Social Poster Help
Account and User Settings
You can enter account information such as Company and Billing Information and Time Zone settings.
To enter account settings:
1. Click Account and choose Account Settings.
2. On the Account Settings page, enter Company and Billing Information.
3. Click Save.
To change time zone settings:
1. Click Account and choose Account Settings.
2. On the Account Settings page, select your time zone.
3. If you are located in a state that observes daylight savings time, click the checkbox.
4. Click Save.
These are the steps if you want to close your account.
Sorry to see you go!😔
Select Account Settings from the Account item in the top navigation.
Click the Change Credit Card Info button.
Click Cancel my Account.
Manage Users:
Adding a New User
To add a new user:
1) Click Account and choose Manage Users.
2) On the Manage Users page, click the New button.
3) On the Create Users page, type a username and password for the new user.
4) Type the new user’s email address.
5) Type the new user’s first and last names.
6) Click the drop-down arrow to choose a time zone for the new user.
Note: To automatically adjust the time zone for daylight savings click the checkbox below the time zone.
7) Click the drop-down arrow and choose a date format.
Account Access Limiting
To allow this new user to have publishing permissions, click Enabled under permissions and choose whether you want to hold this user’s social posts for approval before publishing.
Select which accounts this user will have access to when publishing to social by checking the box next to each permitted account.
This only limits the social publishing accounts, so this user will still be able to launch campaigns that syndicate moderated submissions to any connected account (only if you enable campaign management permissions for this user in the next step).
Note: If you have chosen to hold this user’s social posts for approval, choose an approver and whether you want to automatically auto-approve messages after a specified amount of time.
To allow this new user to manage campaigns and share buttons, click Enabled under Manage Campaigns & Share Buttons.
To allow this new user to approve text posts, photos and videos, click Enabled under Approve Text Posts, Photos & Videos.
To allow this new user to access the reports, click Enabled under Access Reports.
To add this new user, click Add.
You can edit a user’s information (such as username and password) and a user’s permissions.
To edit a user:
1) Click Account and choose Manage Users.
2) On the Manage Users page, click on the user you want to edit and click the Edit button.
3) Edit any of the user’s information and/or permissions.
4) When you have finished, click Save.
You can quickly and easily designate a user as an Admin or Moderator from the Manage Users page.
To make a user an Admin/Moderator:
To make a user an Admin, click on the user and click Make/Remove Admin to make this user an Admin or remove this user as an Admin user.
Only Admins can access the account settings & preferences area and manage users.
Note: When a user is an Admin user an “A” is shown next to the user’s name on the Manage Users page.
To make a user a Moderator, click on the user and click Make/Remove Moderator to make this user a Moderator or remove this user as a Moderator.
The Moderator receives email notifications when customer submissions need approval (based on your moderator settings in Account Preferences).
Note: When a user is a Moderator, an “M” is shown next to the user’s name on the Manage Users page.
Each Account can have only one Moderator.
If another user is already set as a Moderator, when you click on Make/Remove Moderator, the user you selected will become the Moderator and the “M” will be removed from the previous Moderator.
To delete a user:
Click Account and choose Manage Users.
On the Manage Users page, click on the user you want to delete and click the Delete button.
A confirmation window opens asking if you are sure you want to delete this user.
Click OK to delete the user.
You can set Account Preferences, such as your social account information, moderation settings, analytics integration, conversion tracking code settings, and default company share information.
When you set your Social Account Information, this software can post to your social accounts.
We will only post to the accounts you specify while posting to social networks or setting up a campaign.
You may add more than one account to each network by clicking the Add Account button.
You can choose one-click moderation, standard moderation or delayed moderation.
You can also integrate analytics. We've already added Google Analytics campaign tracking code below.
If you use a different analytics package or none at all, you may change or delete the code that is added to the end of all published links.
Note: that some software, like Omniture, will require that you first create a tracked campaign before it will track your links.
If you want to track how many referred visits convert to a lead and eventually to a sale, add the code shown under Conversion Tracking Codes between your HTML document head tags.
You can also specify the default image and description used for the content of social shares to your company home page.
To set account preferences:
1)Click Account and choose Account Preferences.
2)To add a new account, click Add Account and enter the username and password for the account.
3)Place a checkmark next to the accounts you use most often to make them default accounts.
4)They will be selected by default when you launch campaigns and publish them to social.
5)To choose a moderation setting, choose one of the following: ·
One-click Moderation - Click the encrypted link in the notification for instant approval (no need to login) ·
Standard Moderation - Must log in to control panel to approve (most secure) ·
Delayed Moderation - Auto approval of posting one hour after email notification if no action is taken
To change or delete the analytics code that is added to the end of all published links, choose a link and modify or delete it.
