Dashboard Overview

After logging in, you will be directed to the Dashboard where you can view all of your account's key features, including campaign analytics and account management tools.

Dashboard Overview

Main Features

Campaign History

View all your social accounts' campaign history and related metrics.

Campaign History

AI Writer Assistant

Use this tool for drafting social media posts for campaigns.

AI Writer Assistant

All Post Approval

This section allows you to approve or reject posts before they are shared across your platforms.

Post Approval

Share Buttons

Customize share buttons for each campaign across different social media.

Share Buttons

Saved Contacts

Store and manage contacts that you frequently engage with.

Saved Contacts

Managing Accounts and Settings

In this section, you'll learn how to manage connected social media accounts, set up notifications, and monitor your content.

Accounts Tab

Here you can manage connected social media accounts and make changes as necessary.

Accounts Tab

Account Notifications

Set up notifications for account activities such as approval requests, campaign updates, etc.

Account Notifications

Content Monitoring & Tracking

Monitor your campaigns and track their performance over time.

Content Monitoring & Tracking

Campaign History and Analytics

In this section, view detailed analytics on the performance of each campaign, including engagement metrics and trends over time. This feature is useful for evaluating the effectiveness of your posts.

Campaign Analytics

Understanding Your Analytics

The analytics dashboard provides you with valuable insights into your social media performance:

• Engagement metrics (likes, comments, shares)
• Reach and impressions
• Click-through rates
• Best posting times
• Top performing content
• Audience demographics

Exporting Reports

You can export your campaign reports in various formats for further analysis or to share with your team:

1. Navigate to the Campaign History section
2. Select the date range for the report
3. Choose your preferred export format (PDF, CSV, or Excel)
4. Click the Export button

Post Approval

Review, approve, or reject posts before they are shared with your audience. You can also edit and reschedule posts in this section. All posts awaiting approval will appear here.

Post Approval

Approving Posts

To approve a post:

1. Navigate to the Post Approval section
2. Review the content of the post
3. Check the scheduled posting time and platforms
4. Click the Approve button to confirm

Rejecting Posts

If you need to reject a post:

1. Select the post you want to reject
2. Click the Reject button
3. Add a reason for rejection (optional but recommended)
4. Confirm your decision

Editing Posts

To make changes to a post before approval:

1. Click on the post you want to edit
2. Make the necessary changes to text, images, or scheduling
3. Save your changes
4. The post will return to the approval queue

Share Buttons and Customization

Customize and set up share buttons for each campaign. Choose the social media platforms you want to share your posts on and track the reach of your shared content.

Share Buttons Customization

Customizing Share Buttons

To customize your share buttons:

1. Navigate to the Share Buttons section
2. Select the campaign you want to customize
3. Choose which social media platforms to include
4. Customize the appearance of the buttons (size, style, color)
5. Configure the sharing text and hashtags
6. Save your settings

Tracking Share Performance

Monitor how your content is being shared:

• View total shares for each post
• Track which platforms generate the most shares
• Analyze the correlation between shares and engagement
• Identify your most shareable content

Embedding Share Buttons

You can embed share buttons on your website:

1. Generate the embed code from the Share Buttons section
2. Copy the code
3. Paste it into your website's HTML
4. The buttons will appear and connect to your SocialSchedulify account

Managing Saved Contacts

Easily save and access your contacts for outreach, collaboration, or other communication needs. All saved contacts are listed and can be edited directly from the dashboard.

Saved Contacts

Adding New Contacts

To add a new contact:

1. Navigate to the Saved Contacts section
2. Click the "Add New Contact" button
3. Fill in the contact details:
   • Name
   • Email address
   • Phone number (optional)
   • Social media profiles (optional)
   • Notes or tags
4. Save the contact

Editing Contacts

To update a contact's information:

1. Find the contact in your Saved Contacts list
2. Click the Edit button next to their name
3. Make the necessary changes
4. Save your updates

Organizing with Tags

Use tags to organize your contacts:

• Create tags for different categories (e.g., "Influencers", "Partners", "Clients")
• Apply multiple tags to a single contact
• Filter contacts by tags to find specific groups
• Use tags for targeted outreach campaigns

Contact Outreach

Use your saved contacts for outreach:

1. Select one or more contacts from your list
2. Choose the "Send Message" option
3. Compose your message or select a template
4. Send directly through SocialSchedulify or export for external use