Managing Your Social Content

1. From the Ivorey main menu, go to [Marketing] > then along the top menu bar then click [Social Planner]​

2. Click [+ New Post] > then click [+ Create New Post] ​

3. Under the [Post to] dropdown, select the social media accounts you'd like to post to (e.g. Facebook, Instagram, etc.)​

4. Type (or paste) your caption. Use formatting tools like bold, italics, emojis, and preview how it’ll look before publishing​

5. Upload your image or video. Want to post a carousel? Just select multiple images and Ivorey will automatically format them as a swipe-able post on Instagram​

6. Click [#] to use saved hashtag groups (called “hashtag banks”) or type in new ones. You can include hashtags in your caption or as a first comment​

7. Select if this is a Feed post, Reel, or Story​

8. If you want to tag a collaborator on Instagram, enter their handle to invite them​

9. Publish, Submit or Schedule Your Post

   1. Click [Post Now] to publish immediately

   2. Or choose a date and time to schedule the post
      You can also set this post to repeat on a regular schedule (e.g. every Tuesday at 10AM).

   3. If you're working with a team, you can submit the post for internal approval​

1. From your Ivorey dashboard, go to the [Marketing] tab to access your social planner tools​

2. Click [Comments]​

3. Scroll through the list to see all comments pulled in from your recent posts across platforms​

4. Engage With Comments

   1. Reply: Click on a comment to type and send a response directly

   2. Like: Use the like button to engage quickly and acknowledge the comment​

5. Use the date filter to view comments from a specific timeframe. Note - this can be really helpful during campaigns, launches, or promotional periods​

6. Apply keyword filters to track conversations around specific topics, clients, products, or hashtags

1. Navigate to [Marketing] then [Social Planner]​

2. Click the [Social Listening] Tab​

3. View Multi-Platform Trends in One Place: Explore trending topics pulled from Google Trends, Pinterest, TikTok, and YouTube, all displayed together for quick visibility​

4. Review Trend Data & Insights: Check what topics are currently rising, what’s popular, and what users are engaging with across platforms​

5. Use Insights to Guide Your Marketing: Apply these trending ideas to your content planning, social posts, offers, videos, or email themes​

6. Continue Exploring Regularly: Revisit the Social Listening tab often to stay up-to-date and ensure your strategy is aligned with current trends

1. Go to [Marketing] > [Social Planner] > then click the [Statistics] tab​

2. Select the social media platform you'd like to review (e.g. Facebook, Instagram, etc.)​

3. You’ll see key performance indicators, including:

   1. Published posts (with % change from the previous week)

   2. Total likes, comments, and shares

   3. Impressions (how many times posts appeared on screen)

   4. Reach (how many unique users saw your content)​

4. View top-performing posts: Scroll down to the “Top Performing Posts” table to review high-engagement content. Sort by likes, comments, or shares to see what’s working best​

5. Check audience demographics: Scroll to the “Gender & Age Demographics” section to view breakdowns by gender and age. Note: Instagram data appears once you have 100+ followers​

6. Monitor weekly and monthly trends: Use the built-in graphs to track progress over time. These visual insights help you identify high-performing days and improve your future posting schedule

1. From the Ivorey main menu, go to [Marketing] > [Social Planner]​

2. Click the [ Settings] icon (next to the New Post button)​

3. Click the [Notifications] tab​

4. Each notification can be edited individually using the icon. You’ll be able to:

   1. Select who receives the notification

   2. Set how often reminders are sent

   3. Choose or customise the email template

1. Go to [Emails] > [Templates]​

2. Click [New] > choose Email Marketing Template​

3. Load a System Template from the library (left-hand side)​

4. Edit the content to suit your brand​

5. Save the template​

6. Return to [Social Planner] > [Settings] > [Notifications]​

7. Apply your custom template to the relevant notifications

1. From the Ivorey main menu, go to [Marketing] > [Social Planner]
   Click [+ New Post] > then [+ Create New Post]​

2. In the post editor, click the [] Link icon to open the Link Shortener panel​

3. Give your link a name (for internal tracking), and paste in the long destination URL. Optionally, add UTM parameters or custom tags​

4. (Optional) If you’d like to track this link under a specific campaign, choose or create a campaign before generating the link​

5. Click [Create] and the shortened link will be generated. It will appear in the preview, while the content box still displays your original long URL​

6. Complete the rest of your post: add your caption, media, hashtags, etc.
   You can add the shortened link anywhere within your post or include it as the first comment.​

7. Click [Post Now] to publish immediately, or schedule it for a future time

1. From the Ivorey main menu, go to [Marketing] > [Social Planner]​

2. Click the [] gear icon next to the [New Post] button​

3. Then select the [Watermark] tab from the settings menu​

4. Click [+ Add Watermark]​

5. Name your watermark (e.g. "Main Logo")​

6. Upload your watermark image (200x200px recommended for best results)​

7. Customise your watermark settings:

   1. Alignment: Choose where you want it placed (e.g. top right, bottom left, center)

   2. Opacity: Set transparency so it complements your content

   3. Scale: Adjust how large or small the watermark appears

   4. Auto Padding: Turn on/off spacing around the watermark​

8. Create a new post as usual inside the Social Planner​

9. Under [Advanced Options], toggle the watermark feature on or off
   Note: Watermarks are ON by default and apply to both images and videos

You can set up a keyword-based automation using Workflows. For example, when someone comments “YES” on your post, you can trigger a workflow that sends them a personalised DM or lead magnet link automatically. Click here to setup a Social Media Keyword Bot using Workflows.

At the moment, the Social Planner statistics are limited to a 7-day (weekly) view. Currently, there isn’t a built-in option to change the reporting range to monthly within the Social Planner analytics.

This usually happens when the community channels are not synced with the social planner. Whenever a new community channel is created or changes are made to the channel settings such as updating authoring permissions, the system requires a manual sync so the Social Planner can recognise the updates. If the sync has not been performed, scheduled posts may fail even if the user has admin permissions.

How to fix this:

1. Navigate to the following path inside your account:

2. Marketing > Social Planner > Settings > Communities

Once there, locate your community group and click the [refresh ] button next to it. This will manually sync the community channels with the Social Planner and allow scheduled posts to publish properly.

If the issue continues after refreshing the community, please reach out to our support team so we can assist further.

If your post was published recently, stats may take a little time to appear, so it’s best to check again after a few hours. If it’s been over 24 hours and you’re still not seeing any data, the most common reason is the type of LinkedIn account used. LinkedIn analytics in Ivorey only work for LinkedIn company pages.

If you posted from a personal LinkedIn profile, the post will still publish successfully, but stats will not show in the Social Planner. This is because LinkedIn does not provide analytics data for personal profiles through their API. Additionally, demographic data is not supported by LinkedIn’s API. To see stats inside Ivorey, make sure you connect and post from a LinkedIn company page.

You can manage this through your Instagram integration settings:

• Go to Settings > Integrations

• Find your connected Instagram account

From here, you have two options depending on your preference:

• If you don’t want any Instagram leads to come into Ivorey, deselect the Instagram account under Manage

• If you want to stop messages from creating contacts entirely: Click the three dots > Settings > Instagram Messenger > Disable messages

Please note: This will disable all Instagram conversations from coming into Ivorey, not just contact creation. This allows you to control whether Instagram interactions create contacts or sync into the platform.