Within the Social Planner Settings, you can integrate and manage multiple accounts to streamline your operations.

Connect platforms like Facebook, Instagram, LinkedIn, and more. Simply click the “Connect Social” button and follow the prompts.

Assign users or sync updates for community groups and channels to ensure consistent messaging. Note that this option is linked to the Memberships Feature.

Configure reminders for token expiration, post approvals, or failures. Select templates and set reminder frequencies to avoid disruptions.

Organize your posts with Categories for better segmentation and reporting. 

To add a new category:

1. Click the “Add New Category” button.
2. Provide a name and select a color to represent the category.
3. Save and start tagging posts accordingly.

Ensure your content maintains brand integrity with Watermarks:

1. Click on “Add Watermark” to upload your logo.
2. Adjust alignment, opacity, and scale for optimal placement.
3. Enable auto-padding to ensure the watermark does not interfere with the content visuals.

When uploading your watermark logo via the “upload” button you will get transferred to the Media Storage, there you need to double click your desired watermark logo to choose it.

The Create New Post interface provides an intuitive way to craft and schedule your content from scratch:

• Select social accounts where the post will be published.
• Write your content using rich text formatting options.
• Upload images or videos to enhance your post visually.
• Preview the post to see how it will appear on different platforms.

The Upload from CSV feature simplifies bulk scheduling, download a sample file for reference:

• Upload a CSV file with columns for text, images, and scheduled times.
• Ensure your file follows the required format (e.g., date in YYYY-MM-DD HH:mm:ss).
• Preview and confirm the content before scheduling to avoid errors.

Save time with our Social Planner Templates:

• Browse an extensive library of pre-made templates categorized by industry and theme.
• Customize the templates to reflect your brand's tone and style.
• Streamline your content creation with visually appealing designs.

Our Content AI tool generates engaging content effortlessly:

• Input a brief description of the post's theme and purpose.
• Add keywords and select a tone (e.g., excited, professional) to refine the output.
• Generate variations of the content for multiple platforms or audiences.

More about this Feature in the Article: “Overview: Content AI”.

Keep your audience updated with RSS Posts:

• Link an RSS feed to automatically generate posts from the latest updates.
• Set parameters for posting frequency and maximum posts per update.
• Preview the content to ensure alignment with your social media strategy.

Highlight customer feedback using the Post Reviews feature:

• Select reviews from platforms like Google or Facebook.
• Customize the background, font, and caption for a polished look.
• Share the posts directly to your social media accounts.

Organize your content schedule with Category Queues:

• Assign posts to specific categories for easy tracking.
• Define posting times and days for each category.
• Ensure consistent posting by queuing up content in advance.

This is what it will look like in the “Content Tab”

1: Social Acc Selection

Easily choose specific accounts to manage using the Social Account Selection:

• Click the dropdown to view all linked accounts.
• Select one or multiple accounts to focus on a specific platform or campaign.
• Use the search bar for quick access to an account

2: Timeperiod selection

Define the timeframe for your content overview or scheduling:

• Click on the date range to open the calendar interface.
• Select the desired start and end dates to filter posts within the specified period.
• Confirm your selection to update the view.

3: Filters

Streamline your content management with advanced Filters:

• Sort posts by content type (e.g., CSV Upload, Template Library).
• Refine results based on status (Published, Scheduled, Draft).
• Include specific creators, approvers, or categories for precise control.
• Toggle multiple filter options to tailor your view.

4: List / Calendar View

Switch between List and Calendar Views to suit your planning style:

• List View: Displays posts in a detailed table format, showing captions, status, type, and scheduled date.

• Calendar View: Offers a visual representation of posts by date, making it easy to identify gaps in your schedule.

The Content Tab lets you monitor all Posts by the type as you will see in the following images and headlines.

CSV

The CSV section allows you to streamline the bulk uploading of posts, enabling efficient social media management. Here you can monitor your social media posts created by your CSV file upload with your content, upload it to the system, and assign it to the appropriate social accounts. This tool is perfect for large campaigns, ensuring consistent and error-free scheduling of multiple posts.

Recurring

This section lets you monitor your recurring posts.

Recurring posts ensure your audience remains engaged by automating repetitive content delivery. Whether it’s weekly promotions or monthly updates, you can schedule posts to recur automatically. This feature helps you maintain a consistent social media presence without constant manual input.

Review

The Review section lets you monitor your Review Posts. Review Posts are useful to regularly publish customer reviews via your social media accounts.

RSS

Monitor your RSS Posts here in this section.

RSS integration keeps your content dynamic by automatically pulling updates from your RSS feeds and sharing them across your social platforms. It’s ideal for sharing blog updates, industry news, or other syndicated content to keep your channels fresh and relevant.

Template Library

This section lets you monitor all your social media posts from the template library.

The Template Library provides a wide range of customizable designs for various post types, from promotional content to announcements. Select a template, personalize it to align with your brand, and save time while creating visually appealing posts that capture your audience’s attention.

