Creating and Managing Social Posts

The new Social Posts experience makes creating and managing social content faster, smarter, and more intuitive. With AI-powered writing, reusable content assets, platform-specific previews, and conversation tracking, you can plan, create, publish, and manage social content from one place. 

This guide walks you through setting up Social Posts, creating and publishing content, and managing your social channels.

In This Article

• Who Can Use Social Posts

• Key Terms

• Supported Platforms

• How Social Posts Feature Works

• Settings & Limits at a Glance

• Troubleshooting Tips

• Frequently Asked Questions

• Final Note

Who Can Use Social Posts

Social Posts is available to:

• Managers (Organization and Account Managers): Set up account-level Social Posts Settings (the "Manage Social Post" master toggle and per-platform "Import Posts" toggles), which apply to all tiers and users of the account. In Phase 1, the actual posting functionality is Agent-only. Managers can access the Social Posts module via View As (impersonating an Agent), or through the Listings module if it's enabled at the account level.

• Users: Connect, post and manage individual channels; set up Hashtag Groups, Signature Footers, and the Media Library; create/schedule/publish posts; manage Conversations (with sentiment filtering); and view Insights (Hashtag Insights, Top Performers).

📌 Note: AutoPost (automatically posting customer reviews to social) is a separate, existing feature. Within Social Posts, "Manage Autopost" appears as a per-channel link in the Channels tab.

Key Terms

Supported Platforms

How Social Posts Feature Works

Manager-Level Setup

Managers (Organization Manager and Account Manager) control Social Posts at the account level through Account Settings.

Where to Go: Left navigation → Settings → Account Settings  → Social Posts Settings

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How to Configure

1. From the left navigation, click Settings.

2. Click the Account Settings tile.

3. In the panel that opens, scroll to Social Posts Settings.

4. Turn on Manage Social Post to enable the feature for the account.

5. Click Save.

📌 Note: Every toggle in this panel comes with the same warning: "Changes will be applied to all the tiers and users of this account." This is an account-wide setting, not a per-user preference.

Professional Level Functionality

Before You Begin

Before you can create and publish posts, make sure:

• Your Manager has turned on Manage Social Post and enabled Import [Platform] Posts for the channels you need, in Account Settings. 

• You've connected your individual channel(s) in the Social Posts → Channels tab (a platform being enabled by your Manager doesn't automatically connect your personal account — you still need to authenticate it yourself).

• Any media you plan to post (images/videos) is ready in a supported format: JPEG, PNG, GIF, WEBP, MP4, MOV.

Getting Around Social Posts

The Social Posts app is organized into five tabs:

• Posts: Your posts, split into Published, Scheduled, Drafts, and Autopost review sub-tabs

• Conversations: Incoming messages/comments from your connected channels, with sentiment filtering

• Library: Hashtag Groups, Signature Footer, and Media Library

• Channels: Connect, manage, or disconnect your social accounts

• Insights: Hashtag Insights and performance data

The + Create Post button in the top right is available from any tab.

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How to Connect Your Channels

Where to Go: Social Posts → Channels

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Under Connected channels, a list of platforms: Google Business Profile, Facebook, Instagram, LinkedIn, X. Each shows either:

• A Connect button (not yet connected), or

• An Import Post toggle, Manage Autopost link, and Disconnect link (already connected)

How to Connect

1. Go to the Channels tab.

2. Click Connect next to the channel you want to add.

3. Complete that platform's authentication flow

📌 Note: A channel that isn't connected will appear disabled when selecting accounts in Create Post.

Important: Import Post toggle is manager-controlled: Even after a channel is connected, its Import Post toggle may appear grayed out with the message "Please contact your manager to enable the import." This means your Manager hasn't turned on that platform in Account Settings yet.

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How to Set Up Your Library

The Library tab has three sub-tabs: Hashtag groups, Signature footer, and Media library.

