Login & Access
Dashboard Access/Login
The dashboard and training are two separate logins. You will find the Socially Inclined Dashboard access here https://app.sociallyinclined.com If you have any trouble logging in please click the forgot password to receive a reset link. If you have any other issues please click the chat in the bottom right to reach support.Some readersDownload Digital Planner
The digital version of the planners area located in the Your Social Plan membership area rather than the dashboard. You will find all products and training that you have purchased here: https://www.sociallyinclined.com/loginSome readers
Dashboard 1.0 Setup
Initial Dashboard Setup
Getting started with the Socially Inclined Dashboard Please be sure to watch for initial setup as connecting Instagram requires an extra step. Reach out to support if you need help.Some readersPinterest - Setup & Scheduling
Linking Your Pinterest Account As with all of your connected social profiles in Socially Inclined, you'll first need to connect Pinterest within your workspace. In order to do this, you'll need to follow these steps: On Pinterest, log into the account you want to link. Make sure you have at least one board created on that account. To check this, click on your profile picture in the top right to see your saved pins. Now, Pinterest operates a little differently than other social platforms heFew readersEnsure Instagram is Ready for Direct Posting
To setup direct publishing Facebook requires your Instagram page to be a business profile and connected to a Facebook Page that is admined by you. Follow the directions below to insure this is set correctly. Ensure your Instagram account is a Business Profile Ensure a Business Profile Instagram Help - Convert to Business ProfileSome readersHow to Connect Your Networks
How to Link Accounts Before using the platform, your social accounts will need to be linked. To achieve this: Click the gear icon in the top left hand side of the screen. In the center of the screen, click the 'Add New' button to add a new platform. Click which social platform you would like to link to the Socially Inclined platform. Add Networks There are a few one off scenaSome readersContent Library - Creating Categories
Creating content library categories help to sort content to make it faster to find and share. Prior to posting content, it is imperative to categorize your content by topic, tag, or campaign. The steps below will walk you through how to achieve this goal. Create Content Category From the Content Library view, click the 'Add/Manage'Some readersManually Adding Posting Permission for Facebook Groups
Currently the Facebook API has changed and requires giving manual permission to post to Facebook Groups. Go to your Facebook Group Click settings in left column Click Apps Search for "Cloud Campaign" Click Add CloseSome readersHow to setup Slack Notifications
You can configure the dashboard to publish Slack notifications when a post is published to social media or anytime there is an error posting. You can use this feature to notify you when it is time to post to your personal profile. It only takes a few steps to set up: In Slack click 'Apps' in the left nav bar, then search for 'incoming-webhook' and click Install In the Incoming Webhook setup, choose the channel you would like the dashboard to publish to and copy the webhook URL. Click 'SaFew readers
Scheduling Content
Scheduling Your Done for You Content
Watch the video to see how easy it is to schedule the Your Social Plan done for you content. Schedule to all of your networks in just a few clicks.PopularHow to Access and Edit Canva Templates from the Dashboard
Watch this video that shows how to access and edit the matching Canva Templates for your content.Few readersScheduling from the Calendar View
Learn how to navigate the calendar view for scheduled and posted content.PopularContent Library - How to Use & Features
In this video we will show how to use the content library to store all of your content for your social media.Some readersHow to Copy Existing Content
Sometimes you may need to copy a full post to make edits. It is very easy to do this. Click on Content Library in the left menu Locate the post you are wanting to copy. (Note. you can sort by category or use the search feature to help find posts) Click on the 3 dots in the top right of the post Click copy content Steps to Copy Existing ContentSome readersEditing Captions
To edit the caption or text for a post please follow these specific steps: Click the three dots / then EDIT on the selected post Media tab - Change image if desired Caption tab - Scroll down a little - click the pencil to EDIT the caption (Do not hit the Add New Caption button as it will result with having two captions which is used for queues) Once the pencil is clicked the caption will move up to the top box, edit the caption to geFew readersChanging Post Times from the Calendar View
Quickly change the times of posts by switching to the weekly calendar view and sliding posts to a new time or date.Few readersCreating Schedules & Queues
