Publishing a Post on BoostifyCRM: Step-by-Step Guide | Scribe

    Publishing a Post on BoostifyCRM: Step-by-Step Guide

    • 14 steps |
    • 2 minutes
    1
    Navigate to <https://app.boostifycrm.com/> and login to your account
    2
    Select the office you will be working in (unless you only have one office assigned to you)
    3
    In this case "Advanced Physicians Crest Hill"
    4
    Click "Marketing" from the left hand menu
    5
    Click "Social Planner" from the top menu once on the Marketing tab
    6
    Click "New Post"
    7
    Click "Create New Post"
    8
    Click "Select a social account"
    9
    In this example we will just to Instagram so select Instagram
    10
    Click this checkbox.
    11
    If you want to do a story or a reel you can only post to one social media account at a time. Stories are what's happening now in the clinic - they go away every 24 hours. Reels are interesting one minute videos you can make on your phone. Posts go on your main feed. You can publish a post to all social media accounts at the same time (by selecting each account on step 10 above).
    12
    Click this icon to upload a video, or the picture icon to upload an image, etc)
    13
    Select the image / video or upload one and then select.
    14
    Review the post and click post or click the down arrow next to post to see options for scheduling or getting approval.