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Social Tool Guide

DFM's Social Tool tool lets you create, schedule, and publish content across all your social networks โ€” with AI to help you write, design, and bulk-schedule in minutes.

Getting Started
Posts
AI Post Creation
Images
Videos
Managing Posts
Calendar
Tools
Insights
Settings

Getting Started with Social Tool

Social Tool helps you publish content across multiple social networks, schedule posts, and track performance โ€” all from one dashboard. Follow this checklist to get up and running.

Getting Started Checklist

  1. Connect your social accounts โ€” Link Facebook, Google, Instagram, and other platforms.
  2. Create your first post โ€” Use the Composer to write and add media.
  3. Schedule or publish โ€” Choose when your post goes live.
  4. View performance in Insights โ€” Track reach, engagement, and link clicks.
  5. Configure AI and content settings (optional) โ€” Customize how AI generates content and add knowledge sources.

Step 1: Connect Your Social Accounts

Before you can post, Social Tool needs access to your social profiles. Launch the Social tool in your DFM account, open the Overview tab, and select Connect Accounts.

Connect social accounts

Select the + next to each account you want to add and follow the authentication steps.

Add social account

For detailed steps, go to Social Tool > Settings > Connect Accounts. Click the platform you want to connect, sign in, and grant the required permissions.

โ„น๏ธ PlansStandard includes Facebook and Google Business Profile. Pro adds Instagram, LinkedIn, X (Twitter), and TikTok. Instagram must be linked to a Facebook Page. Depending on your DFM plan, you may have more or fewer channels available.

Step 2: Create Your First Post

Open the Overview tab, select Create, and choose the type of content you want to make:

๐Ÿ“
Post

Content published directly to your profile's page.

โฑ๏ธ
Story

Visible for 24 hours on Facebook or Instagram.

๐Ÿค–
Post Campaign

Use AI to bulk-schedule multiple posts in advance.

โœ๏ธ
Blog Post

Create long-form content with or without AI assistance. No blog connected? Use AI to draft content and copy/paste.

Choose the channels to publish on, upload your media, write a caption, add emojis and hashtags, then preview and post right away or schedule for later.

Compose a social post
๐Ÿ’ก Google TipWhen publishing to Google Business Profile, you can add a call-to-action button or create an event on your post.

Step 3: Schedule or Publish

In the Composer, choose Post Now to publish immediately, Schedule to set a date and time, or Save as Draft to finish later. View and manage all scheduled posts in Social Tool > Calendar.

Schedule or post now
โ„น๏ธ Scheduling LimitsStandard accounts can schedule up to 20 posts. Pro supports unlimited scheduling.

Step 4: View Performance in Insights

Once posts are live, go to Social Tool > Insights > Post Performance to see reach, engagement, and impressions by post. Pro users can also track link clicks via Link Performance.


Step 5: Configure AI Settings (Optional)

  1. Go to Social Tool > Settings > AI Settings to add business knowledge and customize how AI writes posts.
  2. Open Interesting Content to add RSS feeds for post inspiration.

Standard vs Pro

FeatureStandardPro
Facebook & Google Business Profileโœ“โœ“
Instagram, LinkedIn, X (Twitter), TikTokโ€”โœ“
AI text generation (Write with AI)โ€”โœ“
AI image generationโ€”โœ“
Link tracking (Clickable.bio)โ€”โœ“
Scheduled postsUp to 20Unlimited
Post campaigns (bulk scheduling)โœ“โœ“
Insights & analyticsBasicAll platforms

Frequently Asked Questions

Can I publish to multiple platforms at once?+
Yes. The Composer lets you select multiple accounts and publish one post across several networks at the same time.
Can I run ads through Social Tool?+
No. Social Tool is for organic content only. Paid ads must be run directly on each platform.
What happens if a social account disconnects?+
Scheduled posts automatically convert to drafts. Reconnect the account, then go to Posts > Drafts, click Edit, and select Schedule Post to reschedule.

Creating a Post

The Social Tool Composer lets you create, schedule, and manage content across multiple platforms in one place. Launch the Social tool, open the Overview tab, and select Create.

Launch Social Tool

Step 1: Select Accounts

In the Composer, choose which social accounts to post to from the dropdown. You can Save as Default if you plan to post to the same accounts regularly.

Save platforms as default

Step 2: Write Your Caption

  • Type your message in the text editor.
  • Add hashtags (type # to see recent suggestions), emojis, and @mentions.
  • Use Write with AI (Pro) to generate ideas or captions.
  • Use Customize by Account to tailor text for different platforms (e.g., shorter for X).
  • Shorten links to track engagement and save character space.
  • Insert content from templates or RSS feeds.

Step 3: Add Media

  • Upload images or videos from your device, use Stock Imagery (Pixabay), or Generate Image with AI (Pro).
  • Instagram requires an image. TikTok requires a video. YouTube requires a video and a title.

Step 4: Publish or Schedule

Choose Post Now, Schedule, or Save as Draft. To save for reuse, choose Save as Template.

Social Tool Composer

Platform-Specific Options

Instagram

Choose between Post or Story in the Composer. Videos posted to Instagram automatically publish as Reels.

Facebook

Open Advanced Options to choose Post, Story, or Reel. The preview updates in real time based on your selection.

Facebook Composer Preview

TikTok

  • Paid Partnership Content โ€” Enable if promoting a third-party business.
  • Organic Content โ€” Enable if promoting your own business.
  • Choose whether to allow Comments, Duet, or Stitch.
Instagram and TikTok Composer Preview

Google Business Profile

Add a Call to Action (CTA) โ€” Book, Order, Shop, Learn More, Sign Up, or Call. You can also add a Start Date and End Date to make it an event.

โš ๏ธ RequiredGoogle Business Profile posts must include a CTA. If no CTA is added, the post will fail to publish.
Google Business Profile Composer Preview

YouTube

Requires a video upload and a Video Title (set in Advanced Options). Choose privacy settings: Public, Unlisted, or Private.


Character Limits by Platform

PlatformCharacter Limit
Facebook63,206
X (Twitter)280 (Standard) / 25,000 (Premium)
LinkedIn3,000
Instagram2,200
TikTok2,200
Google Business Profile1,500
YouTube Description5,000
YouTube Title100

Recommended Image Dimensions

๐Ÿ“˜ Facebook
  • Square 1200 ร— 1200
  • Vertical 1080 ร— 1350
  • Landscape 1200 ร— 630
  • Links 1200 ร— 628
  • Stories / Reels 1080 ร— 1920
๐Ÿ“ธ Instagram
  • Square 1080 ร— 1080
  • Vertical 1080 ร— 1350
  • Landscape 1080 ร— 566
  • Stories / Reels 1080 ร— 1920
๐ŸŽต TikTok
  • Recommended 1080 ร— 1920
  • Minimum 720 ร— 1280
  • Formats MP4, MOV
๐Ÿ’ผ LinkedIn
  • Landscape 1200 ร— 627
  • Square 1080 ร— 1080
  • Portrait 1080 ร— 1350
๐Ÿ’ก Universal TipSquare (1:1) images offer the most compatibility and consistency across all social networks.

