Required for auto-posting: DMS Product
In order to syndicate social media platforms to Elevate CRM you would need to have our Elevate DMS Product and you would need to access your Site Editor. This is done by clicking 'Edit My site' on the panel that's on the left side of your screen as seen in the figure below once you've signed into your Elevate CRM platform:
The top of your screen should now read 'Welcome To The Site Editor' which indicates you're in the right spot.
Scroll down a bit on your navigation panel and select the option for 'My Social Media Pages'.
From this next page, simply select from a drop-down menu which platform you're syndicating to your Elevate CRM account, copy and paste the URL for this account, and click the red 'Save Changes' button to save your changes!
Next step: Installing our auto-posting 'tokens' to the platforms you linked above! Click the 'Set Up Syndication' option on your navigation panel.
On this page, click the 'Install' button next to each of your platforms listed to install our auto-posting token to your account as seen below and be sure to click the red 'Save Changes' button to save your changes!:
Please note that our auto-posting tokens will break if you change your password on the associated social media account(s). You will need to re-install your tokens to each account if you change the password for this feature to work properly.
That's all there is to it! If you still have more questions, be sure to peruse our other articles and videos. If you still don't find an answer don't hesitate to reach out to our support team. We're here to help!