How to Get Started With SocialPilot | Simplify Social Media Management

SocialPilot
22 Apr 202405:11

Summary

TLDRThis video provides a comprehensive overview of Social Pilot's essential features to help businesses manage their social media presence. It covers four main steps: setting up and configuring your account, creating and scheduling posts, measuring performance with analytics, and engaging with your audience using the social inbox. The video highlights features like team collaboration, bulk scheduling, platform-specific analytics, and real-time engagement tools. Viewers are guided through key functions such as connecting accounts, managing posts, and generating performance reports, making it easy to streamline social media management efficiently.

Takeaways

  • 🛠️ Social Pilot offers multiple features tailored for business needs, including account setup, publishing, analytics, and audience engagement.
  • 🔗 The first step is to connect and manage your social media accounts by following the simple on-screen instructions.
  • 👥 Social Pilot allows you to collaborate with your team and clients easily, with role assignments and permission management.
  • 📅 You can create, schedule, and manage posts across multiple social networks, with features like first comments, image tagging, and reals publishing.
  • 💡 The platform offers a drag-and-drop calendar interface, making it simple to reschedule posts as needed for the day, week, or month.
  • 📂 You can create and save posts or hashtag groups in the Content Library to use later, streamlining the content creation process.
  • 🚀 Bulk scheduling is available, enabling users to schedule up to 500 posts at once using a CSV file.
  • 📊 Social Pilot provides platform-specific analytics for Facebook, Twitter, Instagram, LinkedIn, and Google Business profiles, offering insights on reach, engagement, impressions, and more.
  • 📑 Detailed PDF reports can be generated and shared with clients and stakeholders, with options to schedule report delivery.
  • 💬 Social Pilot's Social Inbox feature consolidates all comments, messages, and reviews from different platforms in one place, simplifying audience interaction.

Q & A

  • What are the key features of Social Pilot mentioned in the video?

    -The key features of Social Pilot mentioned in the video include setting up and configuring accounts, creating and scheduling posts, measuring performance with analytics, and engaging with the audience using the social inbox.

  • How can you connect your social media accounts to Social Pilot?

    -You can connect your social media accounts by selecting the 'Connect Account' option, choosing the desired social network, and following the on-screen instructions. Once connected, you can configure team member access and set up approval workflows.

  • How does Social Pilot facilitate team collaboration?

    -Social Pilot allows you to invite team members and clients easily. You can assign roles, grant permissions, and manage the roster by amending permissions or revoking access whenever needed.

  • What publishing features does Social Pilot offer?

    -Social Pilot allows you to create and schedule posts for multiple networks simultaneously, customize content for different networks, and use features like first comment, image tagging, and Reels publishing. You can also view, drag, and drop posts on a content calendar.

  • How can you save time when creating posts on Social Pilot?

    -You can save time by creating hashtag groups and saving them in the Content Library, which can be reused when creating new posts. Additionally, you can bulk schedule up to 500 posts using a CSV file.

  • What does the Social Pilot dashboard offer?

    -The dashboard provides a bird's-eye view of all published and scheduled content across all your connected accounts. It helps you manage and oversee your social media activity efficiently.

  • What metrics can you track using Social Pilot's analytics feature?

    -You can track platform-specific metrics such as reach, engagement, impressions, demographics, and post performance for Twitter, Facebook, Instagram, LinkedIn, and Google Business profiles. These metrics are available for various time periods.

  • Can you share Social Pilot's analytics reports with clients or stakeholders?

    -Yes, Social Pilot offers sharable PDF reports that can be sent to clients and stakeholders. You can also schedule these reports for later delivery.

  • What is the Social Inbox, and how does it help in audience engagement?

    -The Social Inbox allows you to manage and respond to comments, messages, tagged posts, and reviews across platforms like Facebook, Instagram, Google Business profiles, and LinkedIn, all from one place.

  • What should you do if you need further assistance with Social Pilot?

    -If you need further assistance, you can schedule a call with the Social Pilot support team for help.

Outlines

00:00

🎉 Introduction to Social Pilot

The video begins by welcoming new users to Social Pilot, a tool designed to help businesses manage their social media presence. The narrator highlights that the video will cover four key steps: setting up and configuring an account, creating and scheduling posts, analyzing performance using analytics, and engaging with audiences through the social inbox.