Hashtags & Tagging

Type # in the Composer to see recent hashtag suggestions and autocomplete. Frequently used hashtags are remembered for next time.

Hashtags in Composer

Tag other accounts on Facebook Business Pages and X (Twitter) by typing @ followed by the account name.

Tagging in Composer

Link Previews

When you add a URL, Facebook, LinkedIn, and X (Twitter) show a link preview with image and title. LinkedIn allows preview image selection. Instagram and Google Business Profile do not support link previews โ€” use a CTA on Google posts instead.

Link preview in Composer

Customize by Account

Use Customize by Account to tailor text, hashtags, and visuals per platform โ€” avoiding errors with image size or character limits automatically.

Customize by Account

Templates

Create a recurring post or keep content on hand for your team. When composing a post, instead of scheduling, choose Save as Template.

Save as Template

Common Uses for Templates

  • Product or service promotions
  • Educational tips and how-to content
  • Behind-the-scenes company culture
  • Customer spotlights
  • Event announcements
  • Holiday or recurring seasonal content

Finding and Using Templates

Launch the Social tool, select Tools, then select Templates.

Social Tools menu Templates section

To use a template, start a new post and click the Templates button in the Composer. Choose your template, edit if needed, then schedule or post.

Using a template in composer

Frequently Asked Questions

How far in advance can I schedule posts?+
You can schedule posts as far ahead as December 31, 9999.
Only one X (Twitter) account per post โ€” why?+
This is a limitation of X's publishing rules. Only one X account can be selected per post in the Composer.
Does HTML work in the Composer?+
No. HTML is not supported in the post Composer.
How many posts can I publish per day per account?+
Facebook and Instagram allow up to 25 API-published posts per 24 hours per account. Exceeding this may trigger spam detection or reduce reach.
Can grammar tools like Grammarly be used in the Composer?+
Yes. The Composer supports Grammarly, Microsoft Editor, and Quillbot extensions.

AI Post Creation

Social Tool's AI tools help streamline content creation โ€” from generating a single caption to building an entire month of scheduled posts. AI features are available on Social Tool Pro.

โœ๏ธ
Write with AI

Generate post text in the Composer using a prompt, topic, or tone of voice.

๐Ÿ’ฌ
Conversational Refinement

Chat with AI to shorten, lengthen, fix grammar, or change tone of existing text.

๐Ÿ“…
Bulk Post Campaigns

Generate an entire campaign of posts at once โ€” ideal for promotions and events.

๐Ÿข
Multi-Location AI

Automatically generate location-specific content for multiple business locations.


Write with AI in the Composer

  1. Click the AI icon in the Social Composer.
  2. Set your parameters โ€” topic, tone, key points, target audience.
  3. Click Generate. The AI creates a post based on your input.
  4. Review and edit the result to match your brand.
  5. Insert it directly into the Composer.
Write with AI in Composer
๐Ÿ’ก TipIn AI Settings, you can define "Common Instructions" as a default style guide so you don't have to manually set tone for every new post.

Conversational Refinement (Edit Instructions with AI)

Instead of starting over, use a chat-style interface to iterate and improve existing content. Available in Social Tool Pro.

  1. Write a post or click Write with AI in the Composer.
  2. Open the Conversation Box to refine your content.
  3. Choose from options: Improve writing, Shorten, Lengthen, Fix spelling/grammar, Change tone.
  4. When satisfied, click Insert to place the result into the Composer.
  5. Click Retry if you want another variation.

Bulk Post Campaigns with AI

Generate an entire campaign of posts in one workflow โ€” perfect for promotions, seasonal events, and product launches.

  1. Open the Overview tab, select Create, then Post Campaign.
  2. Enter your topic or subject. Tell the AI what you want to post about.
Post Campaign AI prompt
  1. Choose the networks/channels to publish on.
Choose social networks
  1. Select the number of posts (3, 6, 9, or 12), the content length and tone. The AI generates your first set of posts.
Number of posts and tone
  1. Select the pencil icon to edit each post โ€” update captions, change images, and set the publish date.
Edit campaign posts
  1. Hit Save on each post. Once done, select every post and click Next.
Select all posts
  1. Schedule your posts and click Save.
Schedule posts

After scheduling, posts appear in your content calendar. You can edit any post before it publishes by selecting it in the calendar.

Posts in content calendar
๐Ÿ’ก Even without AI contentEven if you don't want AI to write your captions, prompt the AI anyway to get the workflow started โ€” then edit each post with your own copy.

Adding More Posts to a Campaign

Need more than your initial batch? Click Add Another Post in Step 2 of the workflow to generate additional posts using the same topic. You can go up to a maximum of 20 posts per campaign.

Add Another Post button
โš ๏ธ Campaign LimitThe AI generation limit is 20 posts per workflow. To change the topic, tone, or content length, start a new campaign workflow.

Sharing a Campaign for Approval

Select the Create Report button at the top of your calendar to share your scheduled posts with anyone via a link โ€” great for client approval before publishing.

Frequently Asked Questions

Are AI posts unique to my business?+
Yes. The AI uses your specific profile and knowledge base information to tailor the message to your business.
Can I bulk-generate posts for just one location?+
Yes. Use the Post Campaign feature for a single location to create a month's worth of content at once.
Can I edit or delete AI-generated posts?+
Yes. You can review, edit, or remove any generated post before scheduling or publishing.
Is there an extra cost for generating more posts in a campaign?+
No. The feature is included as part of the standard workflow, within the 20-post AI generation limit.

Using Images in Social Tool

Visually engaging posts perform better across all social networks. Social Tool gives you multiple ways to source and add images to your posts.

๐Ÿ–ผ๏ธ
Royalty-Free (Pixabay)

Search and add free stock images directly in the Composer.

๐Ÿค–
AI-Generated Images

Generate professional, brand-aligned images from a text prompt (Pro).

๐Ÿ“
Upload Your Own

Drag and drop or browse to upload PNG, JPEG, or GIF files.

๐ŸŽ 
Carousel (Instagram)

Post up to 10 images or videos in a single swipeable Instagram post.


Royalty-Free Images via Pixabay

  1. In the Composer, scroll to the Media section and click Add Media.
  2. Select Pixabay.
  3. Search using keywords, choose an image, and insert it into your post.
Pixabay royalty-free images

AI-Generated Images (Pro)

  1. Click the AI icon in the Composer and select Image Generation.
  2. Enter a detailed description of the image you want.
  3. Choose your preferred style.
  4. Review the result and insert it into your post.
AI image generation
๐Ÿ’ก TipsBe specific with your descriptions and align output with your brand. Always review AI-generated images before posting to ensure they match your brand voice and visual identity. The AI model used is GPT Image 1.

Instagram Carousel Posts

  1. Go to Posts > Create > Post and choose Instagram.
  2. Upload up to 10 images or videos.
  3. Rearrange items using drag and drop.
  4. Add a caption and schedule or publish.
๐Ÿ’ก TipsUse a strong first image, maintain a consistent visual style, and tell a visual story across the slides.

