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Socialyz.it How-to

Why use Socialyz.it?

The reason for Socialyz.it is simple…

Let Socialyz.it do the time-consuming chore of finding, saving and publishing content for your business’s social channels – building your authority and generating leads through call-to-actions – while you work on engaging your audience and building your business.

Let’s start by logging in to Socialyz.it.

The Home Page gives the user a number of ways to login their account or create an account – through Twitter, Facebook, LinkedIn, Pinterest or email.

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Once you login, you will be taken to the ‘Manage Content’ page.

Take note of the tabs/navigation at the top. On the top row notice that the user has 2 scheduling engines (‘Planner 1’ and ‘Planner 2’). And then the 3rd tab, we’ll get to in a bit, the ‘Create & Manage Content Library’ tab.

We’ll start with the Planner Tabs – ‘Planner 1’ and ‘Planner 2’.

For Planner 1 & 2, the user has the same sub-tabs

  • ‘Manage Content’
  • ‘Manage Schedule/Queue’
  • ‘Add Content Curator’
  • ‘Add Content Library’

Since we’re on the ‘Manage Content’ page, notice that the ‘Manage Content’ page references the multiple ways you can add content to a social channel – from your…

  • Content Curator tool
  • Content Library you create
  • Image Designer
  • Bulk Content Uploader tool
  • Chrome Extension
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But first though, let’s add a social channel… just click the ‘Connect More’ Social Media Channels button in the left menu. This will take you to the ‘Connect a Social Network’ Page. From this page, you can add Twitter, FB, FB Pages and LinkedIn social channel accounts for posting/publishing your content

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When you connect a social channel, Socialyz.it brings you back to the ‘Manage Content’ page

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Now we are ready to start working with all of the features and functionality of Socialyx.it. Below are quick links to sections reviewing how I use each feature. I recommend you read through the entire article to get a feel for the all the features and the breadth of functionality Socialyz.it brings you; then come back to this Table of Contents for help with a specific feature.

Table of Contents:

How to use the Content Curator tool

Creating and Managing your Social Channel’s Schedule/Queue

Managing your Content

Creating your Content Libraries

Using the Bulk Content Uploader tool

Using Image Designer

Adding a Content Library to your Social Planner 1 & 2

Managing your Content #2

Using the Chrome Extension

Content Curator

Let’s start by adding a Content Curator feed. (Marketing Pros curate industry influencer content to build an audience and increase their authority, and then add/mix their content and Call-to-Action to the curated content). Either click the hyperlink on the ‘Manage Content’ page or better to get the user used to using the sub-tabs that run across the top.

We are going to add a Content Feed to the specific Social Channel highlighted in the left-hand menu (here, it’s my Twitter channel).

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OK, now in the first input field you can search for content by topic (e.g. ‘Trump’, ‘Obama’, ‘Brexit’ ‘real estate’, etc.), a specific website (e.g. ‘Hubspot’, ‘New York Times’, etc.), or if you know the URL, the URL. Notice the ‘Searching…’ on the right-hand side of the input field, this tells you the search function is working J

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OK, you found the topic feed you want (e.g. a real estate feed) to curate content from, next let’s add Hashtags to increase the breadth of folks that can find the content you publish from this feed. Here I’m adding 2 Hashtags, #RealEstate and #MyBusinessHastag (for me it’s #DigitalMarketing). Socialyx.it will add these Hashtags at the end of every piece of content published from this feed.

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Once you add the Hashtags you like, Click the ‘Add Feed’ button. Now this feed and the Hashtags are added to the social channel on the left-hand side. New content from this feed will automatically be added to the schedule/queue you setup for this channel.

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Let’s say you want to modify this Content Feed; either change the Hashtag(s) or the number of times the Socialyx.it platform reaches out an checks the feed for content each day. On the right-hand side, click the ‘pencil’ icon (of course the trashcan will delete the feed entirely, but warn you first J )

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Some feeds update multiple times a day, so you may want to test the ‘requests per day’.