🔗 Connecting Social Accounts

The first step focuses on connecting social media accounts to Social Pilot. Users are guided to select the 'Connect Account' option, choose their desired social networks, and follow the onscreen instructions to complete the setup. After connecting accounts, users can configure access for team members, manage posting queues, and even enable client approval for posts before publishing.

👥 Setting Up Teams and Clients

Next, the video discusses setting up teams and clients within Social Pilot. The platform offers built-in collaboration features that make it easy to onboard team members and clients. Administrators can assign roles, grant permissions, send invitations in bulk, and manage user access from a single interface. These features make collaboration smoother and more efficient.

📝 Creating and Managing Posts

The video dives into Social Pilot's publishing capabilities, explaining how users can create posts for multiple networks at once, customize content for specific platforms, and use advanced features like first comment, image tagging, and Reels publishing. The platform's calendar view allows for easy management of scheduled posts, while bulk scheduling enables up to 500 posts to be uploaded at once using a CSV file.

📊 Analytics and Performance Measurement

Social Pilot provides detailed analytics to help users measure the performance of their social media activity. Users can track metrics like reach, engagement, impressions, and demographics across platforms like Twitter, Facebook, Instagram, LinkedIn, and Google Business profiles. The video also highlights the ability to generate PDF reports for sharing with clients or stakeholders, which can be scheduled for later delivery.

💬 Engaging with Audiences via Social Inbox

The final section introduces Social Pilot's 'Social Inbox' feature, which consolidates all comments, messages, tagged posts, and reviews from various platforms into one place. Users can manage and respond to audience interactions directly from the tool, enhancing engagement and communication efficiency across social media.

📞 Need More Help? Contact Support

In closing, the narrator reassures viewers that if they have further questions or need assistance, they can easily schedule a call with Social Pilot's support team for personalized help.

Mindmap

Keywords

💡Social Pilot

Social Pilot is the main tool discussed in the video, a social media management platform designed to help businesses manage their online presence. It offers features for account management, post scheduling, and analytics, all aimed at improving social media engagement and performance.

💡Account Management

This refers to the process of connecting and managing different social media accounts within Social Pilot. The video highlights how users can link multiple social accounts, manage team access, and control permissions, which is essential for collaboration and content publication.

💡Post Scheduling

Post scheduling is a feature that allows users to create content and schedule its publication across various social media platforms at predetermined times. Social Pilot supports bulk scheduling, enabling users to upload up to 500 posts at once, optimizing content management.

💡Team Collaboration

Social Pilot enables collaboration by allowing users to invite team members and assign roles with specific permissions. This ensures that teams can work together efficiently, manage content creation, and control who can publish or modify posts.

💡Analytics

Analytics refers to the tracking and reporting of social media performance metrics. Social Pilot provides detailed analytics on metrics like reach, engagement, and post-performance across platforms like Facebook, Instagram, and LinkedIn, allowing users to measure and improve their social media strategies.

💡Content Calendar

A content calendar helps users visualize their scheduled posts over different time frames—daily, weekly, or monthly. This tool allows for easy post management by dragging and dropping scheduled content, ensuring consistency and strategic planning in social media campaigns.

💡Content Library

The Content Library is a feature where users can store reusable content such as hashtag groups and post templates. This allows for quick access when creating new posts, saving time and effort by avoiding the need to recreate commonly used content.

💡Social Inbox

Social Inbox is a tool within Social Pilot that consolidates all interactions, such as comments, messages, and tagged posts from multiple social media platforms. This feature simplifies engagement by allowing users to respond to their audience from one centralized location.

💡PDF Reports

PDF reports are sharable performance summaries that Social Pilot generates from analytics data. These reports can be scheduled or sent to clients and stakeholders, providing a clear, concise view of social media performance metrics for easy review and decision-making.

💡Post Customization

Post customization involves tailoring content for different social media platforms. Social Pilot allows users to adjust posts by adding features like first comments or image tagging, ensuring that content is optimized for the specific network it will be published on.

Highlights

Introduction to Social Pilot and its features, aiming to assist businesses in navigating through the tool.

Overview of key steps: setting up and configuring the account, creating and scheduling posts, measuring performance, and engaging with the audience.

Step-by-step guide on connecting and managing social accounts with Social Pilot, including team access settings.

Option to configure team member access, set up posting queues, and require client approval before publishing content.

Collaboration features: seamless onboarding of team members and clients, with customizable roles and permissions.

