Getting Started with SocialPilot


In a world filled with people constantly using social media every day, SocialPilot allows you to automate your social media posts on multiple platforms, all in one place. SocialPilot helps you plan, schedule, and publish your posts using advanced features, saving you time so you can build your brand more efficiently.

This Getting Started guide will help you set up your SocialPilot account. You are just 9 easy steps away from a better way to manage your social media. Open your SocialPilot account in another tab and follow along.


Connect Social Accounts
Set Up Posting Schedules
Creating Your First Post
Visualize Your Posting Queue with Calendar
See What Works with Analytics
Invite Team Members
Go Mobile with Apps and Extensions
Other Great Features

1. Connect Social Accounts

The first step to using SocialPilot is to connect your social media profiles to SocialPilot.

Click Accounts -> Connect Account to connect one of these profiles listed below.

Facebook: Page, Group
Twitter: Profile
LinkedIn: Profile, Page
Pinterest: Board
Instagram: Profile, Business (Professional)
YouTube: Channel
Tumblr: Blog
Google Business Profile: Chain Locations
TikTok: Profile

Once you click on the connect button, you will be redirected to the social media platform and be asked for authorization. Kindly accept all permissions to continue.

2. Set Up Publishing Schedules

Once your accounts have been connected to SocialPilot, you can manage your scheduled publishing by creating posting schedules. Posts added to your queue will be automatically scheduled during the next available time slot according to the posting schedule you have set up.

Click Accounts -> Manage Accounts -> Select the Social Account you want to define time slots for and start defining time slots.

Your posting schedule is now ready.

3. Creating Your First Post

SocialPilot seamlessly schedules and publishes to your connected social media profiles. Posts can be made to individual social media accounts, or to multiple accounts all at once.

Check out a quick overview of the capabilities of SocialPilot's Post Composer:

To create a new post, click Posts -> Create Post.

If you have added a link in your post, you’ll see a preview of that post below. You can schedule it as it is, or if you want to share it as an Image post, just click on any image from the preview below and you can select up to 4 images per post.

If you don’t want to use the image as fetched from the link, you can upload it from your computer, Dropbox, Google Drive, and Box.

You can use the stock images available on the SocialPilot scheduler from the Unsplash integration. Simply click on the "Add media from external source" button and search for a suitable image by typing a term in the given search bar, select the image, and click on "Add Image."

You can also upload a video from your computer and schedule them to appear on the supported social networks.

SocialPilot Publisher saves all of your posts as drafts. The publisher can also be minimized, allowing you to access it anytime. Simply open the pop-up to edit your draft.

It also allows you to add GIFs and make a design on Canva and use the same to your posts to make them more engaging. You can also add emojis, add locations for Facebook and Twitter and target the audience for Facebook and LinkedIn.

For Instagram, you can also add a First Comment that will be scheduled along with your post. You can edit the content with the Comment sticker from the Original Draft tab or the designated Instagram First Comment section in the Instagram Tab.

Click on the Add to Queue button when you are satisfied with your post This will add your post to the queue and schedule your post according to your previously established schedule for your social media accounts. 

If you don’t want to follow your posting schedule for a particular post, you can also use one of the options below: 

Share Now - Will share your post immediately to the selected social accounts.
Share Next- Will schedule your post for an immediate upcoming time slot for that selected account.
Schedule Post- Will schedule your post according to a specific date & time.
Repeat Post- Will schedule and repeat the same post on the specified times and dates for a selected number of times.

4. Visualize Your Posting Queue with Calendar

Whether you have chosen to publish content now or scheduled it for later, you can view all of them in one quick glance with our Content Calendar. You can even drag and drop scheduled items on specific time slots provided in the calendar to reschedule them.

Click Posts -> Calendar to view your social media content calendar.

5. See What Works with Analytics

SocialPilot’s analytics helps you take a deep dive into your social media data. You can not only analyze the posts you make from SocialPilot, but you can also analyze other posts made on your connected social media accounts. One click and you have your easy-to-understand analytics report at your fingertips.

Click analytics and select which social platform you want to view analytics for.

To get a better understanding of social analytics and reports, click here.

6. Invite Team Members

Never miss a deadline again by collaborating with your team using SocialPilot. Let them create content for your selected social media accounts, while you retain full control of post approvals.

Click Team & Client ->  Add Team Member.

Enter your teammate’s name & email address -> Select the profiles you want them to manage and assign them a role (Admin, Manager or Content Scheduler).

Admin can control all members' access and activities (except your SocialPilot account's membership and billing).

Content Schedulers can only schedule posts for selected social media accounts. The posts will be added to the queue only when a Manager or the Admin approves.

Managers can schedule, publish and manage selected social media accounts. 

You can change the role of a team member at any time by clicking on 'Manage Members' and then selecting the edit icon beside the team member’s name.

You can also assign team members to select accounts directly from the Manage Accounts section. Simply select one or more accounts and add a team member. This is a useful feature when you want to assign accounts to a different user with a single click.

7. Go Mobile with Apps and Extensions

Tackle your social media on the go with the intuitive SocialPilot mobile app so you can make every minute count with your audience. From connecting your social media accounts to scheduling new content, SocialPilot’s mobile app allows you to access almost all of SocialPilot’s features while on the go.

Get the iOS or Android mobile app right away!

You can make your posting easier with the 'SocialPilot Browser Extension'. Add posts to your queue without leaving the website/content you are surfing with the help of our amazing extension.

We have Chrome, Firefox available for immediate download.

Once the extension is downloaded, just click on the SocialPilot extension when you find the content you want to post while you’re surfing. A popup of ‘Create Post’ will appear right on your current window

Once your post is created and queued, you can continue surfing, all without leaving your current web page.

8. Other Great Features

In addition to the features covered above, SocialPilot offers these additional features:

  • Invite Clients

    You can manage your clients' social media profiles hassle-free without the need for their credentials.

  • Add RSS Feeds

    Share your blog posts automatically or manually to your connected social profiles by adding your blog’s RSS Feed into your SocialPilot account.

  • Shorten URLs

    Get rid of the long, ugly-looking URLs by shortening them using Bitly, Rebrandly, and Sniply

  • Create Groups

    If you want to create and share content over the same set of social media accounts regularly, and you don’t want to select the accounts individually each time, you can create groups of accounts to easily queue posts with a single click.

  • Social Inbox

    Reply to and manage all messages, posts, and comments on all your Facebook Pages and Instagram accounts - in one place.

Awesome, you are all set now! Welcome to SocialPilot, the future of social media management!

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