On our set-up call, we will walk you through the steps below to help you set up your accounts with ease and clarity. Our team will provide guidance, answer questions, and ensure a smooth process for a successful account setup.
Information to Gather Before the Call
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Depending on which social networks you plan to use in Socialflow, you must have:
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“Full Control” or the highest level of admin rights to your Facebook page(s)
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Login credentials for your 𝕏 account(s)
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Admin rights to your company LinkedIn profile
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Login credentials for Pinterest
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Instagram requires that the IG account is set as a business profile and connected to a corresponding FB page
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Login credentials for your Threads account(s)
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RSS feed URL(s) from your website (optional but recommended)
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Bitly account access or custom short domain (optional)
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Google Analytics or other tracking tags (optional)
Setup Steps
Step 1:Authorize Social Accounts
Once your customer success manager (CSM) has sent you a new user invite email, you will configure your password and go to Settings / Application / Social Accounts to add your social accounts into Socialflow.
Step 2: Add a Link Shortener (optional)
Authorize your Bitly account into Socialflow OR simply use our built-in link shortener, Tribal. If you plan to use a custom branded short domain, tell your CSM to receive additional instructions.
Step 3: Authorize Google Analytics (optional)
Add Google Analytics or Omniture tracking tags into Socialflow to help identify website traffic driven by social media. You can also authorize your Google Analytics account to pull in page visitor stats directly into Socialflow. Your CSM will show you how to do this.
Step 4: Add Content
Your CSM will add at least 1 RSS feed during the set up call to show you the steps and all the available settings. You can then add the rest of your feeds after the call.
Step 5: Advanced Settings
Your CSM will go over the Publishing Limits, which you can customize for each social account. You can set these rules and edit them anytime. You will also go over Domain Verification and how to whitelist your website domain(s) in Socialflow in order to edit metadata for your Facebook posts.
Step 6: Add Users
Navigate to Settings / Admin / Users and Permissions to add any users from your team and customize their permissions within Socialflow. Your CSM will go over the permission levels with you.
Now you are ready to publish!