The Promoboxx Automation Feature allows you to create a schedule of shares that will automatically post to your retailers' social channels on the specific day and time that you set.
Creating an Automated Campaign.
Follow these steps to create the remainder of the campaign as normal. Once the campaign has been created, simply follow the three steps below to create an automation schedule for your retailers. Note: running automation does not email your retailers.
1. Select Recipients
Click Send New under Communication. If it's your first time inviting clinics to a specific campaign, you'll want to choose " Invite your retailers to this campaign." You'll have the option of inviting all retailers or specific collections, filters, or retailers.
2. Automation Share Scheduling
Next, you'll have to set a date and time for any (or all) shares you want to automate by share channel, Facebook is listed first, then Instagram. Simply toggle "on" the shares you wish to automate
Important Note: If you plan on running your first automated post as soon as the campaign has launched, please be sure to schedule your first automated post for at least 10 minutes after sending the campaign invitation or completing setting up automation to ensure that all scheduled automated posts have time to be set onto retailers' accounts.
Note: If you only toggle the automation setting to on and continue to the next page, all automated posts will be scheduled for that same day and time.
3. Customize your email (or disable it if you don't want to send an email)
Disabling the email (click simple mode to see the dropdown):
4. Review & Send Your Campaign to Retailers!
Last but not least, double check to see if all information is correct. You can schedule the email invitation (if you didn't disable it in Step 3) under the Schedule Email header as shown below. Then you can go ahead and click on "Looks Good, Send it!" on the final page, or "Looks Good, Schedule it!" if you are scheduling the invitation email for the future.
Last but not least, double check to see if all information is correct. You can schedule the email invitation (if you didn't disable it in Step 3) under the Schedule Email header as shown below. Then you can go ahead and click on "Looks Good, Send it!" on the final page, or "Looks Good, Schedule it!" if you are scheduling the invitation email for the future.
Retailer Calendar: Automation
To view your scheduled posts, Retailers can go to the Schedule tab on the left-hand side of their Dashboard. From there they can view the schedule in calendar or timeline format to get insight into what content is scheduled to post and when for your brand.
Best Practices For Automation?
Click Here to learn more
Still Need Help?
If you need an extra hand scheduling automation, please contact brand-support@promoboxx.com and we will walk you through it!
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