Instagram Stories

  1. Click Create > Story.
  2. Select your Instagram accounts.
  3. Upload a vertical 9:16 image or video.
  4. Choose Publish Now, Schedule, or Save as Draft.

Story requirements: Images โ€” JPG or PNG, max 4MB. Videos โ€” MP4 or MOV, max 30MB, 15 seconds max.


Image Requirements by Platform

PlatformRecommended SizeMax File SizeNotes
Facebook1200ร—1200 (square) / 1080ร—1350 (vertical)4 MBSupports up to 10 images per post. PNG files should be under 1MB.
Instagram1080ร—1080 (square) / 1080ร—1350 (portrait)30 MBSupports up to 10 images via carousel. PNG files under 1MB recommended.
Google Business Profile720ร—720 (square)5 MB1 image per post. Cannot be less than 10KB. No heavy filters.
X (Twitter)1200ร—675 (landscape)5 MB (PNG/JPEG) / 15 MB (GIF)Supports up to 4 images per post.
LinkedIn1200ร—627 (landscape)10 MBSupports up to 9 images per post.

Cropping & Optimization

If an image doesn't meet the platform's required aspect ratio, you'll be prompted to crop it. The cropping tool offers:

  • Freeform
  • Square (1:1)
  • Vertical (4:5)
  • Horizontal (1.91:1)
โ„น๏ธ Facebook Image QualityFacebook compresses all uploaded images. To preserve quality, save images as JPEG using the sRGB color profile and keep the width at 2048px or less.

Frequently Asked Questions

Can I add GIFs to posts?+
Yes. You can upload .gif files directly or embed from Giphy using HTML iframe code. Note: HTML must be wrapped in html/body tags when pasting Giphy embed code.
Can I upload HEIC files from my iPhone?+
Social Tool requires standard web formats like JPG or PNG. Convert HEIC files to JPG before uploading.
What's the best image ratio for all platforms?+
Square (1:1) images offer the most compatibility and consistency across all social networks.
Can I post photos to multiple platforms at once?+
Yes. Select multiple platforms in the Composer to post simultaneously across Facebook, Instagram, LinkedIn, X, and Google Business Profile.

Posting Videos

Video content generates significantly higher engagement across all platforms. You can upload, schedule, and publish videos to Facebook, Instagram, LinkedIn, X, and TikTok from one place. Note: posting videos to Google Business Profile is not currently supported.

General Steps

  1. In Social Tool, click Compose.
  2. Click Add Media and upload your video file (drag and drop, or browse).
  3. Select your social media platforms.
  4. Add your post caption.
  5. Choose Post Now, Schedule, or Save as Draft.
โ„น๏ธ Video ThumbnailsThumbnails are automatically generated from the first frame of your video. Custom thumbnails are not currently supported. To change the default thumbnail, edit the first frame in a tool like CapCut before uploading.

Requirements by Platform

Facebook

  • Formats: MP4, MOV
  • Max file size: 10 GB
  • Max length: 4 hours
  • Aspect ratio: 9:16 to 16:9

Instagram

Videos posted to Instagram automatically publish as Reels.

  • Formats: MP4, MOV
  • Max length: 60 seconds
  • Max file size: 500 MB
  • Bitrate: 5 Mbps
  • Thumbnail selection not available โ€” generated from first frame

LinkedIn

  • Format: MP4
  • Length: 3 seconds to 30 minutes
  • File size: 75 KB โ€“ 200 MB

X (formerly Twitter)

  • Formats: MP4, MOV
  • Max length: 60 seconds
  • Max file size: 1 GB
  • Max bitrate: 25 Mbps

TikTok

  • Formats: MP4, MOV, WEBM
  • Max file size: 1 GB
  • Duration: 3 โ€“ 600 seconds (10 minutes)
  • Min resolution: 360 ร— 360 px
  • Frame rate: 23 โ€“ 60 FPS
  • Posting limits: Max 2 posts per minute, 20 per day
  • Caption: Up to 2,200 characters, supports #hashtags and @mentions

Video Requirements Table

PlatformFormatsMax SizeMax LengthBitrate
FacebookMP4, MOV10 GB4 hoursโ€”
Instagram (Reels)MP4, MOV500 MB60 sec5 Mbps
Instagram ReelsMP4, MOV500 MB15 mins25 Mbps max
XMP4, MOV1 GB60 sec25 Mbps max
LinkedInMP4200 MB30 mins25 Mbps max
TikTokMP4, MOV, WEBM1 GB10 minsโ€”

Frequently Asked Questions

Why doesn't my video show in the post preview?+
Sometimes videos fail to populate in the preview due to formatting. Import the video into iMovie, Handbrake, or Canva and export it โ€” the new file should meet all requirements. Both MP4 and MOV formats are supported.
What are recommended bitrates for social media?+
For Facebook, Instagram, and LinkedIn: 1โ€“2 Mbps is recommended. To check your video's bitrate on Windows, right-click the file > Properties > Details tab. On Mac, right-click > Get Info > Data rate.
Can I post the same video to multiple platforms at once?+
Yes. Select Facebook, Instagram, X, and LinkedIn simultaneously during the Compose step to post to all at once.
Can I post videos to Google Business Profile?+
No. Posting videos to Google Business Profile is not currently supported in Social Tool.

Managing Posts

View and manage all your social and blog posts โ€” drafts, scheduled, and published โ€” directly from the Business App without needing to launch Social Tool.

How to Access Manage Posts

  1. Sign in to DFM.
  2. From the left-hand navigation menu, go to Social.
Social in Business App

The Three Tabs

๐Ÿ“
Drafts

Posts currently being created or awaiting approval.

๐Ÿ—“๏ธ
Scheduled

Posts planned for future publication. Filter by future date.

โœ…
Published

Posts already live. Includes engagement metrics like likes, shares, reach, and comments.

๐Ÿ“Š
Performance Data

View post-level engagement metrics for published posts.

Manage Posts tabs

Filtering Posts

Use filters to refine your post list by Social Network, Connected Account, or Date Range.

Filter posts

Preview Posts

Preview each post in Web View (desktop) or Mobile View before it goes live.

Mobile preview of posts

Published Post Performance

Published posts with metrics

Deleting Posts

You can delete draft, scheduled, and published posts directly from the Business App. Deleted posts are removed from all connected networks.

Delete post option
โš ๏ธ Instagram PostsPublished Instagram posts cannot be deleted from the Business App or Social Tool. To remove an Instagram post, use the native Instagram app.

Sharing Reviews as Social Posts

If you use both Reputation AI and Social Tool, you can share positive customer reviews directly as social posts. In Reputation AI, click the Share button on any review and select Share on Social.

Share review button in Reputation AI

This opens Social Tool with the review pre-loaded as an image in the Composer.

Review in Social Tool composer

Long-Form Blog Content

Create and publish blog posts directly from Social Tool.

  1. Go to Social tool > Overview > Create Blog.
  2. Fill out the prompts โ€” title, content, and publishing options.
  3. Use the rich text editor with headings, lists, links, and media.
  4. Preview and publish when ready.
Create a blog post
๐Ÿ’ก No Blog Connected?No problem โ€” use the AI tool to draft your blog content, then copy and paste it wherever you publish.