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Creating and Managing your Social Channel’s Schedule/Queue

OK, we decided on the Feed(s) we wanted to curate, the Hashtags for each Feed and the times per day we’ll have Socialyx.it check the Feed and bring in a piece of content; now we need to establish a schedule for when the content will be published to this social channel (note: you may want to go through this scheduling functionality first)

In the submenu of ‘Planner 1’, Click ‘Manage Schedule/Queue’, you get to the Planner 1 scheduler.

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First, let’s check to make sure our time-zone is correct. On the right-hand side, notice we are currently setup for Europe, Click the ‘Change’ hyperlink. You’ll be taken to the Settings menu > Time Settings (note, you can get to the Settings menu from any page by clicking the ‘gear icon’ on the upper right-hand corner of the page). Here, you can choose, 12-hour or 24-hour format as well as the appropriate time-zone.

Once, you choose the hour-format and time-zone. Click the upper left-hand ‘ Socialyz.it’ and you will be brought back to the Planner 1 ‘Manage Content’ page, from there, click Click ‘Manage Schedule/Queue’.

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Next, let’s pick the days you want to publish. Simply, click the day and it will be highlighted indicating for Socialyz.it to publish on that day, every week.

Now let’s add a the times during the day you want Socialyz.it to publish to your specified social channel. Simply Click the numeric dropdown and choose the hour, minute and AM/PM.

Notice the toggle on the right-hand side, here you can ‘pause’ the time, telling Socialyz.it not to post at that time.

Let me give you an example of how I use the scheduler. I set up the same/identical schedules on ‘Planner 1’ and Planner 2 (to publish/post every hour at 55 minutes after the hour. I have content being curated from the industry influencers for my niche on ‘Planner 1’ from the Content Curator  (actually, they are mostly contributors to my Digital Marketing Tools magazine 🙂 . On ‘Planner 2’ I have Call-to-Action posts I created in Image Designer (more on Image Designer later). Now look at the 2 schedules below; on Planner-1 I am pausing a publish-time every 6 hours, on Planner-2 I am pausing every publishing time except the times paused on Planner-1. So I have curated content publishing all the time and CTAs mixed in every 6th post. And I change the times – Planner-1 pause and Planner-2 publish – every few weeks to optimize the Twitter feed.

PLANNER-1

PLANNER-2

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So, the user/you may want to setup the publishing days and times for both Planner-1 and Planner-2, or wait on Planner-2 until we have content ready for Planner-2 (of course you could always setup Content Curator Feeds for Planner-2 as well)

Managing your Content

Ok, now that we have content being curated from the source feeds you chose in the ‘Add Content Curator’, we can further modify and curate this content – for example, many blogs have time sensitive promotions that I may not want because my publishing schedule may not schedule in advance of that date, or the post doesn’t have an image, or I want to modify the Hashtags to be more specific to the post…

First, let’s choose/click the ‘Manage Content’ sub-tab under the Planner 1 or 2 of the social channel I want to review. I have the Content Curator feeding Planner-1, so I go to Planner-1 > Manage Content.

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Content is being added in sequential order to the planner from the Content Curator, so I go to the bottom of the Planner-1

For example, (and I set this up for the image), here are two posts, one without an image and one about social media. The one without an image, I’m merely going to delete; the one about social media, I’m going to change the Hashtag (you will see that you can modify the entire post, add an image, etc… but for images, I’m just going to show the ‘Delete’ and ‘Edit’ functions.

Hover over the upper-right-right-had corner ot the post and the ‘Delete’ & ‘Edit’ functions will display. To delete the post, simply, click Delete and follow the prompts.

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To edit the post, simply click ‘Edit’.

As an example, here, I’m just going to change the Hashtags that I used when I setup the Curator, to hashtags more specific to the post.

  • FROM: #Marketing #DigitalMarketing
  • TO: #SocialMedia #DigitalMarketing

You could add or replace the image, modify any or all of the text, etc… This is just to give you a feel for the amount of, flexibility and power you have in curating your content.

