Setting Up the High Level Social Planner: A Step-by-Step Guide

Hey all, Bridget Bartlett here! Today, I'm excited to share with you how to get your social planner set up inside of your High Level account. Now, of course, a High Level account is a must to use the social planner. If you don't have one yet, head over to myvisionagency.com to check out our free community or access a 30-day free trial along with a complimentary membership in our reseller program.

Connecting Your Accounts

Once you’re in your High Level account, click on the marketing tab to navigate to the Social Planner section. Here, you'll see all the platforms that you can connect, as well as the communities we've built inside High Level. Don't forget to ensure that all your accounts are business accounts because personal profiles can't be connected due to API restrictions. Once everything is connected, remember to customize your notifications for updates like when your account connection is about to expire.

Organizing Your Content

Another great feature is organizing your content into categories so you can manage your posts efficiently. You’ll can create watermarks and adjust global settings to ensure your images are optimized for all platforms. You can also see all your scheduled posts, engage with your top posts, and monitor your engagement statistics across different social channels.

Creating and Managing Posts

Within the Social Planner, you can switch between list and calendar views to keep track of your content. Creating a new post is simple—just click "New Post"! You can either upload a CSV file or use the social planner templates, which are fully unbranded and customizable. There’s even AI content assistance available to help craft the perfect message in your brand voice.

You can align content creation with your business strategy using content AI. Whether it's targeting busy entrepreneurs juggling work-life balance or creating custom content for different platforms, AI simplifies the process by generating engaging posts along with innovative images.

Maximizing Engagement with Community Tools

When posting in community channels, notify all members in a snap with the @everyone tag—ensuring no one misses your latest update. Whether you’re sharing a new product release, an insightful blog post, or a live event announcement, the notification feature boosts engagement dramatically.

Final Thoughts

Getting your social planner up and running is straightforward once you know the ropes. If you're not yet part of our free community or High Level, make sure to explore these options at myvisionagency.com. Thank you so much for joining me today. I look forward to seeing you in our open office hours. Go make your vision a reality!