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Getting Started with Social Marketing

Social Marketing helps you publish content across multiple social networks, schedule posts, and track performance from one dashboard. This guide walks you through connecting your accounts, creating your first post, and using the calendar and insights to grow your audience.

Getting started checklist​

  1. Connect your social accounts: Link Facebook, Google, Instagram, and other platforms
  2. Create your first post: Use the Composer to write and add media
  3. Schedule or publish: Choose when your post goes live
  4. View performance in Insights: Track reach, engagement, and link clicks
  5. Configure AI and content settings (optional): Customize how AI generates content and add knowledge sources

Step 1: Connect your social accounts​

Before you can post, Social Marketing needs access to your social profiles. Connect Facebook, Google Business Profile, and (with Pro) Instagram, LinkedIn, X (Twitter), and TikTok from one place.

How to connect accounts​

  1. Go to Social Marketing > Settings.
  2. Open the Connect Accounts tab.
  3. Click the platform you want to connect (for example, Facebook or Google).
  4. Sign in and grant the required permissions.
  5. Repeat for each platform you want to use.

See Account connections for detailed steps, platform limits, and troubleshooting.

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Standard includes Facebook and Google Business Profile. Pro adds Instagram, LinkedIn, X (Twitter), and TikTok. Instagram must be linked to a Facebook Page.

Back to checklist

Step 2: Create your first post​

Use the Composer to create posts for one or multiple platforms at once. Add text, images, or videos, and customize content per account if needed.

How to create a post​

  1. Go to Social Marketing.
  2. Click Compose or Create.
  3. Under Post to, select the accounts you want to publish to.
  4. In the Content field, write your message. Use Write with AI (Pro) to generate ideas or captions.
  5. Add media: upload images or videos, or use Stock Imagery or Generate Image with AI (Pro).
  6. Use Customize by Account to adjust text for different platforms (for example, shorter for X).

See Posting content and the Posts overview for platform-specific options, character limits, and media requirements.

Back to checklist

Step 3: Schedule or publish​

After composing your post, choose to publish immediately, schedule for later, or save as a draft. The content calendar helps you plan and visualize when posts will go live.

How to schedule or publish​

  1. In the Composer, find the publish options at the bottom.
  2. Choose Post Now to publish immediately, Schedule to set a date and time, or Save as Draft to finish later.
  3. For scheduled posts, open Social Marketing > Calendar to view and edit your content plan.

See the Calendar overview for creating posts from the calendar, switching between monthly and weekly views, and sharing calendar reports.

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Standard accounts can schedule up to 20 posts. Pro supports unlimited scheduling.

Back to checklist

Step 4: View performance in Insights​

Once your posts are live, use Insights to see reach, engagement, and link performance. This helps you spot what works and improve future content.

How to view insights​

  1. Go to Social Marketing > Insights.
  2. Open Post Performance to see reach, engagement, and impressions by post.
  3. Open Link Performance (Pro) to track clicks on shortened URLs.

See Post performance analytics and Track link performance for more detail. Content and data availability vary by platform and plan.

Back to checklist

Step 5: Configure AI and content settings (optional)​

Pro users can configure AI to generate on-brand content and add knowledge sources (business info, promotions, website content). You can also set up RSS feeds and content inspiration.

How to configure settings​

  1. Go to Social Marketing > Settings.
  2. Open AI Settings to add business knowledge and customize how AI writes posts.
  3. Open Interesting Content to add RSS feeds for post inspiration.

See the Settings overview and AI settings for full options.

Back to checklist

Frequently asked questions​

Can I publish to multiple platforms at once?

Yes. The Composer lets you select multiple accounts under Post to and publish one post across several networks at the same time.

Can I schedule posts in advance?

Yes. Use Schedule in the Composer or click a date in the Calendar to plan posts. Standard allows up to 20 scheduled posts; Pro supports unlimited scheduling.

Can I track how my content performs?

Yes. Go to Social Marketing > Insights to view reach, engagement, impressions, and (with Pro) link clicks. See Insights overview for details.

What is the difference between Standard and Pro?

Standard includes Facebook and Google Business Profile, basic scheduling (up to 20 posts), and core publishing. Pro adds Instagram, LinkedIn, X (Twitter), and TikTok, AI text and image generation, link tracking (clickable.bio), unlimited scheduling, and analytics for all connected platforms.

Can I run ads through Social Marketing?

No. Social Marketing is for organic content only. Paid ads must be run directly on each platform.