How to Post Your Reviews on Social Media

Marketing, Social Planner No Comments

Overview

Before diving into the automation process, it’s crucial to ensure that your social media profiles are properly linked to the CRM. This initial setup is the foundation for seamlessly sharing customer reviews on your platforms.

Detailed Steps

  1. Navigate to the “Marketing” section within your CRM dashboard and select “Social Planner.”
  2. If your social media accounts are not yet connected, click on “Add Account” and follow the prompts to link your profiles (e.g., Facebook, Instagram, Google My Business).

Creating Automated Review Posts

Overview

With your social media accounts integrated, the next step involves setting up the automation that will fetch and post customer reviews on your behalf.

Detailed Steps

  1. In the “Social Planner” section, click on “New Post” and select “Post Reviews.”

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  1. Choose your review source(s). It’s recommended to connect both Google and Facebook to maximize your social proof.
  2. Filter the reviews by rating, opting for five-star reviews to highlight the best testimonials.
  3. Select the social media accounts where you want the reviews to be posted.
  4. Set the frequency of posts (e.g., one per day) and the optimal posting time for your audience.
  5. Choose a background image for your posts from the provided templates that best aligns with your brand.
  6. Once satisfied with the settings, click on “Create Post” to activate the automation.

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Managing Your Automated Posts

Overview

After setting up the automation, maintaining control over your posts is straightforward, allowing you to edit, delete, or pause the automation as needed.

Detailed Steps

  • Within the “Social Planner,” you can monitor the status of your automated posts.
  • Use the options provided to modify your settings or temporarily halt the automation if necessary.

Troubleshooting Tips and FAQs

Q: What if my social media accounts aren’t linking?

  • A: Ensure you’re using the correct login credentials and have granted the necessary permissions. If issues persist, consult the CRM’s support documentation or contact support.

Q: Can I customize the template for the review posts?

  • A: While the CRM offers a selection of templates, customization options may be limited. Explore the template library to find the best fit for your brand.