Social Media Posting Procedure

20 steps 32 automations

Process steps

1

Please review the scope of work

1 days from previous step
task
Before work starts, review the scope of work for this client {{what-client-is-this-for-8235658}} .The scope of work can be found in this folder. (link client folder here)
Form fields in this step
How many posts need to be published during the month? *
On which platforms do we post? *
2

Email Client for Social Business Objectives during {{during-which-month-do-these-8222693}}

1 days from previous step
task
Use the following template to email the client at {{what-is-the-primary-contact-s-8235660}} .Please cc social@digitalmarketing.comSubject: ABC Digital Marketing | {{during-which-month-do-these-8235663}} ’s Social Media Strategy Proposal and Collaboration Dear {{who-is-the-primary-contact-at-8235662}} ,As we work to improve your social media presence and develop your on-going strategy, we have a couple of questions regarding the next batch of posts we will make on your behalf, particularly in the month of {{during-which-month-do-these-8235663}} .Do you have any particular business objectives for the month of {{during-which-month-do-these-8235663}} ?Are there any events, holidays, employees, partners or other special considerations you would like included in your posts during {{during-which-month-do-these-8235663}} ?Are you promoting any specific goods or services, special discounts, memberships, or other forms of promoting during {{during-which-month-do-these-8235663}} ?Is there anything that you would like to share that we have not already asked for?Understanding your priorities will enable us to tailor our social media strategy to effectively support your business objectives. [[Sign-off for Client Success Communications - 1]]
Form fields in this step
Does the client have any particular business objectives for the month? *
Are there any events, holidays, employees, partners or other special considerations the client would like included in your posts during the month? *
Are they promoting any specific goods or services, special discounts, memberships, or other forms of promoting during the month? *
Is there anything the client would like to share that we have not already asked for? *
3

Strategy Development Template

1 days from previous step
task
Utilizing the provided strategy outline template, duplicate and customize it for the client's specific needs.If you don't know where to find the template, click on the following link: [[[CLIENT NAME] Strategy Template (Step 2)]] Here are the special considerations for {{during-which-month-do-these-8235663}} 's post schedule:Business objectives: {{does-the-client-have-any-8235701}} Special events/holidays, etc.: {{are-there-any-events-holidays-8235703}} Special promotions: {{are-they-promoting-any-specific-8235704}} Other comments: {{is-there-anything-the-client-8235702}} Please incorporate these considerations into the strategy plan for the month.
Form fields in this step
Post a link to the post plan *
4

Monthly Strategy Plan

3 days from previous step
task
Craft a detailed strategy plan for the upcoming month. Tailor the strategy to address the client`s goals, target audience, and unique brand voice.
Form fields in this step
Is Approval Required? *
5

Submit Strategy Document for Client Approval

1 days from previous step
task
If client approval is required, submit the strategy document for their review and feedback.Here is the document: {{post-a-link-to-the-post-plan-8235720}} Here is the client's email address on file: {{what-is-the-primary-contact-s-8235660}} You can confirm the email address here: https://shorturl.at/EkynPPlease Copy and Past the Following email.Dear {{who-is-the-primary-contact-at-8235662}} ,We have completed the post plan for {{during-which-month-do-these-8235663}} . We have a note on your account that our post plan requires approval. Please review the post plan for the month of {{during-which-month-do-these-8235663}} on this document: {{post-a-link-to-the-post-plan-8235720}} Once reviewed, please reply to this email with "Approved", or a short list of your suggested edits to the plan. [[Sign-off for Client Success Communications]]
Form fields in this step
Did Client Approve *
If the Client did not Approve, please enter the client's list of edits here.
6

