Getting Started · 1 min read
The Marketing Area Quick Start Guide
The Marketing area holds your tools for social posts, email campaigns, reusable templates, tracked links, and affiliate programs.
Social Planner
Connect accounts
- Go to Marketing > Social Planner.
- Choose a platform and sign in.
- Pick the page, profile, or account.
- Repeat for each channel, then click Get Started.
Supported channels can include Facebook, Instagram, Google Business Profile, LinkedIn, X, and TikTok.
Create a post
- Click New Post.
- Choose the accounts to post to.
- Write the post and add images or video.
- Check the preview for each channel and customize per channel if needed.
- Publish now, schedule it, or send it for approval.
Email campaigns
Go to Marketing > Emails to build a campaign. Pick a template or start blank, add your content, choose recipients by tag or Smart List, then send or schedule it. Send yourself a test first.
Templates and snippets
Save emails and text messages you send often as templates or snippets. Use them in Conversations, campaigns, and workflows.
Trigger links
Create a trigger link in Marketing > Trigger Links to track clicks. Add it to messages, and use the link-clicked trigger in a workflow to follow up automatically.
Affiliate campaigns
Use Marketing > Affiliate Manager to create a campaign, set commission rules, and invite affiliates who promote your offers.