Frequently Asked Questions

Can I edit posts from the Business App?+
No. Posts can only be deleted within the Business App. To edit content, open the post in the Social Tool product.
What happens if a social account disconnects while I have scheduled posts?+
Scheduled posts automatically convert to drafts. Reconnect the account, then go to Posts > Drafts, click Edit, and select Schedule Post.
Can I see engagement metrics for my posts?+
Yes. Published posts include performance metrics such as reach, likes, comments, and shares.
Does deleting a post remove it from all platforms?+
Yes โ€” except for published Instagram posts, which must be deleted using the native Instagram app.

Calendar Overview

The Calendar tab in Social Tool gives you a visual, month-long overview of all your social content โ€” scheduled posts, drafts, and everything in between. It helps you stay organized and confident in your publishing strategy.

Social Tool Calendar view

What You Can Do in the Calendar

๐Ÿ“…
View At a Glance

See all scheduled and draft posts in one month-long view. Spot gaps and plan ahead.

โž•
Create from Any Date

Click any date on the calendar to open the post editor and create a new post instantly.

๐Ÿ”—
Share for Approval

Generate a shareable link to send your content schedule to clients or teammates for review.

๐Ÿ‘๏ธ
Flexible Views

Switch between Monthly, Weekly, and Daily views depending on your planning horizon.


Scheduled & Draft Posts

The calendar displays both scheduled posts (with exact publish times) and draft posts so you can track what's in progress and quickly spot gaps in your content plan.

Drafted and scheduled posts in calendar

Create a Post from the Calendar

Click on any date in the calendar to open the post editor. Choose your platform(s), add content and media, then schedule immediately or save as a draft โ€” all without leaving the calendar view.

Create a new post from calendar

Edit or Delete a Post from the Calendar

Click any post in the calendar to open it, then click Edit to open it in the Composer for changes, or choose the Delete option to remove it.

Edit a post from calendar Delete a post from calendar

Share Your Calendar (Create a Report)

Need to share your content plan with a client, team member, or stakeholder? Click Create Report in the top-right corner of the calendar. This generates a shareable live link โ€” anyone with the link can view the report, even without access to Social Tool.

Create a calendar report link

How to Create a Report

  1. Go to Social Tool > Posts > Calendar and click Create Report.
  2. Select your date range for the report.
  3. Choose which post types to include โ€” scheduled, drafts, or both.
  4. Click Create Report to generate it.
  5. Copy the generated link and share it with anyone who needs to review the content.
Report view
โ„น๏ธ NoteReport links are read-only โ€” viewers can review scheduled content but cannot make edits. Reports are secured via a unique generated link.
๐Ÿ’ก Client Approval TipUse the Create Report feature to share your scheduled posts with clients for approval before they go live. No DFM login required โ€” just share the link.

Content Calendar Templates by Industry

Need inspiration for what to post? Below are ready-to-customize 4-week social calendars for six common business types. Each includes post ideas, platform recommendations, suggested media, CTAs, and goals.

How to Use These Templates

  1. Choose the industry tab that best matches your business.
  2. Replace "Day" numbers with actual dates from your calendar.
  3. Customize bracketed placeholders like [Product Name], [Staff Name], or [City] with your actual information.
  4. Adjust tone, timing, and platforms to fit your audience.
  5. Add UTM parameters to links to track performance.
๐Ÿ’ก TipDays 21โ€“28 are left open in each template for flexibility, seasonal content, or to repeat high-performing posts from earlier weeks. Feel free to mix and match ideas across industries.

๐Ÿพ Pet Services

Best for: Pet groomers, veterinary clinics, pet daycares, pet stores, dog trainers.

Focus: Gentle education, visible care standards, cute moments (with consent), and trust-building through team spotlights and reviews.

DayPlatformsCaption IdeaMediaCTAGoal
1Facebook, Instagram๐Ÿพ Meet [Pet Name], our star client this week! What's your pet's favorite treat? #PetOfTheWeekCute portrait with owner consentBook a grooming spotEngagement
3Google Business Profile3 signs your pet needs a nail trim: clicking sounds, snagging on carpet, or visible overgrowth. Book in [City]!Photo of clippers and pawsAsk about our add-onEducate & upsell
5Instagram ReelsWatch how we keep every pup calm during grooming โœ‚๏ธ Our gentle approach makes all the difference.Short video of staff handling with careDM to bookDrive bookings
6Facebook, InstagramShedding season is here! ๐Ÿ‚ Our de-shedding treatment reduces loose fur by 80%. Here's what's included...Carousel: deshed service stepsReserve your packageSeasonal promo
8Google Business Profileโญโญโญโญโญ Thank you [Customer Name] for this amazing review! "Best grooming experience in [City]!"5-star graphic with paw iconsSee more reviewsSocial proof
11Facebook, InstagramMeet [Staff Name]! ๐Ÿ‘‹ Certified in [certification] with [X] years of experience.Portrait with short bioBook with our teamTrust
13Google Business Profile๐ŸŽ‰ New Client Special! $[X] off your first full grooming. Limited spots this week.Offer card with termsClaim offerAcquire new clients
16Facebook, InstagramTransformation Tuesday! โœจ From seriously matted to absolutely magical in 60 minutes. #BeforeAndAfterBefore-after carouselBook a tidy-upBottom-funnel proof
20Instagram, Facebook๐Ÿ“… Weekend availability alert! Just opened [number] spots for Saturday and Sunday.Openings card with phone/linkReserve nowFill gaps

๐Ÿ’‡ Personal Services

Best for: Hair salons, nail salons, spas, estheticians, massage therapists, barbershops.

Focus: Transformations, education, offers, and team expertise to drive bookings and showcase results.

DayPlatformsCaption IdeaMediaCTAGoal
1Facebook, Instagramโœจ Transformation Tuesday! Before & after [service]. Swipe to see the magic โžก๏ธ #BeforeAndAfterSplit-screen transformation photoBook your transformationShowcase results
3Google Business ProfileFall refresh special! [Service details] โ€” limited appointments available this month in [City].Service highlight photoBook nowSeasonal promotion
5Instagram ReelsMake your [service] last longer with these pro tips! ๐Ÿ’ Try these at home.Short tutorial videoTry it and tag usEngagement
8Google Business Profileโญโญโญโญโญ "[Quote from review]" โ€” [Client Name]. Thank you for trusting us!Review screenshot with photoRead more reviewsSocial proof
11Facebook, InstagramMeet [Stylist Name]! ๐Ÿ’‡ Specializing in [specialty] with [X] years of experience.Team member portraitBook with [Name]Build trust
13Google Business Profileโฐ This week only: [X]% off [service]! Limited spots at our [City] salon. Expires [date].Offer graphic with expiryClaim your spotFill schedule
16Facebook, Instagram[Season]'s hottest color trends are HERE! ๐ŸŽจ From [trend 1] to [trend 2]. Which would you rock?Color swatch carouselConsult for freeGenerate inquiries
20Instagram, Facebook๐Ÿ“… Last-minute openings! Spots available [this Saturday] from [time]. Tag someone who needs this.Openings calendar graphicBook same-dayFill gaps

๐Ÿ”ง Home Services

Best for: HVAC, plumbing, electrical, roofing, landscaping, cleaning, handyman services.