We add unique tracking codes for each social network we post, so we recommend using unique tracking codes for each network so you can track the performance of each network separately.
If you want to track how many referred visits convert to a lead and eventually to a sale, add the code shown under Conversion Tracking Codes between your HTML document head tags.
If you are placing tracking codes on a secure page (you can tell this by looking at the page URL.
If it starts with https, it is secure), be sure and check the box labeled ‘Check before copying if adding code to https secure page’. Otherwise, your customers may receive an alert in their browser indicating that some information on the page is not secure.
To specify the default image used for the content of social shares to your company home page click the Browse button next to the Company Image section and choose an image.
To specify the default description used for the content of social shares to your company home page, type the description in the Company Description box.
Click Save.
Add all your social accounts to a single platform.
At the top-right of your screen, click ‘Account’, then choose ‘Account Preferences’ from the drop-down list.
At the top of this page, click ‘Add Account’ next to each social network you want to add.
Check here for videos and demo.
Approving Post and Submissions
You can make minor modifications to customer posts before approval and you can delete customer posts before they are published.
To approve customer text posts:
1) Click the Approve button. Click on Customer Text Posts.
2) On the Approve Customer Text Posts page, click the drop-down arrow to select a campaign.
3) To view only new posts, click New.
4) To view only approved posts, click Approved.
5) To view all posts, click All.
6) To change the profile image for the customer, click on the post and then click Change Profile Image.
7) A list of available images is displayed.
8) Choose a new profile image and click Submit.
9) To approve a post, click on the post and then click Approve.
10) To delete a post, click on the post and then click Delete.
You can make minor modifications to customer photos before approval and you can delete customer photos before they are published.
To approve customer photos:
1) Click the Approve button.
2) Note that the number of approvals appears in a red circle next to the type of approvals in the left navigation bar.
3) Click on Customer Photos.
4) On the Approve Customer Photos page, click the drop-down arrow to select a campaign.
5) To view only new photos, click New.
6) To view only approved photos, click Approved.
7) To view all photos, click All.
8) To rotate a photo, click on the photo and then click Rotate Counterclockwise or Rotate Clockwise.
9) To approve a photo, click on the photo and then click Approve.
10) To delete a photo, click on the photo and then click Delete.
You can make minor modifications to customer videos before approval and you can delete customer videos before they are published.
To approve customer videos:
1) Click the Approve button in the left navigation bar.
2) Note that the number of approvals appears in a red circle next to the type of approvals.
3) Click on Customer Videos.
4) On the Approve Customer Videos page, click the drop-down arrow to select a campaign.
5) To view only new videos, click New.
6) To view only approved videos, click Approved.
7) To view all videos, click All.
8) To rotate a video, click on the video and then click Rotate Counterclockwise or Rotate Clockwise.
9) To change the thumbnail image displayed for the video, click on the video and then click Change Video Thumbnail.
10) A list of available thumbnails is displayed.
11) Click on the thumbnail you want to be displayed for this video.
To approve a video, click on the video and then click Approve.
To delete a video, click on the video and then click Delete.
Here's how to approve others posts.
You can approve, edit or delete others posts.
The user settings determine which user must approve a published message prior to it posting to the social networks.
If the option to automatically approve after a specified time is selected, you must approve, edit or delete the message prior to this time period elapsing. Otherwise, the post will be approved on your behalf by the system.
To edit, approve or delete others posts:
1) Click the Approve button in the left navigation bar.
Note that the number of approvals appears in a red circle next to the type of approvals.
2) Click on Others Posts.
3) On the Approve Others Posts page, click the drop-down arrow to choose a user or choose All.
4) To edit an others post, click on the post and click the Edit button.
5) You can then Edit the post before approving it.
6) To approve an employee post, click on the post and then click Approve.
7) To delete others post, click on the post and then click Delete
Publishing To Social Media
You can easily publish messages to multiple accounts across all connected social networks with one click.
You can preview how your post will look on Facebook, Twitter, LinkedIn, Instagram and Youtube before you schedule.
This means that you can add a photo or a video to your post.
There are 3 ways to add a video to your post:
Record Video Now – Allows you to publish a quick video update to your news feed.
Simply record the video with your webcam and click Publish.
When you publish the post, your video will be uploaded to your YouTube channel and attached to the social network post.
The message you type in the Message box will be added to the description of your YouTube video upload.
Upload a Video – If you already have a video on your hard drive or smartphone, use this option to upload to your YouTube channel and attach it to the social network post.
The message you type in the Message box will be added to the description of your YouTube video upload.
External Video – Use this option to share a remotely hosted video along with your message on this post.
To publish messages to Social Media:
Click on Publish.Click To Social Media.
