What it does for you
Lets you plan and publish posts to your social accounts from one place, and see replies in the CRM.
Steps
- Open Marketing, then Social Planner, and choose Settings or Connect accounts.
- Pick the network, such as Facebook, Instagram or LinkedIn.
- Sign in and approve the permissions. For Facebook and Instagram, the page needs to be linked to a business account.
- Choose the page or profile you want to post to.
- Create a short test post and schedule it a few minutes ahead.
You'll know it worked when
- Each account shows as connected in the Social Planner.
- Your test post appears on the network at the time you set.
Common snags
- Instagram will not connect. It must be a business or creator account linked to a Facebook page.
- You cannot see your Facebook page. You need to be an admin of the page, not only a follower or editor.
- A post failed. Reconnect the account, as permissions can expire, then try again.
- You manage several brands. Make sure you are signed in to the right social account when approving.
Go deeper
- [Social Planner Overview](/help/social-planner-overview)
- [Connecting Facebook Pages (Social Posting)](/help/connecting-facebook-pages-social-posting)
- [Connecting Instagram (Social Posting)](/help/connecting-instagram-social-planner)
- [Connecting LinkedIn Profile & Page (Social Posting)](/help/connecting-linkedin-profile-page-social-posting)