Focus: Proof, education, and fast booking CTAs with seasonal reminders and quality standards.

DayPlatformsCaption IdeaMediaCTAGoal
1Facebook, InstagramProject complete! โœ… Just finished this [project type] in [Neighborhood]. Swipe to see the transformation.Before-after splitGet a free quoteShowcase work
3Google Business Profile[Season] is here! Time to schedule your [seasonal service]. Booking [City] homes now.Seasonal service photoSchedule nowSeasonal bookings
5Instagram ReelsQuick fix alert! ๐Ÿ”ง Here's how to [solve common problem]. When it's bigger than DIY, we're here 24/7.Short tutorial videoCall for bigger issuesEstablish expertise
6Facebook, InstagramLicensed โœ“ Insured โœ“ Trusted since [Year] โœ“ Here's why that matters for YOUR home.License/certification photoWhy it mattersBuild trust
11Facebook, InstagramMeet [Technician Name]! ๐Ÿ‘ท [X] years in [specialty]. Licensed, certified, ready to help in [City].Team member photoRequest [Name]Humanize brand
13Google Business Profile๐Ÿ’ฐ Limited time: [X]% off [service] this week! Satisfaction guaranteed in [City].Offer graphic with termsClaim your discountFill schedule
16Facebook, Instagram๐Ÿšจ Warning signs you need [service] ASAP: [3 signs]. We offer 24/7 emergency service in [City].Warning signs checklistCall 24/7Drive emergency calls
20Instagram, FacebookSame-day service available! ๐Ÿ“ž Just got openings for today and tomorrow in [City].Same-day badgeCall or text nowFill gaps

๐Ÿš— Automotive Services

Best for: Auto repair shops, car dealerships, tire shops, body shops, oil change services.

Focus: New arrivals, service tips, behind-the-scenes content, and preventive maintenance education.

DayPlatformsCaption IdeaMediaCTAGoal
1Facebook, Instagram๐Ÿš— JUST IN! [Year Make Model] โ€ข $[Price] โ€ข Stop by our [City] dealership for a test drive!Multiple vehicle photosSchedule test driveDrive showroom traffic
3Google Business ProfileWhy our [X]-point inspection matters: catches problems early, saves money, keeps your family safe.Service bay photoBook your serviceDrive service bookings
5Instagram ReelsWatch us [perform service] in real-time! โš™๏ธ Full transparency โ€” that's our promise.Time-lapse videoBook online 24/7Transparency/trust
8Google Business Profileโญโญโญโญโญ "[Quote]" โ€” [Customer Name]. Thank you for trusting us with your vehicle!Customer + vehicle photoSee more reviewsSocial proof
11Facebook, InstagramMeet [Technician Name]! ๐Ÿ”ง [Specialty] certified with [X] years experience.Team member portraitAsk for [Name]Build trust
16Facebook, Instagram๐Ÿšจ PSA: Check if your vehicle has an open recall! Enter your VIN at [link]. We handle most recalls.Recall checker infoWe can helpPublic service/trust
18Google Business Profile[Season] is coming! Is your car ready? โ€ข [Item] โ€ข [Item] โ€ข [Item] โ€ข Schedule your prep service today.Seasonal prep checklistSchedule serviceSeasonal bookings
20Instagram, Facebook๐Ÿ”ฅ Fresh inventory alert! Just added [X] vehicles. Browse online or visit our [City] location.Inventory collageBrowse onlineDrive online traffic

๐Ÿก Real Estate

Best for: Real estate agents, brokers, property managers, real estate teams.

Focus: Just listed properties, market insights, process education, and agent credibility building.

DayPlatformsCaption IdeaMediaCTAGoal
1Facebook, Instagram๐Ÿก JUST LISTED! [Address] โ€ข [X] bed, [X] bath โ€ข $[price] โ€ข [Standout feature]. Schedule your showing!Property highlight photosSchedule showingGenerate leads
3Google Business Profile[Neighborhood] Market Update: [Key stat]. Thinking of selling in [City]? Get your FREE home valuation!Market data graphicGet your home's valueLead generation
5Instagram ReelsTake a tour! ๐ŸŽฅ [Address] walkthrough. [Highlight best feature]. Which room is your favorite?Walk-through videoFull details in bioDrive engagement
6Facebook, InstagramFirst-time buyer? ๐Ÿ  Here's what you need to know before you start: [Key tips].Educational carouselDownload our guideLead magnet
11Facebook, InstagramMeet [Agent Name]! ๐Ÿก [X] years helping [City] families. [X] homes sold in [year].Agent portrait + bioSchedule consultationBuild trust
13Google Business Profile๐ŸŽ‰ SOLD in just [X] days! [Address]. Our proven marketing strategy gets results.Sold property photoThinking of selling?Seller leads
19Instagram, Facebook๐Ÿ  OPEN HOUSE this weekend! [Address] โ€ข [Day, Date] โ€ข [Time] โ€ข [X] bed, [X] bath, $[price]Open house flyerRSVP or drop inDrive attendance

๐Ÿข General Business

Best for: Retail shops, restaurants, professional services, consultants, and any business not covered above.

Focus: Product spotlights, how-to guides, team culture, and versatile content that works across industries.

DayPlatformsCaption IdeaMediaCTAGoal
1Facebook, Instagramโœจ Introducing [Product/Service]! [Key benefit]. Available now in [City] or online!Hero product photoShop now / Learn moreDrive sales/awareness
3Google Business Profileโญโญโญโญโญ "[Quote]" โ€” [Customer Name]. We love serving our [City] community!Review + product photoTry it yourselfSocial proof
5Instagram ReelsHow to use [Product] like a pro! ๐Ÿ’ก Follow these steps for best results.Demo videoGet yours todayDrive sales
6Facebook, Instagram๐Ÿ”ฅ [X]% OFF [Product/Service] this week only! Use code: [CODE]. Valid through [date].Offer graphicUse code: [CODE]Drive conversions
11Facebook, InstagramMeet [Team Member]! ๐Ÿ‘‹ [Role] here at [Business]. Locally-owned and proudly serving [City]!Team member portraitLearn about our teamHumanize brand
15Instagram ReelsBehind the scenes! ๐ŸŽฌ See how we [make/do/create] [product/service]. Got questions? Ask away!BTS videoQuestions? DM usEngagement
18Google Business Profile๐ŸŽ‰ NEW ARRIVAL: [Product] now available at our [City] location! Limited quantities.Product announcement photoBe the first to tryDrive early adoption
20Instagram, FacebookWeekend plans? ๐ŸŽ‰ We're open [hours] Saturday & Sunday at our [City] location. See you soon!Weekend-themed visualVisit us / Order nowWeekend traffic

CTAs by Platform

How you include a call-to-action depends on the platform:

  • Facebook: Links are clickable in captions. Include the CTA close to your link. Use the link shortener to keep posts clean. Example: "Book now โ†’ https://example.com/book"
  • Instagram: Links in captions are not clickable. Use "Tap our profile link to book" or "DM us to book." Use Clickable.bio to route followers to your site based on a specific post.
  • Google Business Profile: Choose one built-in button: Book, Call, Order online, Buy, Learn more, or Sign up. Add the destination URL or phone โ€” this button is your primary CTA.
Facebook CTA example Instagram CTA example Google Business Profile CTA example

Frequently Asked Questions

Can I filter the calendar by specific social platform?+
Not in the calendar view โ€” it displays posts across all connected platforms. You can filter by specific platforms in the Posts tab.
Who can see the calendar?+
Any user with access to the Social Tool product for that business location can view the calendar. Anyone with the report link can view the report โ€” no DFM login required.
Can clients edit posts from the report view?+
No. The report is read-only. Changes must be made within Social Tool.
Can I password-protect a report?+
Not currently. Reports are secured via a unique generated link that is difficult to guess.

