Social overview
The Social module (/social/*) is an operating system for planning, creating, publishing, engaging, and measuring social presence. Sidebar pillars—Plan, Ideate, Design Studio, Publish, Engage, Impact—mirror how agencies run retainers. Start at Overview (/social/overview) for health, then Setup (/social/setup) before first publish.
Video
Who can do this
Social permission; some Impact views for analysts.
Before you begin
- Social setup completed
- At least one network connected under Integrations (
/social/integrations/accounts) - Roles defined (creator vs approver vs publisher)
What you'll accomplish
- End-to-end map of Social navigation
- First post path from Ideate → Publish
- Weekly review rhythm for Engage + Impact
Step-by-step procedure
Pillar map
| Group | Key routes | Purpose |
|---|---|---|
| Overview | /social/overview | Dashboard |
| Plan | /social/plan/planning (Plans) | Calendar planning |
| Ideate | /social/ideate/worksheet, /social/ideate/approvals | Briefs & approvals |
| Design Studio | /social/studio/in-studio, /social/studio/approvals, /social/studio/assets | Creative production |
| Publish | /social/publish/compose, Drafts, Calendar, Scheduled Posts, Publish Queue, Failed Publishes, Published | Go-live |
| Engage | /social/engage/inbox, /social/engage/reviews | Community |
| Impact | /social/impact/analytics, Campaign Performance, Reputation Score, Spending | Measurement |
| Setup | /social/setup, Integrations | Onboarding |
Recommended first month
- Complete Setup wizard.
- Build a Plan for 4 weeks.
- Fill Worksheet briefs → In Studio → Assets.
- Composer schedule → monitor Publish Queue.
- Daily Engage Inbox; weekly Impact Analytics.
Extended guidance
Social is cross-functional—define RACI: who owns Plans, who approves in Brief Approvals, who publishes. Without RACI, Publish Queue stalls while creative waits on verbal OKs. Tie Social KPIs in Impact Analytics to CRM lead sources for executive trust.
Practice scenarios
Trace one post from Worksheet → Assets → Composer → Published—note owner at each handoff.
Sandbox validation
Repeat the procedure in a test workspace or with two internal colleagues before customer-facing launches. Document who approved each step (marketing, legal, ops). Screenshot Verify your work outcomes for audit trails. When something fails, capture the URL, role, timestamp, and exact UI label clicked—Support resolves tickets faster with that context. Re-read See also links after your first successful run; adjacent topics often cover edge cases you have not hit yet.
Team rollout checklist
Assign a single owner for this workflow per workspace. Schedule a 30-minute handoff training with screen share. Add the See also links to your internal Notion or wiki. Re-verify after each major product release (labels move occasionally). Pair junior staff with a senior reviewer for the first live execution. Log lessons learned in your team retro—especially permission surprises and integration timeouts.
Keep learning
Bookmark this page and the Product module map. After major releases, re-walk Step-by-step procedure—UI labels move occasionally. Share feedback with your workspace Admin so Help stays aligned with how your team actually works.
Verify your work
- Overview loads all pillar cards green
- Scheduled post appears under Scheduled Posts
- Engage Inbox shows test comment reply
Tips
Agency workspaces should pick Part of a company marketing team or Marketing agency profile in Setup for worksheet-first Ideate.
Troubleshooting
| Pillar missing | Module disabled or role filter | | OAuth failed | Retry from Integrations | | Posts stuck in Failed Publishes | Reauth network; fix media specs |