This article is for our clients with both the ClientBAY and SocialBAY platforms

Reminder!!! 

 In order to access the Parent SocialBAY account, you’ll need to be logged in as the “Parent” user

Below are some settings we recommend you review: 

1. Profile: Navigate to Settings >>Profile 
   

Please review each section within your profile settings to ensure the correct information is

displayed and branding elements are correct.

**As a reminder, most items in the profile section populate from ClientBAY automatically. 

1. Content: Navigate to Settings>>Content
   

1. Configure Your Social Media Networks - Connect all of the Social networks
   

you wish to to have synced in your SocialBAY account.

**Here is a helpful article for the IG connection: How To Connect Instagram to SocialBAY

• Localize Your Content - As a reminder, you can continue to add as many

additional areas that you service to this section so that local content includes all of the

areas your service

1.  Manage Content- You can unselect any category you do not wish to be included in
   

your regularly scheduled Back At You content.

 *** As a reminder, You must have a minimum of 10 "Industry Content" categories selected.

1.  Content Signature- You can set up a content signature to include any additional
   

 information (i.e. phone number, email, website address etc. ) to be included in

every post published to your social networks. 

1. Listings: Navigate to Settings>Listings
   

***You can update the Listing settings for your agents through the Parent account.

The first 2 settings allow you to control your agent's participation in Company

 Listings as well as what listings (based on office location) your agents have access to.

• Auto-Post All Agent Listings On Company Profiles -As a reminder, this setting

can be either "On" or "Off" and only refers to the automatic listing posting of

ALL company listings on the Parent's connected Social Media networks.

1. Company Listing Promoter- As a reminder, this tool is set up from the Parent
   

account only. You can set up the auto posting and advertising for specific agents,

groups or for all agents. The ads are paid for by the company on behalf of the

respective listing agent.

***Here is a guide to turn this tool on: How To Enable Your Company Wide Listing Promoter

1. User Management: located in the navigation bar on the left side 
   

Your User Management tab will display your entire roster. This tab will indicate

who has connected to SocialBAY, which social media networks have been

connected and what automation has been enabled. 

There is an Actions button to the right of each user. You can assign individual

 Ad Credits to any user you’d like. This is billed to the credit card on file for the parent account.

              ***Click this link for instructions: How To Assign Ad Credits To Your Agents

1. Network Scheduler: While we weren’t able to review this during our call, here is a helpful
   

article outlining how to create content and post to your agent’s social network:

 How To Create and Schedule Content For Your Agents

1. Turning on SocialBAY for a new user in your roster:

When you add a new user to your roster, you’ll need to turn on SocialBAY

for that user. Please use the steps outlined here:

 Turn SocialBAY on for New Agent on Your Roster

1.  Act As: 
   

To “Act As” another user’s SocialBAY account, you must be logged in to

the Parent’s ClientBAY account first.

 ***Then navigate to SocialBAY and follow the steps outlined here:

 How To Act As Another User