The Custom Social Post feature allows you to create and schedule your own social media content, independent of AdvisorStream’s library. You can upload your own image, write a unique message, and share it directly to your connected social media accounts.
Step 1: Navigate to the Library
From the main menu, go to the Library section.
Step 2: Access Social Sharing
Select Sharing to Social and Websites.
Step 3: Start Creating a Custom Post
Click on Click here to create your own social media post to share.
Step 4: Upload an Image
Choose and upload the image you’d like to include with your custom post.
(Tip: Use a high-quality image that represents your message for best engagement.)
Step 5: Select Social Media Networks
Choose the social networks and pages where you want this post to be shared (e.g., LinkedIn, Facebook, X/Twitter).
Step 6: Write Your Post
Enter a Post Title (optional, depending on your workflow).
Add your Message — the main text that will be displayed on social media.
(Tip: Keep your message concise and engaging. Consider including a call-to-action.)
Step 7: Continue to Scheduling
Click Continue to proceed.
Step 8: Choose Posting Time
Select whether you want to share immediately or schedule the post for a specific date and time.
Step 9: Share Your Post
Click Share to publish.
If scheduled, your post will automatically appear on the chosen networks at the designated time.
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.
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