Welcome to the Social Planner Inside Agent CRM

Managing your social media just got a whole lot easier with the Agent CRM Social Planner. This powerful tool replaces other platforms like Buffer and HubSpot, bringing all your social media scheduling needs under one roof.

In this blog, we’ll walk you through everything you need to know to make the most of the Social Planner.

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, and even utilize AI to generate content. Say goodbye to juggling multiple tools and hello to efficient, all-in-one social media management.

What Can I Post Using the Social Planner? 📲

The Social Planner supports a variety of post types across multiple platforms. Here’s what you can post:

• Standard Posts: Share text updates, photos, and links.
• Stories: Engage your audience with temporary content.
• Reels: Create short, engaging videos.
• Reviews: Post customer reviews directly from Agent CRM to your social media channels.
• AI-Generated Content: Use content AI to create posts automatically.

Supported platforms include Google My Business, Facebook, Instagram, LinkedIn, X (formerly Twitter), and TikTok. This versatility ensures you can maintain a consistent presence across all your social media profiles.

How Do I Schedule a Post on the Social Planner? 📅

Scheduling a post is simple and straightforward. Follow these steps:

1. Connect Your Accounts:
   • Go to Settings in Agent CRM.
   • Connect your social media profiles (Google My Business, Facebook, Instagram, LinkedIn, X, and TikTok).
2. Create a New Post:
   • On the Social Planner homepage, click New Post.
   • Choose whether to create a post manually or use Content AI to generate one.
3. Select Your Accounts:
   • Choose the social media profiles where you want to post.
4. Choose Post Type:
   • Decide if your post will be a standard post, story, or reel.
5. Finalize Your Post:
   • Write your content, add images or links, and review.
6. Schedule Your Post:
   • Choose to post immediately, save it for later, or add it to your scheduled queue.

With these steps, you can plan and manage your social media content.

You can also schedule recurring posts in Social Planner, to put your social media marketing on set-it-and-forget-it!

What If I Need Help with the Social Planner? 🤔

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

• Live Chat: We’re here to help you with our 24/7 Live Chat team, right inside the Agent CRM app!
• Customer Support: Reach out to the support team via email or phone (530-424-8288) for personalized assistance.
• Community Forums: Engage with other users and exchange tips and solutions in our Facebook Group.

Support is always just a click away, ensuring you never get stuck.

Next Steps 🚀

Ready to take your social media management to the next level? Start by exploring the Social Planner in Agent CRM. Connect your accounts, schedule your first post, and see how easy it is to streamline your social media efforts.

For more information about Agent CRM and its powerful features, visit Agent CRM.

Learn More About Agent CRM

• Maximizing Your Social Media Strategy: A Guide to Consistency and Planning
• Insurance Social Media Strategy: A Step-by-Step Guide with Agent CRM!
• Social Media Marketing for Insurance Agents: Top Tips!
• PRESS RELEASE: Agent CRM Announces Social Media Marketing AI-Powered Tools, Free of Charge!
• Agent CRM: Leading the Way in HIPAA Compliance