Connect social accounts

Connect your social accounts on the Channels page so Mark can schedule and publish posts there once they're approved. Open it from the sidebar: Content > Channels.

The page has four groups: Social, Website, Email, and Ads. Each channel gets a card with its connection status and its publishing rules.

Connect a social account

Social has a card for each of the seven channels Mark publishes to: Instagram, X, Facebook, LinkedIn, TikTok, Pinterest, and YouTube. They all connect the same way.

1. In Social, find the channel's card and select Connect.
2. Sign in to the platform and authorize Mark. You leave Mark for this step.
3. The platform sends you back to Channels, which says the channel is connected, like "Instagram is connected."

The connected card shows the account, like @verdella. If authorization doesn't finish, the card stays Not connected and Channels shows an error:

• If it's something you can fix, like a declined permission or a missing Facebook Page, the error says what to do. Fix it, then select Connect again.
• If the problem is on our side, it says "Error finishing that connection. We're looking into it!" You don't need to report it. Try again later.

To switch accounts or repair a connection, select Reconnect on a connected card. It runs the same authorization again.

What each platform asks of you

• Instagram. Only a Business or Creator account connects. Switch the account type in Instagram first if it's a personal account.
• X. Sign in to the account Mark should post from.
• Facebook. You must be an admin or editor of the Facebook Page, and you pick the Page while signing in. Mark posts to that Page.
• LinkedIn. Choose your own profile or a company page you administer.
• TikTok. Video posts go out as public.
• Pinterest. You pick the board pins go to while signing in. To change the board, select Reconnect and pick another one. You need at least one board in Pinterest before you connect.
• YouTube. Pick the Google account or Brand Account that owns the channel. If a Brand Account owns it, pick the Brand Account, not your personal account, and approve every permission Google asks for.

On Instagram and TikTok, switching to a different account replaces the connected one and stops analytics updates for the old account's posts. The card says so.

What each card's status means

• An account, like @verdella. The account is connected and Mark can publish to it after approval.
• Not connected, with a Connect button. Select Connect to connect the account.
• Connecting is not set up in this environment. This copy of Mark can't connect social accounts. Ask Life With Data.

Set publishing rules

Open Publishing rules on a channel card to set how posts on that channel get approved and how often they go out. Select Save after a change. Each channel has its own rules.

• Active: whether Mark writes for this channel.
• Approval policy: Required sends every post to a reviewer before it can be scheduled. Auto approves a post the moment it's ready, as long as it has no claim flags, so no reviewer sees it first.
• Approver role: which role should approve posts on this channel, Member or Approver. It's a note for your team and for Mark. It doesn't limit who can approve.
• ICP fit: whether this channel reaches your ideal customer, Confirmed or Uncertain.
• Notes: anything Mark should keep in mind for this channel.

Social cards also have a Bio destination, the page your profile link points to. Once it's set, the card shows a Profile short URL to paste into the profile.

For why review comes first and who approves, see Review and approval.

Website rules

The Website card covers the blog posts, FAQs, landing pages, and competitor pages Mark writes for your sites. Open Rules by content type to set the same rules for each content type separately. Select Manage websites to go to Websites, where you add and manage the sites themselves.

Other connections

Channels only connects social accounts. Google, Drive, and other services connect under Settings > Connections.