Marketing

Campaigns A campaign is the email message you design and send to your specific contacts or a bunch of smart lists. Here you can set up your email marketing campaign and manage the existing campaigns. Campaign Status With this option, you can view specific campaign/campaigns based on their status. As shown in the image below, […]

Send Test Email Next, you can perform a test to ensure everything is in right place. Send a test email to yourself or your team member by clicking the button shown below. Once you click on the “Send Test Email”, you will see these three things in the drop-down:- From address (you can enter any

Social Media Posting – Overview In this section, you are able to manage your social media channels and post to Facebook, Instagram, and even Google My Business! You can also manage your posting calendar so you have a weekly and/or monthly view of what’s being posted to where! Depending on your user permissions, you may

Connecting Facebook Pages (Social Posting) Social Planner gives you the ability to add all your fan pages from different Facebook profiles at once. Following the steps below, you will be able to connect your Facebook pages with the platform. 1. If you have already connected your Facebook pages from any profile previously and want to

Connecting Instagram (Social Planner) Social Planner gives you the ability to add your Instagram business accounts to your CRM. If you have not converted your Instagram personal profile to a business profile. You need to perform the below mentioned two steps: Switch from a personal account to a business account on your Instagram app settings.

Connecting Google My Business (Social Posting) Google My Business is one of the most reliable mainstays for marketers to manage the online presence of their business. It is the best way to win the trust of your audience by bringing out your information to create a personalized relationship with them. This way, you’ll be able

Connecting LinkedIn Profile & Page (Social Posting) In this section, you will learn how to connect your LinkedIn profile and page to your CRM. Connecting your LinkedIn account If you don’t have any social media account connected yet, click on the LinkedIn icon in the wizard with connect option as shown below to start setup.

Connecting Twitter account (Social Posting) Social Planner gives you the ability to add all your Twitter profile publish posts and engage with your audience through tweets and retweets (follow-up comments). Connecting Your Twitter If you don’t have any social media account connected yet, you will see this page, click on the Twitter icon in the

Connecting TikTok (Social Posting) Social Planner allows users to connect TikTok accounts. Right now, we provide a connection to a personal TikTok account. TikTok business account is in Roadmap. Connect TikTok Personal Account If you don’t have any social media account connected yet, you will see this page, click on the TikTok icon in the

Google My Business Publishing While publishing to GMB, please make sure you do the following: 1. Choose the ideal aspect image ratio: Images and videos can helps for social engagement towards your business. Google map allows you to add image in your list which represent the product to people that how it looks. They have