This article provides video tutorials and instructions for connecting/linking accounts.
Navigate to Brand Settings by clicking the gear icon on the left-hand side. Then select the 'Add New' option to link social accounts which you have the credentials for (as described in the tutorials below).
A 'Cloud Connect' option is also available to generate a link and invite Loan Officers (or any anyone else that would like to link their accounts) and enroll in company marketing scheduled content without the need of a login.
Currently the platform allows linking to the following Social Networks: Facebook/Instagram, X/Twitter, LinkedIn, YouTube, Pinterest, Google Business Profile, & TikTok.
If users need to post to an account we don't currently support (above), or just want to set up an alternate account to get email notifications, they can find the 'Other Platforms' option. Fill out the information required to 'Add Account'. Once done, users have an alternate account to schedule posts for! It will show in the Linked Accounts tab with the rest of your existing accounts (always be sure to have a publisher email showing there). You can schedule posts, use this as a reminder or drafts function, as well as many other uses!
| TIP: Be sure to be logged into the correct social media account before connecting. If the wrong account is linked, reach out to your system admin to have the account unlinked. |
Please Note: Cloud Campaign is the name of our service to maintain connected accounts. |
| Caution: If the same account is linked to multiple workspaces and the same content is scheduled to go out in the workspace(s) the account is linked to, this could result in "duplicate posts". |
Facebook (Meta)
Please Note: For Facebook, when reaching the step to connect your business pages, only select the pages that are mortgage related to link. |
Before you get started, make sure that you either have the correct login information for the Facebook account you are trying to link, or that you have admin access to the page.
Navigate to your Brand Setting by clicking the gear icon on the left-hand side
Click Linked Accounts and then Add New
From here, click Facebook and follow the instructions as you are redirected to Facebook.
Select any accounts that you want to be linked into the workspace and click Link x Account
You will now see the connected Facebook account(s) in your Linked Accounts under Existing, and you're ready to post!
Before you get started, make sure that your Instagram account is a Business Profile and is connected to a Facebook Business Page.
Navigate to your Linked Accounts and click Add New, then Instagram
You will be redirected to Facebook, so make sure you are logged into the correct Facebook account and click continue
Next, you should see a list of all the accounts you have access to. It is important that you click Select All on each page when prompted to allow Social Cloud publishing access.
Note: This will not link every account into your Social Cloud workspace - it will simply give you the correct permissions to post. This is especially important if you are the admin of other pages which you've linked to other workspaces; you must keep the permissions enabled for ALL you wish the app to continue to publish to. |
In the next window, make sure every toggle is on YES, then click Done and OK to save your settings
Lastly, select the Instagram account(s) you want to link into your workspace, and click Link x Account.
| Note: This final step is what determines which accounts are linked to the selected workspace. |
Navigate to your Brand Settings and click LinkedIn
When redirected, login to the desired LinkedIn account and click Allow when prompted to give Social Cloud access
Select the accounts you want to link into your workspace and click Link x Account
You will now see the connected LinkedIn account(s) in your Linked Accounts under Existing, and you're ready to post!
X/Twitter
Navigate to your Brand Settings and click X
When redirected to Twitter, enter the login information for the desired Twitter account and click Authorize app
You will now see the connected Twitter account(s) in your Linked Accounts under Existing, and you're ready to post!
YouTube
Navigate to your Brand Settings and click YouTube.
Login to the desired YouTube account and click Allow when prompted to provide access.
Copy the code that appears and go back to your Social Cloud account.
Paste the code and click Authorize
You will now see the connected YouTube account(s) in your Linked Accounts under Existing, and you're ready to post!
Google My Business
Navigate to your Brand Settings and click Google My Business.
Login to the desired Google account and click Allow when promoted to give access.
Copy the code that appears and go back to your Social Cloud account.
Paste the code and click Authorize
You will now see the connected GMB account(s) in your Linked Accounts under Existing, and you're ready to post!
Navigate to your Brand Settings and click Pinterest
Login to the desired Pinterest account and click Give Access
From within your Existing Accounts, to select default boards, click on the Boards Linked: _ Default
Don't see all your boards? Click Sync Account to refresh the list. Select your desired boards then click Mark as Default
You're ready to post to Pinterest!
If the article and tut above do not answer your question(s), please also visit Social Media Marketing Support OR, feel free to open a support ticket with our team by using the 'Contact Us' option on this help site.