Posting Reviews on Social Media

Introduction

Before automating the process of sharing customer reviews on social media, it's essential to confirm that your social media accounts are correctly connected to your CRM. This setup serves as the foundation for smooth and efficient sharing of reviews on your platforms.

Initial Setup

1. Access the "Marketing" section within your CRM dashboard and select "Social Planner."

2. If your social media accounts (e.g., Facebook, Instagram, Google My Business) aren’t linked, click "Add Account" and follow the steps to connect them.

Automating Review Posts

Once your social media profiles are linked, you can begin setting up automated posts to share customer reviews directly on your platforms.

How to Set It Up:

1. In the "Social Planner" section, click "New Post" and choose "Post Reviews."

2. Select the review source, with both Google and Facebook being recommended for a comprehensive showcase of your reviews.

3. Filter reviews by star ratings—focusing on five-star reviews to feature the most positive feedback.

4. Choose which social media profiles will share the reviews.

5. Set the posting frequency (e.g., one review per day) and select the best times to post, based on your audience's activity.

6. Pick a background image from the available templates that fits your brand identity.

7. Once everything is in place, click "Create Post" to enable the automation.

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Managing Automated Posts

After the automation is live, it's easy to manage your posts by editing, deleting, or pausing them as needed.

Steps for Managing:

1. Within the "Social Planner," you can monitor the status of your automated posts.

2. Use the available options to modify any settings or stop the automation temporarily if required.

Common Issues and Solutions

Q: What if my social media profiles won’t link?
A: Double-check that you're using the correct login information and have granted the necessary permissions. If problems continue, consult your CRM’s support documentation or reach out to customer support.

Q: Can I customize the templates used for review posts?
A: While the CRM offers a variety of templates, customization options may be limited. Browse through the available templates to find the one that best fits your brand.