The Social Planner is a great tool to keep an active and relevant social media presence. With it, you can link your social media accounts and schedule posts directly from the CRM. We recommend checking the articles for each social media platform for specific details. Here, let’s look at the general procedures for connecting your accounts.
First Time Connections #
If you have not connected any social media accounts, navigate to the Social Planner tab inside the Marketing section.
Click the icon for the platform in the wizard with the Connect option to begin setting up. This will create a pop-up window to log in to your account and enable Lead Connector permissions.
After an account is selected, you will see all available pages for that platform. Click Add next to the ones you would like to connect.
Once you have connected your accounts, click Get Started. This will redirect you to the Social Planner.
Adding Extra Accounts #
If you have already connected to other social media accounts, click the Gear icon to start the setup.
Click +Connect Social to open the options.
Click on the icon for the account you would like to connect.
Select the pages you would like to connect by clicking Add. Once connected, you will be able to check the account and schedule posts.
Connecting your social media accounts and pages allows you to reach greater audiences by simplifying and organizing the posting process, resulting in a dependable social media presence. This will help you organically grow your audience, engage interested viewers, and increase brand recognition.
Frequently Asked Questions #
Where do I go to connect my social media accounts? #
Navigate to the Social Planner tab inside the Marketing section to begin connecting your accounts.
How do I connect an account for the first time? #
Click the icon for the platform in the wizard with the Connect option, log in through the pop-up window, enable Lead Connector permissions, then add the pages you want to connect.
How do I add additional social accounts later? #
Click the Gear icon, select +Connect Social, choose the account icon you want to connect, and click Add next to the pages you wish to link.
What permissions do I need to grant when connecting? #
You will need to enable Lead Connector permissions during the login pop-up to allow the Social Planner to manage and schedule posts.
Can I connect multiple pages from the same platform? #
Yes. After selecting an account, all available pages for that platform are shown, and you can click Add next to each one you want to connect.
Why should I connect my social accounts to the Social Planner? #
Connecting your accounts simplifies and organizes the posting process, helping you reach greater audiences, grow your audience organically, and increase brand recognition.