Create weekly and drip content schedules and fill up queues to shuffle, recycle and post to save time and effort on your social media.PopularCreating Branded Images with the Canva Integration
You can create images right inside the dashboard with the Canva integration. In this video I explian how to create branded templates to quickly create images or recreate any of the provided images to match your brand.PopularContent Library - Bulk Import of Content
The Socially Inclined Dashboard has an easy to use feature to import a .csv file to quickly import content. Click here to download a sample CSV file. (Note that Google Sheets is the best editor to use and save as .csv if you need to include the date as the format has to be exactly as it is on the google sheet. Note that you can leave the date blank if you prefer for them to not be dated.)PopularContent Library - Bulk Operations
n this video you will learn how to perform bulk operations to content held in the content library. Operations such as bulk add captions, bulk re-categorize, bulk assign default networks and bulk delete.Some readersHow to Use and Add Hashtag Templates
Socially Inclined's Hashtag templates are an amzing time saving feature to help save time and make growing your social media presence faster than ever.Some readersCreating schedules & Queues fo Date Ordered Content
Sometimes we have content that needs to be scheduled that is ordered content that needs to be repeated at a later date. An example would be a 5 day challenge or a 30 day challenge. These can be added to a queue that you toggle on anytime when needed.Few readersContent/Article Recommendations
Use the in dashboard article search and share to find and share grat curated content.Few readersImporting RSS Feeds - Blogs
Learn how to import rss feeds like blogs to share with your audience.Few readersCreating Content Approvals
Create content approvals for clients or team members to collaborate on and approve. Easily share links of content without requiring clients to login.Few readers
Reporting & Analytics
Branding & Watermarking
Watermarking Images
Watermarking can save a tremendous amount of time when scheduling your content. Watch the video for how to format and upload your logo for best results. Prefer a .png or .jpg Ideal size is 500 px x 500 px (resize if a lot larger than that) Add a little padding around so it will not be right on the edge of the image Due to the different background colors on images setting one logo to work with all images ideally will need a background. Adding the logo to a circle or rounded cornSome readersImage Branding Work Around
If you would like to edit an image that doesn't include a Canva template try this workaround. From the post media tab right click on the image save to your computer Click the add image to the right of the provided image Create new image with Canva Choose Instagram 1080 x 1080 size Click uploads in left menu Click upload or drag the saved image to upload Add to the canvas Make any filter changes or additions Add logo Save media to add back to dashboardSome readers
Troubleshooting
Finding Missing Social Media Pages Or Stop My Pages From Disconnecting
If you are missing pages or if they keep getting disconnected, this is most likely being caused by not clicking Select All when prompted to do so by Facebook. When select all is not chosen while adding your social media accounts, any pages not selected will have their access revoked by Facebook. This will cause them to disconnect and you will not be able to find them when you go to add in new pages. Step 1 Click into your brand settings by selectiSome readersTroubleshoot Alerts and Reconnect Disconnected Accounts
As a 3rd party app we use the network API's to connect to the networks to post. The networks disconnect on a fairly regular basis to allow you the opportunity to make sure you want to keep that connection. Watch the following video to ensure all of your accounts are connected and posting and what to look for if something fails.Some readersTroubleshooting Connecting Instagram to the Dashboard
If you are having problem connecting your Instagram account for direct publishing please follow the troubleshooting steps in this video. If you are still having trouble connecting after following the steps please click to reach us on chatSome readersTroubleshooting - Network Alerts & Outages
In this video we share what to watch for for network outages and alerts.Few readers
Billing / Upgrade / Changes
Updating Your Credit Card
To update your credit card please click https://www.sociallyinclined.com/login Please click your profile in the top right then billing.Some readersChange / Upgrade / Changes / Cancellation
To Upgrade/Downgrade You can upgrade or downgrade your subscription at any time. Please click the chat in the bottom right instructions on how to accomplish this. To cancel You may cancel anytime before your next billing date. We cannot offer refunds due to the nature of the digital product and that it is delivered as soon as you purchase. Please note your purchase date as products and memberships Your Social Plan and the Socially Inclined Dashboard are recurring memberships aPopular