1. Overview
  2. Social Media
  3. Using the Social Planner Social Media Tool

Using the Social Planner Social Media Tool

 

 

 

Use our Social Planner social media tool to manage all your social media in one spot. This feature allows you to manage your social accounts, save time by scheduling posts, and learn what your audience thinks. Follow these steps to get started:

Step 1: Connect Your Social Media Accounts

  • Integrate the account(s) you wish to use. Click the icons to integrate Facebook, Google My Business (GMB), Instagram, or LinkedIn.

NOTE: This pop-up will only appear the 1st time you access the Social Planner. To add or change connected accounts later, please use the Settings feature (gear icon) within the Social Planner.

  • When you integrate an account, a pop-up window will appear, asking you to give permissions to LeadConnector. Granting the permissions requested will allow the integration to be complete.
  • Select one or multiple Facebook, GMB, Instagram, or LinkedIn account pages to integrate. Click “Next”.
  • Click “OK,” and LeadConnector will be integrated with NicheFit.
  • The page(s) you selected above to allow permissions are now ready to connect. Select one or multiple and click “Allow”. The integration will now be complete.
  • NOTE: You may have multiple accounts from the same source connected (i.e., multiple Facebook pages, GMB pages, etc.)

Step 2: Navigate Through the Social Planner Dashboard

  • In the top left corner, you can search your existing, connected accounts or add a new one. 
  • In the top right corner, click “Open Planner” to view a calendar display of your scheduled posts.
  • The gear icon in the top right corner will direct you to the “Manage Social Accounts” page, where you can add or remove accounts. Click the + icon button (like the example shown below).
  • Using the trashcan icon, you can remove an account.
  • Stats like “Connected Socials”, “Total Posts”, and “Posts Per Day” are available to give you a glimpse of your posting content.
  • “Account Stats” gives you a posting number breakdown per social account.
  • Under “Recent Posts,” you can sort through all scheduled, failed, or drafted.
  • Click “+ Create New Post” to add a new post.

Step 3: Compose a Post

  • Click “Create New Post” or “New Post”  to add a post.

  • Choose which account you would like to post in the new window.
  • Type out and customize the content.
  • Preview it on the right-hand side of the screen.
  • You can either “post” to share now or “save for later” to schedule later.
  • Manage your scheduled posts from the Social Planner dashboard in the list at the bottom of the page or in the Planner calendar.
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