How do I integrate my Organization’s Social Channels to Schedule and Manage my Social Calendar?

This video covers the functionality outlined in this guide:

The first action within the platform is to connect your social profiles to your account.

Click on your initials in the top left corner and select Organisation.

The Organisation screen has an Integrations tab. This tab contains the Connect Page buttons for LinkedIn, Facebook, Instagram, X/Twitter and TikTok.

After clicking Connect Page, a pop-up will appear. From here you'll need to enter your login credentials for that specific social channel.

Some examples are below:

After you've successfully entered your login credentials, the pop-up will close and you'll see that the account has been integrated.

A green tick along with the word Integrated will appear next to the name of the social channel. Below is an example of how this looks with X/Twitter.

To manage your connected social accounts:

Upon using the “Update Integrations” button, the authentication process will have to be followed as usual. After successful authentication, you will be presented with two options: the first is to refresh existing accounts and the second to add any new accounts found.

Select + Compose Post from the top left-hand corner of your Calendar view.

Fill out the appropriate fields:

You can select multiple accounts at a time by checking the boxes in the drop-down.

Once you have completed all fields for your new post, a preview of each platform will automatically generate on the right-hand side.

Should you wish to alter the post text for one of your selected platforms, click the Edit Now button at the top of the preview and adjust the message according to the individual platform.

Once your post is ready, click Post Now or Schedule Now (if you are scheduling your post) on the bottom right-hand corner to post.

Depending on your User Role, you will either have the option to Schedule Post, or Schedule Post for Approval which will notify the approvers within your organization that there's a new post ready to be authorized for publishing.

Social posts can also be scheduled via the Monitoring Launchpad by selecting the Schedule a Social Post Action Button.

Your post will now appear in the calendar view for the designated day and time it was scheduled for posting.

To filter your calendar view according to the different post statuses, select one or multiple checkboxes from the filter menu to the right of the calendar view.

Social Media Tokens for Facebook, Instagram and LinkedIn will need to be refreshed every 60 days. CisionOne will alert you when a token is about to or has already expired.

Look out for notifications in the following places:

The Performance tab:

The notifications bell:

When creating a social post:

To support accessibility on native social media platforms, you can add alt‑text to any image uploaded to an Engage post.

To choose a specific account, click the platform icon and select the account from the list.

If the character limit is exceeded, a warning will appear and the alt‑text cannot be saved.