Overview

Training This training article is designed for end users (Loan Officers, Account Executives, and other sales team members) who are sending content to clients or posting directly to social media platforms. View

See the Content Library: Creating | Editing Content article for administrator features.

This article describes the options available in the Content Library for sending / and using approved content. It includes the following topics:

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1. Click the Send icon.
   

   

2. Complete the five5-step Step Task Approval process Process that is initiated. It includes the following steps:

   • Step 1: What do you want to send?

   • Step 2: Who is your audience?

   • Step 3: Who is this to/from?

   • Step 4: Let’s schedule it!

   • Step 5: Review and submit.
     

     

     
     

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1. On the Content Library page, check the box next to Social Media under Content Type.
   

   

2. Click the Post to Social Media icon for the content selected to be posted.
   

   

3. The Post to Social Media screen opens.
   

   

4. Complete the fields in the Post to Social Media screen.
   

   

   • Template Name: The template name is entered by the admin when the template is created. If you change the template name when creating a social media post, the new name appears as the Task Name in the Task Management screen in inSight. The template name does not change. The template name is limited to 128 characters.

   • Description: Enter a description of the content to be posted (optional).

   • User Association: Select the user associated with the content from the drop-down menu in the User Association field. If tokens are being used in the content, it will pull from this user.

   • Connect Facebook: This allows you to link your Business Facebook page.

     1. Click Connect Facebook.

     2. Sign in to your Facebook account.

     3. Select the Business Page where you want the post to be published.

   • Connect LinkedIn:

     1. Click Connect LinkedIn.

     2. Sign in to your LinkedIn account.

     3. Click Allow when prompted to permit publishing a post.

     4. You will be returned to the Insellerate page to select a post to publish.

   • Social Media Message: This is the message that will be displayed as the post text. Content creators may choose whether the content message is editable.

   • Shared Link: Enter aURLin this field. This link will appear at the end of the social media post. It can be used to direct users to a website, their Apply Now link, article, blog post, etc.

   • Post Options: Several options are available for when to post to social media.

     • Post Now immediately posts to the user’s linked social media account.
       

       

     • Schedule allows you to pick a future date and time to schedule a post.
       

       

     • Removal Date allows you to specify a removal date for Facebook posts. This function ensures that posts are automatically taken down from the platform on the designated date, providing control and flexibility over the content's lifespan.
       

       

     • Expiration Date enables you to schedule an expiration date for posts on Facebook. This ensures that content stays relevant and up-to-date, saving you the effort of manually removing outdated posts.
       

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