Demo: The Social Planner

How to Use the Social Planner in PipelinePRO

1. Accessing the Social Planner

• Log in to your PipelinePRO account.
• Navigate to the "Marketing" section on the left side of the dashboard.
• Locate and click on "Social Planner" at the top left corner of the screen.
• Ensure that you have the Social Planner feature activated, which is a separate paid subscription within the platform.

2. Understanding the Social Planner

• The Social Planner in PipelinePRO is designed to help you manage your entire social media presence from one centralized dashboard.
• It functions similarly to popular social media management tools like Hootsuite or Buffer but is integrated within the PipelinePRO ecosystem.

3. Integrating Social Media Platforms

• As of now, PipelinePRO is integrated with various social media platforms including Facebook, Instagram, LinkedIn, Google My Business, and Facebook Groups.
• There are no limitations on the number of accounts you can connect, allowing you to manage multiple social media accounts without extra charges.

4. Scheduling and Posting Content

• Within the Social Planner, you can schedule posts for different social media platforms.
• Upload images, write captions, and schedule posts for Instagram, Facebook, LinkedIn, and more.
• You can view your scheduled posts on the calendar feature and preview how they will look on each platform.

5. Monitoring Account Performance

• Track your account stats within the Social Planner to monitor the performance of your posts.
• View past history, engagement metrics, and preview links to see how your posts appear on each social media platform.

6. Adding Accounts and Managing Settings

• Easily add new social media accounts or make changes to your existing accounts within the Social Planner.
• The interface is user-friendly and straightforward, making it easy to navigate and manage your social media presence effectively.

7. Accessing Additional Features

• PipelinePRO members have exclusive access to the Social Planner feature.
• If you are a PipelinePRO member, you can activate the Social Planner by following the instructions provided in the dashboard.

8. Future Updates

• PipelinePRO is continuously evolving, and new social media platforms like TikTok and YouTube will be added to the Social Planner at no extra cost.
• The goal is to provide a comprehensive social media management solution within the PipelinePRO ecosystem without additional fees or complexities.

By following these steps, you can effectively utilize the Social Planner feature in PipelinePRO to streamline your social media management tasks and enhance your online presence.