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  1. What's New?

Create and Manage Social Posts in Impersonation Mode

PreviousWhat's New?NextHow to Enable Two-Way Calendar Sync (Google & Outlook)

Last updated 4 days ago

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🚀 Overview

We are excited to announce that admins can now create and manage social media posts while impersonating agents.


🔍 How It Works

Enter Impersonation Mode Switch to the intended agent's account. Learn more about impersonation here. Access Marketing Once you are under the intended account, navigate to the Marketing section and select the desired Social Template type of content you want to create. Click Create Social Post, pick the desired design, and either schedule or send the post. Posting on Social Media After selecting a design and editing the content:

  1. Click Save & Continue.

  2. Navigate to the Social Media section.

  3. Choose Instagram, pick the Instagram account, and add captions.

  4. Click Post at the bottom—and you're done!


What’s Changing?

  • Before: Admins could not create or manage social posts while impersonating an agent.

  • Now: When in Impersonation Mode, admins can access the Marketing section, create and schedule social posts on behalf of agents.

  • Benefit: This update improves workflow efficiency, allowing admins to directly support agents in managing their social media presence.


🛠️ Next Steps for Admins

  • When managing social posts, ensure you are impersonating the correct agent.

  • Experiment with this feature to simplify social media post creation and enhance agent support.

Reach out if you have any questions! 🚀