Marketing

How to manage social media

4 min read·Beginner

Social Media Management lets you plan and post to your social channels from one place in CRMit, rather than logging in to each network separately. Here is how to connect your accounts and get posting.

  1. Open Social Media Management

    From the CRMit menu, select Social Media Management to open your social planner.

  2. Connect your accounts

    Connect the social accounts you want to post to. Once linked, you can publish to them straight from CRMit.

  3. Create a post

    Write your post and add any images. Keep the message clear and add a link if you want people to take an action.

  4. Choose the channels

    Pick which connected channels the post should go to. You can send the same post to several channels at once.

  5. Schedule it or post now

    Either schedule the post for a date and time that suits your audience, or publish it straight away.

  6. Review how it performs

    Come back to see how your posts are doing over time, so you can learn what your audience responds to.

Tip: Schedule a week of posts in one sitting. Setting them all up in one go keeps your channels active without needing daily attention.

What's next

Pair your social posts with email campaigns, and turn happy customers into public reviews.

Want a hand getting set up?

Book a quick demo and we will walk you through connecting your channels and planning your posts.