Campaign Creation

2 days from previous step
task
Some of our clients have a reference document for officially recognized holidays per their company policy, which they have provided to us ahead of time. This document should be in the Social Media folder within the Client Admin Documents folder.Please refer to the client`s Social Media folder for any relevant documents regarding holidays and other officially recognized celebrations.To research relevant holidays, conduct a search at nationaltoday.com
Form fields in this step
Please summarize the elements of the strategic campaign that was developed in enough detail for the Social Media Strategists to follow *
Please enter compelling message for the campaign here *
[ATTENTION] Please upload any creative assets needed to construct posts that resonate with the intended audience
Are there any relevant holidays coming up in the following month for this client? *
7

Holiday Research

1 days from previous step
task
Some of our clients have a reference document for officially recognized holidays per their company policy, which they have provided to us ahead of time. This document should be in the Social Media folder within the Client Admin Documents folder.Please refer to the client's Social Media folder for any relevant documents regarding holidays and other officially recognized celebrations.To research relevant holidays, conduct a search at nationaltoday.com
Form fields in this step
Please list the holidays that are relevant to this client that are coming up next month: *
Please outline the holiday themed content messaging and strategy here: *
Feel free to add any relevant files:
8

Review

1 days from previous step
task
Review and analyze gathered
Form fields in this step
What can we learn from previously run campaigns in this client's account or from other client's accounts. *
Please upload any screenshots or files relevant to the previous question.
How will we measure the success of this campaign? *
In what ways do we hope this will be an improvement over a previous campaign or post? *
Does this campaign align with the client's brand identity, business goals and objectives? *
9

Ask for Clarification

1 days from previous step
task
This step has been revealed because a misalignment in either brand identity or business goals and objectives was identified. Please consult with the account executive regarding the campaign and the details of the misalignment before proceeding. Once the consultation is complete, please answer the questions listed below.
Form fields in this step
Who did you contact regarding the misalignment? *
Please detail how this issue was resolved. *
Did the account executive approve proceeding with the campaign? *
10

[ATTENTION {{who-was-this-post-series-8222691}}] Review post plan

1 days from previous step
task
ATTENTION {{selecting-from-the-list-above-8235680}} ,A post campaign has been assigned to you. You can find the details below. Be sure to reference the Brand Kit for guidance on color and access to the logos and other creative materials.Client Name: {{what-client-is-this-for-8235658}} Client Social Media Address:Facebook: {{client-facebook-url-8235668}} Instagram: {{client-instagram-url-8235665}} LinkedIn: {{client-linkedin-url-8235659}} GMB: {{client-gmb-url-8235661}} X / Twitter: {{client-x-twitter-url-8235666}} Post Plan: {{post-a-link-to-the-post-plan-8235720}} Compelling Message: {{please-enter-compelling-message-8235686}} Special Holiday Instruction: {{are-there-any-relevant-holidays-8235685}} Campaign Summary: {{please-summarize-the-elements-of-8235688}} Creative Assets: {{attention-please-upload-any-8235687}}
11

Send post for construction

1 days from previous step
task
Here is the list of the social media specialists currently on our roster: [[SMS List - 1]]
Form fields in this step
Selecting from the list above, who is this post series assigned to? *
12

Create graphics in Canva

3 days from previous step
task
Create corresponding graphics on Canva under the client project. Be sure to use the templates provided. You can find instructions on how to use the templates on the following link.You may create new ones but make sure they are cohesive to those already made, reviewing the client's brand kit. You can find instructions on how to view the brand kit on the following link.Craft engaging and on-brand captions for each graphic. You can find guidelines on how to do this on the following link.Share the direct link to the graphics and captions. You can find instructions on how to use the templates on the following link.
Form fields in this step
Please share the direct link of the graphics for review and feedback. *
13

Review graphics [INTERNAL]

2 days from previous step
task
Please review the following graphic on Canva for {{what-client-is-this-for-8235658}} Graphic direct link: {{please-share-the-direct-link-of-8235683}}
Form fields in this step
Is the graphic approved to send to the client? *
If the answer to the previous question is no, please give detailed feedback on how to update the graphic.
14

