šÆ Creating a Social Media Post
š± Open the Marketing Tab
Log into your CRM and navigate to Marketing ā Social Media.
From here, link your social media profiles.
Once youāre in, the dashboard will update to display your social media tools.
š Start a New Post
Click New Post ā Create New Post.
Select your social accounts where the post will be published.
š Create Your Content
Type your message (for example: āMerry Christmas from our team!ā).
Add any images, emojis, files, tags, hashtags, links, or locations you want to include.
āļø Customize Per Channel (Optional)
Choose Customize for Each Channel if needed.
Example: Add a āLearn Moreā call-to-action with a website link on Google Business, while keeping your Facebook post text simple.
You can also embed or link URLs directly in your posts for users to click.
š Post or Schedule
Click Post Now to publish immediately, or select the arrow to schedule for a later time.
You can also set recurring posts ā for instance, repost your holiday greeting every December 25th until 2041.
ā Thatās It!
Your post is ready and will automatically publish based on your schedule.
š” Pro Tip: Schedule evergreen content (like seasonal greetings or recurring events) ahead of time to keep your social pages active year-round.