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How to automate your Market Updates and Performance Highlights

How to create an automated schedule for Market Updates and Performance Highlights

Note: If you are in New Zealand, only the Performance Highlight feature is available

Step 1:

Log into Social Studio & navigate to 'Automate Posts'

Step 2:

Select 'Create Automation' or edit an existing Market Update automation

Step 3

Select 'Market Update' or 'Performance Highlights' from the menu

Step 4

Enter a location for your Market Update. See the preview on the right hand side update automatically.

Step 5

In the schedule section you can do the following:

  • Connect and select different social profiles e.g., Facebook, Instagram, LinkedIn

  • Choose the cadence of the post: a monthly wrap up of data or quarterly

  • Choose the date and time of the post

  • Set posting permissions:

    • Post automatically

    • See a preview of the post, which you can cancel

    • Approve each post

Step 6

Select a landing page to pair with your post. You can also click 'Preview' to see a live example. Insights landing page is only available with Market Updates.

Step 7

Choose between an AI caption or a manual caption.

The AI caption will create a unique caption from the current periods data and the previous periods data to draw out insights.

Step 8

You can now choose to do one of the following:

  • Change the template

  • Add or remove a branding bar

  • Preview automation (to continue)

Step 9

After clicking 'Preview Automation' you will be presented with a final screen to confirm your selections. When ready, hit "Go Live" to set the automation live.

You can also Save as Draft if you'd prefer to come back later.

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