The Social at Scale feature allows the home office to schedule and share social posts with groups of advisors or individual advisors across their enterprise. Posts can be distributed to selected social networks and published automatically at a defined date and time, depending on each advisor’s account settings.
Step 1: Locate the content
Navigate to the piece of content within the library that you want to share as a social post or create your own social post.
Step 2: Share the Content
From the hamburger menu (three vertical dots or lines), select Share Article.
Step 3: Confirm Action
Click Continue to move forward with sharing.
Step 4: Choose Distribution Method
In the dropdown menu, select either:
Distribute to Group – if sharing to a pre-defined advisor group.
Distribute to Advisors – if sending directly to specific advisors.
Step 5: Select Recipients
Choose the appropriate Group or Advisors you want to share the post with.
Step 6: Choose Social Networks
Select the social media platforms where the post should be published (e.g., LinkedIn, Facebook, Twitter/X, etc.).
Step 7: Schedule Distribution
Set the date, time, and time zone for when the post should be published.
Step 8: Distribute the Post
Click Distribute to complete the setup.
Step 9: Automation Based on Advisor Settings
If advisors have Enterprise Social Share Automation enabled:
Posts will automatically publish on their chosen networks at the scheduled time if their setting is fully automated.
If automation is not enabled, advisors may receive a notification to approve before publishing.
Step 10: Review on the Marketing Calendar
Once scheduled, the post will appear on the Marketing Calendar at the selected date and time for easy tracking and visibility.
Comments
0 comments