Social Media Integration Video This video provides a guide on connecting and managing social media accounts through the CRM’s Social Planner, enabling businesses to batch post, schedule content, and track engagement from a single platform.

Key Setup Steps:

1. Connecting Social Media Channels Navigate to Marketing > Social Planner. Click on a social media platform to log in and authorize connection. Once connected, users gain access to content planning, scheduling, and analytics.

2. Posting & Scheduling Content The Planner Tab allows users to: Create and schedule posts across multiple platforms. Customize posts for different channels. Use AI-generated content (available with an additional fee). Organize posts using internal categories for better tracking. Some platform-specific limitations exist: Facebook supports Reels but not Stories. Other platforms may have posting restrictions. Posts can be viewed in: Calendar view (for scheduling visualization). List view (for managing multiple posts at once).

3. Content Automation & Templates Users can: Set up recurring posts (e.g., weekly promotional content). Save post templates for reuse. Approve or reject posts created by team members. Provide feedback on rejected posts to refine content.

4. Performance Tracking & Analytics The Statistics Tab provides insights into post engagement and reach. Users can monitor how well their content is performing without leaving the CRM.

5. Managing Social Media Settings The Settings Tab allows users to: Add new social media accounts at any time. Reconnect expired accounts (common API issue). Manage multiple accounts across different brands. Users receive notifications for expired connections and other updates. Watermarks can be added to social media posts directly within the CRM.