Connect Social Planner to Facebook and Instagram & Other Socials

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Objective

This SOP explains how to connect a FloLoyal account to the Social Planner, authorize Facebook and Instagram access, and create scheduled or recurring social posts. It is designed to help a team member complete setup correctly and use the planner efficiently.

Key Steps

1. Open the Social Planner from the Marketing tab 0:01

• Log in to the FloLoyal account on the Pro plan.

• Go to the Marketing tab.

• Confirm that the Social Planner page opens.

• If no accounts are connected yet, expect to see an empty or initial setup screen.

2. Start connecting the first social account 0:14

• Choose the first platform you want to connect, starting with Facebook.

• Select the Facebook profile you want to use for login.

• Use the Facebook account that owns or manages the business assets you need to connect.

3. Log in with the correct Facebook account 0:31

• Prefer logging in with your personal Facebook account if it owns the business pages and Instagram accounts.

• Enter your password when prompted.

• Continue after successful login so the platform can request permissions.

4. Approve device trust and permissions 0:55

• If prompted, select Trust this device.

• Review the permissions request carefully.

• Allow access so the Social Planner can connect to Facebook or Instagram as needed.

5. Select the correct Facebook pages and business assets 1:02

• Choose Opt in to current pages only if you only want to connect specific pages.

• If you manage multiple clubs or business profiles, select only the page(s) you want to use.

• If you want to manage multiple clubs under the Pro plan, select all relevant clubs/pages.

• Click Continue when your selections are correct.

• For business permissions, opt in to future businesses only if appropriate for your setup.

• Scroll down, confirm nothing else needs to be checked, then click Save and Got it.

6. Add the selected Facebook page to Social Planner 1:46

• Verify that the correct page appears in the list.

• Confirm the page name matches the business you want to manage.

• Click Add to connect the page to the Social Planner.

• Once added, the page can be used for scheduling posts.

7. Connect Instagram through Facebook or directly 1:58

• Go to the Instagram connection option.

• Choose one of two methods:

  • Connect through Facebook if Instagram is linked to Facebook.

  • Connect directly through Instagram if Facebook linking is not available.

• Use the method that matches the account setup in the backend.

8. Select the correct Instagram account and save 2:49

• Continue through the Facebook login flow if prompted.

• Select the page you want to access, such as the business page already connected.

• Change the selection to current Instagram accounts or opt-ins as shown.

• Choose the specific Instagram account you want to connect.

• Click Save, then Got it.

• When the Instagram account appears, click Add to finish connecting it.

9. Confirm both accounts are connected and move to scheduling 3:19

• Verify that both Facebook and Instagram now appear in the Social Planner.

• Click Schedule now to move into the posting workflow.

• Review any pop-ups or onboarding prompts that appear.

• Proceed once the planner is ready for content creation.

10. Create a post or story using media storage 3:52

• Decide whether you want to post to Facebook, Instagram, or both.

• Select the desired platforms.

• Click the image/media icon and choose Upload from media storage.

• If needed, upload a file from your computer first so it saves to media storage.

• Select the content you want to post.

• Choose Story if you want the content to publish as a story instead of a feed post.

11. Set the post to recur on a schedule 4:35

• Instead of choosing a one-time post, select Recurring post.

• Define the recurrence pattern based on your needs:

  • Every set number of days

  • Specific days of the week

  • Monthly schedule

  • A set number of times per month

  • A date range for start and end dates

• Choose the time or point in the month when the post should publish.

• Use recurring scheduling for repeatable content such as store hours, reminders, or consistent business information.

Cautionary Notes

• Use the correct Facebook account: The account used to log in should usually be the personal Facebook profile that owns the business pages and Instagram accounts.

• Select only the intended pages/accounts: If multiple clubs or business profiles exist, make sure you connect only the ones you want.

• Check permissions carefully: Do not skip the permission and save steps, or the connection may not complete.

• Instagram connection method may vary: If Instagram is not linked to Facebook, use the direct Instagram connection option instead.

• Verify before adding: Confirm the correct page/account appears before clicking Add.

• Recurring posts should be reviewed carefully: Make sure the schedule, date range, and frequency are correct before saving.

Tips for Efficiency

• Connect Facebook first, then Instagram, since Instagram often uses the Facebook connection flow.

• Use current pages/accounts only when you want to limit access to a single business.

• Use opt in to all future businesses only when you want broader access for ongoing management.

• Store reusable images and assets in media storage so they are easy to find later.

• Use recurring posts for content that repeats regularly, such as hours, promotions, or reminders, to save time.

• After setup, test the workflow by creating a simple story post before building more complex schedules.