Social Media Content Library

The Social Media Content Library is a unified place to create, schedule, and manage social media posts. Advisors can create custom posts in the redesigned creation experience, schedule posts for later, and search or filter posts by title, channel, tags, and date range.

Open the Social Media Content Library:

• In your AdvisorStream account, use the left-hand menu to open Libraries.
• Select Social Media Content to open the Social Media Library.

Tip: The library tab displays the total new social media content added to the library.

Note: If the feature was recently added, the library may not yet contain any content.

Understand the library tabs:

• Library: Curated content available for social media.
• Scheduled: Social media posts scheduled for a future date and time.
• Drafts: Social media posts in progress that you have started but not completed.

Tip:  search or filter posts by title, channel, tags, and date range.

Create a social post:

• Select the blue + Add New Item button. The New Social Item form opens.

The form includes these editable fields and controls:

• Title: Enter a title for your social post.
• Post description: Enter what you would like to say in the post. The post text limit shown in the form is 700 characters.

Tip: Use relevant hashtags. Add a few clear, topic-related hashtags to your post so people can find it when searching for or following those topics on platforms that support hashtags. Add Hashtags within your description.

• If useful, select Generate AI for topic suggestions tailored to your audience.
• Media: Upload images or record a video. You may upload up to 10 static images. You can choose the order in which the images appear.
• Sharing settings: Select the social networks and topic tags used to categorize and distribute the content.

Note: Tags are populated using the existing Advisorstream Tag topics.

• Save Draft: Save the post to continue working on it later.
• Save to Content Library: Save the completed post to the content library.

Share or schedule a social post:

• Go to the Library and locate the social post you want to publish.
• Open the post’s three-dot menu.

Available options include:

• View
• Publish Now
• Schedule Post For Later
• Duplicate
• Choose Publish Now or Schedule Post For Later. For a scheduled post, select the day, time, and time zone.

Outbox and approvals:

• Scheduled and published social posts appear in your Outbox, following the intended AdvisorStream workflow your firm has setup.
• All social posts follow your firm’s Compliance approval process.

Note: Advisor custom posts will be removed from the library once shared. Home office created posts will continue to populate within the social media library even when published by the user.