Getting Started: Creating Your First Schedule
If you're new to automated scheduling, you'll first need to set up a schedule for either your reviews, listings, or solds.
Navigate to Tools & Setup > Scheduling.
You will see three options: Review Schedule, Listing Schedule, and Just Sold Schedule.
Click Create Schedule under the type of content you want to automate.
Once you have created your first schedule, this initial view will change. To create additional schedules, you will use the Create Schedule dropdown menu at the top right of the page.
Scheduling Options & Customization
You have several options to control how and when your content is posted.
1. Schedule Frequency
Reviews: You can choose to post Monthly, Weekly, or Daily. The monthly option allows you to post once a month on a specific day you choose, which is ideal for lower review volumes.
Listings & Solds: You can choose between Automatic, Daily, or Weekly.
The Automatic option is new and designed to post your new listings as soon as they are available and processed with images, ensuring timely promotion. These posts will not occur overnight (between 10pm - 7am in your local timezone).
You can set a Post Limit of up to 5 posts per day for Automatic, Daily, and Weekly schedules.
2. Branding Bar
You can customize the branding bar that appears on your posts.
Automatic: This option will dynamically apply whichever branding bar is set as your "Current Favorite" at the time of posting.
Specific Branding Bar: You can select a specific branding bar to be used for all posts in that schedule. This will remain static unless you manually edit the schedule.
3. Captions
Personalize the text that accompanies your social media posts.
Default Captions: The system generates a default caption using dynamic fields that pull in property details (e.g.,
{{Property Details}},{{First address line (Street Address)}}).Customization: You can edit the default caption and add your preferred hashtags.
Managing Your Schedules
Once your schedules are set up, you can easily manage them from the main Scheduling page.
View All Schedules: See a list of all your active schedules, including the type of content, frequency, and a preview of the caption. Go to My Content then Scheduled Posts.
Toggle On/Off: Quickly enable or disable a schedule using the toggle switch next to it.
Edit Schedule: Click the Edit Schedule button to make changes to the frequency, template, caption, or other settings.