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

Engage allows you to connect your brand’s own social channels directly to schedule and measure post-performance for owned social posts

Jonathan Gould avatar
Written by Jonathan Gould
Updated over 3 months ago

Connecting your Social Accounts

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

You must be a Super user to be able to connect new social accounts to the platform.

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 and X/Twitter.

Managing Social Accounts

To manage your connected social accounts:

  • Integrations added for each social media platform can be managed via the “Manage Integrations” button.

  • In order to refresh existing integrations or add new integrations, use the “Update Integrations” button available at the bottom of the Manage Integrations popup.

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.

Composing a New Post

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

Fill out the appropriate fields:

  • Post Title (how the post will be called in the system)

  • Account you’d like to post to

  • Message

  • Images you’d like to attach

  • Timing for post (if you’d like to post now or schedule it to post later)

  • Tags (to help filter your posts in the Calendar and Performance view)

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.

Token Refresh Notifications

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:

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