Video Walkthrough:
Step-by-Step Process:
Consult with the Customer Success team: Reach out to your Customer Success manager member to discuss your interest in contributing assets to the social calendar. They will provide guidance on the types of assets, appropriate formats, and sizes required for optimal results.
Access your LocalSite Folder: Your Customer Success manager will create a new folder called 'Social Calendar' within your LocalSite folder, which will be shared with you. Ensure you have access to this folder and are familiar with the folder's location for easy navigation.
Check folder permissions: Ensure that the sharing permissions for the 'Social Calendar' folder are set to 'Anyone with the link can EDIT'. This setting is required for both you and the Customer Success team to have easy access to the assets.
Add your assets to the Social Calendar folder: Upload your assets to the 'Social Calendar' folder using the guidance provided by your Customer Success manager about the ideal file formats and sizes. As you add your assets, label each of them with the planned date of the social post for better organization.
After your content is uploaded, here are some tips for a successful launch:
Avoid making changes post-approval: Once your Customer Success team reviews and schedules the social calendar, refrain from adding or deleting assets without first consulting the team. They are responsible for managing and scheduling the assets and will need to be aware of any updates or changes.
Approval and confirmation: Review and approve the social calendar, and confirm with your Customer Success manager that your assets have been reviewed and scheduled correctly.
Stay in communication: Keep an open line of communication with your Customer Success manager for any updates, changes, or insights regarding the performance of your contributed assets. This collaboration ensures the maximum effectiveness of your social calendar.