Bulk invitations and single-click resending to streamline team and client onboarding processes.

Admins can manage the entire roster of team members or clients, and modify permissions or revoke access as needed.

Publishing features: create posts for multiple networks simultaneously, schedule posts, and customize content per network.

Engagement-boosting tools like first comment, image tagging, and publishing to Reels for enhanced brand content.

Content calendar view: organize posts by day, week, or month, with drag-and-drop functionality for easy management.

Hashtag groups and a content library allow for quick access to pre-saved content, improving time management.

Bulk scheduling feature allows up to 500 posts to be scheduled at once using a CSV file.

Dashboard overview: get a bird's-eye view of all published and scheduled content across connected accounts.

Detailed analytics and reports feature: access key metrics like reach, engagement, impressions, and more, for different platforms.

Social inbox: centralizes audience interaction by collating comments, messages, and reviews from various platforms in one place.

Transcripts

play00:00

[Music]

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now that you've signed up for social

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pilot let us help you navigate through

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the tool social pilot has many features

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to suit the needs of your business

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however in this video I will help you

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get a bird's eyee view of the most

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important features I will take you

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through four important steps to get

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started setting up and configuring your

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social pilot account creating and

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scheduling your posts with powerful

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publishing features measuring and

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Reporting performance with analytics and

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engaging with your audience with inbo to

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set up your social pilot account let's

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start with one of the most essential

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steps connecting and managing

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accounts start with the connect account

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option and select the social network to

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connect with follow the onscreen

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instructions and your accounts will be

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connected in no time once connected you

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can configure various things like which

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of your team members can access this

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account have a posting cue and decide if

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you need your client's approval before

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publishing on this

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account now let's set up your team and

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clients on social pilot our inbuilt

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collaboration features help you

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seamlessly onboard and collaborate with

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your

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team inviting your team members and

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clients on social pilot is a breeze you

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can assign roles and Grant permissions

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to any anyone you're inviting you can

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also send multiple invitations at one go

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and resend them in a single click all

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from a single place social pilot also

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enables admins to manage the entire

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roster of team members or clients amend

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permissions or revoke access wherever

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necessary now that the setup is done

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let's look at how to create publish and

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manage posts on social

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pilot we have a host of publishing

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features that helps create rich and

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engaging content you can create posts

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for multiple networks at once and

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publish or schedule them for later

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customize the content as per your

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desired Network and make use of features

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like first comment image tagging and

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reals publishing to bolster your Brand's

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content you can view how your calendar

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looks like for the day week or month and

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make changes to it wherever necessary by

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quickly dragging and dropping posts you

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can even create posts or hashtag groups

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save them in your Content Library and

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use them in an instant while creating

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new posts saving you a lot of valuable

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time what's more you can even use bulk

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scheduling to schedule up to 500 posts

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at one single go with the help of a CSU

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file need an overview of all your

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content across all your accounts social

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Pilots dashboard gives you a bird's eye

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view of all the content you have

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published published or lined up for all

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your connected

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accounts now that you have some idea

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about publishing your content it's time

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to see how to measure the performance

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that's where our analytics and reports

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feature comes in with social pilot

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you're never out of metrics for your

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social media activity no matter the

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platform get access to detail platform

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wise metrics for Twitter Facebook

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Instagram LinkedIn and Google Business

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profiles the top you have access to all

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important metrics like reach and

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engagement followed by detailed graphs

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of your content's performance like

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Impressions demographics

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post-performance and more you can choose

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to view these metrics for various

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different time periods we've also made

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sure you always have readily sharable

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PDF reports which you can send to

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clients and stakeholders or schedule

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them for a later time check out the

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analytics and let us know how you like

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it let's have a look at the final aspect

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of this video social inbox social pilot

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offers some unique features which help

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you interact and engage with your

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audience from the tool

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itself with social inbox you can access

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all your comments messages tagged posts

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or reviews on platforms like Facebook

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Instagram Google Business profiles and

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Linkedin collating it all in one place

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got some reviews to respond to or a DM

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to attend to social social Pilots all in

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one social inbox has got you covered

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there you go that didn't take much time

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did

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it if you have more questions feel free

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to schedule a call with our support team

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right

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here for

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Social MediaSchedulingAnalyticsCollaborationTeam ManagementPerformance ReportsPublishing ToolsEngagementClient ManagementContent Creation
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