Team Member's Guide to Getting Started With SocialPilot – SocialPilot

Social media management can be overwhelming with so many platforms to manage. SocialPilot makes it easy by allowing you to automate posts across multiple platforms, saving you time and helping you build your brand more efficiently. This guide will walk you through the steps to get started with SocialPilot, so you can take control of your social media efforts in just a few simple steps.

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.

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.

Go to Accounts -> Manage Accounts.
Select the social account for which you want to define a custom queue and click on the Edit icon.
Ensure you are on the Schedule in the Edit Account page.
Set time slots for posting.
You can also click on Select from Templates to customize your scheduling timeslots with a simple click.
Your posts will now automatically be scheduled based on the available time slots.
Now, click on the Save button to seal the changes you have made.

Your posts will now automatically be scheduled based on the available time slots.

Create 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 the Post Composer:

To create a new post, click Posts -> Create Post.
Add a link or media (up to 4 images or 1 video) from your computer, Google Drive, Dropbox, or. Box.
You can get images from Unsplash. Simply click on the Add media from an external source button and search for a suitable image by typing a term in the given search bar, selecting the image, and clicking on Add Image.

Customize your post with GIFs, emojis, hashtags, audience targeting, and location tags.
Add a First Comment for Instagram, Facebook, and LinkedIn if needed.

Once ready, click Add to Queue to schedule the post. Alternatively, choose one of the following options:

Share Now: Publish immediately.
Share Next: Publish in the next available time slot.
Schedule Post: Set a specific date and time for the post.
Repeat Post: Repeat the post across selected times and dates.

Visualize the Posting Queue With Calendar

The Content Calendar helps you track your scheduled content and reschedule posts easily.

Click Posts -> Calendar to view your scheduled posts.
Drag and drop scheduled posts to reschedule them without manually changing time and date fields.

See What Works With Analytics

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. Track your social media performance with SocialPilot analytics. Here is how you can access analytics:

Go to Analytics and select which social platform you want to view analytics for.
View engagement metrics and generate reports for further analysis.

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

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. Here is how you can invite team members

Go to the Profile Icon on the top right of the screen and go to Users.
Click on Invite User and enter the email addresses of your team members or clients.

Assign roles - Admin, Manager, or Content Scheduler.

Admin can control all members' access and activities (except your SocialPilot account's membership and billing).
Managers can schedule, publish, and manage selected social media accounts.
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.

Select the social accounts for each member to manage.
You can change the role of a team member at any time by going to 'Users' and then selecting the edit icon beside the team member’s name.

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 mobile app allows you to access almost all of SocialPilot features while on the go.

Get the iOS or Android mobile app and start using SocialPilot app.
You can make your posting easier with the SocialPilot Browser Extension. Install the SocialPilot Browser Extension (available for Chrome and Firefox) to quickly queue posts while browsing. 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.

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 to 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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Connect Social Accounts