Tools Overview

The Tools tab in Social Tool offers a suite of utilities to improve workflow efficiency, drive audience engagement, and streamline your social media operations.

๐Ÿ”—
Clickable.bio

Turn your Instagram posts into a clickable gallery that drives followers to your website, booking page, or store. (Pro)

๐Ÿ“‹
Post Templates

Save reusable post formats with text, hashtags, media, and CTAs for faster, consistent content creation.

๐Ÿ’ฌ
Customer Comments

View and respond to comments across all connected platforms from one unified dashboard.

๐Ÿ“ธ
Instagram Brand Mentions

Monitor posts that tag your business on Instagram, Facebook, and X โ€” all in one place. (Pro)

๐Ÿ–ฅ๏ธ
Post Render Plugin

Display your latest social posts directly on your WordPress website using a simple shortcode.


Clickable.bio (Pro)

Clickable.bio transforms your Instagram posts into a clickable gallery of images that link directly to your site or store โ€” helping convert followers into customers. Instagram has the highest user engagement rate among social platforms, and 83% of users discover new products and services there. Clickable.bio makes every post shoppable or bookable.

Step 1: Claim Your Clickable.bio URL

  1. Make sure your Instagram account is connected in Settings > Connect Accounts.
  2. Go to Tools > Clickable.bio and click Set up.
  3. Enter your preferred URL (format: businessname.clickable.bio). You can change this later.
  4. Click Next.
Claim your Clickable.bio URL

Step 2: Customize Your Page

Add your business name (displayed at the top) and profile image (use your Instagram profile image for consistency). Optionally add a button with text and a destination URL (e.g., "Visit website").

Customize your Clickable.bio page

Step 3: Add the URL to Your Instagram Bio

  1. Click Copy link.
  2. Click Go to Instagram Profile (opens new tab).
  3. On Instagram, click Edit Profile and paste the URL in the Website field.
  4. Return to Social Tool and click Finish.
Add Clickable.bio to Instagram

This is also covered step-by-step in the DFM existing guide โ€” see the Getting Started tab for those screenshots.

Posting with Clickable.bio

When composing an Instagram post, use the Instagram Options section in the Composer to add a URL to that post. After publishing, the Clickable.bio page updates automatically โ€” tapping your bio link will show a gallery where each image links to its associated URL.

โ„น๏ธ NotesYou can only add links to new posts after Clickable.bio is set up. Editing links on already-published posts is not currently supported. Deleting an Instagram post in Social Tool does not remove it from your Clickable.bio page.

Customer Comments

The Comments tool centralizes comment management across all connected social platforms so you can engage without switching between apps. Access it via Social Tool > Tools > Comments.

What You Can Do

  • View threaded conversations from any connected platform.
  • Reply, like, or react to comments without leaving DFM.
  • Use AI Suggestion to generate a reply, review it, then post.
  • Manage comments from Facebook, LinkedIn, Instagram, and X in one unified inbox.
Comments section in Social Tool

How to Use AI Reply Suggestions

  1. Go to Social Tool > Tools > Comments.
  2. Select a comment.
  3. Click the AI Suggestion button.
  4. Review and edit the proposed reply.
  5. Post the response to the platform.
๐Ÿ’ก AI Best PracticeAlways review AI suggestions before posting โ€” the AI may miss sarcasm, humor, or cultural nuance. Add personal details or specific context to make replies feel genuine.

Best Practices for Responding

  • Timeliness: Aim to respond within 24 hours.
  • Personalization: Use the commenter's name or relevant context.
  • Tone: Stay on-brand โ€” casual, playful, or professional.
  • Encourage conversation: Ask follow-up questions or show appreciation.
  • Negative comments: Respond quickly, apologize, and invite them to resolve offline.

Character Limits by Platform

Character limits by platform
PlatformCharacter LimitBest Practice
FacebookNo strict limitKeep under 200 characters for clarity
Instagram2,200 charactersConcise, expressive language
X (Twitter)280 charactersBe direct; use threads for longer replies
LinkedIn3,000 charactersProfessional and informative tone
Google Business3,500 charactersClear, detailed, helpful replies

Instagram Brand Mentions (Pro)

Social Tool Pro automatically monitors posts that tag your business handle on Instagram, Facebook, and X โ€” in captions or comments โ€” so you don't have to log into each platform separately.

  1. Go to Social Tool > Settings > Connect Accounts and connect your Instagram, Facebook, or X business profile.
  2. Once connected, tagged posts appear automatically under Tools > Comments, in your Activity Stream in DFM, and as tasks in Task Manager (if enabled).
โ„น๏ธ NoteThe connected account must be a business profile โ€” personal accounts are not supported.

Post Render Plugin (WordPress)

The Post Render Plugin lets you display your latest social media posts directly on your WordPress website using a simple shortcode โ€” keeping your site automatically updated with fresh social content.

Requirements

  • WordPress 6.5+
  • PHP 7.4+

How to Install

  1. Download the SM Post Render plugin ZIP file from DFM.
  2. In your WordPress admin, go to Plugins > Add New > Upload Plugin.
  3. Select the ZIP file and click Install Now, then Activate Plugin.
  4. Go to Settings > SM Post Render and enter your AGID (e.g., AG-RPFPXXXX) and Feed Identifier (e.g., CCA-7382163276224411A72DA97140000000).
  5. Click Save Changes.
Post Render Plugin settings

How to Display Posts on Your Site

Add the [sm-post] shortcode to any WordPress page or post. Customize how many posts show per page:

[sm-post per_page="2"]

The plugin fetches posts from your specified social profile and displays them in a styled format with text and images.

Post Render Plugin on website Post Render Plugin output
โ„น๏ธ Custom StylingThe plugin includes default CSS. If needed, you can modify it via the assets/css/custom.css file in the plugin directory. If there's an issue fetching posts, an error message will display in place of the posts.

