Social Planner | Notification Posts Status

A business owner can use this feature to receive alerts about expiring social media tokens, ensuring they refresh them in time to avoid disruptions in their scheduled marketing posts.

Social Planner | Notification Posts Status: This feature enhances business experience by providing various customizable notifications related to social media account status and scheduled posts within the CRM.

⭐️ Why Does It Matter To Your Business?

• Timely Notifications: Keeps businesses informed about account expirations and post failures, ensuring smooth operation and minimal downtime.

• Customizable Alerts: Businesses can set preferences for different types of notifications, improving workflow efficiency.

• Enhanced Post Management: Allows businesses to track post approvals and rejections, ensuring quality control and timely updates.

⭐️ How To Use Social Planner Notification Posts Status:

1. Access the “Marketing” Tab from the left navigation menu. Click on “Social Planner” from the upper navigation and then click on the gear icon.

   

2. Account Pre-Expiry

   Select notification and in ‘Account Pre-Expiry’ click on the pencil icon.

   

3. Fill in the required details and click on the “Save Changes” button.

   

4. The Customer will receive the emails as shown in the screenshot.

   

5. Account Expired

   To edit the account expired notification by clicking the pencil icon.

   

6. The notification requires to select the account user, how often should they be reminded to reconnect the token. Business can select the different template other than default templates and Save by clicking on “Save changes”.

   

7. The customer will receive the emails as shown below.

   

8. Request for post Approval

   To edit the email notification request for approval of scheduled post click the pencil icon.

   

9. The notification requires you to select the different template other than default templates. Click on the Save changes button.

   

10. The Customer will receive the emails as shown.

    

11. Similarly for Approved post/Rejected post and Post failed click on Pencil icon.

    

12. Approval Post

    The notification requires you can select the different template other than default templates and then click on Save changes button.

    

13. The Customer will be received the emails as shown in screenshot.

    

14. Rejected post

    The notification requires you can select the different template other than default templates and then click on Save changes button.

    

15. The Customer will be received the emails as shown in screenshot.

    

16. Post Failed

    The notification requires you can select the different template other than default templates and then click on Save changes button.

    

17. The Customer will be received the emails as shown in screenshot.

    

This feature significantly improves the efficiency and reliability of managing social media accounts and scheduled posts within the CRM, helping business maintain a seamless marketing workflow.