Integrating Social Media Accounts

Link all your social profiles to simplify post scheduling across multiple platforms. These step-by-step guides will help you connect your accounts so you can begin posting immediately.

Facebook Page Integration (for Social Posting)

With the Social Planner, you can link multiple Facebook pages across different profiles simultaneously. To connect your Facebook pages, refer to this detailed guide. Remember, only pages where you have Admin rights can be added, and you need to be logged into the profile managing those pages.

Connecting Instagram (via Social Planner)

You can link your Instagram business account to the CRM through the Social Planner. However, you must convert your personal Instagram account into a business profile before you can use this feature fully.

Linking Google My Business (for Social Posting)

Google My Business is an essential resource for marketers, helping you manage your company’s online presence effectively. By sharing your business information, you build a connection with online visitors, which can foster greater loyalty to your brand. Using Google My Business can also improve your company’s online credibility and visibility.

Connecting LinkedIn Profiles & Pages (for Social Posting)

This section will provide simple instructions for linking your LinkedIn accounts. If no accounts are linked yet, simply locate the LinkedIn icon in the wizard and click the ‘Connect’ button for a quick setup.

Twitter Account Integration (for Social Posting)

The Social Planner equips you with the necessary tools to engage with your audience on Twitter. You can easily post, like, and retweet, enhancing your interactions with the community.

Connecting TikTok (for Social Posting)

Social Planner enables the smooth connection of your TikTok personal account. Soon, we'll also roll out a guide for linking TikTok business accounts, so keep an eye out for updates!

Manage Social Media Accounts

To start linking social accounts, select the social media icon for the platform you want to add. Platforms compatible with Social Planner include Facebook, Instagram, Twitter, LinkedIn, TikTok, and Google My Business. You can manage accounts by adding or removing them as needed, but at least one account must be connected to access the social planner.

Choosing Social Accounts to Connect

Ready to link your Facebook pages or groups? Begin by selecting the Facebook icon. A popup will prompt you to choose which pages or groups you want to connect for social media posting—just tick the ones you wish to add.

Granting Access to Accounts

Once you've selected the desired pages or groups, click the 'Allow' button. This action securely links your CRM with the chosen pages or groups.

Begin Posting

After successfully granting access, all connected pages or groups will appear on your screen, and a checkmark will confirm that the accounts are ready to be used. To start scheduling posts, click the 'Get Started' button in the lower-right corner of the screen.