1.) Setting Your Time Zone
First things first, make sure you set the correct time zone!
When you initially sign up, you will be prompted to set a default time zone. However, you also have the ability to set this on the brand-level.
Your posts, schedules, and activity will all be based on this time zone. To change your time zone simply navigate to brand settings using the gear icon in the top left corner of your screen.
2.) Linking Your Social Media AccountsBefore you create any content or schedules, you will need to link up either your, or client's, social media accounts.
To link these accounts, click on the gear icon in the left of the screen, and navigate to add accounts under the ‘Linking Accounts’ tab. A drop-down menu will appear to link the desired social platform.
Most 3rd party apps, such as Cloud Campaign, don't have the ability to publish directly to Instagram.
Luckily, our friends at Buffer have access to direct Instagram publishing and have a system in place that enables us to publish directly to Instagram through them.
Option A) Direct Publishing
Create a free Buffer account
Link the desired Instagram account
Link the same Instagram account to Cloud Campaign from your Brand Settings
Connect your Buffer account to your Cloud Campaign account using the Integrations tab in your Brand Settings
Schedule your Instagram posts through Cloud Campaign and they will automatically be posted to Instagram.
Option B) Email Notifications
Link your Instagram account and specify a 'Publisher Email'
Create and schedule content as you normally would. When it's time to publish a post to Instagram, you will receive an email with all of the details to simply copy and paste natively.
3.) Adding Users
Invite your entire team and your clients to work collaboratively from a shared workspace.
Within your Account Settings, you will be able to add either a 'Brand Manager' or an 'Admin'.
Brand Managers: Only have access to designated brands.
Admins: Can navigate within all brands linked to your Cloud Campaign account and access account-level information such as billing and white-label settings.
To Add a New User:
1. Click on your name in the top-right and select Account Settings
2. Navigate to the "Users" tab and click "Add User"
3. Type the user's name, email, and choose their role. If selecting Brand Manager, be sure to choose which brands they have access to.
4.) Creating Separate Brand Workspaces
With Cloud Campaign, all of your brands can be separated into their own individual workspaces. This means your content library, schedules, analytics, etc, will all be specific to one brand.
To add additional brands, simply click the drop-down arrow in the top-left corner of the screen and click on 'Add Brand'
*Note: With the Agency and Enterprise Plans, you can link an unlimited number of accounts within each brand.