Hashtag Groups

Where to Go: Social Posts → Library → Hashtag groups

How to Create a Group

1. Enter a Group name (e.g., "Houston market").

2. Enter Hashtags (space- or comma-separated, # optional).

3. Click Add group.

Saved groups appear in the list with a delete option and can be quick-inserted into any post via the # Hashtags dropdown in the composer.

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Signature Footer

Where to Go: Social Posts → Library → Signature footer

Signature footers hold reusable text blocks, such as phone number, compliance language, NMLS or license numbers. You can insert at the end of a post via the Signature dropdown in the composer.

How to Create a Footer

1. Enter a Footer name (e.g., "Phone + NMLS").

2. Enter the Footer text.

3. Click Add footer.

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💡Tip: Your profile comes with a default signature (your name and email) already set up. You can add additional named footers alongside it.

Media Library

Where to Go: Social Posts → Library → Media library

Save images, logos, headshots, and infographics and reuse them across posts instead of re-uploading each time.

How to Add an Asset

1. Click Add asset.

2. Enter a name, select a type (Image, Logo, Headshot, Infographic), and provide the source.

3. Click Save asset.

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How to Create a Post

Where to Go: Social Posts → + Create Post

How to Create

1. Under Select Social Accounts, choose one or more connected channels.

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2. Write your content under Content. Use the All Platforms tab to write once for everyone, or switch to a platform-specific tab to customize.

3. As you type, ghost-text suggestions appear when AI Suggestions is on — accept with Tab, dismiss with Esc.

4. Use the composer toolbar to quick-insert a # Hashtags group or a Signature footer.

5. Toggle AI adapt per platform if you want AI to adjust tone/length automatically per channel.

6. Use Preview on the right to see how your post will look per platform as you write.

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How to Use the AI Assistant

Click AI Assistant from within Create Post to open the modal, which has three tabs:

Write, Enhance, and Repurpose

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Write

1. Enter What's this post about, and optionally add Additional instructions.

2. Need inspiration? Click Topic Ideas to expand two tabs:

   • Trending Today: AI-curated topic headlines relevant to your industry, refreshed daily

   • Topic Library: Browse Business Topic Categories, each expanding into specific topic prompts

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3. Click Generate post. Each post has a shared pool of 5 tries across Write, Enhance, and Repurpose — the counter shows tries remaining, and the button shows a "Generating..." state while it works.

4. Review the generated post and hashtags, then you can either choose - Use this content, Discard, or Regenerate.

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Enhance

Select text in your post content, then choose an edit from the inline menu:

• Improve writing

• Fix grammar

• Make shorter / Make longer

• More professional / More casual / More friendly

• Suggest hashtags

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Repurpose

1. Paste or link your source content (e.g., a blog post) and click Edit source to adjust it.

2. Watch the live progress steps as AI reads the source, extracts key points, and adapts it for each connected platform.

3. Review the Generated Posts — one card per platform, each showing character count and an Auto-improved tag.

4. Click Use this on an individual platform's post, or Use all to apply every generated version at once.

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Important: All three tabs — Write, Enhance, Repurpose — share a combined limit of 5 AI tries per post.

How to Schedule & Publish a Post

Add Media

1. Click Add Media in the post composer.

2. Choose Asset Library to reuse a saved asset, or Upload to drag and drop new files (JPEG, PNG, GIF, WEBP, MP4, MOV — auto-optimized per platform).

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3. Once added, the thumbnail shows an Auto-optimized checkmark; hover it for details.

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Check Platform Readiness

Below Media, a Platform Readiness row shows each selected platform's status (e.g., "Facebook — Ready to publish") before you send your post. This area also surfaces two live checks on your content:

Engagement Score: A live score out of 100 (e.g., "Good · 77/100") with a specific tip to improve it (e.g., "Remove gibberish text at end; add engaging image.").

Compliance Checker: An expandable panel flagging regulatory and compliance issues in your post before you publish, grouped by severity:

• Must Fix: Blocking issues that need to be resolved before publishing (e.g., missing or improperly formatted NMLS ID disclosure, missing Equal Housing Opportunity statement/logo)

• Review: Non-blocking issues worth double-checking (e.g., unclear advertiser identification)

Each flagged issue quotes the specific problem text, explains the regulation it relates to (e.g., SAFE Act, Fair Housing Act/HUD advertising guidelines), and suggests a fix.

