Agents: How to Post to Social Media

This article assumes you have already integrated your Total Expert account with the social media accounts you want to post to.

Posting Static Content

The process for posting a piece depends on whether it has been set up to allow editing before posting.

With No Editing Option

1. Navigate to Web Marketing > Social Media > Create New.
2. Locate the content you want to post using search, folders, tags, or filters. (The content available is published to you by your co-marketing partner organizations.)
3. For the content you want to post, select Actions > Share.
   
4. In the Social Post box:
   1. Select any integrated accounts you want to post to.
   2. (optional) Select a website from the Share a link drop-down menu. This link is posted as part of the message with the piece. This option may not be available, depending on the configuration of the content.
   3. (optional) Enter any text you want to be posted with the piece in the Message field.
   4. (optional) Select a date in the Removal Date field to specify when the post should be taken down.
   5. Either:
      1. To post immediately, click the Post Now button.
         Or:
      2. To schedule the post for the future, select a date and time when you want the post to appear using the Post Date and Post Time fields. Then click the Schedule button. Do not click the Post Now button.

With Editing Option

1. Navigate to Web Marketing > Social Media > Create New.
2. Locate the content you want to post using search, folders, tags, or filters. (The content available is published to you by your co-marketing partner organizations.)
3. For the content you want to post, select Actions > Select.
   
4. Under Step 1: Select Media Options, select your name in the Co-marketing Partner Profile drop-down list if it is not pre-selected. The User Profile field is restricted to the user who shared the template with you (this field is not shown if the template is not set up to be co-branded).
5. Under Step 2: Search for a Listing to Market, search by MLS#, Listing Status, OR select a state, location, and agent name. 
   • Note: Some print material does not require listing information and will not show this option. 
6. On the right side of the page, under a listing, click the Select button.
7. At the top of the page, click the Customize and Publish button.
   
8. (Optional) Update any editable images and text in the template to your liking.
9. Once satisfied, click the Save First Draft button.
   • You receive a notification if your print material needs to be approved.
10. Click the Publish button.
11. Click the Ok button in the confirmation box to proceed.
12. The marketing material is now added to your saved folder and the materials list page is filtered to display just the piece you just saved. From here:
    1. Select Actions > Share and proceed with the Social Post box as with a non-MLS listing.
    2. Select Actions > Download PNG to save a copy of the piece as an image file on your computer to print or share otherwise.

Standalone Posts

1. Navigate to Web Marketing > Social Media > Scheduled/Posted.
2. Click the Create Post button.
3. The Social Post box appears. This works in mostly the same way as described above, with the following exceptions:
   1. There is no content piece selected.
   2. If there are any pre-approved content options, you can select one from the Select Approved Media field. Or you can simply create a text-only post.

Managing Posts

Once a post has been scheduled or posted, you can change some—but not all—aspects of the post.

For pending future posts, you can change the time and date the post will go live and the date it will be removed, but you cannot change the image, text, or link included in the post.

1. Navigate to Web Marketing > Social Media > Scheduled/Posted.
2. Find the post you want to manage in the Scheduled section (left side of the page).
3. Click the ellipsis button […] in the upper-right corner of the post and select Edit.
4. Change the options as desired and click the Schedule button.

Once a post has been made, you can only remove it. You can also remove a post that is still awaiting the scheduled time to go out.

1. Navigate to Web Marketing > Social Media > Scheduled/Posted.
2. Find the post you want to remove in either the Scheduled section or the Posted section.
3. Click the ellipsis button […] in the upper-right corner of the post and select Delete.

Note: LinkedIn requires you to remove a post directly from your LinkedIn account, and not through your Total Expert integration.