Social AI
Generate posts and blogs, reply to comments, and bulk-schedule across channels — minutes, not hours.
Table of Contents
To follow the steps in the video: Open the DFM app, select Social Tool, Select Launch
How to connect your social media profiles
Launch the social tool in your DFM account
Open the overview tab, select Connect accounts
Select the + next to the accounts you want to add
*Depending on your product level, you may have more or fewer channels available.
How to post
Launch the social tool in your DFM account
Open the overview tab, select Create, and choose the type of content you want to create.
- Post: Content directly on your profile’s page.
- Story: A post only visible for 24 hours on Facebook or Instagram.
- Post Campaign: Use AI to bulk-schedule posts in advance.
- Blog Post: If you have a blog site connected, create content with or without AI assistance. Don’t have a blog connected, but want to add some content to your site? Use the AI tool and copy/paste.
Once you select the type of post:
Choose the channels to publish your post on, upload the media, create a caption, add emojis, and hashtags if needed.
Preview & Post right away, or schedule for later. *When publishing to Google, you can add a call to action button, or create an event on your post.
Dimensions to keep in mind when scheduling content
How to bulk schedule content in advance
Launch the social tool in your DFM account
Open the overview tab, select Create, and Post Campaign
Tell AI what you want to post about, choose the networks/channels you want to post on, the tone of the captions, and how many posts you want. *Even if you do not want to use AI to create your content- Prompt the AI anyway.*
Once the AI has populated your potential content, select the pencil icon to edit each post. You can update captions, change images, and select the date you want to publish the post.
Once you are done editing a post, hit save. Once you are done editing all of your posts, select every box next to each created post, and click next.
Schedule your posts, and click save.
After scheduling your posts, they will appear in your content calendar. You can edit these anytime by selecting the post before it is published.
Need to submit your schedule content for approval? Select the ‘Create Report‘ button at the top of your calendar to share your scheduled posts to anyone with the link created.
Responding to comments
Launch Social>Select Tools >Select Comments
Click the Comments Section to view full conversations from multiple social channels at once. Use the AI Suggestion button for assistance with replies.
Engage directly by liking, replying to, or managing responses in the dashboard
Best Practices
- Timeliness: Aim to respond within 24 hours
- Personalization: Use the commenter’s name or contextually relevant details
- Clarity: Offer clear, useful answers—especially for customer support
- Tone: Stay on-brand, whether your voice is casual, playful, or professional
- Engagement: Encourage conversation with follow-up questions or appreciation
Common Types of Responses
Character Limits by Platform
Replying to Direct Messages
Open the Conversations tool in the toolbar. All messages from connect social channels will appear here.
*After you add your DFM account, all conversations are fresh. This means any previous messages will not populate.
*Facebook and Instagram messages expire – This is a Meta rule. Be sure to reply to messages timely. Upgrade your AI to get auto replies. Contactus@thedfmagency.com
Creating post Templates
Do you want a recurring post? Or need to have content on hand for your team to pull from? Use Templates.
Social tool>Overview>Create Post>Select Post
Create the post you want to be recurring, or for your team to use later. Caption, media, emojis, hashtags.
Instead of scheduling the post. Choose the ‘Save as template‘ button.
Common uses of Templates
- Product Promotions: Promoting products or services
- Educational Content: Sharing tips and information
- Behind-the-Scenes: Showing company culture
- Customer Spotlights: Featuring customer stories
- Event Announcements: Promoting events
- Holiday or out of office: Recurring content to update your followers.
Where to find your Templates
Launch the Social tool, select tools.
Select Templates
Using a Template
Start creating a post: Singular post or inside the post campaign tool. Social tool>Overview>Create Post
Click the Templates button, choose your template.
You can edit the post or use the exact template. Schedule or post right away.
Creating a blog post
Whether you connected your WordPress account, or you simply want to use the DFM AI to create a blog post you can copy and paste to post on your own. Follow these steps to get started.
Social tool>Overview>Create Blog
Fill out the prompts, and view your content.
How to add a Clickable.bio to your Instagram profile
Turn social fans into paying customers! Clickable.bio transforms your Instagram posts into a shoppable gallery of images, turning followers into customers, available on Social Pro. Clickable.bio is not just for selling products. Drive followers to your website to book appointments, fill out a form, subscribe to your newsletter, or read a blog.
After you have connected your Instagram account, launch the Social Tool and select Tools, then select ‘Clickable.bio‘.
Connect your account, Claim your URL
Customize your page
Paste the URL to your Instagram bio
- Click Copy link
- Click Go to Instagram Profile (opens new tab)
- On Instagram: Click Edit Profile
- Paste the URL in the Website field
- Return to Social Marketing and click Finish.
Congratulations! Your Clickable.bio Page is live.
Next time you make a post, select Instagram Options section to add a URL.
How to connect a WordPress blog
Add a Post Render Plugin
What is the Social Marketing Post Render Plugin?
Post Render plugin allows you to display social media posts from your business directly on your WordPress website. With a simple shortcode, you can fetch and render posts, making it easy to keep your website updated with the latest social media content.
How to use the Social Marketing Post Render Plugin
Prerequisites:
- WordPress – 6.5
- PHP – 7.4
Download the Plugin: First, download the SM Post Render plugin ZIP file from the source provided.
Upload to WordPress:
- Go to your WordPress dashboard.
- Navigate to Plugins > Add New.
- Click the Upload Plugin button at the top of the page.
- Select the downloaded ZIP file and click Install Now.
Activate the Plugin:
- After the installation is complete, click the Activate Plugin button.
Configure Settings:
- Go to Settings > SM Post Render.
- Enter your AGID (The AGID of the business location. Example: “AG-RPFPXXXX) in the provided field.
- Enter your Feed Identifier (The Feed Identifier of the social profile you want to fetch posts from. Example: “CCA-7382163276224411A72DA97140000000”) in the provided field.
- Click Save Changes to store your settings.
Shortcode Usage Guidelines
To display social media posts on any page or post on your WordPress site, use the [sm-post] shortcode. This shortcode can be customized with various attributes to fit your needs.
Available Attributes
- per_page: The number of posts to display per page. The default is 5. Example: per_page=”5″.
Example Usages
Basic Usage: Displays posts for a specific social profile.
[sm-post per_page="2"]How It Works
When you use the [sm-post] shortcode, the plugin fetches social media posts from the specified profile and business location. The posts are then displayed in a styled format on your page, including the text and any images associated with the posts.
Additional Information
Custom Styling: The plugin includes custom CSS to style the posts. If needed, you can modify the CSS file located in the assets/css/custom.css directory of the plugin.
Error Handling: If there is an issue fetching the posts, an error message will be displayed instead of the posts.