In the Message box, type the message you want to publish.
Any URL you enter in this field will automatically have analytics tracking added to it and it will be shortened when you publish the message.
For Twitter messages, you can add hashtags, @mentions or other text in the Twitter preview area at the right side of the page.
Note that if the message is too long to fit in one tweet, it will be truncated.
In this case, you should consider sending your tweet as a separate message or shortening your message.
Select the social accounts to send this message to in the Accounts drop-down boxes below.
The accounts you marked as Default in the Account Preferences will be selected by default.
To add an Account, click the drop-down arrow and choose Add Account.
If you have multiple fan pages attached to a selected Facebook account, use the drop-down box below the account to select the fan pages to post to.
If the social media account you want to publish to is not listed, you will need to connect the account to Campaign Share.
To add a link to your post, place a checkmark in the Attach a Link To attach a link to your company homepage, click Company Homepage or to attach a link to another page, click Other Page and enter the URL in the box.
Then, click Update Preview to view how the link will appear in the social networks in the Preview area on the right.
You can also add a link to your post by entering the URL in-line with your message in the Message box.
However, this method will not allow you to preview how the link title, description & message will appear when posted to Facebook & LinkedIn.
Any message entered in the Message box will be automatically tracked and shortened.
To attach a video or photo to your post, place a checkmark in the Attach a Video or Photo box.·
To record a video, click Record Video Now.
Record your video and enter a YouTube title.
The video will be uploaded to YouTube and attached to this post.
Note that you may need to click the Allow button if prompted.
Make sure any other software or browser window that could be accessing your video camera is closed.
After playing back your video, you must click the Stop button before you can publish it.
Mac users should use Safari to record videos.
The message you type in the Message box will be added to the description of your YouTube video upload.·
To upload a video from your hard drive, click Upload a Video.
Click Browse to locate the video and then enter a YouTube title.
The video will be uploaded to YouTube and attached to this post.
The message you type in the Message box will be added to the description of your YouTube video upload.·
To use a remotely hosted video, click External Video and enter the URL of your remotely hosted video.
We recommend using a YouTube video so it can be played within the Facebook timeline.
Videos hosted elsewhere will likely not play within the social news feed.
To obtain the YouTube video URL, navigate to the video on YouTube and select the URL from the browser (do not use the share URL provided by YouTube or it will likely not play in the social news feed).
Also, remove the 's' from the https in YouTube video URLs, if present.·
To upload a photo, click Upload Photo.
Click Browse to locate the photo.
The photo will also be attached to your Twitter post.
If you simply want to change the photo displayed with a link on Facebook and/or LinkedIn, you can accomplish this in the Preview & Edit section on the right side of the page.
To publish the message now, click Schedule Now.
To publish the message at a later date, click Later and then click the Calendar icon to choose a date and time.
First, select the time, then click the date to confirm your selection.
Note that you can choose to have an email sent to you when the message is published.
To publish your message, click Publish.
To save your message as a draft for later, click Save Draft. PREVIEW & EDITThe Preview & Edit area shows an approximation of how your published message will appear on Facebook, LinkedIn, and Twitter.
This lets you preview how your post will look on Facebook, Twitter, and LinkedIn before you schedule it for posting.
To edit the message:
To edit the content of the share on Facebook and LinkedIn, click the Edit link in the top Preview box.
To edit the title of the link, type a new title in the Link Title box.
To edit the subtitle of the link (Facebook only), type a new subtitle in the Link Subtitle box.
To change the description, edit the description in the Link Description box.
To change the image associated with the link, use the arrows to the left and right of the existing image to scroll through available images scraped from the destination page.
If no images are present or if you would like to upload a different image, click Browse and select an image from your hard drive.
This image will not be attached to the Twitter post.
If you wish to attach an image to your Twitter post as well, use the Attach a Video or Photo option.
To add a hashtag or @mention to Twitter messages, click the Edit link in the bottom Preview box and add a hashtag or other text in the Add Hashtag box.
Here are your 5 options in the Publish dashboard, on how you can post your message.
You can find them as a blue button below the page.
1) Publish Now - select this option if you want to post your message instantly.
2) Schedule - select this option if you want to post your message on a specific date and time.
3) Optimal - you can choose this option if you have posted a few messages using the software.
It's similar to the Schedule button, except that the software will suggest to you optimal times of posting based on metrics like views, clicks, and engagement of your previous posts, and you'll just have to select.
You can choose from the options that will be presented as you click through the Optimal button.
4) Add to Queue - To use this button, first, you need to create categories in the Schedule tab of the Publish Dashboard. Each category will be assigned a specific weekly schedule for posting.