Approval

The Approval section offers a structured way to manage content workflows within your team or organization. Posts that are "Pending Approval" can be reviewed, edited, and approved or rejected. This process ensures all posts meet quality and compliance standards before going live.

Category Queue

The Category Queue section lets you monitor your Category Queue Posts. These Posts enables you to organize and schedule posts based on predefined categories. Set posting frequencies, prioritize specific content, and automate publishing for specific days and times. This tool is invaluable for keeping your content pipeline active and aligned with your marketing strategy.

Visualize performance metrics with the statistics dashboard. Analyze total impressions, followers, likes, and top-performing posts across platforms. Understand your audience through demographic data and improve your content strategy based on insights.

Select specific social media accounts to view specific data by accounts.

Email Campaigns

Filter and Searchoptions

The "Campaigns" section provides an organized overview of existing email campaigns. Users can apply filters to search for specific campaigns by status, execution date, or title. Options such as "Create Folder" and "New" enable efficient management and quick creation of new campaigns or folders.

Manage Email Campaigns

This interface enables users to preview, clone, archive, or delete campaigns effortlessly. The dropdown menu streamlines actions for better campaign organization. Each campaign's status (Draft, Sent, Archived) is displayed for easy tracking.

Create Email Campaigns

With options like "Blank," "Email Marketing Templates," or "Your Templates," users can create campaigns tailored to specific requirements. Templates include design and content ideas for a quick start. Customization ensures campaigns align with brand identity.

• Blank: Choose between the Design Editor (visual drag-and-drop), Code Editor (HTML editing), or Plain Text Editor for creating email campaigns. Each option is tailored for different user needs, from advanced customization to quick edits. (More about these Editors in the article “Email Builder/Editor in Detail”.

• Email Marketing Template: Browse pre-designed email templates by categories such as beauty, financial, or real estate. Filters and search functions make it easy to find suitable templates, ensuring fast and appealing email creation.

• Your Templates: Browse your own Templates and choose them to create your new Email Campaign.

Workflow Campaigns

Workflow campaigns automate email marketing processes with further automation capabilities, ensuring timely and targeted communication. The section allows editing, enabling users to adapt campaigns to changing strategies. Users can view statistics for campaign performance. This is a direct integration of our Automation/Workflow Feature within Email Marketing and when creating a new one or edit a existing Workflow Campaign you will get transferred to the Automation/Workfows Feature.

Create New Workflow Campaign

View Statistics

Track metrics such as delivery, open rates, clicks, and bounce rates. The detailed graphs and data summaries provide actionable insights into email campaign performance.

Campaign Settings

Adjust attribution windows, verified sender emails, and tracking preferences. These settings help ensure campaigns comply with regulations and meet user-specific needs. Note that these settings are accessible from email and workflow campaigns.

Campaign Settings

Attribution

Define attribution windows to measure campaign success over a specific period. The flexibility to assign attributions ensures accurate performance evaluation for all campaigns or product-based efforts.

 

 

Verified sender emails

Securely verify email addresses for campaigns. Verification ensures legitimacy and improves deliverability, protecting your email reputation.

 

 

Sender Preferences

Set default sender and recipient emails for testing campaigns. This feature allows easy testing to ensure email functionality and content accuracy.

 

 

Fonts

Choose and add Google Fonts to enhance email design. The preview option provides a clear view of font appearance before applying changes, ensuring a cohesive visual identity.

 

 

Tracking

Activate Click Performance Tracking or UTM Tracking to measure engagement and link interactions. Add custom UTM parameters for more detailed analytics, enabling data-driven campaign improvements.

 

 

 

 

Search and Filteroptions

The Templates section within the Email Marketing module offers a streamlined interface for managing and organizing your email templates. Using the Search bar and Filters panel, you can quickly locate templates by their name, status (active or archived), or other criteria. This ensures efficient navigation through large collections of email templates and facilitates faster campaign setup.

Create Folder

The Create Folder option allows users to organize templates into easily accessible groups. By naming the folder appropriately during creation, you can categorize templates by campaign type, purpose, or any custom taxonomy, improving accessibility and workflow management.

Create New Template

The system offers multiple ways to create a new template:

Create Template from existing Campaign

You can convert previously used campaigns into templates for future use, ensuring design consistency and reducing repetitive efforts.

Email Marketing Template

Browse a rich library of ready-made templates tailored to various industries and campaign goals.

Blank Template

Create a completely new email using your preferred editing experience – Design Editor, Code Editor, or Plain Text Editor – providing flexibility for users of all technical levels. (More Information about these Editors avaliable in the article “Email Builder/Editor in Detail”.

Import Email

This feature facilitates importing email templates from third-party platforms like Mailchimp, ActiveCampaign, and Kajabi. Following simple instructions, users can migrate designs or campaigns into the system seamlessly.

Mailchimp

 

 

Active Campaign

 

 

Kajabi

 

 

Manage Templates

The Manage Templates interface provides full control over template actions. Users can:

Preview Template: Check the design and content of templates before use.