Before:

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After:

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OK, I have content being fed to the Planner-1 though the Content Curator, and I edited a few of the individual pieces of content in my Queue from the Manage Content tab (giving the user even more curation flexibility).

Now let’s talk about the next feature/functionality where we can add content to Planner-1 and Planner-2 – the ‘Create & Manage Content Library’ upper-tab in the navigation upper-menu.

Creating your Content Libraries

Click the ‘Create & Manage Content Library’ tab upper-tab in the navigation upper-menu.

This will bring you to the ‘Create Content Library’ page

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A ‘Content Library’ is a content-container where a user can save content to publish to the either Planner-1 and/or Planner-2 scheduling queue. For example, a business may want to save their seasonal CTAs, or their weekly specials, or their best/favorite content to use in a Content Library again and again.

There are a number of ways content can be imported to a Content Library – though Bulk Upload, from the Image Designer or from the Chrome Extension – but first we need to create a few Content Libraries/containers. It’s easy, merely type in the name that best describes the Content Library you want to use (e.g. ‘Bulk Upload Library’, ‘Evergreen Content’, ‘Marketing Images’, etc.) and Click ‘Add Content Library. Notice the Library names display on the left-hand side, similar to how the social channels did for the Planners.

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The reason I want you to notice the Libraries on the left-hand side is because we will use the left-had side Library names to choose which Library we are working on when we are using other functions within the ‘Create & Manage Content Library’ area (e.g. editing content in ‘Manage Content’ tab or importing bulk content to a Library in the ‘Bulk Uploader’ tab).

Using the Bulk Content Uploader tool

Let’s start with the ‘Bulk Uploader’ tab. Once I choose the ‘Bulk Uploader’ sub-tab, I can choose which Content Library I want filled with the content I will upload to the Socialyz.it – here I choose a library I created called ‘Bulk Upload Library’, I could have used any Library.

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Anyway, once the user has either a text or CSV file of updates/posts (each with less 280 characters) with a newline space between each post; they merely drag-&-drop or click, choose and then import/upload to the specific Library they chose.

Here’s an example of a set of posts that I’ll upload.

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Here’s the Bulk Uploader working. NOTE: It can take up to 5 minutes for a Bulk Upload to be imported to a user’s Content Library depending on the size of the file.

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Once the Bulk Uploader has completed, the user can view and edit the content from the ‘Manage Content’ sub-tab. Notice when you hover-over/mouse-over the right-hand side of each individual post, the ‘Edit’ and ‘Delete’ features display.

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If you Click, ‘Edit’ the post pops up for you to make edits.

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I show these content edit screens, because this functionality is also how you will edit content posts in the Planners 1 &2 as well (under the ‘Content’ sub-tab). Oh, and in the Planner 1 & 2, the user can ‘Shuffle’ the content (upper right-hand corner. I’ll show that later)

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Using Image Designer

Next, let’s take a look at the Image Designer’ within Socialyz.it. I use ‘Image Designer’ to create CTA messages for both my magazine and Socialyz.it, and then import to post in Planner-2 of my social channels.

To get to the Image Designer’ just Click the ‘Image Designer’ sub-tab under the ‘Create & Manage Content Library’ upper-menu. There is a bunch you can do here…

Select a background image from our library or upload your own image.

 - Want to see more images, click “Load New Images”

 - Want to use your own image, click “Upload Image”

Once you have your image, reposition the image by click & hold, then move up, down, all-around

Add Main and/or Secondary text, and reposition the text as you desire.

Then save to one of your Content Libraries.

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Let’s go step-by-step for creating a CTA for my November magazine.

First, I’m going to upload an image of the November cover by clicking ‘Upload Image’ from the upper-left-hand menu and choose the November cover image

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Next, since I want to place text over the image text I toggle the ‘Contrast’ in the right-hand side menu.

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Now, add my text. Then reposition both the text and the image by Click&Hold and moving.

