Marketing
Created by: Emma Johnston
Last Updated: September 01, 2023
Social Planner
Before you can post to your social accounts, you need to enable permissions. At the moment, you can add
Google Business, Facebook pages, Facebook groups, Instagram, LinkedIn, Twitter, and TikTok. Once you have connected your account, click on the green Get Started button to take you to the Social Planner Dashboard.
PERMISSIONS
To get started with the Social Planner, you will first need to connect your account. Click here for instructions.
Social Planner Dashboard
OVERVIEW AND ACCOUNT STATS
In the top section of the dashboard, you will see information on connected socials, total posts and average posts per day. In the center section, you will see a list of your connected channels and information on the total posts for those channels.
POSTS
In the bottom section of the dashboard, you can change between recent posts, all posts, scheduled posts, failed posts, draft posts, posts awaiting approval and CSV upload.
Create Posts
CREATE NEW POST
1. To create a new post, go to Marketing > Social Planner . Click on either the blue + New Post button in the top right corner and select Create New Post (or, when available, the + Create New Post button at the bottom of the screen). If you are in the Open Planner calendar view, you can also hover over any date and click on the blue plus icon that appears..
2. In the Post To dropdown menu, select the accounts that you want to post to.
3. In the Type Content box, add the content of your post. If you want to add an emoji, image or video to your post, click on the icons at the bottom of the editor. For emojis, search and select the emoji you want to add. For images and video, select (or upload) the required file from your media library. As you add your content, the preview on the right-hand side will update.
4. You can also add hashtags using the hashtag feature. This allows you to save hashtags you use on a regular basis.
5. When you have finished your post, you can press the blue Post button to select with Post Now, Schedule Post, Schedule Post for Approval, Schedule Recurring Posts or Delete. You also have the option to save the post as a draft by clicking on Save for Later. Click here for more details.
The Social Planner supports the Instagram carousel feature so you can add multiple images, videos and video plus images.
FOLLOW UP COMMENT
You have the option to add a follow-up comment on some channels, which Lesson Sectionis the first automatic comment that goes on the post.
Save, Post or Schedule
POST NOW
If you select Post Now, the content will post immediately to your social media page (without any further confirmation screens.
SCHEDULE POST
If you select Schedule Post, a popup window appears where you can then select the date and time from the calendar. Press the blue Schedule Post button to exit.
You can view and edit scheduled posts by clicking on the Scheduled Posts tab on the Social Planner dashboard. Here you can see details of the post content, when it is scheduled to be published and which social media channels it will appear on. You can also click on the Action menu to Edit, Duplicate or Delete the post.
SCHEDULE RECURRING POST
If you select Schedule Recurring Post, a pop up window appears where you can select the frequency you want the post to repeat, the date range, and the post time. Press Schedule Post to confirm (or Cancel to cancel).
DELETE POST
If you want to delete the post, select Delete Post and then press Delete to confirm (or Cancel to cancel).
SAVE FOR LATER
If you want to save the post as a draft to work, press the white Save for Later button.
You can view and edit draft posts by clicking on the Draft tab on the Social Planner dashboard. Here you can see details of when the post was created and which social media channels it was drafted appear on. You can also click on the Action menu to Edit, Duplicate or Delete the post.
Reels and Stories
INSTAGRAM STORIES
Instagram Stories allow you to share images and videos with your followers in a slideshow format that disappears after 24 hours. Each image or video can last up to 15 seconds, and you can combine multiple slides to create a longer narrative throughout your day. Stories are visible to your followers and by those who visit your public profile.
1. Go to the Marketing > Social Planner and select + New Post.
2. Choose the account you want to post to and select the Story tab.
3. Upload your images (up to 10MB) and videos (up to 100MB). You can add up to a maximum of 10 images/videos.
4. When you have finished your post, you can press the blue Post button to post or schedule.
INSTAGRAM REELS
Instagram Reels are specifically designed for short video content, with a maximum duration of up to 3 minutes.
