SOP: Updating School Social Media Posts in the Marketing Platform

Objective

This SOP explains how school staff can create, customize, and schedule social media posts from the Marketing platform. It ensures posts are published consistently across connected channels and optimized for each platform.

Key Steps

 

1. Open the Marketing area and confirm connected accounts 0:00

• Log in to the platform and navigate to Marketing.
• Confirm that all required accounts are connected before creating a post:
  • Email account
  • Google My Business
  • Facebook
  • Instagram
• If any account is missing, stop and connect it before continuing.

 

2. Review the need for regular content updates 0:25

• Keep social media updated on a regular basis.
• Use school-created content to keep posts fresh and relevant.
• Plan to refresh content often so the school’s social channels stay active and current.

 

3. Create a new social media post 0:34

• Click New Post.
• Select the social media account(s) where the post should appear.
• Upload media files for the post.
• Organize content assets in advance so you can quickly choose the correct image or file.

 

4. Identify each platform before editing content 1:02

• Use the platform icons to confirm where the post will publish:
  • Google My Business icon
  • Facebook icon
  • Instagram icon
• Verify the correct channel is selected before writing or scheduling the post.

 

5. Generate post copy using AI 1:16

• Click the AI button and choose the option to generate content with AI.
• Enter a short key message describing the post.
  • Example: “Cooking with preschoolers”
• Enter the goal of the post.
  • Example: “Highlight classroom activities”
• Request 3 variations and generate the copy.
• Review the AI-generated text and edit it so it matches the school’s tone and message.

 

6. Edit and finalize the post text 1:55

• Read through the generated copy carefully.
• Fix wording, grammar, and clarity as needed.
• Add a strong call to action or supporting message if appropriate.
  • Example: “Follow us to access exclusive hands-on activities.”
• Make sure the final text is accurate and aligned with the intended audience.

 

7. Add a call-to-action and destination link for Google My Business 2:40

• Before publishing, confirm that Google My Business includes a call-to-action.
• Choose the appropriate CTA option.
  • Example: Book
• Add the correct destination link, such as a Book a Tour URL.
• Paste the URL into the designated field and verify it is correct.

 

8. Post to selected channels and invite collaborators if needed 3:16

• Confirm the post is set to publish on the intended channels, such as the feed and Instagram.
• If needed, invite collaborators to review or assist with the post.
• Optionally add a follow-up comment.
• Test the link or CTA to make sure it works before publishing.

 

9. Customize the post for each platform 3:27

• Adjust the post appearance for each channel individually.
• Review how the post looks in:
  • Google My Business
  • Facebook
  • Instagram
• Make any platform-specific edits so the post displays correctly and looks polished on each channel.

 

10. Publish immediately or schedule for later 3:55

• Decide whether to post now or schedule the post for later.
• If scheduling, choose the desired date and time.
  • Example: 8:36 AM
• Use the platform’s suggested best posting time when available.
• Confirm the schedule to save the post.

 

11. Verify the post appears in the feed 4:20

• Check the feed or post list to confirm the post is queued or published.
• Verify the post appears in the correct location and on the correct channels.
• Use this final check to ensure the social media update was completed successfully.

 

12. Use direct access links for future posting 4:34

• Save any direct links provided for quick access to email or Instagram.
• Use these links to streamline future posting and account access.
• Share access instructions with staff who need to manage social media updates.

Cautionary Notes

• Do not publish until all connected accounts are verified.
• Always review AI-generated copy before posting; it may need edits for accuracy, tone, or branding.
• Check all links and CTAs to ensure they work correctly.
• Confirm the correct platform icons are selected so content is not posted to the wrong channel.
• Schedule carefully to avoid posting at the wrong time or date.

Tips for Efficiency

• Prepare images, captions, and links in advance to speed up posting.
• Use AI to generate multiple caption options, then choose the best one.
• Reuse a consistent workflow for each post: create, review, customize, schedule, verify.
• Use suggested best times when scheduling to improve engagement.
• Keep a library of approved photos, links, and CTA destinations for faster updates.

Link to Loom

https://loom.com/share/1afaed3a0c194b2f91c221f0c2a92be1