Social Media & Social Planner
Social Planner Overview
Social Media & Social Planner
Social Planner Overview
The Social Planner in Lead Fuel CRM gives you a centralized hub to manage all of your social media activity. From one dashboard you can compose posts, schedule content in advance, and monitor engagement across every connected platform.
Accessing the Social Planner
Step 1:Click "Marketing" in the left sidebar navigation.
Step 2:Select "Social Planner" from the submenu.
Step 3:You will see a calendar view showing all scheduled and published posts.
Dashboard Layout
The Social Planner dashboard provides several key areas:
- Calendar View: A monthly, weekly, or daily calendar displaying all scheduled posts with color-coded platform icons.
- Post Composer: A text editor where you create new posts with media attachments, hashtags, and platform-specific settings.
- Connected Accounts: A list of all linked social media profiles with their connection status.
- Analytics Summary: Quick-glance metrics for recent post performance including reach, engagement, and clicks.
- Content Library: A repository of saved images, videos, and templates you can reuse across posts.
Connecting Your First Account
Step 1:Click "Settings" in the Social Planner or navigate to Settings > Integrations.
Step 2:Select the social media platform you want to connect (Facebook, Instagram, LinkedIn, Google Business Profile, or TikTok).
Step 3:Authenticate with the platform by logging in and granting the required permissions.
Step 4:Once connected, the account appears in your Connected Accounts list and is available when composing posts.
Tip: Connect all of your active social accounts before you start scheduling content. This lets you cross-post to multiple platforms simultaneously and saves significant time.
Need more help? Contact Lead Fuel CRM support for personalized assistance.
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