Reels often feature various creative effects, stickers, and music. Reels have playback speed options, giving content creators more flexibility in their presentation. Reels can be view any user, which can increase your exposure to a wider audience. If you create a viral Reel, you have the potential to gain significant engagement and attract new followers to your brand.
1. Go to the Marketing > Social Planner and select + New Post.
2. Choose the account you want to post to and select the Reel tab.
3. Upload your images (up to 10MB) and videos (up to 100MB). You can add up to a maximum of 10 images/videos.
4. When you have finished your post, you can press the blue Post button to post or schedule.
Content AI
CONTENT AI COSTS
Content AI is a premium feature that is charged based on words generated. The first 500 words are free, but, after that, the pricing is $0.15 per 1000 words generated. Our Content AI is contextually aware so it knows you want to create a social media post.
CONTENT AI POSTS
1. To create a new post, go to Marketing > Social Planner. Click on either the blue + New Post button in the top right corner and select Content AI.
2. In the popup window, add a title and brief description.
3. Add keywords, pressing enter between each word (or phrase).
4. Select a writing tone from the dropdown menu and the number of variations you want the AI to generate (from 1 to 5).
5. Select the length of the content (small is around 60 words, medium is around 200 words, large is around 400 words, or custom is up to 900 words).
6. Click Generate Content.
7. On the next window, press copy to add a variation to the Chosen Content box on the right hand side, and edit as required.
8. Press Continue. On the next screen, continue posting as normal (see steps 2-3 above).
You can also access Content AI from the New Post page. To access previously generated content, go to Automation > Content AI to learn more details and see the various content generated.
Content AI Images
IMAGE AI COSTS
Content AI is a premium feature that is charged based on images generated. The price is $0.096 per image generated (so $10 will give you about 105 images).
IMAGE AI
When adding an image, you can choose to Create Image Using AI. Content AI will generate realistic images and art from a description in natural language.
1. In the popup window, add a realistic description for the image. Avoid using symbols in the description or words like discount or sale. You can generate an example, if you need.
2. Select number of variations you want the AI to generate (from 1 to 4).
3. Choose your image style (such as filmic, photo, dreamlike, digital art or poster). Press See All for additional style options.
5. Click Generate to create the image(s).
6. Choose the variation that you want to use and press Continue.
To access previously generated content, go to Automation > Content AI to learn more details and see the various content generated.
CSV Bulk Upload Posts
BULK UPLOAD POSTS
1. To create a new post, go to Marketing > Social Planner . Click on either the blue + New Post button in the top right corner and select Upload from CSV.
2. In step one of the popup window, upload your CSV file and press Next. There are upload notes and a sample file you can download.
3. In step two, select the social accounts from the list that you want to publish the posts to and press Process CSV to finish.
4. Wait for the status to change from In Progress to Review and Schedule. You may need to refresh the page.
5 . Press Review and Schedule and check each post is correct (such as such as post date or status).
Social Planner Calendar
SOCIAL PLANNER CALENDAR
To see a calendar overview of your posts, click on Open Planner in the top right of the Social Planner dashboard. You will see published posts (green clock icon), draft posts (black down icon) and scheduled posts (orange clock icon).
To edit, duplicate or delete a draft or scheduled post, click on the three vertical dots in the top right corner of that post. You can drag and drop scheduled posts to change their scheduled date (the time remains the same).
You can change the calendar view from Month to Week by toggling the options in the top right corner. You can change the dates by clicking on the forward and back arrows on either side of the current date.
Manage Accounts
MANAGING ACCOUNTS/ADDITIONAL ACCOUNTS
You can manage your accounts, click on the Settings Icon in the top right corner of the Social Planner dashboard. From here, you can delete current connections and connect additional accounts. For Facebook groups, you can also select who to publish as.
