SurePath Advisors

Social Post Builder

Quick start guide for Pam and Peggy

About 5 minutesper post, start to finish

Where to find it

Sign in to Toolbelt and open SurePath-Marketing.
Click the Home tab. The form opens right there.
No chatting needed. It is all buttons.

Good to know

You are the only approver. Three approvals: words, picture, time.
Nothing posts until the final button.
Posts are short on purpose so they sound like a real person.

Step	What you do	Wait
1 Topic	Click your name, then pick a topic or type your own	Ideas: about 1 minute
2 Words	Read the Facebook post and Instagram caption, edit if you like, approve	Writing: about 1 minute
3 Picture	Look at the graphic, change the words if you like, approve	About 15 seconds
4 Time	Pick a day and time (best one is tagged Recommended), approve	About 20 seconds

Step 1: Pick your topic

Click your name. Type your own topic, or choose **Give me ideas** and a type.

Medicare: enrollment windows, turning 65, plan reviews. ACA: open enrollment, how coverage works. Ancillary: dental, vision, accident, life.

If you see the yellow message, nothing is wrong

Ideas and writing each take about a minute. Keep the page open and do not click again. If a red message appears, click the same button once more. Still stuck? Refresh and start over. Nothing was posted.

Step 2: Check the words (first approval)

Left is Facebook, right is Instagram. Click in to edit.
Green checks watch for dashes, prices, carrier names, pressure words, stiff wording and length.
The gold box is the required Medicare or ACA line. It adds itself.
Tick the no client info box. Approve turns on when all is green.
Want a different feel? Use Rewrite.

Step 3: Check the picture (second approval)

Colors, logo and phone number are added for you.
Change the layout or any wording. Put *stars* around words you want in gold.
Click Update picture to preview, then Approve picture.

Step 4: Choose the time (third approval)

You see the next five weekdays. The best day has a gold Recommended tag.
Facebook and Instagram each get their own time, based on research for that weekday.
Approve and schedule sends it. Save as draft instead lets you review in Postiz first.
Friday is lower confidence. Monday to Thursday are safer.

Ask Marc first about anything involving a specific client, a complaint, a new form or vendor, or anything you are unsure is allowed.

SurePath Advisors | 904-262-8400 | surepathadv.com