Clone / Share: Duplicate templates for editing or share them with collaborators.

Move to Folder: Organize templates into categorized folders.

Create Campaign: Create a new Campaign based on the selected Template

Archive: Retire templates no longer in use.

Delete: Remove Email Temeplates permanently.

The Email Marketing Statistics section provides detailed insights into the performance of your email campaigns, helping you evaluate their success and identify areas for improvement.

At the top, the Conversion Summary displays key campaign metrics:

• Revenue: Tracks the total revenue generated from the email campaign.
• Average Order Value: Indicates the average value of orders placed through the email.
• Order Rate: Measures the percentage of recipients who completed an order.
• Total Orders: Provides the total count of orders placed via the campaign.

The Engagement summary section highlights recipient interaction with your emails:

• The metrics include Delivered, Opened, Clicked, and Ordered percentages, presented in a cumulative bar graph for clarity.

The Performance Analysis panel offers a breakdown of campaign-specific KPIs:

• Email Sent: Total number of emails delivered.
• Bounced: Emails that failed to reach their destination.
• Unsubscribed: Number of recipients who opted out of future emails.
• Spam Complaints: Number of complaints registered.
• Open Rate: Illustrated with a graph, showing trends in email engagement over time.

The top performing emails table ranks email campaigns by their revenue performance. Metrics such as Execution Date, Recipients, Open Rate, Click Rate, and Revenue allow easy comparison and identification of successful strategies. If no data is available, it prompts you to create a new campaign.

The final section lists the latest email campaigns, focusing on metrics such as execution date, recipients, and engagement rates (open and click rates). This provides a snapshot of recent efforts to track progress and refine strategies further.

Aimed at inserting quick text responses or instructions via sms.

Designed for crafting email-specific content, including a subject line and body, enriched with formatting options.

Folders help organize snippets for better accessibility. Users can name folders and save them for storing related snippets together, ensuring an efficient categorization system.

The Affiliate Manager Dashboard provides a comprehensive overview of your campaigns' revenue and affiliate commissions. Metrics like total revenue, conversion rate, and total customers are displayed prominently for easy tracking. The dashboard also highlights the conversion trends over time, showcasing the effectiveness of affiliate campaigns. You can access the performance of top affiliates sorted by revenue, providing insights into your most valuable partnerships. With the "+ New" button, you can quickly create new campaigns or add affiliates, streamlining your affiliate program management.

The Campaign section guides users through setting up an affiliate campaign. The process starts with connecting your Stripe account for seamless payouts. You can upload affiliates or create campaigns from scratch using a simple step-by-step interface.

 Key metrics like revenue generated, customers gained, churn rate, and leads are summarized for every campaign. The "Submit Feedback" option ensures you can easily share any issues or suggestions with the support team.

Create Campaign

When creating a campaign, the Affiliate Campaign Link Configuration allows you to define the sources, such as funnels, websites, or forms. Each campaign can include specific products for commissions, with options for one-time and subscription-based pricing.

Set the default Commission for all or specific Products. You can also setup a commission for Leads, if this fits your business needs better instead of a product. Advanced commission settings enable you to set multiple tiers for custom incentives, making your affiliate program more competitive.

Additional settings like cookie duration and payout terms ensure flexibility to fit your business needs. You can also customize the email template used for affiliate communication.

The affiliate dashboard provides an overview of campaign performance, affiliate commissions, and revenue generation by affiliate. Key metrics like total revenue, conversion rates, and total customers are displayed at a glance, offering insights into campaign effectiveness. Here you can also submit feedback, select a timeperiod to display, export your affiliate data, add new affiliates and search/filter for your affiliates. When clicking on a Affiliate name or edit an affiliate via the three dot icon you can manage and view Information for the selected Affiliate as you will see further down.

Add New Affiliate

Adding affiliates is streamlined with multiple options, including bulk uploads via CSV or individual entries. Affiliates can be assigned specific campaigns for targeted collaboration. The form requires essential details like email, name, and company, ensuring affiliates are accurately integrated into the system.

Manage Affiliate

Detailed statistics for individual affiliates are accessible in the management section. This includes pending commissions, payouts, and active referral links. Affiliates' performance across campaigns can be tracked, with the option to manage referral links and view lead, customer, and payout details in one interface.

The payout tab allows businesses to manage affiliate payments effectively. Users can filter payouts by status—pending, approved, denied, or paid—and search by affiliate name or email. This ensures timely and accurate commission distribution to affiliates.

The media section allows businesses to upload and organize specific media assets for different campaigns. These files can include promotional content, training materials, or branding resources, helping affiliates align with the company’s vision and messaging.

Settings offer customization options for campaigns, including email templates, cookie life, and payout terms. Businesses can configure default settings for new campaigns while retaining flexibility for existing ones. Customizations like setup fee inclusion and auto-enrollment of new customers as sub-affiliates ensure adaptability.