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Publish Immediately

1. Review your content and Preview.

2. Click Publish.

3. In the confirmation modal, confirm the accounts you're posting to are shown as Connected, then click Publish Now.

Schedule the Post

1. Click Schedule Post.

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2. Toggle Schedule separately per platform if you want different times per channel.

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3. Pick a Publish date & time, or click Apply next to the suggested best time (e.g., "Best time: Wed 1:00 PM — Facebook industry avg").

4. Click Schedule Post to confirm.

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Save as Draft

Click Save as Draft at any point to save your progress without publishing or scheduling.

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How to Manage Drafts, Scheduled, and Published Posts

Go to the Posts tab and use the sub-tabs:

• Published: Posts that have gone live

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• Scheduled: Posts queued for future publishing.

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• Drafts: Saved but unpublished posts

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• Autopost reviews: Posts awaiting review from AutoPost

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Open any post from these lists to edit it using the same Create Post tools.

How to Manage Conversations

Where to Go: Social Posts → Conversations

Review incoming messages and comments from your connected channels in one place.

Filtering Options

• Unread only

• Message type: Comments, @ Mentions

• Platform: Facebook, Instagram, X

• Sentiment: Positive, Neutral, Negative

Select a conversation on the left to view and reply on the right.

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How to View Insights

Where to Go: Social Posts → Insights

Hashtag Insights shows which hashtags actually drive engagement on your posts, based on your published post history.

• Filter by platform (All platforms, Facebook, Instagram, LinkedIn, X) and time range (All time, Last 30/60/90 days)

• View Unique Hashtags, Total Uses, and Top Performer

Engagement Score uses a weighted formula: impressions ×10, likes ×2, comments ×1.5, shares ×2, clicks ×2, leads ×20. This same formula powers Top Performers. Instagram clicks/leads are excluded from the score since per-post UTM attribution isn't possible from organic IG.

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Settings & Limits at a Glance

Troubleshooting Tips

• If a platform is missing from Create Post, go to Channels and click Connect for that platform.

• If a platform is connected but its Import Post toggle won't turn on, ask your Manager to enable it in Account Settings; you'll see "Please contact your manager to enable the import" on the toggle.

• If the AI Assistant won't generate anything, check the tries counter (5 per post, shared across Write, Enhance, and Repurpose); once used up, write the rest manually.

• If the media won't upload, confirm the file is JPEG, PNG, GIF, WEBP, MP4, or MOV.

• If different platforms need different post times, use Schedule separately per platform and set each one individually.

If everything looks correct and the issue persists, contact Support for help.

Frequently Asked Questions

Where do I connect to a new social channel? 

You can connect your social accounts from the Channels tab within Social Posts or from the Connections module. This is different from your Manager enabling the platform at the account level—both steps are required before you can publish posts.

What happens when I run out of AI tries? 

The AI Assistant is limited to 5 tries per post, shared across all three tabs (Write, Enhance, Repurpose). Once used up, you can still publish — you just can't generate further AI content for that post.

Can I edit a post after it's published? 

Yes. Open it from the Published sub-tab under Posts and edit using the same tools.

Can I post different content to each platform from the same post? 

Yes. Switch from the All Platforms tab to a platform-specific tab (e.g., Facebook, Instagram) in the composer to customize content per channel.

Is AutoPost the same as Social Posts? 

No. AutoPost automatically posts customer reviews to social and is a separate, existing feature. Social Posts is for manually created and AI-assisted content. The two connect only through the "Manage Autopost" link in the Channels tab and the "Autopost reviews" sub-tab under Posts.

Final Note

The new Social Posts workflow brings writing, reusable branding, organized media, and conversation tracking together in one place. This helps your team publish confidently and consistently across every connected channel.