When you're creating your message in Publish dashboard, click on the Category and all of your categories will be listed.
Choose the right one.
When you select Add to Queue, your message will post based on the schedule you created for that category.
You can also choose to repost or requeue that message.
5) Save as Draft - If you created your message and decided to continue editing it later, you can select to Save as Draft. When you're ready to post, simply go to Drafts folder and find that post.
Here's how you can automate your posts to Google Business Profile (formerly Google My Business) and integrate it with your social media campaigns.
You can schedule updates to your GBP locations from the dashboard, just like you do for Facebook, LinkedIn, Twitter and Instagram.
We support all of the Call-to-Action buttons as well to generate traffic and phone calls to your business.
GBP updates are important to improve your visibility on the Google search engine.
We've also integrated Google Business Profile into our campaigns!
You can capture User Generated Content, approve, then it will automatically post to your GBP location for you!
These updates typically show up on the first page of Google when people search for your business.
They are a great resource for potential clients who are evaluating whether to work with you.
Why not capture testimonials from your best clients and automatically push them out to your GBP location?
You can publish videos to TikTok on the platform.
The process is a bit different and there are some limitations due to API restrictions they impose on all 3rd party tools.
Here is the process to post to TikTok:
1) Upload your video (see below for video restrictions)
2) Select the TikTok account(s) you wish to publish to
3) Write your message.
4) You can customize the message that will be used as your TikTok caption by editing the message in the preview area on the right.
5) Add hashtags using the hashtag group feature.
6) Be sure you've loaded up the TikTok column with hashtags by editing your hashtag groups. (optional)
7) Post or schedule the video as usual.
8) When the scheduled time comes along, we send the video to TikTok.
9) They will immediately notify you within the official TikTok app that the video has been uploaded and is ready to post.
10) Open the email we sent you at the same time it is time to post the video.
11) Copy the caption from the email into your phone's clipboard.
12) Either click on the TikTok notification on your phone, or open the TikTok app and go to the inbox.
13) There you will see a link to the video that Campaign Share has uploaded (that is our social sharing app)
14) Paste the caption into the caption field and modify the video as desired.
PUBLISH LIMITATIONS
The size of the uploaded video file must be less than or equal to 50 MB
The duration of the video file must be at least 3 seconds and shorter than or equal to 60 seconds
Supported video file formats are MP4 or WebM
The video resolution must be at least 540p wide
Follow these steps if you want to use the software to upload and post a video to Youtube now or at a scheduled time
1) Make sure that you've selected at least one social profile on the Publish dashboard.
2) Type a text message on the text editor window. (Optional)
3) Click on 'Upload video,' then choose a file.
4. Select your Youtube channel.
5) Make sure to add the Video title and Description below the page.
6) Decide when to post your video.
Select from the options on the blue button, whether to 'Publish Now,' 'Add to Queue,' 'Schedule,' 'Optimal' or 'Save as Draft.' Click on the button.
Good job! You're done.☝️
Note: Once your post has been published, you can get the Youtube link of your video through the Verification Report that will be presented to you.
Here's how you can add both your Business and Personal Instagram accounts.
If you want to add an Instagram Business Account, please know that when you add your Facebook account, it should automatically add your attached Business Instagram accounts under the Instagram logo to the right of your Account Preferences.
If it doesn't show up in the list, you can click the blue 'Add account' button under the Instagram logo and add it that way.
Understand how the Queue feature works.
You can make the most of the Publish editor's Queue feature by creating several social posts in one category, selecting 'Add to Queue', and enabling 'Requeue' using the option that suits your publishing goal.
When you do this, the software will post for you in the following order:
Newest queue post goes last.
However, it goes before ALL requeue items.
In other words, the OLDEST queue post goes first.
OLDEST ReQueue posts go after ALL queue posts, but before other ReQueue posts.
You can set your queue posts AS LONG as you choose to.
If you create unique social posts and add them to queue, the software will publish unique social posts to your social networks automatically on that duration following the schedule of that category.
Deleting Published Social Posts
In case you make a mistake of publishing a post to your social channels, and you want to remove the post, you can also do that by going to the Sent folder, find that post, go to Actions menu on the right side, click on the dropdown arrow and select 'Delete.'
When you do this, it will automatically delete the posts from Facebook and Twitter.
It won't delete on LinkedIn and Instagram.
You'll have to manually delete those by logging in to each account and delete it from there.
To delete scheduled and draft messages:
1) On your Publish Dashboard, go to Queue folder or Drafts folder by clicking on one of the tabs.
2) Once there, find the post that you want to delete.
3) Go to the Actions tab on the rightmost side.
4) Click on the dropdown arrow.
5) Select Delete.
Your post is now deleted.