To add additional accounts, you can also click on the Accounts menu in the top left corner of the Social Planner dashboard and click on the blue Add Account link. Click on the icon for the channel you want to add and then follow the steps listed above.
You can also change the 'Published As' to choose to post as the account owner or the business page.
Social Groups
SOCIAL GROUP
If you regularly post to multiple social media accounts, you can create a Social Group. Social Groups can be created from the overview page of Social Planner or while creating a new post.
1. Click on the Accounts menu in the top left corner and click on the blue Add Group link.
2. Enter the Group Name.
3. Click on Add Accounts to Group and select your social channels and press Create.
4. Press OK to finish.
If needed, you can edit the Group by clicking on the pencil icon.
EDIT OR DELETE SOCIAL GROUP
To edit a group, click on the Accounts menu in the top left corner and click on the Pencil icon next to the group name. There are options to rename the group or delete the group.
Expired Account Notifications
EMAIL NOTIFICATIONS FOR EXPIRED ACCOUNTS
You can set up email notifications to update you on whether you have any expired social media accounts.
1. Click on Marketing > Social Planner > Settings.
2. Click on blue Setup Email Notifications link at the top of the page.
3. Select a user and a frequency and click on Save Preference to exit.
Permissions
ADD NEW ACCOUNT
To start posting, you first need to connect your social media accounts and allow permissions.
1. Go to Marketing > Social Planner.
2. Either click on Manage Social Accounts drop down in the top left corner, select Add Account and click on an icon from the popup window or click on Settings in the top right corner and click on + Connect a New Profile.
ALLOW FACEBOOK PERMISSIONS
1. In the first popup window, click on Continue As.
2. In the second window, select the pages you want to post to from the list and click Next.
3. In the third window, you will see a list of permissions for LeadConnector. Press Done and then OK to close the window.
4. In the fourth window, you will need to reselect the pages you want to connect. Press Allow to finish.
If at any time you want to update the LeadConnector integration, you can do that in Business Integration Settings.
ALLOW INSTAGRAM PERMISSIONS
Instagram profiles need to be connected to an Instagram Business account.
1. In the first popup window, click on Log in to Facebook.
2. In the second window, select the Instagram pages you want to post to from the list and click Next.
3. In the third window, you will see a list of permissions for LeadConnector. Press Done and then OK to close the window.
4. In the fourth window, you will need to reselect the pages you want to connect. Press Allow to finish.
If at any time you want to update the LeadConnector integration, you can do that in Business Integration Settings.
ALLOW GOOGLE MY BUSINESS PERMISSIONS
1. In the first popup window, select the Google account associated with your Business account from the list.
2. In the second window, you will see a list of permissions for LeadConnector. Click on Allow.
3. Next, choose the GMB Locations for the Social Planner.
ALLOW LINKEDIN PERMISSIONS
1. In the first popup window, log in to your Linkedin account.
2. In the second window, you will see a list of permissions for LeadConnector. Click on Allow.
3. Next, choose the Linkedin profile and page(s) for the social planner.
ALLOW TWITTER PERMISSIONS
1. In the first popup window, log in to your Twitter account.
2. In the second window, you will see a list of permissions for LeadConnector. Click on Authorize App.
3. Next, choose the Twitter profiles for the social planner and click Allow.
ALLOW TIKTOK PERMISSIONS
1. In the first popup window, choose either Individual or Business, press Select and then log in to your TikTok account.
2. In the second window, you will see a list of permissions for LeadConnector. Click on Authorize App.
3. Next, choose the Twitter profiles for the social planner and click Allow.
Failed Posts
FAILED POSTS
There are a number of reasons that a post could fail. If, for example, the content of your post goes against the Facebook Community Standards or includes content that other people on Facebook have reported as abusive, then your post will not be published.
You can view failed posts by clicking on the Failed tab on the Social Planner dashboard.
If you have any questions or need support, you can chat with us clicking on the blue dot in the bottom right corner of the software or email us at [email protected].
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