🎯 Creating a Social Media Post
📱 Open the Marketing Tab
Log into your CRM and navigate to Marketing → Social Media.
From here, link your social media profiles.
Once you’re in, the dashboard will update to display your social media tools.
📝 Start a New Post
Click New Post → Create New Post.
Select your social accounts where the post will be published.
🎄 Create Your Content
Type your message (for example: “Merry Christmas from our team!”).
Add any images, emojis, files, tags, hashtags, links, or locations you want to include.
⚙️ Customize Per Channel (Optional)
Choose Customize for Each Channel if needed.
Example: Add a “Learn More” 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.
📆 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 — for instance, repost your holiday greeting every December 25th until 2041.
✅ That’s It!
Your post is ready and will automatically publish based on your schedule.
💡 Pro Tip: Schedule evergreen content (like seasonal greetings or recurring events) ahead of time to keep your social pages active year-round.