Update the graphics based on Manager's feedback

1 days from previous step
task
The graphic was not approved, here's the feedback from the team: {{if-the-answer-to-the-previous-8235716}} Please update the graphics accordingly based on your manager`s feedback. Once you are finished with the updates, please share the direct link to the graphic on the form field below.You can find a tutorial on how to share direct links on the following link.
Form fields in this step
Please add the direct link to the updated graphic *
15

Client's Approval Google Sheet

1 days from previous step
task
Once the captions and graphics are finalized, transfer them over to the client's Approval Dashboard: {{please-insert-a-link-to-the-8235664}} You can find a tutorial on how to use the client's Approval Dashboard on the following link.Here are the graphics: {{please-share-the-direct-link-of-8235683}}
16

Scheduling on Buffer

1 days from previous step
task
Congratulations! The graphics have been approved to post by the client.Please schedule the post on Buffer, you can find instructions on how to do that in the following link.The graphics should be posted on the following platforms: {{which-platforms-will-this-be-8235667}} Here are the client's social media links: {{client-facebook-url-8235668}} {{client-instagram-url-8235665}} {{client-linkedin-url-8235659}} {{client-gmb-url-8235661}} {{client-x-twitter-url-8235666}}
17

QAQC (Quality Team)

1 days from previous step
task
Refer to the client's progress tab on the approval dashboard to understand the specific graphic and caption that was approved and when it was scheduled to be posted.Client's Approval Dashboard: {{please-insert-a-link-to-the-8235664}} As posts are published across various platforms, please review each post to ensure it aligns with the posts approved by the client.Here's some additional information regarding {{during-which-month-do-these-8235663}} 's post schedule.Number of posts that should go live during the month: {{how-many-posts-need-to-be-8235709}} Social media platforms for posting: {{on-which-platforms-do-we-post-8235708}} Client's social media platform links: {{client-facebook-url-8235668}} {{client-instagram-url-8235665}} {{client-linkedin-url-8235659}} {{client-gmb-url-8235661}} {{client-x-twitter-url-8235666}}
Form fields in this step
Do you have enough information to review each post when it goes live and make sure it aligns with the client and Cobalt's standards? *
If the answer to the above question is no, please list the information that you need to complete your task.
Were you able to find the confirmed post links and insert them into the client dashboard? *
18

Feedback

1 days from previous step
task
Hello, the QAQC team has indicated that they do not have enough information to review the scheduled posts, or they are unable to find the live post links for the scheduled posts.Additionally, the QAQC team could not update the progress tab in the client's Approval Dashboard.Here is the information that they provided: {{if-the-answer-to-the-above-8235712}} Please contact the QAQC team to discuss the items above.
Form fields in this step
Is the issue resolved? *
19

Tracking, Reporting, and Data Collection

30 days from previous step
task
Please review the performance of the posts generated for {{what-client-is-this-for-8235658}} in {{during-which-month-do-these-8235663}} .You can find all of the data in the Analyze tab on buffer.com.You can find the posts links, the dates, and the approved graphics in the Client Approval Dashboard.Client Approval Dashboard: {{please-insert-a-link-to-the-8235664}}When you are finished with your report, please look for the relevant client's folder inside Admin Documents, and upload it into the "Reports" folder inside "Social Media".
Form fields in this step
What was the best performing post and why? *
What should we do differently next time? *
How can we improve post performance next time? *
20

[ACTION REQUIRED] Please review the graphics for posts

3 days from previous step
task
Dear {{who-is-the-primary-contact-at-8235662}} ,We have completed constructing the posts for {{during-which-month-do-these-8235663}} .You may review and approve posts here: {{please-insert-a-link-to-the-8235664}} If you're unsure how to use the document, you may review instructions here. [[Sign-off for Client Success Communications]]
Form fields in this step
Are the graphics approved to post? *
If the graphics are not approved, feel free to enter your feedback here.

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