Frequently Asked Questions

Can I add website links to previously published Instagram posts?+
Only after Clickable.bio is set up โ€” and only for new posts going forward. You cannot add or edit links on already-published posts at this time.
Does Clickable.bio affect my SEO?+
No. The Clickable.bio page is not crawled by search engines.
What happens if I disconnect Instagram from Clickable.bio?+
The Clickable.bio page is saved until the account is reconnected or data is deleted.
Why are some comments missing from the Comments dashboard?+
Real-time syncing can sometimes have delays, or comments may have been flagged or removed by the platform's own spam filters before reaching your dashboard.
Does the Social Tool API support posting?+
Not currently. The Social Tool API does not support posting to social media networks. Contact DFM for more information about API capabilities.

Insights Overview

The Insights tab gives you a detailed look at your content performance across all connected social platforms. Use it to understand reach and engagement, identify top-performing content, prove ROI, and optimize your posting strategy.

๐Ÿ“Š
Post Performance

See reach, engagement, impressions, and click-through rates for every post you've published.

๐Ÿ”—
Link Performance

Track clicks on shortened URLs by platform โ€” including traffic from email, DMs, and other sources. (Pro)

๐Ÿ“ˆ
Content & Data

Understand exactly what historical data is tracked for each connected platform and what limits apply.

๐ŸŽฏ
Optimize Strategy

Identify what types of content and posting times generate the best results and refine your calendar.

Access everything at Social Tool > Insights.


Post Performance

Go to Insights > Post Performance to view comprehensive analytics on posts published through Social Tool โ€” and in many cases, posts published organically outside the platform.

Key Metrics Tracked

๐Ÿ‘๏ธ
Reach

The number of unique users who saw your post.

โค๏ธ
Engagement

Likes, comments, shares, clicks, and reactions.

๐Ÿ“บ
Impressions

Total number of times your post was displayed (including repeat views).

๐Ÿ–ฑ๏ธ
CTR & Engagement Rate

Percentage of viewers who clicked or engaged with your content.

๐Ÿ’ก TipUse Post Performance to identify your top-performing content types and posting times โ€” then adjust your content calendar based on what actually drives reach and engagement.

Link Performance (Pro)

Link Performance tracks how many clicks your shortened links receive, broken down by platform. Use it to prove performance and see exactly what's driving traffic โ€” including clicks you might not expect.

Link Performance dashboard

The Other category shows clicks from sources like email forwards, private messages, and other websites โ€” this is known as Dark Social. These clicks still count toward your total even though the referral source can't be precisely identified.

โ„น๏ธ Pro RequiredLink Performance is available with Social Tool Pro. Shortened URLs must be created using Social Tool's built-in link shortener for clicks to be tracked.

Content & Data Monitored

Social Tool tracks reach and engagement on all posts made through the app, and in some cases posts made outside of it. What data is available depends on the platform and whether the account was recently connected.

Historical Data for Newly-Connected Accounts

When you first connect an account, Social Tool automatically pulls in historical post data. Here's what it can retrieve:

PlatformPrevious PostsReach & EngagementCustomer RepliesLimits
Facebookโœ“โœ“โœ“Last 100 posts only
Instagramโœ“โœ“โœ“From when profile became a business account
X (Twitter)โœ“โœ“โ€”Last 10 posts (active users only)
Google Business Profileโœ“โœ“โ€”Reach/engagement limited to 530 days before connection
LinkedInโ€”โ€”โ€”No historical data available

Posts Published Through Social Tool

PlatformPost ContentReach & EngagementCustomer RepliesNotes
Facebookโœ“โœ“โœ“Full data
Instagramโœ“โœ“โœ“Full data
X (Twitter)โœ“โœ“โ€”Engagement only (reposts and favorites). Last 10 posts for active users.
Google Business Profileโœ“โœ“โ€”No customer replies
LinkedInโœ“โœ“โ€”No replies for posts made outside Social Tool
๐Ÿ’ก LinkedIn TipTo refresh historical LinkedIn data, disconnect and reconnect the account. Social Tool will then pull up to 1,000 previous posts, and all posts going forward will be tracked fully.

Frequently Asked Questions

Why can't I see older Facebook posts in Insights?+
Due to Facebook's API policies, Social Tool can only retrieve the last 100 posts published before the connection was made. Older history is not accessible via the API.
Why is my LinkedIn engagement data missing?+
Ensure you've connected a Company Page (not a personal profile) with the correct admin roles. LinkedIn has more restrictive API access than other platforms. Try disconnecting and reconnecting the account to refresh the data.
What is "Dark Social" in Link Performance?+
"Dark Social" refers to clicks from untraceable sources โ€” like private messages, email forwards, or apps where referral data is stripped. These are grouped under the "Other" category in Link Performance.
Can Social Tool pull data from posts published outside the app?+
Yes, in many cases. Facebook, Instagram, X, and Google Business Profile all support historical post data imports. LinkedIn has limited support โ€” posts made before connecting will appear but metrics may be limited.
How do I access historical Google Business Profile data?+
Disconnect and reconnect the GBP account. All previous posts will be shown, but reach and engagement data is limited to 530 days before the connection date โ€” this is a Google API restriction.

Settings

The Settings tab is your control hub for configuring integrations, AI content behavior, content feeds, and account-level preferences. Select a section below to jump straight to what you need.

๐Ÿ”— Account Connections
๐Ÿค– AI Settings
โ–ถ๏ธ YouTube
๐Ÿ“ฐ Content Feeds
๐Ÿ“˜ Add Facebook Pages
๐Ÿ› ๏ธ Troubleshooting

Connecting Social Media Accounts

Go to Social Tool > Settings > Connect Accounts. Select the platform, authenticate, grant permissions, and verify the connection. Repeat for each platform you want to use.

Supported platforms: Facebook, Instagram, LinkedIn, X (Twitter), Google Business Profile, TikTok, and WordPress.

Account Connection Limits by Plan

PlatformStandardPro
Facebook15
Google Business Profile11 (only one GBP at a time)
Instagramโ€”1
LinkedInโ€”4
X (Twitter)โ€”4
TikTokโ€”5

Important Platform Notes

  • Instagram: Must be a Business or Creator account, and must be linked to a Facebook Page. Social Tool cannot post to personal Instagram accounts.
  • LinkedIn: You can remove a LinkedIn business page without affecting the personal account, but removing the personal account will also remove the business page. Reconnection required every 60 days.
  • Google Business Profile: Only one GBP location can be connected at a time. To switch, remove the current connection first, then connect the new one.
  • TikTok: Business and Creator accounts are fully supported. Personal accounts may have limited functionality.
  • WordPress: Connect via Settings > Integrations > WordPress. Enter your blog's URL and configure auto-share settings.
  • Password changes: Changing your password on any connected platform will invalidate the connection token โ€” you'll need to reconnect in Social Tool.

Converting Instagram to a Business Account

If you see "User is not an Instagram business" error:

  1. Open the Instagram mobile app and go to your Profile.
  2. Tap the three lines (โ˜ฐ) > Settings and Privacy > Account Type.
  3. Tap Switch to Professional Account.
  4. Return to Social Tool, disconnect Instagram, and reconnect it.
๐Ÿ’ก Best PracticeCheck your connection statuses regularly. Use the โ‹ฎ menu next to any account to reconnect, and maintain multiple admins on all Pages and accounts so you're never locked out.

