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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. See the How to Connect to Facebook section below.

    • Deauthenticate Facebook: This allows you to break the connection between Insellerate and your Facebook account. This button does not appear until after an account is connected. Tasks scheduled prior to deauthentication will not post until you reauthenticate the account; their status will be listed as Expired in the Task Management screen in inTouch. See the How to Deauthenticate Facebook section below.

    • Connect LinkedIn: This allows you to connect to your LinkedIn account. See the How to Connect to LinkedIn section below.

    • 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. See the How to Post a Message section below.

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From the Post to Social Media screen:

  1. Click Connect Facebook.

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  2. Click Continue as your <your name> to sign in when prompted.

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

  4. Click Next.

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  5. Select the actions that may be taken.

  6. Click Done.

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How to Deauthenticate Facebook

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  1. Click Deauthenticate in the Facebook Integration section.

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  2. Click Yes in the Confirm Deauthentication popup window.

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  3. The Connect Facebook button replaces the Deauthenticate button in the Facebook Integration section.

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  4. Click Connect Facebook to reauthenticate Facebook. Follow the steps in the How to Connect to Facebook section above.

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From the Post to Social Media screen:

  1. Click Connect LinkedIn.

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  2. Sign in to your LinkedIn account.

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

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

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

    • Click Post Now to post the message immediately.

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

    • Enter the date and time for the message to be posted.

    • Click Schedule.

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  • Removal Date allows you to specify a removal date for Facebook posts. This field does not appear until a post has been scheduled. 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.

    • Enter the date the message is to be removed from social media.

    • Click Schedule.

  • Expiration Date enables you to schedule an expiration date for posts on Facebook. This field does not appear until a post has been scheduled. This function ensures that content stays relevant and up-to-date, saving you the effort of manually removing outdated posts.

    • Enter the date the message will expire.

    • Click Schedule.

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