Tillman Mosley Asked:

“On the Social Magnet platform, I am currently connected to 5 social platforms. If I would like to add another social platform, will I need to upgrade or purchase another account?”

The Answer:

The Social Magnet platform is now integrated into Agent CRM as the Social Planner, offering an all-in-one solution for social media management.


What Is the Social Planner? 🗓️

The Social Planner is a feature within Agent CRM designed to streamline and simplify your social media management. With the Social Planner, you can:

  • Connect multiple social media accounts.
  • Schedule posts in advance.
  • Utilize AI to generate engaging content automatically.

Say goodbye to juggling multiple tools and hello to an efficient, all-in-one social media solution.


Supported Platforms and Content Types

The Social Planner allows you to maintain a consistent presence across all major platforms:

  • Google My Business
  • Facebook
  • Instagram
  • LinkedIn
  • X (formerly Twitter)
  • TikTok

You can create various post types, including:

  • Standard Posts: Share text updates, photos, and links.
  • Stories: Engage your audience with temporary content.
  • Reels: Create short, dynamic videos.
  • Reviews: Post customer testimonials directly from Agent CRM.
  • AI-Generated Content: Leverage content AI to automate post creation.

How to Schedule a Post Using the Social Planner

Scheduling posts is straightforward with the Social Planner:

  1. Connect Your Accounts:
    • Go to Settings in Agent CRM.
    • Link your social media profiles, including Google My Business, Facebook, Instagram, LinkedIn, X, and TikTok.
  2. Create a New Post:
    • On the Social Planner homepage, click New Post.
    • Create a post manually or use Content AI to generate one automatically.
  3. Select Your Accounts:
    • Choose which social media profiles the post will appear on.
  4. Choose Your Post Type:
    • Decide if it will be a standard post, story, or reel.
  5. Finalize Your Content:
    • Write your content, upload images or videos, and include any relevant links.
  6. Schedule Your Post:
    • Post immediately, save it for later, or add it to your scheduled queue.

You can even schedule recurring posts to automate your social media strategy further!


Need Help with the Social Planner? 🤔

If you encounter any issues or need assistance, Agent CRM offers multiple support options:

  • Live Chat: Access our 24/7 live chat team directly within the Agent CRM app.
  • Customer Support: Call us at 530-203-5818 or visit our support hub: Agent CRM Support.
  • Community Forums: Join our Facebook Group to connect with other users, share tips, and find solutions.

Support is just a click away to ensure a seamless experience.


Learn More

Explore these resources for additional tips and insights:

Also be sure to check out the resources we have available on Youtube: