📹 Getting Started With Your SmarterQueue Account - Setting Up

Welcome to SmarterQueue! If you've signed up for a free trial or are just getting started, this is the guide for you 😊

Learn how to get set up with SmarterQueue in 3 easy steps — linking your Social Profiles, setting up Categories, and a Posting Plan!

Video Tutorial

1. Add Your Social Profiles

The first step to getting started is to ensure all of the Social Profiles you'd like to manage are added to SmarterQueue 💪

1. Navigate to the Profiles page on your SmarterQueue dashboard. This is where you will connect a profile directly, or add a Universal Profile as a placeholder for platforms that SmarterQueue does not currently support.

2. To directly connect a profile to SmarterQueue, first make sure you’re logged into the Social Profile you’d like to connect inside your browser, then simply click on the "Connect" button for the type of social profile you're adding to SmarterQueue.

3. Follow the on-screen prompts, and make sure to allow all permissions, if asked.

4. Once re-directed back to SmarterQueue, you'll see your Profile added among the others on your dashboard 😊

Note: All content scheduled for social profiles that are directly connected to SmarterQueue will publish directly 💪 Here are steps on How To Add A Post.

To add a Universal Profile, click the "Connect" button for Universal Profiles.

Fill out the pop-up with a photo, Profile Name, and Social Platform to design your Universal Profile.

Once added, you'll see your new Profile added among the others on your dashboard 😊

Note: All content scheduled for Universal Profiles will be published via the notification workflow. Here are steps on How To Work With Universal Profiles.

For a comprehensive guide on adding social profiles, broken down by platform type, please see this article on How To Add Or Remove A Social Profile.

Now that you've added your Profiles, it's time to set up your Categories! 👇

2. Understand Content Categories

Categories help you create a highly engaging social strategy by ensuring you schedule a variety of content and post at the best times during the week.

You can create Categories for any topic you’d like to sort your posts into themes like Own Blog Posts and Self Promotion. By posting an engaging mix of content, you’ll set yourself up for maximum growth and attract higher quality leads.

If you’re running the social media accounts for multiple clients, then you can also use Categories to easily separate their content and manage seasonal campaigns!

1. Navigate to "Categories" at the top of your SmarterQueue dashboard

2. To help you get started, we’ve created a few example Categories for you like "Articles" and "Own Blog Posts", but you’ll likely want to edit, delete, and make new ones based on your own social media goals!

3. Click "Add a New Category" to create a new content Category or click on an existing Category to make any edits

4. Enter a name, change the color, and make any adjustments to which Profiles you'd like enabled for the Category 💪

5. You can also select whether you'd like the Category to be active all year or seasonally. By toggling "Seasonal" on, you can set specific dates for your Category - this means that any content you create for that Category will only publish during the active dates, so you can plan content for holidays, campaigns, and sales, and other promotions in advance!

For a comprehensive guide on Categories, please see this helpful article on How To Create & Manage Categories.

Now that you've created and edited your Categories, you're ready to set up a Posting Plan! 👇

3. Create A Posting Plan

Your Posting Plan is a simple, visual timetable that allows you to choose which days of the week and times you post for each Category and Social Profile.

Once you start creating content, SmarterQueue will automatically schedule it for you based on the Timeslots you create on your Posting Plan.

A Posting Plan can take less than 10 minutes to set up, but once complete helps to automatically schedule and post your content for you saving you time and ensuring that your content mix is balanced 💪

1. Navigate to "Posting Plan" at the top of your SmarterQueue account.

2. We’ve created a default Posting Plan for you and set up some example Timeslots just to illustrate how things work, but we recommend editing this based on your social media goals and posting habits!

To create a new Timeslot, use the widget on the left-hand side of the Posting Plan to choose the Category and Social Profiles you'd like to post to:

3. Then simply drag the widget onto the Posting Plan at the day and time you want that Category to publish! In this example, we've decided to post Mondays and Wednesdays about New Blog Posts for our Facebook Page, Instagram, and Twitter Profiles

4. Repeat steps 2 & 3 for each of your Categories to build a complete Posting Plan. If you're not sure when the best times to post are, check out this helpful guide!

For a comprehensive guide on the Posting Plan, please see this article on How To Manage Your Posting Plan & Timeslots.

For more information on how Categories and the Posting Plan is used to publish your content, please see this article on How Does SmarterQueue Publish Your Content?

Congrats! You're all set up 🎉

Now that you've set up the basics for your SmarterQueue account, you're ready to start creating and curating content! Head on over to the next guide for a complete walkthrough:

Getting Started Creating & Curating Content