Social Media Management
1. Introduction & Overview
What is this Module?
This module allows you to manage and schedule social posts for your clients. It provides a shared workspace where both you and your clients can monitor profile growth, review metrics, and manage content scheduling.
Main Features:
Multi-Account Support: Manage multiple client social media accounts within a single project.
Shared Dashboard: Both you and your clients can view profile metrics and schedule posts simultaneously.
Flexible Scheduling: Instant or scheduled posts; you can also request Client Approval before publishing, depending on the need.
Detailed Metrics: Data on Reach, Engagement, Followers and Audience Demographics.
Why use it?
This tool empowers you to work together with the client on their social networks. You can prepare content, ensure brand consistency across all schedules and provide actionable growth data, without needing to share login credentials for manual tasks.
2. Instagram
About the accounts to be connected
Account Type: The Client's profile must be a Creator or Business Account. Personal Accounts must be converted to a Business or Creator account; this can be done by the client within Instagram during the account connection process.
No Limits: There is no limit to the number of profiles a client can connect per project.
Connecting Instagram accounts
To start working on a client's profile, they must connect their account to the project.
The Connection Flow
Action: The client must log into the dashboard and enter the Social Media Management module. If the client has not connected any account yet, just click the
Authorize, if they already have a profile connected, they need to clickView networksin the top right corner, then clickAuthorize.Authentication: Next the client will be taken to Instagram to log into their account. If the client's account is not Business or Creator, Instagram will offer to make the change. Without this the process cannot be completed.
Permissions: The client is asked to approve your application's permissions (e.g., Manage Posts, View Insights); ask them to accept all permissions, as this is important to ensure the system functions correctly.
Conclusion: After approval, Instagram redirects them back to the system and the account appears in the project's list.
3. Content Management: Editing and Scheduling
Once you have at least one account connected to the module, the social media management home screen becomes this:
Post scheduling
On this screen you can create a new scheduled post or an instant post. After clicking + Post, just choose which profile the post will be made on and what type it will be:
Calendar View
Both you and your clients can view a unified calendar of scheduled posts. This ensures transparency about which content will go live.
4. Understanding the Approval Flow
Since these accounts belong to your clients, posting requires a specific permission logic. You have two scheduling modes from the Partner dashboard.
Scenario A: Scheduling with approval request
You create a post and want the client to approve it before it goes live.
Process: Schedule the post with the button "Create requesting approval".
Notification: The client receives an email and an in-system notification asking them to review the content.
Action: Once approved by the client, it will be published at the scheduled time.
Scenario B: Scheduling without approval
In cases where review is not necessary, a post can be made without approval.
Process: Schedule the post with the button "Create without requesting approval".
Status: The post is published immediately at the scheduled time without waiting for verification by the client.
IMPORTANT: If you need to make an immediate post, it will be done without requesting approval.
If the client wants to make a post on their profile, there is no approval flow, so it is just one scenario:
Scenario C: Client Schedules (Automatically Approved)
If the client schedules a post, there is no approval flow.
Status: Automatically Approved.
Partner Action: None required. You can see the post in the queue, but you do not receive an approval notification, as they are auto-initiated.
Limitations
Posts per hour: It is not possible to schedule more than 10 posts for the same profile within a 1-hour window. If 10 posts (Reels, Stories, feed posts) are scheduled to be published between 10:00 and 11:00, it will not be possible to schedule another post in that same window.
Posts per day: Instagram limits the number of posts made per profile via other systems to 50 posts per day. This limit applies to the total of stories, reels, feed posts, so if a profile schedules 20 Stories and 30 Reels in the same day that means it will not be possible to publish more content for that profile that day through other platforms.
Scheduling dates: It is not possible to schedule a post for a past date. There is no restriction on scheduling dates for the future.
5. Control Panel and Analytics
Once the connection is established, you and your clients will have access to the analytics dashboard. This section is exclusively for viewing collected data and is fully accessible to both parties.
Profile Metrics
These metrics update periodically (up to 48 hours after data generation, due to Instagram limitations). They allow partners to track growth trends.
Available Data:
Engagement: Likes, Comments, Saves, Shares.
Reach and Visibility: Reach, Impressions, Views.
Growth Charts: New followers gained daily.
Demographics: Audience breakdown (Gender, Age, Country, City).
Period Comparison: Shows % Increase or Decrease compared to the previous period.
Post-Level Metrics
For individual posts, detailed performance data is displayed.
Available Data:
General posts: Reach, Views, Interactions, Comments, Likes, Saves, Shares.
If it is Reels: Average watch time, total watch time, video duration.
If it is Stories: Clicks on profile link, clicks on contact info, profile visits, etc.
Note on Latency: Data is pulled from the Instagram API and may take up to 48 hours to update.
Limitations
Time Filters: Profile metrics can be filtered by custom Start/End dates.
Post Filters: Individual post metrics currently do not support historical filters (shows all time).
6. System Maintenance
Authorization Expiration & Reconnection
Unlike some platforms where profile connection authorization expires every 30 days requiring manual reconnection, our system automatically manages this reconnection in the background. That way, there is no need for you or the client to worry about it.
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