AI Settings (Pro)

AI Settings help Social AI understand your business so it can generate posts that are relevant, on-brand, and consistent โ€” with fewer editing rounds. Go to Social Tool > Settings > AI Settings.

1. Common Instructions

Common Instructions guide AI content generation for single posts and bulk campaigns. They act as a standing brief that the AI applies every time it writes content.

  1. Navigate to Settings > AI Settings.
  2. Find the Common Instructions text box.
  3. Write descriptive, full-sentence instructions about your business, tone, and audience.
  4. Click Save.
๐Ÿ’ก Writing TipsWrite in complete sentences. Describe your business, what you do, who you serve, and the tone you want. Avoid bullet points, titles, or subheadings in this field โ€” they confuse the AI.

Once saved, these instructions are automatically applied in Write with AI prompts and all Post Campaign (Bulk Create) workflows.

2. AI Knowledge Base

The AI Knowledge section lets you enrich the AI with specific business information from multiple sources, dramatically improving personalization and relevance.

Sources you can add:

๐Ÿ‘ค
Business Profile

Hours, services, contact info โ€” suggested automatically.

๐ŸŒ
Website

Crawl up to 100 pages from your website via Single Page, Follow Links, or Site Map mode.

โœ๏ธ
Custom Text

Add pricing, seasonal promotions, FAQs, or any other specific knowledge manually.

How to add AI Knowledge:

  1. Go to Settings > AI Settings > AI Knowledge and click Add Knowledge.
  2. Choose your source: Business Profile, Website URL, or Custom Text.
  3. For websites: enter the URL, choose a crawl mode, review the pages found, select which to train on, and click Save.
  4. Return to AI Settings and confirm your changes.
โ„น๏ธ Shared KnowledgeSocial Tool's AI Knowledge base syncs automatically with the Business App AI Knowledge Base. If you update knowledge here, you'll be alerted if it affects other AI tools like Web Chat. To use the same knowledge in Web Chat, you must add it manually in those settings.
โš ๏ธ Deleting KnowledgeKnowledge added in Social Tool cannot be deleted from within the platform. To remove it, go to Business App > Administration > AI Settings > AI Knowledge Base > Manage Knowledge > Delete Knowledge.

YouTube Integration (Pro)

Connect your YouTube channel to publish, draft, and schedule video content directly from Social Tool โ€” without switching tools. You can connect up to two YouTube channels per account.

How to Connect YouTube

  1. Go to Settings > Connect Accounts and click the + icon next to YouTube.
  2. You'll be redirected to Google OAuth. Select the Google account with an associated YouTube channel.
  3. Review and click Allow to grant permissions.
  4. Your YouTube channel will appear under Settings > Connect Accounts.
YouTube Connection Settings

Managing Your YouTube Connection

  • Re-authenticate: Go to Settings > YouTube > Edit connection.
  • Remove: Go to Settings > YouTube > Delete connection. You'll need to reconnect to publish again.
โ„น๏ธ NotesOnly Google accounts with an existing YouTube channel can be connected. YouTube integration is available on Social Tool Pro only. You can draft, schedule, and publish videos, and include YouTube in Post Campaign workflows.

Interesting Content & Custom Feeds

Discover and curate content from RSS feeds to inspire or supplement your social posts. Access via Social Tool > Settings > Interesting Content.

Add a Curated RSS Feed

  1. Click Search in the Interesting Content settings.
  2. Select a business category.
  3. Click + next to any feeds to add them to your content feed. Click the feed name to preview the pages it covers.
Search for RSS feeds Add RSS feeds

Add a Custom RSS Feed

  1. Go to Settings > Integrations > Custom Feed.
  2. Enter the RSS feed URL or API endpoint.
  3. Set filtering rules โ€” include/exclude by keyword, category, or date.
  4. Configure sharing: auto-share or manual review, choose platforms, add custom messages.
  5. Test the integration, then save.
๐Ÿ’ก Best PracticesMake sure your feed content is relevant to your audience. Don't overwhelm followers โ€” curate carefully. Always customize shared content to match your brand voice before posting.
โ„น๏ธ If the feed stops workingIf the source feed goes down or changes its format, Social Tool will stop pulling new content. Update the feed URL in Settings to restore functionality.

Adding New Facebook Pages

If you've been granted Admin access to a new Facebook Page but it doesn't show up in your list of managed pages, it's because Facebook now requires new pages to be re-authorized before they appear. Follow these steps to surface the new page.

โš ๏ธ Heads UpThese steps temporarily disconnect all Facebook accounts. All connections will be reinstated automatically once you reconnect one account in Step 5.
  1. Log into Facebook (the account through which pages are managed) and go directly to facebook.com/settings.
  2. Select Business Integrations on the left.
  3. Check the box for the Social Reputation App.
  4. Click Remove the App โ€” this breaks the existing token.
  5. Go back to Social Tool and connect any Facebook account. This automatically re-authenticates the app for all accounts managed by that profile, and the new page will now appear in your list.

Troubleshooting Quick Reference

PlatformCommon ErrorFix
FacebookExpired token / access not grantedReconnect in Settings > Connect Accounts
FacebookNo permission to postLog in as Admin, Editor, or Moderator of the Page
FacebookLink violates Community StandardsRun URL through Facebook's Link Debugger, remove flagged content
InstagramNot a Business accountSwitch to Professional Account in Instagram app, then reconnect
InstagramNot connected to Facebook PageLink IG to a FB Page via IG app > Edit Profile > Page
InstagramToken expired/brokenReconnect in Settings > Connect Accounts
LinkedInToken expired (every 60 days)Reconnect when prompted โ€” takes a few seconds. Watch for yellow banner 10 days before expiry.
Google Business Profile"Location belongs to a chain"Post directly in Google Business Profile โ€” API disabled for chain businesses
Google Business ProfilePost rejectedRemove phone numbers, URLs, or sensitive keywords. Review Google's posting policy.
Google Business Profile"Business category not eligible"Update category via Partner Center > Edit
X (Twitter)Account locked / looks automatedLog in at x.com to unlock the account
X (Twitter)Invalid/expired tokenSettings > Connect Accounts > โ‹ฎ > Reconnect
X (Twitter)Video upload failedCheck X's video format and size requirements, reformat video
Any platformPost failed to publishUsually an expired token โ€” reconnect in Settings > Connect Accounts > โ‹ฎ > Reconnect. Failed scheduled posts are saved to Drafts.

General Fixes for Any Platform

  1. Disconnect the affected account in Social Tool.
  2. Remove the Social Tool app from the platform (e.g., Facebook > Apps & Websites).
  3. Clear your browser cache or open an incognito/private window.
  4. Try a different browser.
  5. Reconnect the account in Social Tool.
๐Ÿ’ก Prevention TipsMonitor connection statuses regularly. Enable 2FA on all social accounts. Accept all permission prompts during setup. Maintain multiple Page admins so you're never locked out. Reconnect LinkedIn proactively every 60 days โ€” don't wait for posts to fail.