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Now I add the text, Call-to-Action, Hashtags and URL I want to display with the image on my social channels in the text fields below the Image (one text field for Twitter at 140 characters and another for all other social channels for longer form text).

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Next, I select the Content Library I want to store this new social post – here I choose my ‘Marketing Images’ Content Library where I keep all of my Digital Marketing Tools magazine marketing Images. Then Click Upload to Library.

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To review and if needed, to modify the image’s newly created post, I Click the ‘Manage Content’ tab and then the Content Library ‘Marketing Images’ from the left-hand side. There the image post has been imported and sits on the last position of all the image posts I’ve created for this library.

To edit either of the 2 text fields – the lower Twitter or upper all social channels – I just hover over the post and click ‘Edit’, this returns a popup lightbox that allows me to make my modifications. Exactly like when we modified the Bulk Upload post previously J

OK, I’ve add content to my Content Libraries and now want to import these posts into a Planner so the SOCIALYZ.IT platform can publish to my social channels using the schedule created earlier (wow, that’s a mouth full).

Adding a Content Library to your Social Planner 1 & 2

First, let’s go back to either Planner by Clicking/choosing that Planner – Planner-1 or Planner-2 – from the upper-tab menu. In this case, I know that since I have all of my influencer curated posts publishing from Planner-1, I’m going to use Planner-2 for my CTA images.

Under Planner-2, I Click the social channel I want the Content Library to import to, then Click the sub-tab ‘Add Content Library’.

From the ‘Add Content Library’ sub-tab I select the Content Library I want to import from the dropdown.

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I select the ‘Marketing Images’ library filled with all of my magazine’s marketing images created by the Image Designer.

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I confirm the Content Library I want to be imported to the specific social channel and then click the ‘Import’ button. I have CTA posts and images in a couple of Content Libraries that I want to go into the Planner-2 schedule, so I import all of them 🙂 . Depending on how large your library is (mostly, how many images), the import can take a few seconds to a minute.

OK, now that I’ve imported all of the Content Libraries into my Planner-2 that I want, now I think I want to review and possibly make adjustments to the posts and the sequence they are posting.

Managing Content tab in C&M Content Libraries

You can review, manage, edit, modify your content in one of your Content Libraries before importing the Content Library to one of your Planners – in the Create & Manage Content Library area, click the ‘Manage Content’ tab. Then you can choose the Library you would like to review by either, choosing/ clicking the Library in the left-hand menu, or the dropdown in the middle of the screen. Also notice that the number of posts you have an each Library is displayed just right of the Library name in the left-hand column.

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Since we already discussed modifying an Image CTA post from ‘Image Designer’ to the ‘Marketing Images’, I’m going to click the ‘Bulk Upload’ Library and scroll to the bottom of this Library’s posts, as content is added to Content Libraries in sequence. Again, notice, when you hover/mouse-over the post the ‘Edit’ & ‘Delete’ features/functions display in the lower left-hand corner of the post. Then, when you click Edit, you will notice a familiar edit window, the same looking edit window displayed in the Planner area displays with all of the edit functions.

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Using the Chrome Extension

The Chrome Extension gives the user the ability to add content directly from web browsing to either Planner 1 or Planner 2 or a specific Content Library.

With the Chrome Extension install on your Google Chrome browser, all I need to do is either click the Socialyz.it icon in the Chrome browser or right-click the article and chose the Socialyz.it icon with “Share this page”.

Chrome Extension Icon:

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Right-Click article for Chrome Extension:

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Clicking either the Chrome Extension icon of right-click and chose the ‘Share this page’ will display the Chrome Extension xxxxx with the settings you set in the Socialyz.it platform (we’ll discuss later how to

  • Planner 1, Planner 2, or Content Library (defaults are
  • Social Channels
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Summary

As you can see, Socialyz.it is a very powerful Social Media Marketing tool!

We believe you should be working on building your business.

Let Socialyz.it help build your authority and generating leads through call-to-actions by doing the time-consuming chore of finding, saving and publishing content for your business’s social channels.

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