on your customized schedule.
   • Use the queue schedule for regular posting, make sure you have reviewed the training on schedule customization.
4. Tutorials:
   • For more in-depth learning, visit ‘Knowledge Base' and select ‘Getting Started' to become adept at setting up a custom schedule.
5. Publishing and Verification:
   • Once ready, select instant publishing to test your flow and verification.
   • Check the verification report to ensure successful posting and view the live post for confirmation.
   • Option to send screenshots to clients for verification.

Conclusion

By setting up your account and familiarizing yourself with its features, you are well on your way to becoming more efficient in your social media marketing efforts. Save time, enhance your online presence, and enjoy a new streamlined experience.

Thank you for choosing us. We're excited to be a part of your social media marketing journey!